Work with WorkZone from Microsoft Teams

With the WorkZone Teams app, you can add WorkZone cases as custom tabs to Microsoft Teams and collaborate on their content directly from your Teams channels or private chats.

• You can add up to 16 WorkZone cases as custom tabs in Teams. Each tab will display the selected WorkZone case and all of its documents, including their most important details, such as document ID, title, type, and state.
• You can open the displayed documents in relevant Office applications (Word, Excel, and PowerPoint) or in WorkZone Client (for full WorkZone functionality), as well as create and add new Word, Excel, and PowerPoint documents to cases, directly from Teams.

Add WorkZone tab to the Teams chat or channel

1. In Teams, open a channel or a private chat.
2. On the navigation ribbon of this channel or chat, click Add a tab +.
3. In the Add a tab dialog, select WorkZone Teams from the list of available custom tabs.
4. In the WorkZone Teams dialog, provide your WorkZone server address, select the WorkZone case to add as a custom tab, and click Save.
   Tip: You can select a WorkZone case from the drop-list or search for it (the search covers only your most recently used cases) by typing relevant search criteria.

   The selected WorkZone case will appear on this Teams channel or chat as a custom tab. You can rename it as needed (this name change will apply only to the selected custom tab in Teams, it will not affect the case title in WorkZone).

   Tip: Click the case title at the top of the WorkZone tab to open this case in WorkZone Client.

Open a case document from Teams

You can open the case documents displayed in the custom WorkZone tabs directly from Teams. You can open these documents in the corresponding Office app (for Word, Excel, and PowerPoint documents) or in WorkZone Client.

1. In Teams, open the needed WorkZone custom tab.
2. Next to a document you want to open, click ...
3. Select relevant option:
• To open the document in the corresponding Office app (for Word, Excel, and PowerPoint documents), click Open.
• To open the document in WorkZone Client, click Open in WorkZone.

Add a new case document from Teams

You can add a new Word, Excel, and PowerPoint document directly from Teams to a WorkZone case, which is already displayed as a custom tab in Teams.

1. In Teams, open the needed WorkZone custom tab.
2. Click Create a new document.
3. From the drop-list, select the needed document type (Word, Excel or PowerPoint). A new document of the selected type will be opened.
4. Add content to your document.
5. Click Save.
   Tip: By default your new document will be saved on the case from the selected WorkZone custom tab, but you can choose to save it on another case, if needed.