Getting started

Log in and out on WorkZone Mobile.

  • View your upcoming WorkZone meetings (created in Outlook using WorkZone for Office or WorkZone 365).
  • Tap in the navigation pane a module to work with. For example, tap Tasks to view a task list. Tasks are marked according to deadlines and priorities.

On a meeting, you can:

  • Tap a meeting to view its details.
  • In the meeting details, view information about date and time, location, attendees, agenda items, and attachments.
  • View documents attached to a meeting. In the meeting details, tap a document to view it.
  • Edit Microsoft Office documents (). In the document viewer, tap Edit to edit the document.
  • Annotate PDF documents, for example, PDF, MSG, PNG, and JPG in PDF format. In the document viewer, tap Edit to edit the document.
  • Export documents to other apps for editing. In the document viewer, tap Share ( on , or on ), and select an app.
  • Work offline.

On a task, you can:

  • Tap a task under UNSENT, OPEN, UPCOMING, or CLOSED to view the task details.
  • In the task details, view process information, such as the case number, the case handler, who started the process, the task and process deadlines, and other information.
  • only: View task with its attached documents in a single PDF file. In the task, tap .
  • View the documents attached to the process. In the task details, tap a document to view it.
  • Add or remove documents to or from tasks.
  • Edit Microsoft Office documents (). In the document viewer, tap Edit to edit the current document.
  • Annotate PDF documents. In the document viewer, tap Edit to edit the document.
  • Export documents to other apps for editing. In the document viewer, tap Share ( on , or on ), and select an app.
  • See who did what and when under Process log.
  • Respond to a task using the response buttons.
  • Create a new chat (from a task) or Reply in a chat to discuss this task.
  • Work offline.
  • only: Receive notifications when a task has changed or you get a new task.

Note: You may need to download and install a document viewer from App Store (for ) or Google Play (for ) to view certain document formats.

Set up WorkZone Mobile.

View your existing WorkZone chats and reply to them, or create new chats from the related tasks. See Work with WorkZone chats.