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.
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.
- Edit Microsoft Office documents ().
- Annotate PDF documents, for example, PDF, MSG, PNG, and JPG in PDF format.
- Export documents to other apps for editing.
- 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. - View the documents attached to the process.
- Add or remove documents to or from tasks.
- Edit Microsoft Office documents ().
- Annotate PDF documents.
- Export documents to other apps for editing.
- 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 a 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.
) or Google Play (for ) to view certain document formats.View your existing WorkZone chats and reply to them, or create new chats from the related tasks. See Work with WorkZone chats.
Browse WorkZone cases and documents and preview or edit their content (for editable documents).
