Productive Monthly Updates: January

Stjepan Šandor

February 15, 2024

2024 has just begun, and we’re already shipping massive features.

You can automate your agency with Automations, add bookings for Sales deals, define custom cost rates for Budgets, and more.

Continue reading the article below to discover all the new features, or check out the video recap above that summarizes the most important features.


Each day, there are numerous tasks that you have to do manually, which is both tedious and a colossal waste of time. With Automations, you can automate common actions and let Productive do the work for you:

  • Setting up an Automation takes minutes
  • It doesn’t require coding or technical knowledge
  • You can automate Tasks, Budgets and Deals

To create an Automation, navigate to Settings > Automations and start with the object of your choice (e.g., a Task). Then, select a condition that will trigger this automation and choose the end result.

You can create Automations like:

  • Send a message to Slack when a new Deal is created
  • Create a Task when 80% of a Budget has been used
  • Add a comment when a Task due date is set for this month

We’re currently working on adding even more actions, and you can always submit a feature request with an action you’d like to see. To learn more about Automations, click here.

Scheduling on Sales Deals

Plan your Sales team’s time upfront with bookings for sales Deals – perfect if you’re closing a big deal or want to allocate your teammates to a couple of deals.

Because it works the same as scheduling Budgets, you can start using it right away: Create a booking and, under Services, select the client in question, and Deals will be listed there. Learn more in this article.

Time and Expense Tracking on Sales Deals

Are you managing a lengthy, costly sales deal? You can now track time and expenses against such deals using the same methods for tracking budgets, so there’s no learning curve.

Just make sure that the deal date is set to the correct period – i.e. you can’t track time in January for a sales deal that has it’s date set to May. 

New In Budgets: Add Custom Cost Rates and Track Spending on Internal Budgets

Sometimes you want to define a different cost rate for a certain job than the usual one – and now you can create one which will override the default cost rate your teammate is using. To learn how to set it up, check out this article.

Also, if you’re using internal budgets, now you can define a total budget, quantity and price and track spending. This is great for internal projects with a defined cost as it behaves the same as a client project. Naturally, internal projects are always non-billable.

Person Status

Now you can set a custom status that will tell your teammates if you’re working, out of office – or anything else you want to make sure is known in your agency:

  • Choose a default status like In Office 🏢, Working Remotely 🏡, or Out Sick 🤒
  • Remove the status automatically after several hours, days, or on a particular date
  • Get creative with your custom status and an emoji

To turn it on, hover on your profile picture in the main navigation and click on Update Your Status.

Wait, There Is More!

  • When using “Only Chart” visualization in Insights, charts are now stretched to the full size of the screen
  • Now you can group Tasks by due date in List and Board view
  • When importing users via CSV, you can now immediately assign managers to them
  • Improved performance for on the Resourcing screen
  • Staff with time access and Clients can now access Budgets without a Project (if enabled)

Still To Come:

  • Budget templates
  • Scenario builder
  • Sage integration
  • Custom permission builder
  • Automatically move dependent tasks

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 March 2024.

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

Stjepan Šandor

Product Marketing Specialist

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