Product Updates
Every week we deliver new features, updates and bug fixes.
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Modules
July 2026
NEW RELEASE • JUL 2 2026
Productive 5.1
In this release the AI Assistant learns a few impressive new tricks, Retainer Deals finally land in Sales, and there’s a brand new billing type that does the maths for you. Plus plenty of smaller improvements across the board.
AI ✨
- The AI Assistant can now create Artifacts (or visualizations). Describe what you want – like a “Q2 client report”, and you’ll get an entire visual dashboard with your data, ready to download as a PDF or HTML file.
- Report interpretation gives you instant data visibility. Ask The AI Assistant for a one-sentence summary or a full report on the state of your business: profitability, utilisation, time off, revenue forecasts, and more. You get the exact data you need, written in plain language, not a complex report you have to interpret yourself.
- The AI Assistant can now work with Scenarios in the Scenario Builder. It can create them, but also compare and apply them if you ask.
Automations 🤖
- When you create a Project from a template, all Automations from that template now come along with it.
- Custom fields are now available as rules in Automations. For example, an Automation can start when a certain custom field value is added.
- Automations built through the AI Assistant are now more accurate.
Budgets & Time Tracking ⏰
- We introduced a brand new billing type that lets you add a fee automatically calculated as a percentage of the revenue recognised on other billable services in the same budget section. You’d use it whenever you charge a fee that’s proportional to the rest of the work, such as a 10% project management or studio fee applied on top of all the billable services in a budget section.
- Should you need it – approvers can now edit submitted time entries.
Integrations & Invoicing 🧩
- You can now send Invoices, Purchase Orders, Proposals, and payment reminders using your email integration, whether you’re on Google Gmail or Microsoft Outlook.
- Payment terms now come with three options: invoice date, end of the month, or due upon receipt. You can modify each of them with extra days, and define them for specific companies or for all clients.
Project Management ✅
- We made numerous under-the-hood improvements to Docs, so your tables will look better than ever.
Resourcing 👥
- We’ve rolled out a big UX update to the Booking popover in Resourcing, making it much more streamlined for creating and managing Bookings. You can now switch between a Compact state and an Expanded state that opens in a sidebar, keeping all your resourcing context visible.
- You can also see the remaining hours left on a Service, which supports resourcing much better than the old Worked/Estimated fields, and you can even define whether that calculation includes future scheduled hours or not.
- A project manager (as a role) can now be added as an approver on absence approval policies.
Reports & Dashboards 📈
- Reports can now be grouped and sorted by data on adjacent objects, meaning you can group Budgets by project manager or client, or sort time entries by Project name.
- You can now manually define recognised revenue in Productive. When set, this will override your default revenue recognition settings. As always, this applies to fixed service types only. Time and materials will continue to follow the usual logic.
Sales 💰
- Retainer Deals are here, letting you represent an entire recurring contract as a single Deal. Once this type of Deal is won, it automatically creates a recurring Budget, which allows for much more accurate financial tracking and organisation.
- When creating a new Deal, the numbering sequence is now separate from Budgets.
System ⚙️
- When filtering, you’ll now see frequently used filters, including suggestions from our side as well as your own once you start adding them.
- Custom fields can now be managed in bulk, so you can add a certain type of custom field to multiple Projects with just one click.
- When importing a CSV file, you’ll now get a more detailed error message if something is wrong with the file, so you know exactly what to fix.
- Workplace is now renamed to Subsidiary across the app.
- If you’re using Adobe Acrobat or a similar Chrome extension, all PDF files will now display their actual file name instead of a generic “document.pdf” name.
- Using our desktop app? Be sure to update it to v1.17.3.
- Thanks to a new custom permission, users can now see their own cost rates on their profile, under the Cost Rates tab.
June 2026
Roadmap Review: June 2026
Get up to speed with the latest Productive updates from the past six months. This session covers the biggest improvements across Resourcing, Financials, Sales & CRM, Project Management, Integrations, and AI—including Agents, Skills, Connectors, the AI Notetaker, and the AI Assistant. See how these updates can improve your day-to-day work and what’s next for Productive.
May 2026
NEW RELEASE • MAY 11 2026
Productive 5.0 – The New Standard of Work Is Here
The update we’ve been preparing for months is finally here. Productive 5.0 is our biggest and most impactful release yet.
We’re bringing a range of agentic features designed to make your business more competitive. It’s AI that truly makes an impact in how you work.
Want to check them out? If you haven’t already, join the waitlist for Productive 5.0 here.
Agents
Agents are your custom-built, virtual assistants. They work across the entire platform and take repetitive tasks off your plate, so you can focus on work that really makes matters.
- Agents are custom: Describe how they should work, assign them permissions, and give them Connectors to read data and perform actions across external services.
- Agents are autonomous: You can set them to run on a schedule, and they’ll carry out tasks in the background. You can also talk to them directly and approve workflows manually.
- Agents are shareable: Agents are designed to be shared across your organization, so you set them up once, and everyone can benefit. Of course, you can also keep them private if needed.
Agents are very powerful, and there’s a lot to discover about them: Check out our Help Center.
Skills
In simple terms, Skills are a saved set of instructions for AI. You put your knowledge, business procedures and workflows into one prompt, and then share it across your business.
The benefit? You never have to repeat yourself, and everyone on your team gets access to high-quality prompts to work faster and better.
- Just describe what the AI should do, how it should respond, and what to avoid—that’s your Skill.
- Skills can be used individually, but also shared, so everyone can use it in their own Agents and daily work.
- Skills are usually specialized for a single workflow: for example, a Skill that creates a prioritized list of daily tasks. Or, a Skill that checks whether timesheets are complete and correctly filled out (see more examples).
- Skills are used across the whole platform: You can call up a Skill in the AI Assistant, build them into Agents, or even let AI consider when to use them automatically.
To learn more, check out our Help Center.
Connectors
Now you can bring AI into your whole tool stack. Connectors allow you to connect Productive to external services that support the Model Context Protocol, so AI can read, fetch data, and act across them.
- Productive comes with built-in Connectors, so you can link your accounts and get started, including HubSpot, Notion, Slack, and more.
- You can also connect fully custom Connectors, as long as your services support the Model Context Protocol.
- Like Skills, you can work with Connectors in the AI Assistant or enable them in Agents, so you can work uninterrupted from a single workspace.
MCP Server
We know some of you have been waiting for this one: You can now work in Productive from your favorite LLM client, including Claude, ChatGPT, Gemini, and more.
Without further ado, here’s how you can connect the MCP server.
Notetaker
Productive’s Notetaker is like an entirely new product, except it’s integrated right into your workspace. You can keep all your meeting notes in one place, and turn action items into structured tasks and to-dos to make sure the follow-up work actually gets done.
- Connect your Calendar and join every meeting, or choose which ones should be recorded.
- Get a full transcript with AI-generated meeting summaries and action items pulled right out of the conversation.
- Link your meeting notes to Projects and Deals, and turn them into tasks and to-dos directly in Productive to make sure no information is lost.
AI Assistant
The AI Assistant is bigger and better than ever. Now it works across all modules in Productive, so you can manage resources, create time entries, build budgets, update your CRM and build proposals, and much more.
The best part is bulk actions — any time you need to create or update multiple things in Productive at once, doing it in the Assistant speeds the process up considerably.
Additionally, the Assistant works with all new features, so you can use it to build Skills and Agents, work across tools with Connectors, search for meeting notes, and more.
Productive AI
And there are even more improvements across our existing features:
- AI Time Tracking: Convert calendar events into time entries automatically. Productive matches them to suitable Services based on past time tracking.
- Report Intelligence: When you need specific insights, you can now just ask the AI Assistant for it. Productive will interpret your data and deliver a summary in plain language. You’ll also get a full report, so you can double check the numbers yourself.
- AI Summary: We’ve built in two prompts in your Projects and Deals, so you can get executive summaries in one click. Choose between a quick overview of Tasks and Deals, or a big-picture view into Project health and Pipeline performance.
Other Features & Improvements
And there’s more. While the team has been tirelessly working on AI, we’ve also dedicated time to making Productive’s core functionalities better. Here’s what’s new:
- Here’s a big one: You can now assign Services to Tasks in Productive. This means that project managers can preselect Services when creating Tasks, simplifying time tracking for team members.
- You can now add comments directly to the Project Activity tab, for better communication and collaboration.
- The Resourcing tab in Projects can now be edited just like your normal Resourcing view: Add new fields and sort it however you prefer.
- Communication in Tasks just got better 💯. Emojis can now be added through autocomplete and converted from text input.
- You can now update a task’s feed from the email: Just copy a unique email address from each task, and send your update to it. It will appear in the feed, along with any attachments. This works for non-Productive users as well.
- You can now search for Folders and Task lists, and navigate directly to them.
- In the CRM, you can now use the Domain field to add one or more domains associated with the company.
- In Proposals, when a Deal note is different than a Document template’s note, you can now use the Sync note action to update the note to the template default.
- You can now add multiple Contacts to a Deal / Budget: Especially useful for more complex deals involving multiple people on the client side.
- We have a couple of improvements to Time Tracking policies: Choose the option to prevent time entries from overlapping, archive policies instead of deleting them, and see the total count of people assigned to a Default policy.
- Report-heavy organisations will now see a little Tidy up popup in their Reports — Productive will list inactive reports across time periods, with a Delete action for decluttering your reporting.
- In Reports, the Services filter can now show all Services, including delivered Budgets, with a toggle.
- We’ve made minor UX updates to the Deals header on the mobile app, to make information more visible and easier to update.
- When updating your view in the List and Board layout, changes will be saved automatically for a less intrusive experience.
April 2026
NEW RELEASE • APR 9 2026
Productive 4.25
As we gear up for our landmark release next month, this release brings a wave of improvements across AI, integrations, reporting, and more, with something for everyone.
Productive AI 🪄
- When talking to the Productive Assistant, you can expand the window to full size.
- You can also start a conversation with the Assistant on your mobile device.
- AI Search comes to the Assistant. Just describe what you’re looking for in natural language (“that project with the Madrid client from last year”) even if you don’t know where to look.
Budgets & Time Tracking ⏰
- Approval policies are now available on Budgets and Deals. This means the Budget owner is no longer the sole approver, but any person added to the policy. You can also assign different people to approve Time entries or Expenses.
- You can now set Automations for Expenses imported via CSV.
- Set a parent company for each client you’re working with, and use this information when filtering in Reports.
- Any changes to a Contact will now appear in the feed, such as when a number is added or deleted, or a new email is assigned.
Dashboards 📊
- When you add a widget to the Dashboard, it will be saved automatically, for both regular and project Dashboards.
Integrations 🧩
- Add your Gmail or Outlook inbox folders, along with labels. Interact with all of your emails without ever leaving Productive.
- Calendar events from Google and Outlook will now appear in the Day View when tracking time.
- Sync invoices and expenses to Oracle NetSuite and keep your accounting information streamlined.
Project Management ✅
- If you have a project template with a tab layout you’d like to reuse, you can now copy it to an existing project.
- You can now copy code in its original formatting to Docs.
Resourcing 👥
- Bookings now show non-working days. If you try to move a booking to a non-working day, it won’t be taken into account.
- Some under-the-hood tweaks will make Resourcing faster and more responsive.
Reports 📈
- A new Proposals data source is now available in Reports.
- You can now manually define recognised revenue in Productive. When set, this will override your default revenue recognition settings. As always, this applies to fixed service types only. Time and materials will continue to follow the usual logic.
System 💰
- Time for a splash of color! 🦄 Add color to text and backgrounds in Docs, Tasks, Document templates, Note widgets, and Budget/Proposal PDFs.