Productive Monthly Updates: November

Bojan Rendulic

December 17, 2020

We Help Your Agency Reach New Heights

Switch from multiple tools and spreadsheets to one scalable agency management system.

This month we bring you fresh new features and improvements.

It’s been a challenging year for all, but that didn’t stop us from focusing on our customers and their feedback even more! 

This is our last product update for 2020. The next one is going to be a recap of all the features and improvements we pushed out in 2020. 🙂 

And now, check out our November updates!

Reports Library: A Collection of 50+ Prebuilt Reports for Agencies

We added a bunch of new reports and revamped the whole look and feel of the Library. Now, you have more data-specific reports, focused on the key metrics that agencies want to monitor.

New forecasting reports are a big plus too.  And, if you want to see open tasks by project or tasks created by person, you can do that and much more in new tasks reports. 

More about the reports find read here.

Get Paid Faster—Check Out Our New Invoice Builder

Our new Invoice Builder will give you more flexibility when creating invoices and help you get paid faster.

In short, what you enjoy now is:

A bigger invoice-building interface and a preview stage before creating an invoice

The flexibility to format invoice line items in multiple different ways

Easier invoicing for both Time & Materials and Fixed-price services

For more details and in-app views, read this blog post.

Let There Be Light! Or Dark. Or Standard. 

Now in Productive you can choose between three different themes for your workspace. Switch between Dark, Light, or the default Standard theme. Whatever works best for you!

The Standard theme is the one you’re currently using—the one you know and love.

The Light theme is cleaner, with a bit of a nautical feel (for those daydreaming of the seaside).

The Dark theme is great for decreasing any discomfort in the eyes.

How to set up a new theme in Productive? Here is how.

Wait, There’s More!

More Customization Options in Productive: 

By factoring in probability for each deal in your sales funnel, your agency can forecast projected revenue and it can help you improve your budgeting.

Managers can regulate if you can add new services to a budget’s dropdown menu. You can still add new services to a budget’s dropdown menu, but you need to have the “Quick add” option turned on.

Before the default markup set for any agency using Productive was the same across the board: 0%. Now, for each new expense, you can set a different default, company-wide markup.

Multi-Select Custom Field lets you select more than one value ​​in the custom fields dropdown menu at the same time.For example, you can place a person in multiple teams—both “Sales” and “Marketing”.

We added a flip group button to help you save time when you want to quickly switch groups in a Report. Example: If you’re in Project Reports, which is grouped by “Company” and then “Project manager”, you can now easily click on the flip button and get a new grouping: “Project manager” and then “Company”.

Coming Up Next

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

Subtasks, so you can break big tasks up into smaller parts or divide work among multiple people

Calendar Time Tracking: soon, you’ll be able to integrate Productive with Google Calendar, track time in Calendar view, and turn your calendar events into time entires

Date picker UX improvements and updates will include more predefined options like Today, Yesterday, Next week, Year to date, and more

With the new estimate redesign in Productive, you’ll be able to create more flexible estimates using sections (e.g. you can divide your projects into phases directly in the estimate). This will give you more precision when drafting proposals

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

Bojan Rendulic

Related articles