Administrator User Training Guide

In under 20 minutes, this course will cover the core functionality that an Administrator will need to use, including, managing settings, like creating users and customizing user permissions, project building and organization, and best practices for managing your own work day-to-day. Should any questions come up as you're going through the course videos please feel free to reach out to us via the help icon in your Workzone site. Happy exploring!

1. Workzone overview (2:45): Site navigation and essentials of the interface

2. Projects module Overview (2:30): Where projects are built, edited, and updated

3. Workspace Setup (1:20): Set up workspace buckets to organize your work

4. User Setup (1:40): Set up your team members as users

5. Project Outliner (1:07): Easily create new projects from scratch 

6. Project Templates (1:18): Quickly create projects using your predefined templates 

7. Updating Tasks (1:17): Make key updates to tasks within projects

8. Commenting (1:31): Communicate with your team in the platform

9. Reports Overview (1:08): Commonly used reports, including the to-do list for simple task management

Requests Module Training

Requests Module Overview (1:39): An intake tool for teams that need details prior to project kickoff

Custom Project Request Forms: Creating custom intake forms

Managing Requests (1:49): Review and work with project requests submitted by your team

Submitting Requests (1:53): Submit new project requests and track the progress of those requests via the Requests dashboard

Additional Training Videos

Boards module Overview (1:30): Manage projects visually by moving cards through lists

Document Markup (1:05): Visual commenting and feedback files

Document Versions (0:58): Keep different versions of files organized

Document Approvals (1:03): Formal approval workflow for files