Productive Monthly Updates: March

It’s March, and everything is in bloom, including our latest set of features.

We’re very proud of our latest innovation: The Permission Builder, which has been in development for several years and is currently the most flexible permission system on the market. But there are so many other features that you don’t want to miss, so be sure to dive in and continue reading the article in full.

As you know, each user you add to Productive has to have a role assigned to them – Admin, Manager, or Staff – and this will determine which type of information they will see. While these work well for most agencies, we wanted to give our customers more flexibility.

For example, a person with an Admin role can see cost rates. But if that person is in charge of employee payroll, perhaps you don’t want them to see profit margins.

Using the Permission Builder, you can create custom roles that fit your way of work. In the example described above, the person could still see cost rates, but other financial information could be hidden.

After you’ve created the role that fits your needs, you can also test it and see how Productive will look for teammates in that role to ensure they’ll see only the information they’re supposed to.

Permission Builder is available on Productive Ultimate. To learn more, check out this article.

With Automations, you can create automatic actions that take care of everyday activities. Currently, you can automate tasks, budgets, and deals, and soon, you’ll be able to automate invoices as well. Now, when a selected event happens, it can trigger sending an email.

This allows you to create Automations like:

We’ve also added the ability to duplicate an Automation, meaning you don’t have to create one from scratch.

To learn everything about Automations, refer to this article.

Custom fields are perfect for using your own data classification, but they’re not available in Productive by default.

Now we’re introducing sensitive custom fields, where you can store data that is available only to specific users:

This is perfect for storing sensitive personal data, like salary information, for example. To learn more about how to set up and use sensitive custom fields, click here.

When requesting time off, you’ll notice the time-off request interface has been revamped for improved usability and clarity.

Finally, now you can archive and delete time off categories you’re not using anymore.

When creating a new invoice, you can now use the settings from the last invoice you’ve created. So on the invoice builder screens, select what should be copied from the previous invoice: invoicing method, display as, subsidiary, or template.

You can access the previous invoice on the link when you click on the blue banner.

The first invoice for each client will still keep the default settings, but each following invoice for the same client will copy the settings from the previous one.

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 May 2024.

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