Features to Display

Workzone allows you to specify which of the Workzone modules you want to be included in each new workspace you set up.

NOTE: If you don’t have an immediate need for a Workzone module or feature, it's recommended that you disable it to keep the interface as simple as possible.

Once a workspace has been created, you can then modify the modules that are shown for that specific workspace.

The default settings for all workspaces are specified only by Administrators, on the Features to display page, under the GLOBAL SETTINGS section in the settings for All Workspaces.
The following Main Features can be enabled or disabled (different user types can have different features displayed using the respective checkboxes):

  • Projects

    • Time Tracking
    • Expense Tracking
  • Boards
  • Requests

  • Documents (automatically enabled in all workspaces; cannot be disabled)

    • Comments & Approvals
    • Approvals Dashboard (automatically enabled in all workspaces; cannot be disabled)
  • Calendar
  • Messages
    • Posts
    • Channels & Direct Messages
  • Reports (automatically enabled in all workspaces, for Associate users)
  • Settings (automatically enabled in all workspaces, for Associate users)
    • Team Information
  • Favorites
Click the checkboxes next to the features that should be shown by default in all workspaces.
Once a feature has been enabled, Associate users (Administrators, Managers, and Contributors) will automatically have access to the feature. For certain features, you can then select whether it should also be visible to Collaborators, using the checkboxes in their respective columns.
When a checkbox is grayed out, the feature’s status cannot be modified.
Many of the default settings you select on this page can be modified for an individual workspace under the Features to display page under the settings (gear icon) for the specific workspace.

Customizing Your Workzone Site Video

This Workzone setup video explores how to manage the different modules (Features to Display settings) and view options (Fields to Display settings) available in your site. Since the visibility of these modules can be managed specifically for different user types, it’s important to have knowledge of those user types, the details of which can be found here.

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