Productive Monthly Updates: January

It’s been a busy start of the year here at Productive.

Feature-wise, we shipped a few big things and a nice batch of improvements over the last two months. 

Exciting updates are waiting for you in Productive’s Projects, where you can start exploring Workflows.

Dive into our latest product updates straightaway!

Now, you can set up status fields and organize tasks with Workflows in Productive. Basically, workflows will help your tasks move in a particular way to get things done. 

You can choose different statuses for three stages of work:

Set up multiple phases within each stage and then filter and group by those phases. 

For example, if you still haven’t started working on something, you can create custom statuses under the Not started category. Then, when switching to that task, you can select the new status you want. This will let you know which status your task is in. 

If you want to know more about using workflows in Productive, check out our latest webinar.

An agency rate card is applied to a client project to gather data on project budgets and billing forecasting. Standardized rates help you set up your agency’s services and set clear expectations for clients. 

In Productive, you can set rate cards up (and reuse them later) for Budgets and Deals. You can give a name to a rate card, edit it, and add prices to it once it’s created. Also, you can define different rate cards for each client. 

Basically, with rate cards in Productive, there are two main steps:

Next, there are two types of rate cards you can create in Productive:

When adding services to a rate card, be sure to set:

Pro tip: You can also import your rate cards from the .xls or .csv file. Soon, you’ll be able to duplicate them in Productive! 

You can learn more about rate cards in this article and for setting up rate cards, check our help article.

With the Reports Library in Productive, you can create a powerful report and get the data you need with just one click. 

Now you can select a set of pre-built reports for each project.

There’s no need to build the reports from scratch. Get information about “Open tasks by assignee” or “Project profit by service” and more for every project you run.

To make managing seats and subscriptions easier, we enabled Admins in Productive to access the Billing section in Settings. Previously only the owners could manage seats and subscriptions. 

Admins can change Productive plans and manage seats. 
 
Check out this article to learn more about Productive subscriptions and managing seats.

All fields regarding time, such as initial estimates, worked time, time to complete, and similar will be aggregated in Tasks. The same goes for financial information such as revenue and potential revenue, as well as estimated time. 

It’ll all be aggregated in the information pop-up above:

With the lock time entries feature, you can prevent retroactive time tracking in Productive. You can define a period where all timesheets from the previous week (or month) are locked, preventing your teammates from adding time to them.

This is also something new: each company is assigned a unique company code that’s used for invoice numbering.

When a company is created, the first four letters of the company name will be used to generate the company code.
 
If there’s already an existing company with the same first four letters, an additional number will be added at the end of the code to differentiate companies.

In the next few weeks, we’re excited to launch the following updates for you:

We’re always looking to make your experience of using Productive better. We’ll keep you updated as we ship more improvements. For any questions, as always, reach out to Customer Support.