Using Zoom Tasks in Zoom Docs

With Zoom Tasks, Zoom Doc users can quickly create tasks based on text within a doc. Once created, the doc will be linked to the task so it can be easily referenced when working on the task.

Requirements for using Zoom Tasks in Zoom Docs

Table of Contents

How to use Zoom Tasks in Zoom Docs

Windows | macOS | Linux
  1. Click the Docs tab .
  2. Create or open a Zoom Doc.
  3. Highlight a text in your document, then in the toolbar that appears, click the Task icon .
    Note: You can also right-click on the text and click Create task.
    The create a task dialog window will open with the Title being the highlighted text and the Assignee the doc creator. 
  4. Select the Due date.
  5. (Optional) Click Add more details to open the full task creation window.
  6. Click Create.
  7. The task will be created with the Source set as the doc.
Web
  1. Sign in to the Zoom web Portal
  2. In the navigation menu, click Docs.
  3. Create or open a Zoom Doc.
  4. Highlight a text in your document, then in the toolbar that appears, click the Task icon .
    Note: You can also right-click on the text, and click Create task.
    The create a task dialog window will open with the Title being the highlighted text and the Assignee the doc creator. 
  5. Select the Due date.
  6. (Optional) Click Add more details to open the full task creation window.
  7. Click Create.
  8. The task will be created with the Source set as the doc.