What is Workzone?
Workzone is a comprehensive, cloud-based project management tool designed to help teams efficiently organize their work, projects, and tasks. It is one of the earliest cloud-based project management solutions, catering to businesses of all sizes across various industries, including healthcare, real estate, accounting, and manufacturing.
Key Features and Functionality
Project Management
Workzone offers a robust set of features to manage projects from start to finish. It includes tools for creating and managing projects, assigning tasks, and tracking progress. The software provides a project dashboard that gives a clear overview of all projects, allowing users to see which projects are on track and which ones need attention.
Task Management
Users can split tasks and collaborate quickly on their project plans. Workzone generates personalized to-do lists for each user, providing a focused, cross-project view to organize daily work. These lists are updated automatically as users complete their tasks.
Collaboration and Communication
The software facilitates team collaboration through built-in communication tools, including comments, approvals, messages, posts, and channels. It also supports secure web-based file sharing, allowing users to manage multiple versions of documents with different user roles and file permissions.
Time Tracking and Expense Management
Workzone includes features for time tracking and expense tracking, which can be customized to avoid issues such as users entering time outside specific time frames. Enhanced time-tracking controls are available in the Pro and Enterprise plans, allowing for locking in monthly time entries and defining user-specific daily workload amounts.
Reporting and Analytics
The software enables teams to generate customized reports on project progress, resource allocation, and other key metrics. Reports can be scheduled to run automatically, providing up-to-date information. The Enterprise plan offers advanced reporting dashboards, custom project reports, and specific reports like the actual vs. budgeted hours report and revenue recognition report.
Document Management
Workzone features a centralized document management system where users can share documents and link tasks. It automates the review and approval of documents and work items, ensuring nothing falls through the cracks. The system also supports advanced markup for tracking feedback and collaborating on PDFs and videos.
Customization and Branding
One of the standout features of Workzone is its custom branding capability, allowing users to customize the interface with their own logos and colors to reflect their or their client’s brand.
Integrations and Security
Workzone integrates with various third-party applications, including Google Drive, Dropbox, Salesforce, Harvest, QuickBooks Online, and Slack. The software takes security seriously, employing multi-layered security measures, including multi-factor authentication for Enterprise users, and restricting access to confidential information to necessary employees.
Advanced Features for Pro and Enterprise Plans
The Pro and Enterprise plans offer additional features such as custom project intake forms, advanced capacity planning, API access, single sign-on (SSO), public access forms, conditional form fields, cross-project dependencies, and critical path analysis. These features enhance the customization and security of the platform, making it more suitable for complex project management needs.
In summary, Workzone is a powerful and user-friendly project management tool that helps teams streamline their workflows, enhance collaboration, and deliver projects on time. Its scalability, security, and extensive feature set make it an excellent choice for businesses across a wide range of industries.