Creating and managing personal task lists Zoom Tasks users can create and manage private task lists that are visible only to them, with the ability to add tasks manually. Once created, the list will be located under the Task Lists section, allowing users to quickly assign tasks to different lists. In addition, tasks can be assigned to multiple lists.
In addition to creating lists, you can also use AI Companion to review and add tasks to lists automatically .
Requirements for creating and managing personal task lists
Zoom Tasks enabled Zoom Workplace desktop app for Windows, macOS, or Linux: 6.5.0 or higher Zoom Workplace mobile app for Android or iOS: 6.4.5 or higher How to create a list
Windows | macOS | Linux
Sign in to the Zoom Workplace desktop app. Click the Tasks tab Note : If you do not see the Tasks tab, click the More tab, then click Tasks . Next to Lists , click the Add button Enter the Name of the list. (Optional) Enable Enable AI suggestions Click Save .
Android | iOS
Sign in to the Zoom Workplace mobile app. Tap the Tasks tab Note : If you do not see the Tasks tab, tap the More tab, then tap Tasks . In the lower right corner, tap the Add icon Under Lists , enter the name of the list. Tap Create .
Web
Sign in to the Zoom web portal . In the navigation menu, click Tasks . Next to Lists , click the Add button Enter the Name of the list. Click Save .
How to add tasks to a list
Windows | macOS | Linux
Sign in to the Zoom Workplace desktop app. Click the Tasks tab Note : If you do not see the Tasks tab, click the More tab, then click Tasks . Select My Tasks , All Tasks , Starred Tasks, or a Personal List Click on the desired task. Under Lists , click None and select the desired list(s) you want to assign the task to.Note : If the task has already been assigned to a list, click the list name to view it.
Android | iOS
Sign in to the Zoom Workplace mobile app. Tap the Tasks tab Note : If you do not see the Tasks tab, tap the More tab, then tap Tasks . (Optional) Tap the desired task list: My Tasks , All Tasks , or Starred Tasks .Note : Tap Lists to access your personal lists . Tap on the desired task. Under Lists , tap None and select the desired list(s) you want to assign the task to.Note : If the task has already been assigned to a list, click the list name to view it.
Web
Sign in to the Zoom web portal . In the navigation menu, click Tasks . Select My Tasks , All Tasks , Starred Tasks, or a Personal List Click on the desired task. Under Lists , click None and select the desired list(s) you want to assign the task to.Note : If the task has already been assigned to a list, click the list name to view it.
How to delete a list
Windows | macOS | Linux
Sign in to the Zoom Workplace desktop app. Click the Tasks tab Note : If you do not see the Tasks tab, click the More tab, then click Tasks . Under Lists , click the desired list. At the top of the list view, next to the list name, click the More button Click Delete .
Android | iOS
Sign in to the Zoom Workplace mobile app. Tap the Tasks tab Note : If you do not see the Tasks tab, tap the More tab, then tap Tasks . Under Lists , tap the desired list. In the top right corner, tap the More button Delete button
Web
Sign in to the Zoom web portal . In the navigation menu, click Tasks . Under Lists , click the desired list. At the top of the list view, next to the list name, click the More button Click Delete .
How to rename a list
Windows | macOS | Linux
Sign in to the Zoom Workplace desktop app. Click the Tasks tab Note : If you do not see the Tasks tab, click the More tab, then click Tasks . Under Lists , click the desired list. At the top of the list view, click on the Name of the list. Enter the new name of the list. Click Save .
Android | iOS
Sign in to the Zoom Workplace mobile app. Tap the Tasks tab Note : If you do not see the Tasks tab, tap the More tab, then tap Tasks . Under Lists , tap the desired list. In the top right corner, tap the More button List settings button. Enter the new name of the list. Tap Save .
Web
Sign in to the Zoom web portal . In the navigation menu, click Tasks . Under Lists , click the desired list. At the top of the list view, click on the Name of the list. Enter the new name of the list. Click Save .
How to reorder lists
Windows | macOS | Linux
Sign in to the Zoom Workplace desktop app. Click the Tasks tab Note : If you do not see the Tasks tab, click the More tab, then click Tasks . Expand the Lists section. Next to the desired list, click and hold the Reorder button Drag the list to the desired location. Repeat steps 4-5 for each list.
Web
Sign in to the Zoom web portal . In the navigation menu, click Tasks . Expand the Lists section. Next to the desired list, click and hold the Reorder button Drag the list to the desired location. Repeat steps 4-5 for each list.