Using Zoom Tasks in Team Chat

Users can create tasks within Zoom Team Chat and associate them with a message or even specific text within a message, adding extra context to a task. This can be utilized in 1:1 chats, group chats, channels, and continuous meeting chats. 

Requirements for using Zoom Tasks in Zoom Team Chat

Table of Contents

How to create a task from a Team Chat message

Windows | macOS | Linux

Creating a task from a specific message

  1. Sign in to the Zoom Workplace desktop app.
  2. Click the Team Chat tab .
  3. Find the message for which you want to create the task and hover your cursor over the message.
    Additional options will appear next to the message.
  4. Click More, then click Create task.
  5. Fill out the task form.
  6. Click Create.
  7. Once created, a notification will appear at the top of the channel, letting you know the task has been created.
  8. (Optional) Click View My Tasks to view the newly created task.

Creating a task from selected text in a message

  1. Sign in to the Zoom Workplace desktop app.
  2. Click the Team Chat tab .
  3. In a team chat message, highlight the desired text with your cursor, then right-click on the text.
  4. Click Create task.
  5. Fill out the task form.
  6. Click Create.
    Once created, a notification will appear at the top of the channel, letting you know the task has been created.
  7. (Optional) Click View My Tasks to view the newly created task.
Android | iOS
  1. Sign in to the Zoom Workplace mobile app.
  2. Tap the Team Chat tab .
  3. Find the desired message, and tap and hold it.
  4. In the pop-up menu, tap Create task.
  5. Fill out the task form.
  6. Tap Create.
  7. Once created, a notification will appear at the top of the channel, letting you know the task has been created.
  8. (Optional) Tap View My Tasks to view the newly created task.