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.
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
Reports to Help Increase Productivity and Team Happiness
Tuesday, January 7th, from 3:00 - 3:45 PM 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
Document collaboration
Tuesday, January 14th, from 3:00 - 3:45 PM 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
Using Boards to Plan and Manage Work
Tuesday, January 21st, from 3:00 - 3:45 PM 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
Resource Management Reporting and Time Tracking
Tuesday, January 28th, from 3:00 - 3:45 PM 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
Unlocking Success with Workzone: Proven Strategies for Smooth User Adoption
Thursday, January 30th, from 2:00 - 2:45 PM ET
We're thrilled to invite you to our inaugural user co-hosted webinar featuring Clair Berg, Digital Marketing Manager at Mercyhealth Wisconsin and Illinois. In this session, Clair will share the proven strategies her team used to drive the successful adoption of Workzone, turning the implementation of their project management tool into a positive, engaging, and fun experience.
Register now to learn from Clair’s real-world experiences and gain practical tips for fostering ongoing adoption within your own team!
Topics include:
- Fostering a positive attitude toward a new software process and tool
- Addressing resistance or skepticism within the team about adopting software
- Setting clear expectations for the different levels of team engagement
Custom Project Request Forms and Conditional Logic
Tuesday, February 4th, 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, February 11th, 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, February 18th, 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
Creating Visually Stunning Reports with Workzone's Enhanced Dashboards
Tuesday, February 25th, from 11:00 - 11:30 AM ET
Join our webinar to explore Enhanced Dashboards—a powerful Enterprise feature that lets you build custom visual dashboards from the ground up. Discover how to create easy-to-view, data-rich dashboards that empower your team with actionable insights at a glance.
Topics covered include:
- Building custom dashboards tailored to your team’s needs
- Designing visually compelling reports for leadership
- Crafting dashboards that drive productive, insight-led team meetings
Tips to Help you Accomplish More Faster
Tuesday, March 4th, 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