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.
Smarter Intake with Workzoneâs Custom Project Request Forms & Conditional Logic
Tuesday, May 6th, from 11:00 - 11:45 AM ET
Tuesday, May 6th, from 3:00 - 3:45 PM 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, May 13th, from 11:00 - 11:45 AM ET
Tuesday, May 13th, from 3:00 - 3:45 PM 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
Document collaboration
Tuesday, May 20th, from 11:00 - 11:45 AM ET
Tuesday, May 20th, 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!
Topics include:
-Best practices for uploading and sharing documents in Workzone
-Using mark-up and approval tools
-External Approval
-Tracking document and file communication
Resource Management Reporting and Time Tracking
Tuesday, May 27th, from 11:00 - 11:45 AM ET
Tuesday, May 27th, 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