Product Updates
Every week we deliver new features, updates and bug fixes.
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Modules
December 2025
NEW RELEASE • DEC 3 2025
Productive 4.21
Productive 4.21 brings a major update to Deals. You can create custom proposals with brand-friendly templates, send your proposals to clients and get proposals signed online.
Automations 🤖
- New triggers are available: Project and Employee. So when, for example, a project is created, you can automatically create Tasks. Or when you add a new employee, you can set approval policies for them or add them to a Team.
Budgeting & CRM 💰
- Add estimated costs for Services, or add them automatically when a Scenario is applied to a Budget. Then you can compare estimated costs with actual or scheduled costs to help with planning.
Dashboards 📊
- We’ve added new preset Dashboards for new users who join your organization. This will help them get started faster and show them which data to track.
Invoicing 🧾
- Back by popular demand: you can once again add a variable as a name when adding Expenses as line items on Invoices.
- You can now choose how you’d like to round total amounts on an Invoice—your preferred method will be saved when creating an Invoice.
People & Resourcing 👥
- In the Resource Planner, you can now color Bookings by their Budget color. Previously, they were colored using their Project color, or left white if they didn’t belong to a particular Project.
- You can now add contact info for Employees and other Contacts—a place to add their email, address, website, and more.
- Deactivating a user? You can now transfer their resources and data automatically using user offboarding.
- Resourcing is now available on Projects—just add it as a separate tab and view it directly on a Project.
Project Management ✅
- Pages in Docs can now be expanded or collapsed for a cleaner overview.
- You can now define multiple “closed” statuses for a Task. Previously, you could create multiple “open” statuses, but only one “closed” status.
- You can now preview attachments and images in Docs just by clicking on them.
- Forms can now be duplicated to create them faster.
- Docs can now be made public and shared with people outside your Productive organization.
- Folders and task lists can now be moved to other projects.
Reports 📈
- Reports now support third-level grouping, so you can group your data by three different fields for deeper analysis.
Sales 💰
- You can now create, send, and get your proposals signed—all within Productive. Include your proposal in an email from Productive, or share it with a public link. When the client accepts, you’ll receive a confirmation email with a full audit PDF for legal traceability.
System ⚙️
- When switching system languages, template reports and widgets will also switch to that language.
- Each document template (like proposals or invoices) can now have standardized names according to company or subsidiary rules.
November 2025
Office Hours Webinar: 20 Minute Guide to All Project Management Features
For this special Office Hours, we’re trying something new. Instead of a deep dive into one feature, here’s your complete guide to project management in Productive — all in 20 minutes. Use it as a checklist to see which features you know and which ones you’re not using to their full potential.
Whether you’re new or experienced, you’ll get everything you need to make the most of project management in Productive.
Agencies in the AI Era: Between Hype and Reality
Will AI break the agency model — or fuel its next growth spurt? We surveyed 180+ agencies to find out. Stripping away the hype, this report shows how AI is really impacting the agency business in 2025.
NEW RELEASE • November 5 2025
Productive 4.20
Productive 4.20 brings two major new features to take your workflows higher. Check out Time Tracking policies to promote consistent and compliant time management. With the brand new Gmail integration, get a quick overview of your communications, and link emails to add or edit contact details or preview them in your activity feeds.
Budgets & Deals 💰
- You can now edit locked periods in your financial months for data that doesn’t impact financial accuracy (e.g., internal time entries, expenses attachments, etc.). This should reduce frustration with managing daily admin, while still ensuring data integrity.
- Your Deals feed will display changes made to your projected revenue distribution: time, percentage, or type.
- We’ve added a new notification type: Choose whether you want to be notified when a Deal or Budget is created. This will work for roles with the appropriate permissions (view and manage Budgets/Deals).
Integrations 🧩
- Gmail users, great news: Link your Gmail to Productive to preview your emails within your workspace. You can also link these emails to update or create new contacts, or copy your correspondence to your Deal/Budget/Invoice activity feeds.
- We’ve made our BambooHR integration more robust: When an employee is added, a user can automatically be created in Productive with their name, address, and manager. Sync additional BambooHR fields into Productive to enrich employee profiles.
Invoicing & Billing 📄
- Your invoicing permissions are more granular: Separate permissions to “Send invoice” and “Finalize invoice”. So your Invoice drafts can be approved, but not sent until they’re fully ready.
- In your Invoice document template, you can add a “Time finalized” field under the Info section of your PDF.
- Your Billing history is no longer a separate page in Settings—you can now find it under Settings>Billing>Billing history.
Project Management & Docs ✅
- When duplicating your Project (or copying it from a template), you can now duplicate a Form with all of its main settings: questions, preset automations, and sharing options.
- We’ve updated what happens to Budgets after archiving Projects, to help you keep your workspace tidy: Recurring Budgets will be paused, open Budgets delivered, and all future bookings deleted.
- While creating your Project, you can immediately share it across your project members—groups, teams, or individuals.
- We’ve added custom fields to Docs, so you can now organize, filter, and group them by business-specific information. For example, add document status (draft, pending) or type (proposal, meeting notes). You can also display this information on the first page of your Doc.
Reporting 📊
- In custom formulas, when entering a custom number, you can now define the unit of this value (hours, minutes, currency, plain number, etc.). The resulting metric will also be displayed in your preferred unit.
- In your Financial Items reports, the following fields are now displayed in the currency of the Budget, to keep your reporting consistent: Recognised revenue and profit, blended rate, and billable revenue.
Resource Planning 👤
- While you’re approving absences, you can now open a mini view of that employee’s schedule in the Resource planner. In this Resourcing Panel, you can check their schedule, and even modify or create new bookings to make space for absences.
- You can now see Deactivated users in your Resource Planner—simply switch Person status in your Filters from Active to Deactivated.
System ⚙️
- Ciao! Productive is now available in Italian. Just to go Settings>Account to update your account language.
- With advanced export options, you can choose whether you want to include metadata, or information on the export itself, while exporting anything in the table view.
- We’ve updated our Champions feature, or who is responsible for implementation and communication across modules in Productive. Now you can assign multiple users under a single section to spread the responsibility and workload.
Time Tracking ⏰
- We’re introducing Time Tracking policies to help you maintain consistent time tracking practices across subsidiaries. A policy is a set of rules which define when and how time is tracked: maximum hours tracked per day, non-working days, etc.
October 2025
NEW RELEASE • OCT 6 2025
Productive 4.19
Productive 4.19 brings a major update to your Budgeting and Deals tabs. We’re also introducing a faster method to invoice recurring budgets and create subtasks, and Private Folders for more control over your data.
Automations 🤖
- Automations can now create subtasks, complete with key details — assignee, dates, subscribers — to keep your projects organized down to the smallest detail.
Budgeting & CRM 💰
- We’ve redesigned the tabs in your Budgets and Deals for more control and clarity. Use the Services tab’s new customizable table to work with the data that matters most to you, and head to the Overview tab for a quick, visual read on your profitability and budget performance.
- You can now add the “Contact” field to Proposal and Budget documents. This field can be translated to supported languages or reordered according to your document design. You can also hide it, if necessary.
- Additionally, the “Notes” section in your documents will now display empty rows (if added) for better formatting.
- In Expenses and Purchase Orders line items, your Quantity amount can now be less than 1 for more precise financial tracking.
Invoicing 🧾
- Invoices for recurring budgets are now automatically created (as drafts). Just set up your template, and when it’s time, your invoice will be ready for you to review and send.
- In line items, you can now add text to your description, with a couple of editing options (bold, underline, bullet points, etc.) for improved clarity when invoicing.
- In your CRM > Companies, you can now add a default billing recipient. This address will be immediately filled in the “TO” section of your invoice when you’re sending them to clients from Productive.
- Additionally, instead of saving settings from your previous invoices, we’ve updated the hierarchy for how subsidiary and document template data is filled.
Project Management ✅
- We’ve added Private Folders to help you control what your clients can see and do in your workspace. A private folder will have a 🔒 icon to differentiate it, and you won’t be able to assign clients to tasks within them.
- You can now edit the name and project manager of archived projects — useful when you’re updating roles, responsibilities, or doing internal admin.
- We’ve also added a performance update for creating projects from templates or duplicating them: tasks will be created in the background, so simply wait out the spinner animation or refresh the page to see them.
System ⚙️
- In Settings > Appearance, we’ve added a toggle that turns chart animations off. This change applies to your workspace only.
September 2025
Office Hours Webinar: Productive AI
In this session, we’ll cover recent updates and upcoming features in Productive AI.
Get a recap of all the major AI features we’ve released in so far — plus a sneak peek at what’s coming soon.
Introducing Dashboards 2.0
Dashboards are built to make tracking live KPIs and metrics a breeze. Track progress with targets and add custom formulas to widgets, add notes for context and decisions, and customize your dashboard with widgets that align automatically and are easier to edit
NEW RELEASE • SEP 8 2025
Productive 4.18
Productive 4.18 brings a completely redesigned Resource Planner that adapts to your resourcing needs. We’re also introducing Dashboards 2.0, along with improvements to Invoicing and Sales.
AI ✨
- Use mentions when writing an AI Report prompt to get better results. You can mention People, Projects, Deals, and Budgets.
Invoicing 🧾
- A new progress bar will appear on every project, allowing you to quickly see invoicing data for all budgets on that project. Use it to check amounts left to be invoiced, in draft, finalized, or available for invoicing.
- You can now invoice budgets in bulk. They have to belong to the same client, and be in the same currency.
- Finalized invoices can now be edited using the three dot menu on the right of the invoice screen.
People & Resourcing 👥
- New way of navigating the resourcing timeline: Instead of scrolling, you can now select a specific time frame (like a week, month, or quarter) from the dropdown and move within it.
- Capacity indicators now adjust to your selected time frame, showing capacity in days or weeks for better clarity. The data in Fields is calculated based on what is currently displayed on the screen.
- Adjust column width to fit your needs: widen to see full booking labels, or narrow to view a longer time range.
- When looking at Resourcing grouped by Person, hover over the capacity indicator—you’ll notice there is more info now. Along with capacity, you’ll see how many confirmed and tentative bookings a person has and to which projects they have been assigned.
- You can also choose to include tentative bookings in capacity indicators to spot overbooking risks early.
- Absences now include both time off and remote work. Remote work doesn’t impact availability or overhead, so you’ll still be able to schedule those team members on projects.
- You’ll now find your company Organization Chart under Resourcing > Employees.
- Using a custom permission, you can prevent teammates from viewing other people’s contact info.
- “OR” filters are now available in Resourcing as well.
Dashboards 📊
- Use the Note widget to jot down meeting notes, personal memos, or add descriptions for nearby widgets.
- Organize and customize your Dashboard with dividers and headers.
- Widgets will now align automatically with other widgets when resized or moved around.
- When you edit a widget created from a Report, it will now open in full screen, and you can add Targets and Formulas right on the Dashboard.
Reports 📈
- Charts on Reports and Dashboards are now animated because it looks cool.
- Client-accessible Reports (and Widgets) using the Billable Time field will now display it as “Time” when viewed by that client. If you remove the Billable Time field from the report, the client won’t see anything.
- On the Time Entries report, you can now add the Invoice field, which references the invoice to which a specific time entry was added.
- The Service Types field can now be added to the People report.
Sales 💰
- Decide how you would like to report potential revenue from a Sales Deal. Select even distribution to evenly distribute revenue across dates of your choice, or use custom distribution to allocate a percentage of the revenue to a timeframe (or a single date).
System ⚙️
- Company (client) information can now be found in CRM > Companies—just click on the name of the company, and there you can add custom fields, payment terms, currency, etc.
Watch the video recap below: