How to create a task in Zoom Whiteboard

Users can create tasks directly from selected content within the Zoom Whiteboard canvas. When creating a task from text-based objects, such as notes or text boxes, the content is automatically copied into the task description. For non-text objects, the system generates and attaches a PNG image to preserve the visual context.


Once the task has been created, the source of the task will be set to Zoom Whiteboard.

Requirements for creating a task within a Whiteboard

Table of Contents

How to create a task within a whiteboard

Windows | macOS | Linux
  1. Sign in to the Zoom Workplace desktop app.
  2. Click the Whiteboards tab .
  3. Open or create a new whiteboard.
  4. Select the object(s) you want to create a task for.
  5. Right-click the selected object and click Create task .
  6. Finish completing the task form. 
  7. Click Create.
    Once the task has been created, a confirmation message will appear.
Web
  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Whiteboards.
  3. Open or create a new whiteboard.
  4. Select the object(s) you want to create a task for.
  5. Right-click the selected object and click Create task .
  6. Finish completing the task form. 
  7. Click Create.
    Once the task has been created, a confirmation message will appear.