WorkZone Meeting

Note: WorkZone Meeting doesn't fully support recurring meetings yet.

You can create WorkZone meetings from new or existing appointments and meetings in your Outlook calendar. You can add agenda items to your WorkZone meetings and attach documents from WorkZone.

You can view and edit some information for an already created meeting either from Outlook or from WorkZone Client. For example, you can add, edit, or delete agenda items or documents saved on them.

Important: Only the meeting organizer can create the WorkZone meeting.


Create a new WorkZone meeting

If you have created an Outlook meeting, you can create it as a WorkZone meeting. When you create a WorkZone meeting, a new case is created. Note that you cannot save a meeting on already existing case.

Select your version below:



  1. In a browser, click > Calendar.
  2. On the main ribbon, click New > Calendar event.
  3. On the main ribbon, click the WorkZone button.

  1. In Outlook, go to calendar.

  2. Open a new or an existing Outlook appointment or meeting for which you want to create a WorkZone meeting.
  3. Click the WorkZone button.
  1. Edit the meeting details. See Manage attendees.
  2. If needed, add one or more agenda items to the meeting. See Manage agenda items.
  3. Click Create Meeting if you want to create a WorkZone meeting for a new Outlook meeting.

The body of a WorkZone meeting contains a link to this meeting in WorkZone Client.

  • Save your changes to a new Outlook appointment before closing it.
  • If you are using macOS, save your changes to a new Outlook appointment before closing it.


Open a meeting in WorkZone Client

You can open a detail page for a meeting in WorkZone Client and view all information on this meeting. In WorkZone Client, you can also add, edit, or remove agenda items and the documents saved on the meeting.

Click View in WorkZone Client on the body of the WorkZone meeting. The detail page of the meeting opens in WorkZone Client.

Tip: Read more about WorkZone meetings in the User guide for WorkZone Client.


Cancel a WorkZone meeting

If you are a WorkZone meeting organizer, you can cancel the meeting that you organized. In WorkZone, the state of the meeting will be changed to Canceled.

To cancel the WorkZone meeting, follow this procedure:

  1. Open the meeting.
  2. Open the WorkZone pane.
  3. Click the arrow next to the Update Meeting button and click Cancel Meeting. The WorkZone meeting is now canceled.
  4. Optionally, cancel the Outlook meeting. Then meeting's attendees will see in their calendars that the meeting was canceled .

On the bottom of the WorkZone for Office pane, you can now see the Create Meeting button. Click the button to create a new WorkZone meeting based on the existing Outlook meeting (if you haven't canceled it). A new WorkZone case is then created. The agenda of the new WorkZone meeting is empty. The Outlook meeting's attendees and organizer are saved as case parties.


Decline a WorkZone meeting

If you are a WorkZone meeting attendee and you don't plan to participate in it, you can decline the meeting. Once you declined it, it doesn't affect the meeting itself, but you're removed from it as an attendee, that is as a case party.

Note: A declined WorkZone meeting will still exist in your calendar as an Outlook meeting. To remove it from your calendar, decline the Outlook meeting too.

To decline the WorkZone meeting, follow this procedure:

  1. Open the meeting.
  2. Open the WorkZone for Office pane.
  3. Click the arrow next to the Update Meeting button and click Decline Meeting.