May 2025 Newsletter: New Tools, Slick Tips & One Happy Customer

Here’s your monthly dose of new features, smarter workflows, and real-world wins. From visual project views to PowerBI reporting—and a customer story that proves just how much you can scale with the right tools—May’s got something for everyone.

New Features to Power Your Workflow

1. Kanban View for Projects

Ditch the wall of to-dos and see your projects move.

With drag-and-drop Kanban boards, you’ll track progress visually, spot bottlenecks fast, and keep work flowing like a boss.

No more guessing. No more chaos. Just pure momentum.

2. API Just Got Smarter.

Now when you create or update projects via the API, you can include the project description, category, and responsible party—giving your workflows more context and control from the jump.

No more patchwork scripts. No more manual cleanups.

Automation? Unlocked. Time wasted? Deleted.

3. Connect Workzone to BI Tools

Our new oData connector is live, so you can now pull real-time Workzone data straight into Power BI, Tableau, or whatever dashboard your executives are obsessed with.

No exporting. No juggling spreadsheets.

Just clean data, killer visuals, and instant answers.

Pro Tip of the Month

Start Your Day in Kanban View - One click. Full control.

Sort by status, owner, or due date—and instantly spot what’s flying, what’s stuck, and what needs a nudge.

Because digging through lists is so last quarter.

Integration Spotlight

BI Dashboards Just Got EasierWorkzone’s new oData connector pipes real-time project data into Tableau, Power BI, or whatever tool your execs swear by.

Track resources, timelines, and performance—all without touching a spreadsheet.

It’s data clarity on autopilot.

Customer Success Story – Regal Medical GroupFrom physical folders to 1,948 projects a year—Regal’s marketing team is on fire. With thousands of doctors, dozens of departments, and a small-but-mighty marketing crew, Regal Medical Group, Inc. needed a better way to manage the madness. Enter Workzone.

Now, they’re powering nearly 2,000 projects a year—from print and digital campaigns to Emmy-level video productions—with one centralized platform that keeps teams aligned, leadership in the loop, and deadlines on track.

One workspace, zero chaos – health ed, creative, and outreach all finally on the same page
No more silos, no more “who’s got it?” – full visibility and lightning-fast approvals
2X the output, 0X the burnout – fewer people, fewer headaches, way more done

"That 1,000-project jump wouldn't have been possible without Workzone."

— Brian Humphreys, Sr. Marketing Traffic & Production Project Manager

See how Regal scaled smarter.