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.
Document Collaboration
Tuesday, September 2nd, from 11:00 - 11:45 AM ET
Tuesday, September 2nd, from 2:00 - 2:45 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!
Topics include:
-Best practices for uploading and sharing documents in Workzone
-Using mark-up and approval tools
-External Approval
-Tracking document and file communication
Communication in Workzone
Tuesday, September 9th, from 11:00 - 11:45 AM ET
Tuesday, September 9th, from 2:00 - 2:45 PM 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.
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
Streamline Feedback: Internal + External Markup & Approval
Tuesday, September 16th, from 11:00 - 11:45 AM ET
Tuesday, September 16th, from 2:00 - 2:45 PM ET
Join us to see how Workzone’s built-in markup and approval tools help you manage feedback from both internal teams and external stakeholders—no logins, no chaos.
What you’ll learn:
-How to streamline internal reviews with markup tools
-How to collect feedback from external approvers
-How to keep projects moving with clear approval tracking
Streamline Project Creation with Templates + Our New Template Library
Tuesday, September 23rd, from 11:00 - 11:45 AM ET
Tuesday, September 23rd, from 2:00 - 2:45 PM ET
Tired of building projects from scratch? Join us to discover how Workzone’s powerful project templates—and our brand-new Template Library—can help you launch projects faster and more consistently.
We’ll walk through how to:
-Use templates to standardize project setup and save time
-Access and apply pre-built templates from our robust new library
-Customize templates to fit your team’s unique workflows
-Ensure consistency across departments and recurring projects
Your Projects, Clearly Mapped: Workzone’s Kanban View + New Kanban Features
Tuesday, September 30th, from 11:00 - 11:45 AM ET
Tuesday, September 30th, from 2:00 - 2:45 PM 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. Also, including brand new Kanban features!
Whether you're assigning new tasks or updating existing ones, this feature set makes it easier to stay on top of everything. We'll also share tips for getting started quickly and using bulk actions to streamline updates.
Perfect for anyone looking to bring more visibility and simplicity to their project and task tracking.