Using the Zoom Tasks dashboard

The Zoom Tasks dashboard helps you organize and manage your tasks in one place. You can use the dashboard to review AI-generated task recommendations from your meetings and phone calls, track upcoming deadlines, identify overdue tasks, and manage completed tasks.

The dashboard also provides quick access to your tasks, allowing you to navigate directly to the section that needs your attention.

Learn more about getting started with Zoom Tasks.

Requirements for using the Zoom Tasks dashboard

Table of Contents

How to access the Zoom Tasks dashboard

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.
  3. (Optional) In the Zoom Tasks side menu, click Home Image of the Home tab if it's not automatically selected.
    The Zoom Tasks dashboard will appear.
  4. At the top of the dashboard, review the following summary cards:
  5. Click a summary card to navigate directly to the corresponding section and manage its associated tasks.
  6. (Optional) In the top-right corner, click the Refresh icon image of the Refresh icon to update the dashboard.
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.
  3. (Optional) Tap Home if it's not automatically selected.
    The Zoom Tasks dashboard will appear.
  4. At the top of the dashboard, review the following summary cards:
  5. Tap a summary card to navigate directly to the corresponding section and manage its associated tasks.
  6. (Optional) In the top-right corner, tap the Refresh icon image of the Refresh icon to update the dashboard.
Web
  1. Sign in to the Zoom web portal.
  2. In the top-right corner, click the Zoom Products icon .
  3. In the Zoom Products menu, click Tasks.
  4. (Optional) In the Zoom Tasks side menu, click Home Image of the Home tab if it's not automatically selected.
    The Zoom Tasks dashboard will open in a new browser tab.
  5. At the top of the dashboard, review the following summary cards:
  6. Click a summary card to navigate directly to the corresponding section and manage its associated tasks.

How to use the Zoom Tasks dashboard

The Zoom Tasks dashboard organizes your tasks into four sections to help you quickly identify recommended, upcoming, overdue, and completed tasks.

Note: In the sections below, you can click or tap the task title to view and manage its details, or click or tap the meeting title (if available) to view the associated meeting.

Use the Recommended Tasks for you section

Use the Recommended Tasks for you section to review and manage potential tasks generated by AI and identified from your meetings and phone calls.

In this section, you can perform the following actions:

Use the Due this week section

Use the Due this week section to review open tasks with due dates scheduled for the current week. This section helps you track upcoming deadlines that require your attention.

In this section, you can perform the following action:

Use the Overdue section

Use the Overdue section to identify tasks that have passed their due dates and help you prioritize unfinished work.

In this section, you can perform the following action:

Use the Completed tasks section

Use the Completed tasks section to review tasks you completed during the current week.

In this section, you can perform the following action: