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 additoin, tasks can be assigned to multiple lists.

Requirements for creating and managing personal task lists

Table of Contents

How to create a list

Windows | macOS | Linux
  1. Sign in to the Zoom Workplace desktop app.
  2. Click the Tasks tab .
    Note: If you do not see the Tasks tab, click the More tab, then click Tasks
  3. Next to Lists, click the Add button .
  4. Enter the Name of the list.
  5. Click Save.
Web
  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Tasks.
  3. Next to Lists, click the Add button .
  4. Enter the Name of the list.
  5. Click Save.

How to add tasks to a list

Windows | macOS | Linux
  1. Sign in to the Zoom Workplace desktop 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. 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.
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. 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
  1. Sign in to the Zoom Workplace desktop app.
  2. Click the Tasks tab .
    Note: If you do not see the Tasks tab, click the More tab, then click Tasks
  3. Under Lists, click the desired list.
  4. At the top of the list view, next to the list name, click the More button .
  5. Click Delete.
Web
  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Tasks.
  3. Under Lists, click the desired list.
  4. At the top of the list view, next to the list name, click the More button .
  5. Click Delete.

How to rename a list

Windows | macOS | Linux
  1. Sign in to the Zoom Workplace desktop app.
  2. Click the Tasks tab .
    Note: If you do not see the Tasks tab, click the More tab, then click Tasks
  3. Under Lists, click the desired list.
  4. At the top of the list view, click on the Name of the list.
  5. Enter the new name of the list.
  6. Click Save.
Web
  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Tasks.
  3. Under Lists, click the desired list.
  4. At the top of the list view, click on the Name of the list.
  5. Enter the new name of the list.
  6. Click Save.