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BOARD VIEW
Map Out Project Progress With the Board View
Group tasks, deals, or budgets in columns and move them around the board.
GROUP
Organize your Tasks, Deals, or Budgets
Group a board by status field, task list, assignee or any custom field you applied to the tasks on that particular project.
DRAG AND DROP
Overview the Progress of Your Projects
Drag and drop tasks to change their order, status or assignee. Organize your board view the way it suits your business the best.
ORGANIZE
Customize Your Board View
Decide on the look of your cards by applying different grouping options and filters if needed.
Board View Aggregations
All fields regarding time, such as initial estimates and worked time will be aggregated in Tasks. The same goes for financial information.
Organize Your Deals in Multiple Sales Pipelines
You can add two or more views and group each one by a different custom field to create multiple sales pipelines.
Operations Manager
CEO
Financial Manager
Account Manager
Team Manager
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Team capacity overviews
Profitability in real time
Keeping clients in the loop
Easy resource planning and vacation management
“With growth comes a bigger need for one source of truth, and that’s what it gives us, and that’s really important.”
Fréderique van der Wijk
OPERATIONS DIRECTOR,
MAKERSTREET MARKETING & INNOVATION
To know the big picture of sales, hiring, resource management, projects, finance and billing
Key company metrics available in real-time
Company KPIs are accessible in a few clicks
“Our company could work without Productive, but the benefits that we get from it make it really hard to imagine living without Productive.”
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Daniel ackermann
CEO,
DEGORDIAN
Revenue recognition
Revenue and profit forecasting
Global overview of billing
Invoiced revenue by month
Accounting tool integrations (XERO, QuickBooks, Exact)
“Productive helps me stay on top of internal and external budgets, manage invoices and payments, and store information for each project. Not to mention the reports, which provide me with crucial data right away.”
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Luana costa
ACCOUNTING AND FINANCIAL MANAGER,
SQUARE1 SOFTWARE
Budgets and profitability overview
To transparently share progress with clients
Projects billed on time
Customer relationships and success
Alignment on tasks between teams
“This was a major benefit we experienced after switching to Productive: using it to see profitability for specific projects and to check out our revenue.”
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Nika Serdoner
PROJECT MANAGER,
ENKI
One place for updates on projects and tasks
Clear ownership, priorities, start and due dates
Effortless time tracking
Easy adoption, fast and user-friendly
“If I didn’t have Productive, I would feel lost in space and time.”
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Mateja Gredelj
OFFICE ASSISTANT,
PORSCHE DIGITAL CROATIA
Optimize Operations With Productive
Switch from multiple tools and spreadsheets to one scalable professional services platform.
