Workona App for Zoom Guide

The Workona app for Zoom is like a virtual conference room for every meeting. Get your team on the same page by sharing project docs, notes, and tasks — all in one workspace that’s visible from the Zoom meeting.


Install the Workona app for Zoom

  1. Open the Zoom desktop app and click Apps in the bottom bar to navigate to the Zoom App Marketplace.
  2. Search for the Workona app.
  3. Click the Workona app.
  4. Click Add.
  5. For existing users, click Log in.
  6. For new users, click Sign up.

Using the Workona app for Zoom features

How to open the Workona app for Zoom

  1. After installing Workona, open the Zoom desktop app and click Apps in the bottom bar.
  1. Click the Workona app.
  1. Choose Create a workspace or Select an existing workspace.
  2. Your workspace will appear.
  3. To access links and docs from your cloud apps, click Resources.
  4. To access notes or action items for the project, click Notes or Tasks.

You can follow these instructions whether you’re opening the Workona app in a Zoom meeting (during a call) or in your Zoom account (outside of a call).

How to collaborate in the Workona app for Zoom

To share your workspace with meeting participants:

  1. In a Zoom meeting, open Workona by following these instructions.
  2. Above the workspace, click the green share button (“One-click share”).
  3. Your workspace will appear to meeting participants.

Your teammates on the Zoom meeting can also join you in the workspace:

  1. In a Zoom meeting, open Workona by following these instructions.
  2. Click the Share button in the upper right of the workspace (“Send workspace to meeting participants”).
  1. Your teammates will be invited to add the Workona app to their Zoom accounts.
  2. If they accept, the shared workspace will appear in their meeting.

How to open the workspace in a new window

To expand your workspace, you can open in a new window:

  1. In a Zoom meeting, open Workona by following these instructions.
  2. Above the workspace, click the “Open in new window” button.
  3. Your workspace will appear in a new window. From here, you can move or resize the window.
  4. To return the workspace to your Zoom meeting, click the “Merge back to main window” button.

Uninstall the Workona app for Zoom

  1. Open the Zoom desktop app and clickApps in the bottom bar to navigate to the Zoom App Marketplace.
  2. Click Manage > Installed Apps or search for the Workona app.
  3. Click the Workona app.
  4. Click Uninstall.

Troubleshooting

If you have trouble finding the Workona app in Zoom, try reaching out to your Zoom account admin so they can enable the app for your organization.

If you experience problems after installing the Workona app for Zoom, please follow these steps:

  1. Uninstall the app (instructions).
  2. Reinstall the app (instructions) and reopen it.
  3. If the issues continue, contact support for further troubleshooting.

Frequently asked questions (FAQ)

Do meeting participants need a Workona account to use the app?

At least one meeting participant will need a Workona account to access a workspace in the Zoom meeting. However, other meeting participants don't need an account if you share the workspace with them by using the "One-click share" button. If you share the workspace using the "Send workspace to meeting participants" button, meeting participants will be invited to log in or sign up for a Workona account.

Does the Workona app for Zoom support real-time collaboration?

Yes, edits and updates from collaborators will be instantly visible if you share the workspace using the "Send workspace to meeting participants" button.

Will my teammates have access to the workspace after the meeting?

Yes. If you share the workspace using the "Send workspace to meeting participants", your meeting participants will have access to the workspace anytime. They can access their workspaces at workona.com.


Contact support

If you have questions or problems, please email support@workona.com or message us here. Workona support hours are Monday – Friday, 9 AM – 5 PM PT. We strive to respond to all inquiries within one business day.