Sharing and requesting access to a private task

With Zoom Tasks, you can share private tasks with other users in your account and request access to them. When a user within the same account requests access to a private task, the task assignee or creator will receive an email and can approve or decline the request directly from that email, the Zoom Workplace app, or the Zoom web portal.

Requirements for sharing and requesting access to a private task

Limitations of sharing and requesting access to a private task

Table of Contents

How to share a private task

Windows | macOS | Linux
  1. Sign in to the Zoom Workplace desktop app.
  2. In the navigation bar, click the Tasks tab image of the Tasks tab.
    Note: If you do not see the Tasks tab image of the Tasks tab, click the More tab image of the More tab, then click Tasks image of the Tasks tab.
    Zoom Tasks will appear in the desktop app.
  3. In the Zoom Tasks side menu, choose My tasks, All tasks, Starred, or a personal list.
    The task list you selected will appear.
  4. Click the private task you want to share.
    On the right, a window with the task's details will appear.
  5. In the top-right corner of the window, click the Copy link icon image of the Copy link icon.
    The link for the private task will be copied to your clipboard.
  6. Provide the private task link to another user in your account.
Android | iOS
  1. Sign in to the Zoom Workplace mobile app.
  2. In the navigation bar, tap the Tasks tab image of the Tasks tab.
    Note: If you do not see the Tasks tab image of the Tasks tab, tap the More tab image of the More tab, then tap Tasks image of the Tasks tab.
    Zoom Tasks will appear in the mobile app.
  3. In the Zoom Tasks top menu, tap My tasks, All tasks, Starred, or a personal list.
    The task list you selected will appear.
  4. Tap the task you want to share.
    The task's details will appear.
  5. In the top-right corner, tap the More icon image of the More tab.
  6. From the drop-down menu, tap Copy link image of the Copy link icon.
    The link for the private task will be copied to your clipboard.
  7. Provide the private task link to another user in your account.
Web
  1. Sign in to the Zoom web portal.
  2. In the top-right corner, click the Zoom Products icon image of the Zoom Products icon.
  3. In the Zoom Products menu, click Tasks.
    Zoom Tasks will open in a new browser tab.
  4. In the Zoom Tasks side menu, choose My tasks, All tasks, Starred, or a personal list.
    The task list you selected will appear.
  5. Click the private task you want to share.
    On the right side of the page, a window with the private task's details will appear.
  6. In the top-right corner of the window, click the Copy link icon image of the Copy link icon.
    The link for the private task will be copied to your clipboard.
  7. Provide the private task link to another user in your account.

How to request access to a private task

  1. Open the private task link shared by another user in the same account.
    Note: If you are not signed in, you will be prompted to sign in to your Zoom account.
    A You need permission to view this task pop-up message will appear.
  2. Click or tap Request access.
    Your task access request, email address, display name, and profile picture will be sent to the task assignee or creator through email. If they approve your request, you may receive an email or chat notification depending on how your Zoom Tasks notification settings are configured.

How to approve access to a private task

Once a user within your account requests access to a private task that you created or is assigned to you, you will receive an email where you can Approve or Decline their request. You can also approve or deny private task access requests from the Zoom Workplace desktop app or Zoom web portal.

Windows | macOS | Linux
  1. Sign in to the Zoom Workplace desktop app.
  2. In the navigation bar, click the Tasks tab image of the Tasks tab.
    Note: If you do not see the Tasks tab image of the Tasks tab, click the More tab image of the More tab, then click Tasks image of the Tasks tab.
    Zoom Tasks will appear in the desktop app.
  3. In the Zoom Tasks side menu, choose My tasks, All tasks, Starred, or a personal list.
    The task list you selected will appear.
  4. Click the private task you want to approve access to.
    On the right, a window with the private task's details will appear.
  5. At the top of the private task details, click Review.
  6. Click Approve or Decline.
    If you approved the user's access request, an email or chat notification may be sent to them depending on how their Zoom Tasks notification settings are configured.
Web
  1. Sign in to the Zoom web portal.
  2. In the top-right corner, click the Zoom Products icon image of the Zoom Products icon.
  3. In the Zoom Products menu, click Tasks.
    Zoom Tasks will open in a new browser tab.
  4. In the Zoom Tasks side menu, choose My tasks, All tasks, Starred, or a personal list.
    The task list you selected will appear.
  5. Click the private task you want to approve access to.
    On the right side of the page, a window with the private task's details will appear.
  6. At the top of the private task details, click Review.
  7. Click Approve or Decline.
    If you approved the user's access request, an email or chat notification may be sent to them depending on how their Zoom Tasks notification settings are configured.