Create and register meetings
Users can create WorkZone meetings directly from appointments and meetings in their Microsoft Outlook calendar (desktop or web version). A WorkZone meeting will be saved as a new WorkZone case that the users can work with.
Users can view and edit information for exisiting WorkZone meetings, either from Outlook or from WorkZone Client. For example, users can add, edit, or delete meeting attendees, manage agenda items, or documents saved on this meeting.
Users can also generate and share meeting reports with other people (including non-WorkZone users). Reports include general information, such as meeting time and date, participants, agenda items, and attached documents - all in a single PDF file.
How to do it in WorkZone
After creating an Outlook meeting, users can create it as a WorkZone meeting. WorkZone meeting organizers can cancel the meeting that they organized. WorkZone meeting attendees, who do not plan to participate, can decline the meeting. This will not affect the meeting itself, but they will be removed from this meeting as attendees (that is, case parties).
Create, cancel, view, or decline a WorkZone meeting
Meeting organizers can add or remove meeting participants.
Users can add, edit, or remove meeting agenda items for new or existing WorkZone meetings.
Users can manage the WorkZone documents attached to a WorkZone meeting: add new documents, view in the corresponding program, or remove the existing documents.
Users can generate and share reports about the existing WorkZone meetings. The reports provide all general information about the relevant meeting in a single PDF file.