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Working With Tasks From Actionable Meetings for Zoom

Table 156. Availability - Legacy plans


Overview

Actionable Meetings for Zoom by Wrike allows you to make changes to your Wrike tasks while you're in a Zoom meeting.

Work on tasks from Zoom

When you open Actionable Meetings, you'll see a list of tasks with which you’ve worked recently. Click any task to open it in Task view.

From here you can:

  • Change task status.

  • Assign and unassign the task.

  • Create subtasks.

  • Add comments.

  • Change task description.

  • Change task dates.

  • Add tasks to folders, projects, and spaces.

Create a task from Zoom

  1. 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).

  2. From the app click +Create new task button.

  3. Next, add task details: task name, task assignee, location, and dates.

  4. 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.

Add recordings and chat transcripts to tasks

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.

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.

  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.

Add Zoom meeting links to tasks

Additionally, you can add Zoom meeting links to tasks in Wrike.

  1. Open a task in a Task view in Wrike.

  2. Click the three-dot menu button in the upper right-hand corner of the view.

  3. Select Zoom meetings from the list.

  4. Add a Zoom meeting link (or a meeting ID) to the pop-up that appears.

  5. Click Connect.

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.

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