Getting started with Zoom Notes

Notes for Zoom provides customers with a dedicated, built-in note-taking app, which allows users to quickly capture thoughts, action items, and more from within a Zoom Meeting. In addition, Notes can be used collaboratively with other participants in a meeting, as well as shared with other users outside of meetings.

This Guide Covers:

Limitations for using Zoom Notes 

  • Notes cannot be shared with individuals who do not have a Zoom account. If an email address is entered for a non-user, they will need to sign up for an account to access the note. 
  • The maximum file size per image (in PNG or JPG format) is limited to 5MB.

How to create a new note

Creating a note during a meeting

  1. Start a meeting from the Zoom desktop client. 
  2. On the in-meeting controls, click the Notes button .
  3. At the top right, click New.

Creating a note in Zoom

  1. Sign in to the Zoom. 
  2. Click the Notes button.
  3. At the top right, click + New to create a new note.

How to use the Notes tools

When editing a note, the editing tools are located at the top of the document window. These tools include text formatting and image insertion.

Available formatting tools

  • Text color: Changes the text color for the selected text.
  • Font: Changes the font style for the selected text.
  • Font size: Changes the font size for the selected text.
  • Bold icon: Bold the selected text.
  • Italicize: Italicize the selected text.
  • Underline icon: Underline the selected text.
  • Strikethrough icon: Strikethrough the selected text.
  • Highlight icon: Highlights the selected text in the selected color.
  • Link icon: Adds a hyperlink to the selected text.
  • Heading: Assigns a heading size to the selected text.
  • Text align: Allows to align the text as either 
  • List icon: Allows the creation of an Ordered list, Bulleted list, or Checklist.
  • Decrease indentation icon: Decreases the line indentation for the selected text.
  • Increase indentation icon: Increases the line indentation for the selected text.
  • Insert image icon: Inserts an image into the note.
  • Clear Style icon: Clears all applied styling, and reverts text back to the default style.

Keyboard shortcuts available for Notes

Use the following keyboard shortcuts and controls to activate actions in notes. These shortcuts can also be found by clicking  Help in Notes menu. 

For other keyboard shortcuts available on the Zoom desktop client and mobile app, refer to the hot keys and keyboard shortcuts article. 

macOS

General

  • Command(⌘)+X: Cut selected text.
  • Command(⌘)+C: Copy selected text.
  • Command(⌘)+V: Paste copied or cut text. 
  • Command(⌘)+A: Select all text in the note.

Edit

  • Command(⌘)+Z: Undo text change.
  • Command(⌘)+Y or Command(⌘)+Shift+Z: Redo undone text changes.

Text

  • Command(⌘)+B: Bold text.
  • Command(⌘)+I: Italicize text.
  • Command(⌘)+U: Underline text.
  • Command(⌘)+K: Add a hyperlink to the selected text.

Other

  • Command(⌘)+R: Reload a note.
  • Command(⌘)+F: Find text within a note.
Windows | Linux

General

  • Ctrl+X: Cut selected text.
  • Ctrl+C: Copy selected text.
  • Ctrl+V: Paste copied or cut text. 
  • Ctrl+A: Select all text in the note.

Edit

  • Ctrl+Z: Undo text change.
  • Ctrl+Y or Ctrl+Shift+Z: Redo undone text changes.

Text

  • Ctrl+B: Bold text.
  • Ctrl+I: Italicize text.
  • Ctrl+U: Underline text.
  • Ctrl+K: Add a hyperlink to the selected text.

Other

  • Ctrl+R: Reload a note.
  • Ctrl+F: Find text within a note.

How to rename a note

  1. Create or open a note.
  2. At the top left of the note page, click the note title to rename it.
    The new display name will take effect immediately.

Note: To edit the name of a note, you need to have owner or co-owner access

How to share a note

  1. Create or open a note.
  2. At the top right of the notes page, click Share.
  3. Enter the email address or name of the contact, or the channel you would like to share the note with and set their permissions.
  4. (Optional) Under Invite Message, enter a message that will be sent to the collaborators. 
  5. Click Share Note.

Learn more about sharing a note inside and outside of Zoom meetings.

How to delete a note

  1. Open a note.
  2. At the top right of the note page, click the More button .
  3. Select Move to Trash.

Learn more about deleting and recovering a note.

How to manage notes

Notes that you have created as well as notes shared with you can be managed from the Notes Dashboard within the Zoom Desktop client or from the Zoom Web Portal. From the Notes Dashboard, notes can be edited, deleted, shared, duplicated, starred, and/or locked, depending on your level of access or ownership of the note. In addition, the control permissions for the note can be modified as well.

Additional Support and Resources

Need help with something else? Want to learn more about Zoom Notes? Visit the Official Zoom Guides, contact Zoom Support, or your local or district IT help desk.

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