Don't Miss Out: Start Using Zoom Tasks Today

[aileenfelix]

I'm excited to share a game-changing feature from Zoom that’s designed to streamline your workflow and help you stay on top of your to-do list: Zoom Tasks

So what is Zoom Tasks?

Zoom Tasks is a new feature in Zoom Workplace that leverages on AI Companion to help you quickly create, track, and manage your to-do list within the Zoom platform. It brings all your tasks together in one place, so you can organize things from meetings, chats, calls, and more, helping you stay productive and work better with your team. It can automatically capture action items discussed during meetings, identify tasks from phone conversations, extract tasks from chat messages, and add those tasks to your to-do list, to keep you on top of everything you need to do. With Zoom Tasks, you can also assign tasks to team members, share them, and keep track of progress without any hassle.

What are its features?

Assign tasks seamlessly: With Zoom Tasks, you can assign tasks to team members and monitor progress effortlessly

Automated Task Detection: Zoom Tasks identifies action items from your interactions and automatically adds them to your to-do list

AI-Powered Assistance: With AI Companion it can automatically generate tasks and suggest actionable items for your tasks, ensuring you stay productive and nothing falls through the cracks

Seamless Integration: Tasks sync across Zoom Workplace, including chat, phone calls, and meetings 

Third-Party App Sync: Stay on track by syncing tasks with connected third-party apps like JIRA, keeping all your action items in one place

How Zoom Tasks can be used in your daily workday?

Meetings
During the meeting, if your manager assigns you and your team several action items, for example, "Prepare a project timeline" or "Reach out to the design team for feedback", Zoom Tasks will automatically capture these tasks and adds them to your to-do list, so you don’t need to manually jot them down.

Chat Discussion
If you chat with a colleague about a project update, and they mention, "I’ll send you the draft by the end of the day", Zoom Tasks can detect the task from the chat and adds a reminder to follow up on the draft. You can assign this task to yourself or set a due date to ensure it gets done.

Follow-Up Call
Let's say you have a follow-up call with a vendor, and for example, they ask you to review the latest budget proposal and send feedback, Zoom Tasks will capture this action item and automatically adds it to your to-do list. You can easily assign this task to yourself or a team member, and add notes to specify what kind of feedback is needed.

Task Review
Before signing off, you review your task list in Zoom Tasks. You can check the progress of all tasks, see if any tasks are behind, and quickly delegate work to team members if needed.

By using Zoom Tasks in your day-to-day routine, you can seamlessly track and manage tasks across all your Zoom interactions, from meetings to chats and calls. It saves you time, keeps everyone aligned, and helps you stay on top of your responsibilities without juggling multiple apps or lists.

Give Zoom Tasks a try today and experience the difference for yourself.

For more detailed information, check out Zoom's official blog post: Zoom Tasks: Conquer Your To-Do List with AI Companion
Support Article: Getting Started with Zoom Tasks

[rodneye]

@aileenfelix  Related to Tasks, I'm getting "Oops, something went wrong" after I click "Jira" at the bottom of my task under "Integration". I tried in the Zoom Workplace app (6.4.10) and the Zoom web portal but no success. It works for my coworker. Any advice?

[aileenfelix]

Hi @rodneye - if the error seems to be just with your profile, I'd suggest reaching out to your Zoom Admin first. They can quickly check your permission settings, especially anything related to Jira. But if the error keeps happening even after checking permissions, your Admin can easily submit a tech support case for you using this link. That way, one of our technical support engineers can jump in and help out. Thank you.

[Urs_Campax]

How to create and embed tasks in Zoom Docs for enhanced project management and collaboration?

[aileenfelix]

Hi @Urs_Campax - this is not available at the moment, but to my knowledge, it's definitely something on our roadmap. Stay tuned for future releases via this link, or join our "What's New?" webinar series where we share our latest features, updates, and innovations that Zoom has to offer. Here's the link to register.