Using AI Companion to generate and manage tasks

With Zoom Tasks and AI Companion, users can have AI Companion recommend new tasks based on meeting summaries, call summaries, and meeting and phone transcripts. In addition, AI Companion can recommend steps for managing and completing tasks, as well as generate additional details for a task based on the title of the task.

Learn more about other Zoom AI Companion features and how Zoom AI Companion features handle your data.

For language availability, review the supported languages for Zoom AI Companion features.

Requirements for using AI Companion with Zoom Tasks

Note: AI Companion may not be available for select verticals and select regional customers.

Table of Contents

How to view tasks generated for a meeting within a Meeting Summary

  1. Sign in to the Zoom Workplace desktop app.
  2. Locate the desired Meeting Summary.
  3. Under Next Steps, tasks that were recommended from the Meeting Summary will be displayed.
    Note: Depending on the host's settings, you may also be able to view the task even if you were not the assignee.

How to view tasks generated for a phone call within a Call Summary

When Automatically generate tasks from phone call summary is enabled, you can receive AI-generated task recommendations based on your call summaries. You can create tasks manually using a dedicated button that opens the task creation dialog. The feature includes right-click functionality for direct task creation on calls and displays all generated tasks when viewing the call history. Call participants can be automatically added as task collaborators based on admin configuration.

Learn more about managing and generating Tasks for Call Summary.

How to view tasks generated for a meeting within Zoom Calendar

  1. Sign in to the Zoom Workplace desktop app.
  2. Click the Calendar tab .
  3. Click a past calendar event to see more details.
  4. Under Next Steps, tasks that were recommended from the Meeting Summary will be displayed.
  5. If a task has been assigned to you already, you can click on the task to view more details, or click the checkbox to complete to the task.
    Note: Depending on the host's settings, you may also be able to view the task even if you were not the assignee.

How to manage tasks generated via AI Companion

Windows | macOS | Linux
  1. Sign in to the Zoom Workplace desktop app.
  2. Click the Tasks tab .
  3. In the Tasks navigation menu, click  Recommended.
  4. Tasks generated via AI Companion will be displayed and grouped by the associated Meeting.
  5. (Optional) Click the dropdown to select Group by source or Group by topic.
  6. (Optional) Click the add button  to add an Assignee.
  7. Click Accept to add the task.
  8. (Optional) To delete a task, click the More button , then click Delete.
Android | iOS
  1. Sign in to the Zoom Workplace mobile app.
  2. Tap the Tasks tab .
    Note: If you do not see the Tasks tab, tap the More tab, then tap Tasks. 
  3. Tap Recommended.
  4. Click the add button to accept the task.
  5. (Optional) To delete the task, click the remove button .
Web
  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Tasks.
  3. In the Tasks navigation menu, click  Recommended.
  4. Tasks generated via AI Companion will be displayed and grouped by the associated Meeting.
  5. (Optional) Click the dropdown to select Group by source or Group by topic.
  6. (Optional) Click the add button  to add an Assignee.
  7. Click Accept to add the task.
  8. (Optional) To delete a task, click the More button , then click Delete.

How to generate details for a task

Windows | macOS | Linux
  1. Sign in to the Zoom Workplace app.
  2. Click the Tasks tab .
    Note: If you do not see the Tasks tab, click the More tab, then click Tasks. 
  3. Select My Tasks, All Tasks, Starred Tasks, or a Personal List.
  4. Click on the desired task.
  5. At the bottom of the task details, click  Generate task details.
    AI Companion will generate details for the task, including the Task Description, Due date, and Priority, based on the Task title. 
  6. (Optional) Click Regenerate results to regenerate the task details.
  7. (Optional) Click Undo to remove the generated description.
Android | iOS
  1. Sign in to the Zoom Workplace mobile app.
  2. Tap the Tasks tab .
    Note: If you do not see the Tasks tab, tap the More tab, then tap Tasks. 
  3. Select My Tasks, All Tasks, Starred Tasks, or a Personal List.
  4. Tap on the desired task.
  5. At the bottom of the task details, tap Generate task details.
    AI Companion will generate details for the task, including the Task Description, Due date, and Priority, based on the Task title. 
  6. (Optional) Tap Regenerate results to regenerate the task details.
  7. (Optional) Tap Undo to remove the generated description.
Web
  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Tasks.
  3. Select My Tasks, All Tasks, Starred Tasks, or a Personal List.
  4. Click on the desired task.
  5. At the bottom of the task details, click  Generate task details.
    AI Companion will generate details for the task, including the Task Description, Due date, and Priority, based on the Task title. 
  6. (Optional) Click Regenerate results to regenerate the task details.
  7. (Optional) Click Undo to remove the generated description.

How to have AI companion suggest steps to complete a task

  1. Sign in to the Zoom Workplace desktop app.
  2. Click the Tasks tab .
  3. In the Tasks navigation menu, click My Tasks, All Tasks, Starred Tasks, or a Personal List.
  4. Hover your mouse over the task name and click the AI Companion actions   button.
  5. Select an action from the menu: