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Budget templates
Create a Budget and save it as a template in Productive Template center.
Views sharing
Share your views in Tasks screen with other people or groups.
Scenario builder
Create scenarios for deals and budgets to forecast costs and calculate profitability.
Workload view
A new view for tasks that visualises the amount of work each team member is assigned during the selected time period.
Sage integration
Connect your Sage accounting account to Productive.
Task templates
Save a Task as a template in the Template center.
Automatically move dependent tasks
Automatically update the date ranges of the subsequent dependent tasks.
Tax codebook
Add multiple tax rates.
Custom permissions
Create your own permission sets for teammates.
Automations relative conditions and variables
Relative conditions and variables, automations in budgets and deals screen more
Internal budgeting
Define a budget for internal projects and track costs.
Projects sharing
Share a project with a person, a team or all the employees in your company. Assign them as collaborators or viewers.
Custom Document Styler
Apply different styles on existing document templates (custom fonts, colours and other properties)
Copy settings from previous invoice
On each new invoice for the same client have the settings used on the last invoice created for the said client
Ask AI in Docs
Create a custom prompt, summarize or translate a text, create action points etc. All that from within a page in Docs.
Resourcing notifications
Get notified when someone creates or updates your booking.
Planned
Automated invoicing
Invoice retainer budgets automatically.
Prepayment invoice
Issue invoices for the payments in advance.
Sales pipeline improvements
Multiple pipelines, redesigned deals…
Notes widget on the Dashboard
A widget where you can add notes.
Proposal builder
Build high-quality quotes/proposals directly from Productive, embed pricing tables and autogenerate PDFs.
Task comment improvements
Moving task comments to new editor, backlinks support, emoji support and more
Organization champions
Define key people in your Productive organization. (e.g. invoicing champion).
Custom permissions improvements
Impersonate permission set, Client as a base permission set, additional permissions and more
Automations improvements
Relative conditions and variables, dependent task automations and more
Sharing improvements
Better handling of memberships, show warnings on user level if some user have restricted access to specific object
Recurring expenses
Create recurring expenses that will be automatically created in the future.
Employees view
View and manage all employees in one place, separate from the contacts.
Retainer rollover hours
Transfer unspent hours from the previous month to the next month’s budget in recurring instances.
Adding a new widget from scratch
Add a new widget from scratch to a Dashboard. Choose a data source, fields and filters.
Table of contents in a page in Docs
A block that creates table of contents from the headings available on the page.
Share a Doc with a public link
Share Docs with people outside your organisation.
Docs templates
Save a Doc as a template in the Template center.
Overhead per subsidiary
Calculate overhead for each subsidiary separately.
Sensitive custom fields
Define which custom fields are sensitive and which users should be able to see them. Ensure that sensitive custom fields data is visible only to specific users.
Automations relative fields
Use relative assignee or relative date in automations conditions and actions.
Metadata in export
Show additional data in exported file (i.e. company logo, filters applied …)
Xero expenses push
Push expenses from Productive to Xero
Invoice bulk export to accounting tools
Export invoices to accounting tools for each organization in bulk
Time off approval policies
Set up time off approval policies that can be easily assigned to multiple people and managed from one place
Budget overview tab
An overview of important information about your budget.
Search improvements
Highlight documents after search, improvements in mentions – possibility to show closed/archived items and more
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From Big Milestones To Small Fixes
Find out what’s new in Productive.
From Big Milestones To Small Fixes
Find out what’s new in Productive.