Upcoming Webinars
Thank you for your interest in our Customer Success Training Webinars. Our goal is to make sure you are always making the most of your Workzone experience. The upcoming webinars are listed below with their accompanying registration links.
Custom Project Request Forms and Conditional Logic
Tuesday, October 22nd, from 11:00 - 11:45 AM ET
Giving teams the ability to design their intake forms from the ground up using features like lead time, which can help prevent the submittal of requests with unrealistic deadlines, and Conditional logic, which will ensure that larger intake forms are easy to navigate for requestors, Custom Project Request Forms are a powerful feature for any team looking to super-charge their project intake process. Join this webinar to learn more!
Topics Include:
- Building Custom Project Request Forms
- Understanding and using conditional logic
- Accepting new project requests and quickly building project timelines with them
The Daily Habit of Workzone and Tools to Help you Efficiently Maintain your Work
Tuesday, November 5th, from 11:00 - 11:45 AM ET
Managing your work quickly and efficiently is the key to making Workzone work for you. This webinar will cover many different best practices for managing and overseeing your work. From easy-to-access views, like the to-do lists, to filtering techniques and communication best practices, this webinar is packed full of useful pro-tips and workflows to help you better manage your work day-to-day.
Topics covered include:
- Modifying personal settings to streamline navigation
- Creating filtered views and reports to help manage your work efficiently
- Communication features to help collaborate with team members
Effectively Managing Projects That Aren't Going As Planned
Tuesday, November 12th, from 11:00 - 11:45 AM ET
What is the best way to handle projects that have fallen off track in Workzone? This webinar will explore this question and provide useful insights on how to identify, adjust and manage projects that have fallen off track. Additionally, we will cover several features that can help identify projects that are in danger of falling off track, including reports and preventative practices.
Topics covered include:
- Reports to help identify what projects and tasks are off track
- Best practices for adjusting projects that have fallen off track
- Helpful habits that lead to more successful project management for your team
Tips to Help you Accomplish More Faster
Tuesday, November 19th, from 11:00 - 11:45 AM ET
This webinar focuses on a variety of "pro-tips" and workflows to help you create, complete and manage your work better and more efficiently. From customizing the interface for streamlined navigation, to batch editing projects and tasks, this webinar is sure to offer good take-aways for any user who is managing and creating projects in Workzone.
Topics covered include:
- Modifying the interface for streamlined navigation
- Advanced filtering techniques
- Using templates to streamline the creation of projects and tasks, including repeating templates
Quarterly and Year End Reporting and Clean-up
Tuesday, November 26th, from 11:00 - 11:45 AM ET
Looking to gather some great looking reporting to share, highlightinng how mcuh work your team crushed over the past quarter? Or maybe your looking to see how many project requests your team fulfilled over the past year. Well, look no further! Because this webinar will cover a variety of different reports for quarterly and anually reporting on your work. Additionally, this webinar will share best practices for preparing your Workzone site for a succssful newt quarter or year.
Topics covered include:
- Reports for tracking work completed
- Using reporting to identify inefficiencies and better plan for future projects
- Batch cleaning up your Workzone site in preparation for the new quarter or year
Communication in Workzone
Tuesday, December 3rd, from 11:00 - 11:45 AM ET
This webinar will provide an in-depth overview of Workzone’s communication features, including various settings to help ensure that you are in the know when communication is sent. We will also cover best practices for communication, including where comments and threaded comments can be made and responded to. Keeping team members informed and up to date is an important piece to any team’s project management process. Join this webinar to explore howWorkzone’s communication features can work for your team and ensure that communication is easy and efficient. This webinar will include 30 minutes of content with and optional 15 minutes of Q&A.
Topics covered include:
- Tracking and triggering communication through project and task comments threads
- @mentioning users to trigger in-the-moment communication
- Modifying Notification settings and using multiple email addresses to link with Slack and Teams
Project Building Basics and Project Templates
Tuesday, December 10th, from 11:00 - 11:45 AM ET
This webinar is designed to help users understand the powerful, yet easy to use, project creation features that Workzone is capable of. Covering various methods for building projects, including the use of project templates which can give your project creation process a serious turbo boost! As we go through this project-building journey together, we will cover several best practices for modifying your project timelines, like strategies for shifting dates and creating dependency relationships between tasks. Join this webinar to learn how to streamline project creation, and set your projects up for success as priorities and dates shift. This webinar will include 30 minutes of content with and optional 15 minutes of Q&A.
Topics covered include:
- Various methods for building projects
- Streamlining project and task creation with templates
- Strategies for modifying project and task timelines, including dependencies
Using Workzone’s Requests Tool to Intake and Fulfill Project Requests
Tuesday, December 17th, from 11:00 - 11:45 AM ET
Workzone's requests module is a powerful project intake tool that teams can use to accept requests from Workzone users, as well as non-users. This webinar will cover an in-depth overview of Workzone's Requests module, covering the full project life cycle from intake to project creation. Suitable for any user who will need to manage incoming requests, or any team looking to explore using requests to intake new work. Join this webinar to learn how Workzone's request module can benefit your team's intake process! This webinar will include 30 minutes of content with and optional 15 minutes of Q&A.
Topics include:
- Submitting and receiving requests through Workzone
- Accepting requests and building project timelines from them
- Using Custom Project Request Forms to capture complete information from your requestors
Reports to Help Increase Productivity and Team Happiness
Tuesday, January 7th, from 11:00 - 11:45 AM ET
This webinar is designed to highlight several reports and how their data can be used to better balance your team's bandwidth, more accurately forecast project timelines, and celebrate in your team's accomplishments. Covering reports like our Workload report for resource management, through our completed projects report, this webinar will offer many useful insights for any Workzone user. This webinar will include 30 minutes of content with and optional 15 minutes of Q&A.
Topics covered:
- Resource management reporting
- Using Time-tracking data to identify negative trends
- Reports to highlight team successes
Document collaboration
Tuesday, January 14th, from 11:00 - 11:45 AM ET
Covering features like Workzone's mark-up tool, and approval tool, this webinar focuses on document and file management. Offering review strategies and workflows, as well as communication best practices surrounding files, documents and weblinks, this webinar is packed with useful tips and tricks for file and document management in Workzone! This webinar will include 30 minutes of content with and optional 15 minutes of Q&A.
Topics include:
- Best practices for uploading and sharing documents in Workzone
- Using mark-up and approval tools
- Tracking document and file communication
Using Boards to Plan and Manage Work
Tuesday, January 21st, from 11:00 - 11:45 AM ET
Designed to give any user a crash course on Workzone's Boards tool, from board build-out, to real world examples on how Boards can be used to plan and manage work. This visual style of project management can be an easy and effective way to manage almost any project or process. In addition to building boards, this webinar will cover features like list subscriptions, which can help trigger notifications as items move through a board, and board swimlanes to help keep larger boards organized. Join this webinar to learn more about how Boards can benefit your project management process! This webinar will include 30 minutes of content with and optional 15 minutes of Q&A.
Topics included:
- Building boards
- Real-world examples of boards for planning and managing work
- Board notifications and subscriptions
Resource Management Reporting and Time Tracking
Tuesday, January 28th, from 11:00 - 11:45 AM ET
Using Workzone's Resource Management and time tracking tools can help teams better understand their team bandwidth, allowing teams to make more informed decisions on taking on new work and planning for the future. This data can also be useful to understand how long projects are actually taking, to ensure that you can accurately forecast project duration in the future. This webinar will cover an overview of these features, and also provide insights on how to gather and utilize this data to help make a positive impact on your project management process.
Topics include:
- An overview of Resource Management and Time Tracking features
- Gathering insights to better plan and forecast projects
- Managing resources and team bandwidth with Workload reporting