Managing auto-deletion of recommended tasks

Users can configure the retention policy for tasks recommended by AI Companion to delete unaccepted recommended tasks. This retention policy helps users maintain their task list by preventing the accumulation of unused recommended tasks.

Requirements for enabling auto-deletion of recommended tasks

• A Licensed user on a Zoom Workplace Pro, Zoom Workplace Pro Plus, Zoom Workplace Business, Zoom Workplace Business Plus, Zoom Workplace Enterprise, Zoom Workplace Enterprise Plus, or Enterprise Bundle account

How to enable Auto-delete unaccepted recommended tasks

Account

To enable or disable Auto-delete unaccepted recommended tasks for all users in the account:

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Account Management, then Account Settings.
3. Click the Tasks tab.
4. Under Task Retention, click the Auto-delete unaccepted recommended tasks toggle to enable or disable it.
5. If a verification dialog displays, click Enable or Disable to verify the change.
6. Next to Delete unaccepted recommended tasks after, select whether unaccepted tasks are deleted after 7, 14, or 30 days.
7. (Optional) To prevent all users in your account from changing this setting, click the lock icon , and then click Lock to confirm the setting.

Group

To enable or disable Zoom Tasks for a group of users:

1. Sign in to the Zoom web portal as an admin with the privilege to edit groups.
2. In the navigation menu, click User Management, then Groups.
3. Click the applicable group name from the list.
4. Click the Tasks tab.
5. Under Task Retention, click the Auto-delete unaccepted recommended tasks toggle to enable or disable it.
6. If a verification dialog displays, click Enable or Disable to verify the change.
   Note: If the option is grayed out, it has been locked at the account level and needs to be changed at that level.
7. Next to Delete unaccepted recommended tasks after, select whether unaccepted tasks are deleted after 7, 14, or 30 days.
8. (Optional) To prevent all users in the group from changing this setting, click the lock icon , and then click Lock to confirm the setting.

User

1. Sign in to the Zoom web portal as an admin with the privilege to edit groups.
2. In the navigation menu, click Settings.
3. Click the Tasks tab.
4. Under Task Retention, click the Auto-delete unaccepted recommended tasks toggle to enable or disable it.
5. If a verification dialog displays, click Enable or Disable to verify the change.
   Note: If the option is grayed out, it has been locked at the account or group level and needs to be changed at that level.
6. Next to Delete unaccepted recommended tasks after, select whether unaccepted tasks are deleted after 7, 14, or 30 days.