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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.



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CUSTOM PROJECT REQUEST FORMS AND CONDITIONAL LOGIC



TUESDAY, OCTOBER 22ND, FROM 11:00 - 11:45 AM ET

Register here


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


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THE DAILY HABIT OF WORKZONE AND TOOLS TO HELP YOU EFFICIENTLY MAINTAIN YOUR WORK



TUESDAY, NOVEMBER 5TH, FROM 11:00 - 11:45 AM ET

Register here


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


--------------------------------------------------------------------------------


EFFECTIVELY MANAGING PROJECTS THAT AREN'T GOING AS PLANNED



TUESDAY, NOVEMBER 12TH, FROM 11:00 - 11:45 AM ET

Register here


What is the best way to handle projects that have fallen off track in Workzone?
This webinar will explore this question and provide useful insights on how to
identify, adjust and manage projects that have fallen off track. Additionally,
we will cover several features that can help identify projects that are in
danger of falling off track, including reports and preventative practices.



TOPICS COVERED INCLUDE:

 * Reports to help identify what projects and tasks are off track
 * Best practices for adjusting projects that have fallen off track
 * Helpful habits that lead to more successful project management for your team


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TIPS TO HELP YOU ACCOMPLISH MORE FASTER



TUESDAY, NOVEMBER 19TH, FROM 11:00 - 11:45 AM ET

Register here


This webinar focuses on a variety of "pro-tips" and workflows to help you
create, complete and manage your work better and more efficiently. From
customizing the interface for streamlined navigation, to batch editing projects
and tasks, this webinar is sure to offer good take-aways for any user who is
managing and creating projects in Workzone.



TOPICS COVERED INCLUDE:

 * Modifying the interface for streamlined navigation
 * Advanced filtering techniques
 * Using templates to streamline the creation of projects and tasks, including
   repeating templates

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QUARTERLY AND YEAR END REPORTING AND CLEAN-UP



TUESDAY, NOVEMBER 26TH, FROM 11:00 - 11:45 AM ET

Register here


Looking to gather some great looking reporting to share, highlightinng how mcuh
work your team crushed over the past quarter? Or maybe your looking to see how
many project requests your team fulfilled over the past year. Well, look no
further! Because this webinar will cover a variety of different reports for
quarterly and anually reporting on your work. Additionally, this webinar will
share best practices for preparing your Workzone site for a succssful newt
quarter or year.



TOPICS COVERED INCLUDE:

 * Reports for tracking work completed
 * Using reporting to identify inefficiencies and better plan for future
   projects
 * Batch cleaning up your Workzone site in preparation for the new quarter or
   year


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COMMUNICATION IN WORKZONE



TUESDAY, DECEMBER 3RD, FROM 11:00 - 11:45 AM ET

Register here


This webinar will provide an in-depth overview of Workzone’s communication
features, including various settings to help ensure that you are in the know
when communication is sent. We will also cover best practices for communication,
including where comments and threaded comments can be made and responded to.
Keeping team members informed and up to date is an important piece to any team’s
project management process. Join this webinar to explore howWorkzone’s
communication features can work for your team and ensure that communication is
easy and efficient. This webinar will include 30 minutes of content with and
optional 15 minutes of Q&A.



TOPICS COVERED INCLUDE:

 * Tracking and triggering communication through project and task comments
   threads
 * @mentioning users to trigger in-the-moment communication
 * Modifying Notification settings and using multiple email addresses to link
   with Slack and Teams

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PROJECT BUILDING BASICS AND PROJECT TEMPLATES



TUESDAY, DECEMBER 10TH, FROM 11:00 - 11:45 AM ET

Register here


This webinar is designed to help users understand the powerful, yet easy to use,
project creation features that Workzone is capable of. Covering various methods
for building projects, including the use of project templates which can give
your project creation process a serious turbo boost! As we go through this
project-building journey together, we will cover several best practices for
modifying your project timelines, like strategies for shifting dates and
creating dependency relationships between tasks. Join this webinar to learn how
to streamline project creation, and set your projects up for success as
priorities and dates shift. This webinar will include 30 minutes of content with
and optional 15 minutes of Q&A.



TOPICS COVERED INCLUDE:

 * Various methods for building projects
 * Streamlining project and task creation with templates
 * Strategies for modifying project and task timelines, including dependencies


--------------------------------------------------------------------------------


USING WORKZONE’S REQUESTS TOOL TO INTAKE AND FULFILL PROJECT REQUESTS



TUESDAY, DECEMBER 17TH, FROM 11:00 - 11:45 AM ET

Register here


Workzone's requests module is a powerful project intake tool that teams can use
to accept requests from Workzone users, as well as non-users. This webinar will
cover an in-depth overview of Workzone's Requests module, covering the full
project life cycle from intake to project creation. Suitable for any user who
will need to manage incoming requests, or any team looking to explore using
requests to intake new work. Join this webinar to learn how Workzone's request
module can benefit your team's intake process! This webinar will include 30
minutes of content with and optional 15 minutes of Q&A.



TOPICS INCLUDE:

 * Submitting and receiving requests through Workzone
 * Accepting requests and building project timelines from them
 * Using Custom Project Request Forms to capture complete information from your
   requestors


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REPORTS TO HELP INCREASE PRODUCTIVITY AND TEAM HAPPINESS



TUESDAY, JANUARY 7TH, FROM 11:00 - 11:45 AM ET

Register here


This webinar is designed to highlight several reports and how their data can be
used to better balance your team's bandwidth, more accurately forecast project
timelines, and celebrate in your team's accomplishments. Covering reports like
our Workload report for resource management, through our completed projects
report, this webinar will offer many useful insights for any Workzone user. This
webinar will include 30 minutes of content with and optional 15 minutes of Q&A.



TOPICS COVERED:

 * Resource management reporting
 * Using Time-tracking data to identify negative trends
 * Reports to highlight team successes

--------------------------------------------------------------------------------


DOCUMENT COLLABORATION



TUESDAY, JANUARY 14TH, FROM 11:00 - 11:45 AM ET

Register here


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! This webinar will include 30 minutes of content
with and optional 15 minutes of Q&A.



TOPICS INCLUDE:

 * Best practices for uploading and sharing documents in Workzone
 * Using mark-up and approval tools
 * Tracking document and file communication

--------------------------------------------------------------------------------


USING BOARDS TO PLAN AND MANAGE WORK



TUESDAY, JANUARY 21ST, FROM 11:00 - 11:45 AM ET

Register here


Designed to give any user a crash course on Workzone's Boards tool, from board
build-out, to real world examples on how Boards can be used to plan and manage
work. This visual style of project management can be an easy and effective way
to manage almost any project or process. In addition to building boards, this
webinar will cover features like list subscriptions, which can help trigger
notifications as items move through a board, and board swimlanes to help keep
larger boards organized. Join this webinar to learn more about how Boards can
benefit your project management process! This webinar will include 30 minutes of
content with and optional 15 minutes of Q&A.



TOPICS INCLUDED:

 * Building boards
 * Real-world examples of boards for planning and managing work
 * Board notifications and subscriptions

--------------------------------------------------------------------------------


RESOURCE MANAGEMENT REPORTING AND TIME TRACKING



TUESDAY, JANUARY 28TH, FROM 11:00 - 11:45 AM ET

Register here


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





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Last updated on October 17, 2024
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