Zoom integration

Overview

Asana for Zoom integration facilitates remote collaboration and work tracking.

With Asana’s Zoom integration, you can link Zoom meetings to Asana tasks to show their relationship. Users can indicate when a particular task will be solved/discussed/unblocked or completed and automatically have the recording and transcript from the meeting attached to the linked Asana task for more context and transparency.

This integration helps teams track meetings within Asana, and saves admin time by adding the transcript and recording where you need it as soon as it’s available.

The Asana for Zoom integration is available to all Asana users. We are currently in the process of rolling it out.

Installation

Connect Asana and Zoom to automate your work.

Add Zoom

To start, add the Zoom integration to a project by searching in our App Gallery.

App gallery / auth flow

From add apps:

  1. Click + to project

Once added, you’ll see the Zoom field on every task in the project.

zoom field

From here, you can schedule new meetings, or link a meeting you scheduled from your calendar.

Create a meeting

To create a new meeting:

From the drop down menu from the Zoom field choose Create new meeting

new Zoom meeting

From the pop up Create Zoom meeting add the following fields:

  1. Discussion topic
  2. Start time
  3. Duration
  4. Click on Create meeting

You can then add the Zoom meeting to a calendar event, and invite participants.

You can share the invitation by clicking the Copy URL button, then pasting the URL into an email message to the participants you wish to invite or simply commenting in Asana.

How to link a Zoom meeting to an event or task:

link Zoom

To link an existing meeting:

  1. Copy the meeting join link or meeting ID (either from Zoom, or your linked calendar) and enter it into the Zoom field
  2. Click Add

Linking a Zoom meeting to a task brings clarity to a team meeting and ensures nothing falls through the cracks. After you locate the Zoom field in your Asana task field, it is easy to link or create a meeting in the task. Finally share and invite participants.

Meeting details get updated every time the task is loaded. It includes the status of the meeting, who the host is and timings.

Zoom deets

How to link attachments and transcripts

Once the meeting is in progress, click on the meeting details where you automatically get sent a link to join the meeting. Cancel if you don’t want to join at this juncture.

  • If your Zoom plan has access to Recordings and/or Transcripts, and your account has it enabled, Asana will automatically retrieve the recording link and/or transcript and attach them to the linked task in Asana.

  • If you link the meeting to multiple tasks, all of the tasks will have the attachments added.

This way everyone has a clear record of who’s doing what and by when, moving the project forward with focused accountability.

This integration is available to all free and paid Asana customers but may require a paid Zoom account for functionalities like recordings and transcripts. Contact Support if you need assistance.

The text of the meeting transcript will be searchable, and you can locate the relevant task by searching discussion topics in the meeting.

Audio transcription in Zoom currently only supports English.

Uninstall

From a project:

You can remove the Zoom integration from a project by:

  • Navigating to the ‘Apps’ menu on a project
  • Choose ‘Zoom’ from the menu
  • Click Remove from project

From your Zoom account:

  • Login to your Zoom Account and navigate to the Zoom App Marketplace
  • Click Manage > Installed Apps or search for the Asana for Zoom app
  • Click the Asana for Zoom app
  • Click Uninstall

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