Customization Options

You can customize the default layout that will be applied automatically to each workspace that you set up. Once you have created a specific workspace, you can then override the default settings if you wish to customize the new workspace.
Default layout settings are accessed via the settings (gear icon) in the top right for All Workspaces. Defaults for your organization can only be accessed by an Administrator.

Custom Colors And Images

Note: this is an advanced feature. If you would like assistance, please call us at 610-275-9861.

To set default background colors, images and font colors that will appear on all workspaces:

  • Select All Workspaces from the workspace drop-down list at the top left of the page.
  • Click the settings (gear icon) at the top right of the screen.
  • Under GLOBAL SETTINGS on the left menu, click Colors & images.
This page allows you to set the default background colors and images for your organization. These settings can be overridden for specific workspaces under the settings (gear icon) for that workspace. 

For the navigation bar, you can select a predefined theme, which provides professionally-designed color palettes, or use your own custom colors. Custom colors are specified using a 6 digit hexadecimal HTML color code (e.g., #000000).

Click here to view an html color chart.

The following items can be specified:

  • Workspace Navigation Bar - The bar displayed at the top of Workzone at all times
  • Company logo - This logo specified here will appear in the bottom left, and is visible by client, partner and screening room users.
  • Login background color - The large background color displayed when a user signs into Workzone
Welcome Page

The welcome page is the initial page that a user sees when they log into Workzone from the login page.

<em>Note: Users do not see their Welcome Page if entering Workzone via a specific link.</em>
	

Welcome pages can be set differently as a default for each user role to give each type of user the information they will likely find most useful. Reviewer and Partner users need to first be given access to the specified page (under settings – GLOBAL SETTINGS – Features to display) before it can be an option for a welcome page.

Individual users can customize the welcome page they prefer under the My Settings page, accessible from the user name drop-down menu in the top right.

To set a user type with a particular welcome page:

  • Select All Workspaces from the workspace drop-down list at the top left of the page.
  • Click the settings (gear icon) in the top right.
  • On the left side, under GLOBAL SETTINGS, click the Welcome page link.
  • For each user type, select the default welcome page; recommended default pages have already been pre-selected for you.

Documents
Users with access to multiple workspaces see a page that lists the workspaces to which the user has access. By clicking on the workspace name, the user is taken to Documents for that workspace. A user with access to a single workspace (normally a Reviewer) will automatically be placed into Documents for that workspace.

To-Do List
Users see their personal To-Do List (under Reports). This is the recommended welcome page for junior team members who are focused primarily on getting their own work done.

Project To-Do List
Users see the Project To-Do List (under Reports), which shows the next steps for each project. This is the recommended welcome page for tactical Managers whose main focus is keeping projects on track.

Dashboard
Users see a page of graphical reports can provide an easily understood overview of different activity and progress.

My Timesheet
Users can do personal time tracking and time entry.

Messages
Users can communicate directly and in grouped conversations (channels).

Status by Project Report
Users see the Status by Project Report (under Reports), which lists each project’s summary information and status. This is the recommended welcome page for senior management who want a birds-eye summary of project status across the organization.

Recent Activity Report
Users see the Recent Activity report (under Reports).

Projects
Users see the Projects module (Task List or Gantt Chart).

Requests
Users see the Project Request dashboard.

Calendar
Users see the month view of the Calendar.

Custom
Users see whatever custom HTML you provide, including formatted text, links and graphics. You can override this default custom page at the workspace level by including different custom HTML under the settings for a specific workspace. This requires HTML coding to present and format text, images (must be hosted on an external server) or links to external sites (please open these in a separate window, using the target=”_blank” command.) For assistance with this advanced feature, call us at 610-275-9861.

Creating a custom Welcome Page for a specific workspace
(This feature is only available if the Welcome page setting under All Workspaces is set to Custom.)

  • Select All Workspaces from the workspace drop-down list at the top left of the page.
  • Click the settings (gear icon) at the top right of the screen.
  • On the left menu, under SETTINGS – THIS WORKSPACE, click the Welcome page link.
  • Enter your custom HTML for this workspace and click Preview to see how the page will look.
  • Click Save Changes to save the page.
<em>Note: This will override the default custom Welcome page for this workspace, but will not affect other workspaces.</em>
	

Help Information

Some organizations want to support their Reviewers directly, others prefer for Workzone's Customer Support staff to support all users. To facilitate these different needs, you may customize the help information that Reviewer and Partner users see (Associate users always see contact information for Workzone Customer Support). This information is shown when a Reviewer or Partner user clicks the Help link at the top right of the screen.

You have the ability to create default help information that appears for all workspaces, or you can choose to create custom help information for a specific workspace.

Default help information for all workspaces

When your organization first signed up for Workzone, we created contact information for your organization based upon information you provided us. This is the information that Reviewer and Partner users will see by default when they click the Help link.

To change the default help information for your organization:

  • Select All Workspaces from the workspace drop-down list at the top left of the page.
  • Click the settings (gear icon) at the top right of the screen.
  • On the left menu, under GLOBAL SETTINGS click Help info.
  • You can either select to show Reviewer and Partner users the same Workzone contact information as Associate users see, show the default contact info for your organization, or create custom help info for Reviewer and Partner users.

If the custom help option is selected above, you can change the help information for a specific workspace:

  • Select the workspace from the workspace drop-down menu at the top left of the screen.
  • Click the settings (gear icon) at the top right of the screen.
  • On the left menu, under SETTINGS – THIS WORKSPACE click Help info and follow the instructions.

Time Zone

By default, Workzone sets the time zone for your Workzone to that of your company’s home office. If you need your default time zone changed, please contact us. The time zone affects the time stamp for all activities within Workzone, such as document uploads, comments and calendar entries.

If you would like, you can override your company’s time zone setting for an individual workspace. An Administrator or Manager assigned to that workspace can change the time zone.

To change a specific workspace time zone:

  • Choose a specific workspace from the workspace drop-down list at the top left of the page.
  • Click settings (gear icon) at the top right of the page.
  • On the left menu, under SETTINGS – THIS WORKSPACE, click Time zone.
  • Select the appropriate time zone from the drop down menu to the right.
  • Click Save Changes.
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