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.


New Enterprise Feature Release: Advanced Markup


Thursday, February 6th, from 2:00 - 2:30 PM ET

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Join this webinar to learn more about our newest Enterprise feature release Advanced Markup!


Topics include:

Text Highlighting - Easily emphasize key points in documents

Advanced Annotation - Draw Markups and add shapes

Video Markup - Markup specific time stamps and provide feedback directly on video


The Daily Habit of Workzone and Tools to Help you Efficiently Maintain your Work


Tuesday, February 11th, from 11:00 - 11:45 AM ET

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Tuesday, February 11th, from 3:00 - 3:45 PM ET

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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

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Tuesday, February 18th, from 3:00 - 3:45 PM ET

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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

Revenue & Expense Tracking with Workzone: Featuring New Invoice Management Tools


Friday, February 21st, from 11:00 - 11:45 AM ET

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Join us for an in-depth look at Workzone's powerful Revenue and Expense Tracking Suite, now featuring enhanced invoice tracking capabilities! In this webinar, we'll walk you through how to effortlessly manage and report on your team's revenue and expenses, ensuring better financial control and insights.


Topics Covered Include:

  • Integrating Contract and Expense Budgets into Projects
  • Seamlessly Tracking Expenses and Invoices
  • Unlocking the Full Potential of Workzone’s Revenue Reporting Suite

Creating Visually Stunning Reports with Workzone's Enhanced Dashboards


Tuesday, February 25th, from 11:00 - 11:30 AM ET

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Tuesday, February 25th, from 3:00 - 3:45 PM ET

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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

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Tuesday, March 4th, from 3:00 - 3:45 PM ET

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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

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