Productive Monthly Updates: June
We Help Your Agency Reach New Heights
Switch from multiple tools and spreadsheets to one scalable agency management system.
Last month was busy at Productive by all means.
We released a bunch of features that were on our roadmap and many more improvements that could be a game changer for most of our customers.
Speaking of busy, last week we had a Week of releases which you could see on our social media.
Without further ado, let’s step into our June Monthly Updates recap.
Advanced Filters
Now, you can access more precise, individual data using multiple filters at once. Using advanced filters, you can apply very specific parameters to show specific data that has meaning to you within projects, budgets, for certain teammates…you get the picture.
For example:
Show all tasks where assignee = Ivan
Show all projects where revenue > $10.000
Using conditional filters will make your life easier for sure.
Also, now in your Productive inbox you can find things easier, too, by adding filters.
Filter notifications by:
Date range
Project
Type (Budget, Deal, Invoice, Payment, Person, Task where you are a subscriber)
Request Changes on Time Entries
Something else that’s new in Productive is that project managers can now ask team members for more details on time entries when submitted for approval. Cool, right? 🙂
If you want the time entry to be reviewed, you can request the person who had submitted the time entry to change it. Also, you can add the reason why you’re requesting a change.
Placeholders
We’re excited to introduce Placeholders as a part of our Scheduling feature. Using Placeholders, you can plan upcoming projects i.e. plan and track your agency’s upcoming workload.
Placeholders are a game changer for most of our customers because of the following benefits:
You can schedule upcoming work
You can see where you need to allocate existing teammates’ time
You can plan hiring freelancers or contractors ahead of time
You can have a better overview of your upcoming expenses
You have more accurate Insights and a future perspective on financial reporting
Find out more on how to use Placeholders in Scheduling here, or download our Guide to Resource Planning for Agencies.
Trial of Productive Premium
Want to try Productive’s cool new features, like Forecasting or Advanced Insights? Now you can turn on a trial of Productive Premium. 🙂 Here is how to do it.
Improvements for Budgets and Insights
We did a number of improvements in Budgets and Insights and now you can:
Edit budget delivery date
Add Subsidiary columns to budgets tables
Add a “Budget used” column to financial insights
Hide & show the discount column on deal/budget financials
Add “Approval status” columns to financial insights
Coming Up
In the next couple of months, we’re preparing the following new updates listed below:
Weekly timesheet entry will enable you to input your time for the entire week, all on one screen
Timeline on tasks will help you schedule individual tasks in a timeline
With Email to task integration, you’ll be able to create tasks from emails
Single sign-on support means you can log into Productive using single sign-on services, such as Okta
Time off requests for requesting and approving vacations and other time off events
By using our new invoice builder, you’ll find more flexibility when creating invoices
With new Sales Deal Redesign, managing your sales pipeline will be more streamlined and easier with a redesign of our Sales module
Batch editing enables you to update multiple items with one click (like changing a custom field on 10 Projects at once)
