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 link (gear icon) at the top of the screen 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 the Colors & images link.

    The following items can be specified:

    • Top section: background color or background image and text color
    • Bottom section: company logo
    • Log-in page (prior to entering the site): background color

    All colors must be specified as a 6 digit hexadecimal HTML color code (e.g., #000000 is the hexadecimal code for the color “black”).

    The default colors & images you set here can be overridden for specific workspaces under Settings for that workspace.

  • Welcome Page

    The Welcome Page is the initial page that a user sees when he/she logs into Workzone from the login page. (Note: a user does not see the Welcome Page if he/she enters Workzone via a link.)

    You can set different default welcome pages 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 the page will be an option for a welcome page.

    Individual users can customize the welcome page they prefer under the “My Settings” page, accessible from the profile drop-down menu at the top right of the page.

    • 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 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.

    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 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 Continue to save the page. Note: this will override the default custom Welcome page for this workspace, but will not affect other workspaces.

  • Help Information

    Some organizations want to support their Reviewers directly, others prefer for Workzone Customer Support 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 or you can create custom help info for Reviewer and Partner users.

    To 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 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 Continue.

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