Back to Basics: A Workzone Refresh Series for Admins

Whether you never completed onboarding or just need a refresher, this training series is designed to help you get reoriented in Workzone. In under 30 minutes this video series will walk through the core tools, key workflows, and time-saving tips that every Administrator should know. Perfect for users who are ready to reset, relearn, and get more out of the platform.

Workzone cleanup:

Start your Workzone refresh the right way—by cleaning up old projects and templates. In just a few minutes, this video shows you how to streamline your site by filing away completed projects and removing outdated templates. A quick cleanup now sets your team up for smoother, more efficient work ahead.

Workzone Setup:

Take a few minutes to make sure your Workzone site is structured to support your team’s needs. Well-organized Workspaces and projects are essential for smooth navigation, easy updates, and effective reporting. These short setup videos will guide you through key steps to ensure Workzone is optimized for the way your team works.

Workspace Creation and Management (1:19)

Get your Workzone site off to the right start with clear, intentional top-level setup. In this video, we’ll walk through how to structure Workspaces and folders to reflect your organization’s priorities—making it easier for your team to find, manage, and report on work efficiently.

User Setup and Permissions (1:44)

Setting up users with the right permissions helps your team work smarter. This video shows how to tailor visibility so team members only see what’s relevant to them—reducing distractions, simplifying navigation, and protecting sensitive information

Features to Display (1:22)

By simplifying the interface and hiding unused tools, you can create a cleaner, more focused experience that supports your team’s specific workflows

Categories(1:05)

Workzone’s Categories feature lets you tag projects and tasks for better organization and reporting. In this video, you’ll learn how to create and apply categories so your team can easily group related work, filter views, and generate more focused reports

Project Creation and Assigning:

Project Templates(1:20)

Learn how templates can help your team launch new projects faster, and reduce manual setup.

Project Outliner(1:09)

Build projects from scratch in a snap using Workzone’s Project Outliner.

Dependencies (1:13)

Interacting with assigned work

Each short video in this section highlights practical tools you can use daily, from updating tasks and adding comments to managing files and tracking progress.

Updating Tasks (1:17)

Commenting (1:31):

Clear communication is key to moving work forward. In this tutorial, you’ll learn how to use Workzone’s built-in tools, like comments and @mentions, to stay connected with your team. See how Workzone helps centralize conversations so nothing gets lost in email threads and everyone stays aligned on what’s next.

Document and File Collaboration and Communication

Document Mark-up (1:07)

Workzone’s document markup tools make it easy to give clear, actionable feedback. In this video, you’ll learn how to highlight, leave comments, and collaborate directly on files, so your team can streamline reviews, reduce back-and-forth, and keep work moving forward.

Document Approval (1:05)

Learn how to request, track, and manage document approvals in Workzone—so feedback is clear, progress is visible, and nothing holds up your project.

Reporting

Reports Overview (1:08)

Get started using key reports—like the To-Do List—to easily manage tasks, stay organized, and keep work moving.

Requests Module Training

Watch these videos if your team will be using Workzone to intake requests

Requests Module Overview (1:39)

Use Workzone’s intake tools to collect the right details upfront—so every project starts off right.

Custom Project Request Forms(7:17)

In this video, learn how to create effective custom request forms in Workzone. We’ll cover form setup, field customization, and best practices to streamline project intake, capture the right details, and set your team up for success from the start