Actionable Meeting for Zoom - Feedback

After testing the new Zoom integration, we feel it's quite one dimensional, only dealing with tasks.  We are hoping Wrike develops this further to be able to access and edit projects and folders as well as other tools and features such as dashboards, reports, etc.  A few other requests for improvement and questions:

  • Start Meeting or Send should invite everyone on the task to the meeting
  • View Dashboards and other tools instead of only tasks
  • Be able to choose which folders or spaces to choose from
  • Question - Does the zoom cloud recording pull from Wrike storage?
  • Question - Where did the zoom cloud recording go?

Thanks

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Hi Kelly Alsip! I'm sorry for the late reply here!

Thanks a lot for sharing your feedback on our new Zoom integration! I've passed your feedback to our Product team now 👍

For your questions on cloud storage:

You can choose to add meeting recordings and chat transcripts to a Wrike task so you can share them with your teammates. Please note that you need a Zoom Pro license to use this functionality. When starting a recording, please make sure that you save the recording to the cloud, so it can be attached to a Wrike task.
  1. While you’re in a Zoom call, open Actionable Meetings (click Apps at the bottom of your screen and select Actionable Meetings by Wrike from the list of installed apps).
  2. Open a task from the list (or create a new one).
  3. Switch the toggle button next to Automatically add cloud recording link to the task.
As soon as the recording (together with the chat transcript) is ready, the link to it will be added to the selected task as a comment and you’ll see a notification about it from Wrike.
Please note that both video and chat transcripts will be shared with anyone who has access to this task.
 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Hi there, 

 

I love this function, the only issue I am running across is that I can't create zoom links in wrike on a task. Clicking the three dots in the top corner should give me that option since I enabled it, but for some reason it's  not on the menu??

Can admins create zoom links or does it have to be subscriber owner? 
Just curious, I tried logging in and out to see if maybe it just needed to be updated but nada. 

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Hi Rosalinda Flores, welcome to the Community 👋

I've asked our Support team to contact you about this, they'll reach out soon.

In the meanwhile, it would be great if you could share if you have any other questions, or processes you'd like to discuss with the Community 🙂

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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I've just discovered the Zoom integration, which I think will be very useful, but when testing it last night I ran into a few issues:

Saving the recording: I did get it to save to wrike in the task comments once but can no longer get it to save. I realized that I had to hit the toggle EVERY time I want it attached to the task (rather than a setting, however this toggle only appears when you are in the meeting itself and go to connected apps versus the zoom app - which still connects to Wrike tasks and is easier to take notes in the task in a separate window (and for me on a separate screen). The good thing about being able to use the zoom app view to take notes is that it doesn't automatically close once you end meeting (example, change status - which in our case activates an automation rule, finish notes, assign tasks etc right there after the meeting ends rather then having to go into Wrike project to finish up.

In Zoom meeting: Good to have toggle here, but this disappears once you end meeting - hard to finish up notes.

In the zoom app: Better to have this on the side/separate screen where you can finish notes, change status etc, however this view doesn't have the toggle to save recording to the task? If Wrike can't figure out which zoom recording to save, then I don't think this should even be an option here, rather make the side col view in zoom have the ability to pop out to it's own window.

I've also done a few tests and I've tried toggling on before and after I hit the record button - neither are saving to the wrike task (it's already received in my email). Has anyone else found issues with the zoom recording not attaching?

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Thank you for such a detailed comment Danielle Wilson! I've asked our Support team to look into why the recording isn't attaching 👍 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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