What's new

Edit task from a PDF view (, extended and advanced submissions only)

You can edit or annotate your tasks in the PDF editor directly from a PDF view. Your edited PDF copy will be saved as a new document on the task. In this way you can suggest your changes without editing the original document. Also, this allows multiple users to add their edits as separate PDF copies of the same task.

Prerequisite:

  • WorkZone PDF.
  • WorkZone Process version 2023.2 HF01 or later.
  • This functionality is only available for extended and advanced submissions created in WorkZone version 2023.2 or later.
  • You must be online.
  • Documents must have a PDF-convertible file format. See Supported document formats.
  • Documents must be unprotected.
  • You must have write permission to the task.

See Edit task from a PDF view (, extended and advanced submissions only).

No changes in this release.

Improvements to the case details view

The three quick action buttons: Call , Email , and Map are now available on the case party details page, so you can quickly call, email or view the address of the selected case party on the map. See View case party details.

View case parties and their details

On the new Parties tab for Cases, you can view case parties (that is, contacts on the selected case) and their details. See View case party details.

Share images to WorkZone cases with the WorkZone Mobile app ()

You can upload the images on your mobile device to WorkZone cases. This way you can save on a WorkZone case any related images or, for example, a screenshot of an important text message. You can specify the default case to save the images to, with the possibility to select a different case every time you share some images. See Save images to WorkZone cases.

Bug fixes

Share images to WorkZone cases with the WorkZone Mobile app ()

You can upload the images on your mobile device to WorkZone cases. This way you can save on a WorkZone case any related images or, for example, a screenshot of an important text message. You can specify the default case to save the images to, with the possibility to select a different case every time you share some images. See Save images to WorkZone cases.

Enhancements of the Case details view

  • Case documents are now shown with the most recently added documents first.
  • Case details information is now grouped into the Documents, Case activities, and Case details tabs.
  • Under Documents, you can scroll down to see all documents for a case. Previously, you could only see 50 documents.

See View case details.

No changes in this release.

Work with your case activities (experimental feature)

You can browse through your case activities and view their details, such as current status, descriptions, history, comments, custom labels and documents (if available). You can also edit the editable documents and custom labels on a case activity, and leave your own comments. See Work with your case activities (experimental feature).

No changes in this release.

No changes in this release.

Browse using your WorkZone lists

You can now navigate in the Browse module using your predefined and custom WorkZone lists, and arrange them according to your needs. See Customize your displayed lists and Search for cases and documents.

Navigate to a case from a document

From documents opened from the Browse module or from a chat, you can now navigate to the related case and view its details. See View details for chat documents and cases and View document details.

Work with your delegated tasks

If you are a delegate for any user, you can now switch to this user's task list and work with their tasks. See Work with your delegated tasks.

Custom filters for tasks

On your task list, you can now apply custom filters that are available to you. Custom filters are saved search lists created in the WorkZone OData QueryBuilder. See Filter your tasks using custom filters.

New Browse module

  • You can now browse through all cases and documents that are available to you in WorkZone from your mobile device. You can search for cases or documents, view their metadata, view existing documents on the selected case, preview, and edit selected documents (only editable documents). See Browse WorkZone cases and documents.

Chat enhancements

UI improvements

  • Help button is now located under Settings.

Chat enhancements

Editing WorkZone documents via Office 365 in Intune version ()

  • WorkZone Mobile version for Intune now supports editing WorkZone documents with Microsoft Office 365.

Log on to WorkZone Mobile using OAuth2

If your organization is using OAuth2 for user authentication, you can log in on WorkZone Mobile using OAuth2. See Log in and out.

Work with WorkZone chats

In WorkZone Mobile, you can view your existing chats and reply to them, create new chats about existing processes from the related tasks, and add or remove chat participants. See Work with chats.

Task view improvements ()

  • Rank your tasks in the order you want them to be processed. See Rank your tasks.

Conflict notification for simultaneously edited PDF documents

If multiple users edit the same PDF document simultaneously, the second user will receive a document conflict notification with options to discard their changes or to overwrite changes made by another user. See Annotate PDF documents.

  • Bug fixes.

Improved synchronization for WorkZone meetings

  • WorkZone Mobile now reflects meeting cancellations made in Outlook using WorkZone Meeting or WorkZone 365 (desktop application or the web version).
  • WorkZone Mobile now reflects changes to the meeting agenda items made in Outlook using WorkZone Meeting or WorkZone 365 (desktop application or the web version).

See Work with meetings.

User settings improvements

  • Use the new Show upcoming tasks and Show closed tasks settings to define if you want to see the upcoming and closed tasks in your task list.
  • Enable the new Share Analytics setting to allow collecting user error logs for WorkZone Mobile, such as system information about network errors, errors for file loads in the background, and similar. Collected error logs do not contain any personal data.

See Set up WorkZone Mobile.

Security improvements

  • Content in WorkZone Mobile becomes hidden, if user's password is no longer valid.

Improved navigation

  • The navigation pane is now displayed at the bottom of the screen. Tap a module to work with it.
  • The Log out button is now found under Settings.
  • Documents now open in the full screen.

Task view improvements

Select your operating system (below) to view relevant updates.



  • Rank your tasks in the order you want them to be processed. See Rank your tasks.
  • Tap Rank at the top of your task list to sort tasks by their rank. See Rank your tasks.
  • Tap to view your task with its attached documents as a single PDF file. See View task as a PDF.
  • When viewing documents on a task, tap the and buttons to open the previous or next document on this task, or swipe to open the previous or next page of the document. See View documents.

Bug fixes

Bug fixes

  • The app crashes when you try to open it after updating to a new release — Corrected.
  • Incorrect messages appear in the Login screen when you tap Return in the Server field and the User name field when using the keyboard — Corrected.

Support for password change

If your password expires while you are working in WorkZone, the Log in page will open, and after entering your new password, you can continue your work. See Log in and out.

Support for password change

If your password expires while you are working in WorkZone, the Log in page will open, and after entering your new password, you can continue your work. See Log in and out.

Performance improvements

The time that it takes to load assets, tasks, and documents has been reduced by 30%.

  • When you have responded to a task, the next open task is now displayed automatically. See Work with tasks.
  • Performance improvements.
  • Bug fixes.
  • Bug fixes.

Select your operating system (below) to view relevant updates.



  • Add photos from the photo library on your device to a task. See Add or remove documents.
  • Take a photo or record a video and add the photo or video to a task at once.
  • Performance improvements.
  • Improved user interface on iPhone X.
  • This is the first version.