Managing task view layouts

The Zoom Tasks feature enables users to create, track, and manage action items seamlessly within the Zoom platforms. Tasks views can be managed from within the Zoom Workplace app or Zoom Web portal.

Requirements for managing task view layouts

Table of Contents

How to group tasks

Windows | macOS | Linux
  1. Sign in to the Zoom Workplace app.
  2. Click the Tasks tab .
  3. Select the desired task list, My Tasks or All Tasks.
  4. In the top right corner, click the Group icon .
  5. Select the value you want to group tasks by:
    • None (default): Tasks are not grouped.
    • Due Date: Tasks are grouped by the date that they are due
    • Assigned By: Groups tasks by who assigned the task.
    • Source: Groups tasks by the meeting, channel, or doc the task was generated from.
    • Modified: Groups tasks by the last time they were updated.
  6. Once the grouping has been selected, you can expand or collapse groups.
Android | iOS
  1. Sign in to the Zoom Workplace mobile app.
  2. Tap the Tasks tab .
  3. (Optional) Tap the desired task list: My Tasks, All Tasks, or Starred Tasks.
  4. In the top left corner of the task list, tap the Filter icon .
  5. Under Group, tap the value you want to group tasks by:
    • None (default): Tasks are not grouped.
    • Due Date: Tasks are grouped by the date that they are due
    • Assigned By: Groups tasks by who assigned the task.
    • Source: Groups tasks by the meeting, channel, or doc the task was generated from.
    • Modified: Groups tasks by the last time they were updated.
  6. Once the grouping has been selected, you can expand or collapse groups.
Web
  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Tasks.
  3. Select the desired task list, My Tasks or All Tasks.
  4. In the top right corner, click the Group button .
  5. Select the value you want to group tasks by:
    • None (default): Tasks are not grouped.
    • Due Date: Tasks are grouped by the date that they are due
    • Assigned By: Groups tasks by who assigned the task.
    • Source: Groups tasks by the meeting, channel, or doc the task was generated from.
    • Modified: Groups tasks by the last time they were updated.
  6. Once the grouping has been selected, you can expand or collapse groups.

How to add filters to the task view

Available filters

The following filters are available:

 
Column fieldDescription
Complete tasksDisplays tasks that have been completed.
Incomplete tasksDisplays tasks that are currently incomplete.
Due this weekDisplays tasks that are due during the current week.
Meeting SummaryDisplays tasks that were generated from a Meeting Summary.
Email Displays tasks that were generated from a Whiteboard.
DocsDisplays tasks that were generated from a Zoom Doc.
Chat messageDisplays tasks that were generated from chat messages.
TasksDisplays tasks that were generated from the tasks tab (no source).
Assigned byDisplays tasks that were assigned by a specific contact. 

Adding a filter

Windows | macOS | Linux
  1. Sign in to the Zoom Workplace app.
  2. Click the Tasks tab .
  3. Select the desired task list, My Tasks or All Tasks.
  4. In the top right corner, click the Filter icon .
  5. Select one or more attributes you want to filter your task view by.
    Only tasks that fit the selected attribute(s) will be displayed.
  6. (Optional) To clear the applied filters, click Filter and click Clear or select the None filter attribute.
Android | iOS
  1. Sign in to the Zoom Workplace mobile app.
  2. Tap the Tasks tab .
  3. (Optional) Tap the desired task list: My Tasks, All Tasks, or Starred Tasks.
  4. In the top left corner of the task list, tap the Filter icon .
  5. Under Status, tap the value you want to filter by.
Web
  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Tasks.
  3. Select the desired task list, My Tasks or All Tasks.
  4. In the top right corner, click the Filter icon .
  5. Select one or more attributes you want to filter your task view by.
    Only tasks that fit the selected attribute(s) will be displayed.
  6. (Optional) To clear the applied filters, click Filter and click Clear or select the None filter attribute.

How to manage columns

Available columns

The following columns are available:

FilterDescription
Due DateThe assigned due date for the task.
AssigneesThe current assignees for the task.
Assigned byThe user who assigned the task.
SourceThe source the task was generated from (Meetings, Team Chat, etc.).
Created DateThe date the task was created.
Last ModifiedThe time the task has been last updated. 
IntegrationThe Integration associated with the task (ex. Jira).
StatusThe current status for the task. 
IDUnique ID for the task itself.

Adding a column

Windows | macOS | Linux
  1. Sign in to the Zoom Workplace app.
  2. Click the Tasks tab .
  3. Select the desired task list, My Tasks or All Tasks.
  4. In the table header, click the Settings icon .
  5. Enable or disable the desired columns.
    Note: Click Show all to enable all columns in the table view.
  6. Click and drag columns up or down to change the display order.
  7. Click Confirm.
  8. (Optional) Click Reset to display the default columns.
Web
  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Tasks.
  3. Select the desired task list, My Tasks or All Tasks.
  4. In the table header, click the Settings icon .
  5. Enable or disable the desired columns.
    Note: Click Show all to enable all columns in the table view.
  6. Click and drag columns up or down to change the display order.
  7. Click Confirm.
  8. (Optional) Click Reset to display the default columns.