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.
Mastering Workzone Organization: Using Tags, Categories, and Custom Fields to Build Powerful Reports & Filtered Views
Tuesday, March 3rd, from 11:00 - 11:45AM ET
Tuesday, March 3rd, from 2:00 - 2:45PM ET
This session covers how to create and use Tags, Categories, and Custom Fields to organize projects more effectively—and then turn that structure into powerful filtered views and Custom Reports. You’ll see practical examples of how these features work together to create clearer visibility and more actionable insights.
No-Login Collaboration: Streamlining External Intake, Reviews & Approvals
Tuesday, March 10th, from 11:00 - 11:45AM ET
Tuesday, March 10th, from 2:00 - 2:45PM ET
Collaborating with external stakeholders shouldn’t require extra accounts or complex access. Join us for a walkthrough of how Workzone allows outside partners—clients, vendors, stakeholders, and cross-department contributors—to submit requests and review and approve documents without ever needing to log in.
We’ll show you how to build an intake process, route approvals to external collaborators, and collect feedback through Workzone’s no-login External Approval & Markup tools. Say goodbye to scattered emails and missed updates, and keep every partner aligned in one streamlined workflow.
Your Projects, Clearly Mapped: Workzone’s Kanban View
Tuesday, March 17th, from 11:00 - 11:45AM ET
Tuesday, March 17th, from 2:00 - 2:45PM ET
Discover a simple, more visual way to manage your projects in Workzone. In this session, we’ll walk you through the Kanban View and how to make the most of the new Stages field to track progress at a glance. Learn how to customize stages, organize work visually, and bring clarity to your team's workflow—no matter the project size.
Mastering Workzone Organization: Using Tags, Categories, and Custom Fields to Build Powerful Reports & Filtered Views
Tuesday, March 24th, from 11:00 - 11:45AM ET
Tuesday, March 24th, from 2:00 - 2:45PM ET
This session covers how to create and use Tags, Categories, and Custom Fields to organize projects more effectively—and then turn that structure into powerful filtered views and Custom Reports. You’ll see practical examples of how these features work together to create clearer visibility and more actionable insights.