Working With Tasks From Actionable Meetings for Zoom
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Availability: Legacy Free, Legacy Professional, Legacy Business, Legacy Enterprise; Unavailability: ; |
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Availability: Free, Business, Enterprise, Pinnacle.; Unavailability: Team; |
Actionable Meetings for Zoom by Wrike allows you to make changes to your Wrike tasks while you're in a Zoom meeting.
When you open Actionable Meetings in Zoom, you'll see a list of tasks you've recently worked on. Click any task to open it in Item view.
From the Item view, you can:
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Change the task status.
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Assign and unassign the task.
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Create subtasks.
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Add comments.
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Change the task description.
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Update task dates.
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Add tasks to folders, projects, and spaces.
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While 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).
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From the app click +Create new task button.
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Next, add task details: task name, task assignee, location, and dates.
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Click Create task.
Note
If you don’t select a location for the new task, this task is created in the Shared with me section.
You can add meeting recordings and chat transcripts to a Wrike task to share with your teammates. Please note that a Zoom Pro license is required to use this functionality.
Note
When starting a recording, please make sure that you save the recording to the cloud, so it can be attached to a Wrike task.
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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).
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Open a task from the list (or create a new one).
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Switch the toggle button next to Automatically add cloud recording link to the task.
Once the recording and chat transcript are ready, a link will be added to the selected task as a comment, and you'll receive a notification from Wrike.
Please note that both the video and chat transcripts will be accessible to anyone with access to this task.
Additionally, you can add Zoom meeting links to tasks in Wrike.
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Open a task in Item view in Wrike.
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Click the three-dot menu button 1 in the Item view.
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Scroll down to Connect integration 2.
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Click on Connect Zoom meeting 3 in the pop-up that appears.
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onnect task to Zoom meeting by adding a Zoom meeting link (or a meeting ID). 4
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Click Connect 5.
All users, who have access to the task will be able to access the meeting (if they also have Actionable Meetings by Wrike enabled). They have to follow Steps 1–3 to get the link for a meeting from Wrike.