Productive Monthly Updates: April

This April, we’ve concentrated our efforts on Project Management and Financials with new and exciting features.

You can now improve your project delivery with Milestones, there is an entirely new way to invoice Budgets, and we’ve further improved Time Tracking and Reports. Keep reading to see what’s been released in April.

Now you can measure project progress with Milestones. These are specific landmark events, like a release date, an external review, a budget check… Milestones can help you with:

Because Milestones are seamlessly integrated into Tasks, they are easy to implement: You can create a new Milestone or simply convert an existing Task to a Milestone. You’ll also see a distinctive symbol distinguishing them from regular Tasks:

You can also use filters to find Milestones in the sea of Tasks:

If you’re using HubSpot to attract visitors, convert leads, and close customers, now you can connect it to Productive. The integration is easy to set up, and once you’ve connected the two, you’ll be able to:

Visit Productive’s App Marketplace to connect your Productive account to HubSpot.

In Budgets, now you can add a cap for services that are defined as actuals (or time & materials). This means that you can set a guaranteed maximum price (or a not-to-exceed price) that will be charged to the customer. You can still track time against that service, but the amount will stay fixed.

Check out this article to learn more.

In some cases, you may want to invoice a specific percentage of a budget – For example, 50% budget gets invoiced upfront and then the rest when the job is completed. Now you can invoice a percentage a budget, and that can be any number you’d like:

In the next few weeks, you can expect:

We’re always looking to make your experience of using Productive better.

We’ll keep you updated as we ship more improvements. The following Monthly Updates will arrive at the beginning of June 2023.

For any questions, as always, reach out to our Customer Support.