Workzone Review

Norristown, PA
Deployment Model:
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Workzone At A Glance

Good: Document sharing and collaboration, automation of request and approval workflows, custom branding and external portal options.
Bad: Advanced budgeting or accounting features aren't offered; on-premise deployment is not available.
Bottom Line: With Workzone, users can create projects, assign tasks, collaborate with other users and share files within a cloud-based platform.

Product Overview

Workzone is a cloud-based project management solution with a strong focus on document management and collaboration. Users can manage projects, create to-do lists, track time, share files and more.

Also, Workzone offers custom branding for companies that want their logos displayed within their portals or an external account for their clients.

In addition to being easy to use and set up, Workzone offers these benefits:

  • Ability to share files and collaborate with other users
  • Ability to manage multiple projects, with alerts for when a specific task requires immediate attention
  • Allows companies that support multiple clients to manage all projects related to a specific client together in one group

Workzone integrates with many applications, such as Dropbox, Tableau, Box, Google, Slack and Salesforce.


Workzone includes a project dashboard where users can view projects listed by the employee in charge of the project, start and end dates, status, percentage of project completed and notes. The project column is broken down into specific tasks (task dependencies) and the deadlines and statuses of those tasks. Users can create unlimited sub-tasks nested under specific general tasks or projects.

Another feature of Workzone is project templates. Templates can be created for any project or task for future use, which saves time.

Users can also create project requests. Workzone automates the workflow by sending requests to specified users via email and presenting dashboard-style updates of request status.

Other project management features include a to-do list for users working on tasks associated with a single project or on multiple projects, a master group calendar for tracking deadlines, time tracking of each task broken out by user and workload reports for identifying resources.

A note on the to-do list feature: The task or project status is automatically updated once each user updates his or her to-do list.

Workzone also offers document management and sharing capabilities, such as:

  • Sending files with specified permissions (authorizing specific users to edit, provide comment or only read documents)
  • Adding comments to PDFs or images
  • Email notifications alerting users to what should be reviewed or commented on (documents, tasks, etc.)
  • Time-stamped commenting section for each document, task or project
  • File versioning (tracking multiple versions of the same file; WorkZone organizes them with version numbers that represent each iteration)
  • Automation of approval workflow, including emailing approval requests, tracking responses and alerting users if an approval is past due

Target Market

Workzone is targeted at all company sizes in a wide range of industries, including education, professional services, finance, health care and more.

We’ve listed 10 of its clients below:

  • Boston University
  • Cedar Fair Entertainment
  • Cleveland Clinic
  • HomeStreet Bank
  • Mississippi State University
  • Reveil Agency
  • Reuters
  • Tufts Medical Center
  • Vizient
  • Wells Fargo

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As Workzone is based in the cloud, clients will only need to pay a monthly fee.

The solution can be implemented within a few hours, and training consists of quick-start online guides (setup, document management, project tracking and a full user’s manual).

Customer Service & Support

Workzone offers unlimited support for free. Users can contact the company via phone or email.


Workzone provides three pricing plans (billed annually). They are:

  • Team: The Team plans costs $24 per user, per month and includes project and task management features, file collaboration and approval, reporting, unlimited workspaces, success-based support, training and 100 GB storage.
  • Professional: The Professional plan costs $34 per user, per month and includes all features of the Team plan, plus 150 GB of storage, custom project intake forms and API access.
  • Enterprise: The Enterprise requires a custom quote. It includes all features of the other two plans, plus 200 GB of storage, public access forms, cross-project dependencies, single sign-on (SSO), custom fields and reports, workspace groups and critical paths.

The pricing plans are intended for teams of at least five users. Teams with less than five users can contact Workzone for a demo to see if the software is the right fit.


Workzone doesn’t offer advanced budgeting, accounting and expense tracking features. Companies that require more robust accounting features can check out our other project management software reviews.

Workzone also doesn’t offer on-premise deployment.


Workzone Screenshot 1
Workzone Screenshot 2
Workzone Screenshot 3


Established in 2002, Workzone has a long history in the Web-based project management software industry. Its software has the balance of being user friendly for a small business, but also including advanced tools typically used in larger companies.

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