Managing My Notes

You can manage existing notes after they are created using My Notes. You can find, open, edit, share, organize, rename, enrich, restore, or delete notes from the Zoom Workplace desktop app, Zoom Workplace mobile app, or Zoom Web App.

This article covers post-creation tasks for My Notes, including accessing notes, using tags, managing note actions, editing note content, generating note summaries from transcripts, managing mobile recordings, and deleting and recovering notes.

Learn more about starting a note using My Notes.

Requirements for managing My Notes

To manage existing notes:

To generate note summaries from transcripts:

To manage mobile recordings for My Notes:

Table of Contents

How to access existing notes in My Notes

Access My Notes to find and open an existing note. You can search, filter, or browse your notes to find a specific note.

Windows | macOS
  1. Sign in to the Zoom Workplace desktop app.
  2. In the navigation bar, click the My Notes tab .
    Note: If you do not see the My Notes tab , click the More tab , then click My Notes .
    My Notes will open.
  3. In the side menu, click the All notes tab.
  4. (Optional) To narrow your search, use the search field at the top, apply filters, or select one of the following tabs: Owned by me, Shared with me, or Starred.
  5. Click the note name to open it.
    The note opens in the My Notes editor, where you can view, edit, share, or delete it.
Android | iOS
  1. Sign in to the Zoom Workplace mobile app.
  2. In the navigation bar, tap the My Notes tab .
    Note: If you do not see the My Notes tab , tap the More tab , then tap My Notes .
    My Notes will open.
  3. (Optional) At the top, use the search field to find a specific note.
  4. (Optional) To narrow your search, use the search field at the top, or filter by tab: Home (notes you own), Shared (notes shared with you), or Starred (your starred notes).
  5. Tap the note you want to open.
    The note opens in the My Notes editor, where you can view, edit, share, or delete it.
Zoom Web App
  1. Sign in to the Zoom Web App.
  2. In the top-right corner, click the Zoom Products icon .
  3. In the Zoom Products menu, click My Notes .
    My Notes will open in a new browser tab.
  4. In the side menu, click the All notes tab.
  5. (Optional) To narrow your search, use the search field at the top, apply filters, or select one of the following tabs: Owned by me, Shared with me, or Starred.
  6. Click the note name to open it.
    The note opens in the My Notes editor, where you can view, edit, share, or delete it.

Find notes using tags

Tags categorize notes by meeting, participant, project, or topic. Instead of scrolling through your notes list, you can use tags to find the note you need. Notes from recurring meetings and 1:1s are automatically grouped in the Tags section. This allows you to view all notes from a recurring series together.

Note: Tags are only accessible within My Notes. They do not appear in any other area outside of My Notes.

Windows | macOS
  1. Sign in to the Zoom Workplace desktop app.
  2. In the navigation bar, click the My Notes tab .
    Note: If you do not see the My Notes tab , click the More tab , then click My Notes .
    My Notes will open.
  3. In the side menu, under Tags, click an existing tag to view notes tagged with it or the plus icon to create a new tag.
    Note: If you can't find an existing tag, click the drop-down arrow icon beside Tags to expand the section.
    The tag page will open, showing only the notes that match your selected tag.
  4. Click a note to open it and view its full content.
Android | iOS
  1. Sign in to the Zoom Workplace mobile app.
  2. In the navigation bar, tap the My Notes tab .
    Note: If you do not see the My Notes tab , tap the More tab , then tap My Notes .
    My Notes will open.
  3. At the top, tap the Tags tab.
  4. Tap an existing tag to view notes tagged with it or the plus icon to create a new tag.
    The tag page will open, showing only the notes that match your selected tag.
  5. Tap a note to open it and view its full content.
Zoom Web App
  1. Sign in to the Zoom Web App.
  2. In the top-right corner, click the Zoom Products icon .
  3. In the Zoom Products menu, click My Notes .
    My Notes will open in a new browser tab.
  4. In the side menu, click the All notes tab.
  5. In the side menu, under Tags, click an existing tag to view notes tagged with it or the plus icon to create a new tag.
    Note: If you can't find an existing tag, click the drop-down arrow icon beside Tags to expand the section.
    The tag page will open, showing only the notes that match your selected tag.
  6. Click a note to open it and view its full content.

How to manage a note in My Notes

My Notes provides actions to help you organize your existing notes. You can copy the note's link to your clipboard, share the note with other users, mark the note as starred for quick access, add or remove tags to help organize the note, or move the note to the trash.

These options are accessible in My Notes across the Zoom Workplace desktop app, Zoom Workplace mobile app, and Zoom Web App.

Windows | macOS
  1. Sign in to the Zoom Workplace desktop app.
  2. In the navigation bar, click the My Notes tab .
    Note: If you do not see the My Notes tab , click the More tab , then click My Notes .
    My Notes will open.
  3. In the side menu, click All notes, then click the Notes tab.
  4. (Optional) At the top, use the search field or filters to find a specific note by name, date, or other criteria.
  5. To the right of the note you want to manage, click the More icon .
  6. Select one of the following actions from the drop-down menu:
    • Copy link: Copies the note's link to your clipboard.
    • Share: Shares the note with other users.
      Notes:
      • A note can only be shared after it has been completed.
      • The actions available for a shared note depend on your permissions. You can request additional permissions from the note owner.
    • Add to starred: Marks the note as starred for quick access.
    • Add / remove tag: Adds or removes tags to help organize the note.
    • Delete: Moves the note to the trash and revokes access for all users who previously had access.
Android | iOS
  1. Sign in to the Zoom Workplace mobile app.
  2. In the navigation bar, tap the My Notes tab .
    Note: If you do not see the My Notes tab , tap the More tab , then tap My Notes .
    My Notes will open.
  3. Under the Home tab, find the note you want to manage.
    Note: You can also tap the Shared, Starred, or Tags tabs to browse notes by category.
  4. Swipe left on the note, then tap the More icon .
  5. Tap one of the following actions from the menu:
    • Copy link: Copies the note's link to your clipboard.
    • Share: Shares the note with other users.
      Notes:
      • A note can only be shared after it has been completed.
      • The actions available for a shared note depend on your permissions. You can request additional permissions from the note owner.
    • Add to starred: Marks the note as starred for quick access.
    • Add / remove tag: Adds or removes tags to help organize the note.
    • Delete: Moves the note to the trash and revokes access for all users who previously had access.
Zoom Web App
  1. Sign in to the Zoom Web App.
  2. In the top-right corner, click the Zoom Products icon .
  3. In the Zoom Products menu, click My Notes .
    My Notes will open in a new browser tab.
  4. In the side menu, click All notes, then click the Notes tab.
  5. (Optional) At the top, use the search field or filters to find a specific note by name, date, or other criteria.
  6. To the right of the note you want to manage, click the More icon .
  7. Select one of the following actions from the drop-down menu:
    • Copy link: Copies the note's link to your clipboard.
    • Share: Shares the note with other users.
      Notes:
      • A note can only be shared after it has been completed.
      • The actions available for a shared note depend on your permissions. You can request additional permissions from the note owner.
    • Add to starred: Marks the note as starred for quick access.
    • Add / remove tag: Adds or removes tags to help organize the note.
    • Delete: Moves the note to the trash and revokes access for all users who previously had access.

How to edit a note in My Notes

You can edit a note you created or have editing access to. After opening a note, you can rename, add, modify, or remove content directly in the note editor. You can edit a note from the Zoom Workplace desktop app, the Zoom Workplace mobile app, or the Zoom Web App.

  1. Open the note you want to edit.
  2. Click or double-tap within the note body to begin editing. Your edits are saved automatically.
    Note: Learn more about formatting content, including adding text formatting, headings, lists, tables, and other editing features.
  3. (Optional) To rename a note, click or tap the note title at the top of the page, then enter the new name when the cursor appears.
  4. (Optional) In the top-right corner of the note page, click or tap the More icon to access additional page-level editing options.
  5. (Optional) If a transcript is available, you can generate or enrich a note summary using your transcript or a different template.
  6. (Optional) In the top-right corner of the note page, click or tap AI chat , if available, to open the AI chat panel and enter prompts to further refine your note.

Generate a note summary from your transcript

When transcripts are enabled with My Notes, AI can generate a note summary from your transcript either automatically after you complete a note, or manually by opening the note and clicking Generate. To further refine the generated summary, adjust the note template or change the note length, then click Regenerate.

Windows | macOS
  1. Sign in to the Zoom Workplace desktop app.
  2. In the navigation bar, click the My Notes tab .
    Note: If you do not see the My Notes tab , click the More tab , then click My Notes .
    My Notes will open.
  3. Find and click the name of the desired note to open it.
  4. At the bottom of the page, click Generate to update your note using the available transcript.
    Additional details from the transcript will be added in regular text, and citations will show which transcript segments were used.
  5. (Optional) You can modify the generated notes by changing the current template being used:
    1. Next to Generate, click the name of the current template being used to change it to a different one.
    2. In the Templates menu options, update the Note length as needed.
    3. Click Regenerate.
      The note will be updated based on the selected template and note length.
Android | iOS
  1. Sign in to the Zoom Workplace mobile app.
  2. In the navigation bar, tap the My Notes tab .
    Note: If you do not see the My Notes tab , tap the More tab , then tap My Notes .
    My Notes will open.
  3. Find and tap the name of the desired note to open it.
  4. At the bottom of the page, tap Generate to update your note using the available transcript and/or recording.
    Additional details from the transcript and/or recording will be added in regular text, and citations will show which transcript segments were used.
  5. (Optional) You can modify the generated notes by changing the current template being used:
    1. Next to Generate, tap the name of the current template being used to change it to a different one.
    2. In the Templates menu options, update the Note length as needed.
    3. Tap Regenerate.
      The note will be updated based on the selected template and note length.
Zoom Web App
  1. Sign in to the Zoom Web App.
  2. In the top-right corner, click the Zoom Products icon .
  3. In the Zoom Products menu, click My Notes .
    My Notes will open in a new browser tab.
  4. Find and click the name of the desired note to open it.
  5. At the bottom of the page, click Generate to update your note using the available transcript.
    Additional details from the transcript will be added in regular text, and citations will show which transcript segments were used.
  6. (Optional) You can modify the generated notes by changing the current template being used:
    1. Next to Generate, click the name of the current template being used to change it to a different one.
    2. In the Templates menu options, update the Note length as needed.
    3. Click Regenerate.
      The note will be updated based on the selected template and note length.

How to manage mobile recordings for My Notes

note icon
Recordings will not be generated when users on mobile devices use My Notes during Zoom Meetings.

If the Auto-save recordings of non-Zoom meetings in My Notes on mobile feature is enabled, recordings are saved after a note is recorded and transcribed on a mobile device and can be viewed later.

To manage a My Notes mobile recording:

  1. Sign in to the Zoom web portal.
  2. In the top-right corner, click your profile picture or initials, then click Profile.
  3. In the side menu, click Recordings & Transcripts .
  4. Click the My Notes recordings tab.
    A list of recordings created with My Notes will appear.
  5. (Optional) Browse recordings by the note name or filter by recording date.
  6. Click Search.
  7. Click the desired recording.
  8. On the recording's information page, you can play the recording, rename, download, share, or delete it.
    Note: If you delete a recording, it will be moved to the Trash tab in Recordings & Transcripts . You can still choose to recover it for the next 30 days.

How to manage deleted notes in My Notes

When you delete a note from My Notes, it is moved to the trash. From the trash, you can restore deleted notes to your My Notes library or permanently delete them. Notes in the trash are automatically and permanently deleted after 30 days.

Windows | macOS
  1. Sign in to the Zoom Workplace desktop app.
  2. In the navigation bar, click the My Notes tab .
    Note: If you do not see the My Notes tab , click the More tab , then click My Notes .
    My Notes will open.
  3. At the bottom of the side menu, click the Trash icon .
    The Trash page will open, showing all notes deleted within the last 30 days.
    Note: For each deleted note, you can see its name, the user who deleted it, the deletion date, and the time remaining before it is permanently deleted automatically.
  4. Locate the deleted note you want to manage, or use the search field to find it.
  5. (Optional) To the right of the deleted note, click Restore to recover the note to your My Notes library.
  6. (Optional) To the right of the deleted note, click Delete forever to permanently remove the note.
Android | iOS
  1. Sign in to the Zoom Workplace mobile app.
  2. In the navigation bar, tap the My Notes tab .
    Note: If you do not see the My Notes tab , tap the More tab , then tap My Notes .
    My Notes will open.
  3. At the top, tap the Trash tab.
    The Trash tab will show all notes deleted within the last 30 days.
  4. Find the deleted note you want to manage.
  5. Swipe left on the note, then tap the More icon .
  6. (Optional) Tap Restore to recover the note to your My Notes library.
  7. (Optional) Tap Delete forever to permanently remove the note.
Zoom Web App
  1. Sign in to the Zoom Web App.
  2. In the top-right corner, click the Zoom Products icon .
  3. In the Zoom Products menu, click My Notes .
    My Notes will open in a new browser tab.
  4. At the bottom of the side menu, click the Trash icon .
    The Trash page will open, showing all notes deleted within the last 30 days.
    Note: For each deleted note, you can see its name, the user who deleted it, the deletion date, and the time remaining before it is permanently deleted automatically.
  5. Locate the deleted note you want to manage, or use the search field to find it.
  6. (Optional) To the right of the deleted note, click Restore to recover the note to your My Notes library.
  7. (Optional) To the right of the deleted note, click Delete forever to permanently remove the note.