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.
Revenue & Expense Tracking with Workzone: Featuring New Invoice Management Tools
Friday, February 21st, from 11:00 - 11:45 AM ET
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
Tuesday, February 25th, from 3:00 - 3:45 PM 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
Tuesday, March 4th, from 3:00 - 3:45 PM 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
Enhancing Team Collaboration: Leveraging Workzone’s New Slack and Teams Integrations
Wednesday, March 5th, from 10:00 - 10:30 AM ET
Introducing Workzone's new native Slack and Teams integrations! This webinar will cover how to enable and utilize these powerful new features
Topics Include:
- Setting up a Slack or Teams integration
- Overview of Slack integration
- Overview of Teams integration
Project Building Basics and Project Templates
Tuesday, March 11th, from 11:00 - 11:45 AM ET
Tuesday, March 11th, from 3:00 - 3:45 PM ET
This webinar is designed to help users understand the powerful, yet simple 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.
Topics covered include:
- Various methods for building projects
- Streamlining project and task creation with templates
- Strategies for modifying project and task timelines, including dependencies
Staying in Sync: Leveraging Dependencies to Keep Your Team Notified and On Track
Tuesday, March 18th, from 11:00 - 11:45 AM ET
Tuesday, March 18th, from 3:00 - 3:45 PM ET
In this webinar, we’ll dive into the essentials of creating and modifying dependencies, explore best practices for efficient dependency management, and how lead and lag time can benefit your project timelines.
Topics include:
- Creating dependencies
- Using lead and lag time
- best practices for modifying dependencies and project timelines
Supercharge Your Projects: Unlock Key Insights with Workzone's Reporting Suite
Tuesday, March 25th, from 11:00 - 11:45 AM ET
Tuesday, March 25th, from 3:00 - 3:45 PM ET
In this webinar, we'll explore Workzone's powerful reporting suite and how to use it to gain actionable insights for your projects. Learn how to leverage task and project-level reports to improve timelines, understand team bandwidth, and maximize your team's potential.
Topics include:
- Navigating key reports to unlock valuable project insights
- Using data to refine and improve future project timelines
- Reports that help you optimize team bandwidth and efficiency