What is Zoom Tasks, and what can it really do for businesses? Well, first of all, it’s not your traditional “task management” tool. Zoom Tasks is one of the newest components of Zoom’s agentic AI roadmap – designed to prove the company is about more than just video conferencing.
It was introduced in March 2025 as part of a major update to both Zoom Workplace, and Zoom AI Companion – the built-in AI assistant, similar to Microsoft Copilot. This tool can automatically identify action items from a meeting, assign “to-do” actions to specific team members, and even help each employee complete projects throughout the day.
It’s really an extension of Zoom’s AI assistant, which makes it a more proactive digital colleague capable of aligning teams, consolidating information, and streamlining review and approval.
Here’s what you need to know.
What is Zoom Tasks? A New Agentic Experience
Zoom Tasks is an AI-powered task management solution powered by AI Companion and integrated into Zoom Workplace. Unlike your standard “task management app”, it doesn’t just give you a central place where you can track and manage to-do lists.
With Zoom Tasks, every team gets an intelligent assistant committed to maintaining project momentum. This assistant listens in during meetings, making notes when someone requests a report or mentions a problem. It then drafts action items and issues them to specific team members in a dedicated section of Zoom Workplace.
Users can review these tasks, add them to their to-do list, and then get immediate suggestions for how to complete a task from AI Companion by clicking on an icon. Zoom created this agentic AI task management tool to address the challenges companies usually face with distributed teams.
For instance, a third of leaders spend more than an hour just following up with teammates to check on the status of a project (costing around $16,000 per year in inefficiencies). Then you’ve got the issue of tracking everything that’s mentioned in a meeting to contend with, too.
Zoom Tasks centralizes task information, smart suggestions, and workflow automation into one environment, saving everyone time and effort.
What is Zoom Tasks for? Enterprise Applications
So, what does Zoom Tasks actually do for enterprise teams? Zoom says it’s here to make managing workflows easier. If you’re struggling to keep track of endless notes and to-do items from back-to-back meetings, you can switch on Zoom Tasks, and it’ll consolidate everything into your handy “Tasks” tab. When you need to provide team leaders with status updates, AI Companion can use your task info to draft those messages for you.
When you’re absolutely overwhelmed by a pile of work, you can head into Zoom Tasks and get AI Companion to help you out with hints on where to start, or ask it to do things for you, like compile research, write the first draft of an email, or schedule a meeting.
How Teams Can Use Zoom Tasks
Here’s an idea of how that kind of functionality might translate into workflows across the enterprise.
- Sales: For Sales teams, Zoom Tasks can gather information during a discovery call and assign tasks like “Send a follow-up” emails to specific employees. It can even connect with CRM platforms to make it easier to log notes and track pipeline status.
- Marketing: Marketing Teams can use Zoom Tasks to plot campaign strategies (taking insights from meetings or conversations). Within the same system, they can use AI Companion to draft emails, social media captions, and other marketing assets.
- Customer Support: With Zoom Companion listening in on customer service calls, support teams can use tasks to create tickets from conversations and assign them to employees (even through integrations like ServiceNow or Zendesk).
- IT and Operations: When things break, Zoom Tasks can generate fix checklists the second an outage is reported, schedule a follow-up with affected clients, and track internal to-dos without administrative headaches.
- HR Teams: For companies using Zoom for hiring, onboarding, and even everyday HR processes, Zoom Tasks makes it easy to track each action item, from reviewing resumes to scheduling onboarding lunches and tracking time off requests.
Basically, Zoom Tasks can benefit any team that needs to keep track of complicated to-do lists and get help with projects along the way.
What is Zoom Tasks? How it Compares to Traditional Tools
At a glance, it might look like Zoom Tasks is just another to-do list generator (with a little AI baked in). Plenty of task and project management tools offer AI features today. But there are a few things that make Zoom Tasks stand out.
First, this tool lives inside your day-to-day workflows, with built-in meeting and chat integration, so teams can work on projects collaboratively, without jumping between tools.
You’re not manually transferring notes to a task board. Zoom’s AI is listening, parsing, and acting the moment the words leave your mouth (or keyboard).
It also proactively takes action on your behalf. Once admins enable this tool, they can ask it to assign tasks to teams, monitor progress, and generate status reports automatically in the background, without having to do extra work.
It also comes included with approved Workplace plans, so you’re not paying extra for another AI tool, like ChatGPT.
Getting Started with Zoom Tasks
Zoom Tasks (with AI Companion) comes built into eligible Zoom Workplace plans (the free plan doesn’t include this feature). If you’re on the right paid plan already, make sure your Zoom Workplace is up-to-date (version 6.4.3). After that, you’ll need to switch the feature on.
Go to your online account settings, click the AI Companion tab, then scroll down until you see “Tasks”. Enable the option to have AI Companion manage and create tasks for you. You can also allow the bot to generate tasks from meeting transcripts.
Once the feature is enabled, you can view your Tasks from an icon in the top navigation bar of Zoom Workplace. If you can’t see it, click the “More” button.
Quick tips:
- Check your Recommended Tasks list at the end of each day to see anything that’s been assigned to you. You can click Accept to add those tasks to your list.
- To get suggestions for a task, click the star icon for AI Companion within any task you’re reviewing.
- Right-click on tasks that appear in your Zoom chat or email threads to manually add them to your Task list.
- Click View Details on any assigned tasks for more information about what you need to do, or insights from meetings.
One other note – if you’re not using AI Companion, you can still use Zoom Tasks for basic task management. You’ll just need to manually create, assign, and manage your own to-do list.
What is Zoom Tasks? The Future of Productivity
Zoom Tasks with AI Companion is just one highlight in a series of agentic-AI-enhanced updates rolling out to Zoom Workplace. Already, Zoom is experimenting with custom workflow options within the AI Companion studio. There are also options to connect Zoom Tasks to third-party apps.
Going forward, expect even more advanced agentic AI solutions from Zoom. That might include a companion that creates, assigns, and updates tasks, adjusts them as priorities change, alerts you before a deadline slips away, and suggests options when a task is “blocked”.
With solutions like Zoom Tasks and AI Companion, Zoom isn’t just helping you to organize your to-do list. It’s giving you a more intuitive way to orchestrate your entire workday.
