AI Task Creation and Recommendations
Zoom Tasks uses AI to recommend new tasks based on meeting summaries, call summaries and meeting and phone transcripts, to generate task details such as description, due date and priority from a task title, and to suggest steps for completing a task.
Recorded characteristics
- Function
- Zoom documents that, with Zoom Tasks and AI, users can have AI recommend new tasks based on meeting summaries, call summaries, and meeting and phone transcripts. Recommended tasks appear in a dedicated Recommended list in the Tasks tab and under Next Steps within a Meeting Summary or a past Zoom Calendar event. AI can generate details for an existing task - task description, due date and priority - based on the task title, with options to regenerate the results or undo the generated description. AI can also suggest steps for completing a task through an AI actions menu, including suggested actions, other actions and an Ask AI option for additional suggestions.
- Data access
- Zoom documents the AI task functionality drawing on meeting summaries, call summaries, and meeting and phone transcripts. Generation of task details is documented as based on the title of the task. Broader access to other Zoom account data is not established by this documentation.
- Actions
- Generative only
- External actions
- Unknown
- Human confirmation
- Conditional
- Permission basis
- Not established
- Administrative control
- The documented requirements include Zoom Tasks enabled and Task creation and management with AI enabled; Zoom links to separate articles on enabling and disabling Zoom Tasks and on enabling task creation and management with AI, described as account owner and admin control over the use of AI for predictive suggestions. For call summaries, the article documents a setting Automatically generate tasks from phone call summary, and states that call participants can be automatically added as task collaborators based on admin configuration. The account, group or user scope of these settings is not established by this article.
- Default state
- Not established
- Availability
- Documented requirements: a Licensed user on a Zoom Workplace Pro, Pro Plus, Business, Business Plus, Enterprise, Enterprise Plus or Enterprise Bundle account; Zoom Tasks enabled; Task creation and management with AI enabled; Zoom Workplace desktop app for Windows, macOS or Linux 6.4.3 or higher. Zoom notes that AI features may not be available for select verticals and select regional customers, and refers to a separate list of supported languages for Zoom AI features. The Zoom Tasks article additionally documents Zoom Workplace mobile app for Android or iOS 6.4.5 or higher for Zoom Tasks generally.
- Licensing
- Zoom documents that use requires a Licensed user on an eligible Zoom Workplace plan (Pro, Pro Plus, Business, Business Plus, Enterprise, Enterprise Plus or Enterprise Bundle). No further pricing or add-on licensing is established by this documentation.
- External model or provider
- Not established
- Limitations and uncertainty
- Zoom does not document this capability creating a task without user acceptance: recommended tasks are added when the user clicks Accept, and generated task details are produced in the task detail view with Regenerate results and Undo options rather than a documented save-and-confirm step, so the point at which generated details become saved task state is not established. Suggested steps are presented as suggestions. The documentation does not establish the identity or permission set under which the AI functionality executes, its default enablement state, or whether it can act in systems outside Zoom; Zoom Tasks integration with external project management tools such as Jira is documented for Zoom Tasks generally, not as an action of this AI capability. Availability is limited by license, Zoom Tasks and AI feature enablement, minimum application versions, and Zoom's note that AI features may not be available for select verticals and select regional customers. No external model or provider is identified for this capability.
Evidence
- Using AI task creation and management with Zoom Tasks
Supports: Function · Data access · Actions · Human confirmation · Admin controls · Availability · Licensing · Limitations · Primary source
AI recommends new tasks from meeting summaries, call summaries and meeting and phone transcripts; generates task description, due date and priority from the task title; and suggests steps to complete a task.
Documented sources of information: meeting summaries, call summaries, meeting and phone transcripts, and the title of an existing task.
Recommended tasks are added when the user clicks Accept; generated details are produced in the task detail view with Regenerate results and Undo. No automatic task creation by the AI is documented.
Accept is required to add a recommended task; task detail generation offers Regenerate results and Undo rather than a documented confirmation step.
Requires Zoom Tasks enabled and Task creation and management with AI enabled; setting Automatically generate tasks from phone call summary; collaborators added based on admin configuration.
Licensed user on eligible Zoom Workplace plans, Zoom Tasks enabled, AI task feature enabled, desktop app 6.4.3 or higher; may not be available for select verticals and regional customers.
Requires a Licensed user on Zoom Workplace Pro, Pro Plus, Business, Business Plus, Enterprise, Enterprise Plus or Enterprise Bundle.
Version, license, enablement, vertical and regional restrictions, and the distinction between recommendation and accepted task.
- Getting Started with Zoom Tasks
Supports: Function · Availability · Primary source
Zoom Tasks Recommended list contains tasks generated using AI; AI can suggest ways to manage and create tasks.
Zoom Tasks requires Zoom Tasks enabled, desktop app 6.4.3 or higher and mobile app 6.4.5 or higher.