Product Updates
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Modules
November 2026
NEW RELEASE • NOV 4 2026
Productive 5.5
Productive 5.5 is here, bringing plenty of new features and improvements: Agents can now connect to Gmail, Outlook and calendars to read and send emails and create events. We’ve also added GPT-6.1 Terra to the AI Assistant and made it possible to share artifacts outside your workspace. Other big updates include Milestones in Projects, two-way HubSpot sync, improved Salesforce integration, and more flexibility in Time Tracking.
AI ✨
- Artifacts can now be shared with people outside your Productive workspace – using the same “Share to web” principle as with Docs. And you can always revoke access – once you do that, the link to the artifact will stop working.
- All Artifacts in the library now have a thumbnail to help you easily locate the one you need.
- Connect Gmail, Outlook, Google Calendar or Outlook Calendar to Agents using Connectors – this means that Agents can now send and read emails and create calendar events.
- When your organization hits 80% or 100% of your allocated AI credits, you’ll get an email.
- Using custom permissions, you can now enable or disable the AI Assistant for certain users.
- GPT-6.1 Terra is now available to use in the AI Assistant.
Notetaker 🗒️
- Share meetings with people who don’t have a Productive account – e.g., you can send a client the recording after a meeting. And it works in the same way as sharing a Doc.
- Meetings now have an audit log to track all changes – check if someone has renamed, re-linked or deleted a meeting. You can find it in Settings > Audit Log.
Budgets & Deals💰
- The Feed tab has now been changed to Activity, and it has sub-tabs: Notes, Meetings, Emails, Attachments, Feed and Everything.
- You’ll see who did what in the Feed and Everything sub-tabs.
- Using a custom permission, Clients can now see only budgets that have been shared with them – until now, they could see all budgets that had client access turned on.
Integrations & Invoicing 🧩
- If you’re using the Salesforce integration, a project will be created in Productive once an opportunity moves into a stage you’ve set as a trigger.
- E-invoicing is now enabled for customers in Italy and Poland.
- The HubSpot integration now supports two-way sync for deal stages – so when you change a stage in Productive, it will be reflected back in HubSpot.
Project Management ✅
- On each project, you can now add a Milestone – a key date on that project and the person in charge of it. You can see Milestones in the Resource Planner and your favorite Tasks views (Calendar, Gantt, Workload and Timeline).
- We’ve also added a custom permission allowing users to manage milestones (it’s turned on for managers and coordinators by default).
- Add required custom fields to a project – they need to be selected if you want to create or edit a project.
Reports & Dashboards 📊
- You can now easily create a template for your favorite Reports – they can be found in the Template Center.
- Two new custom permissions for Dashboards are now available – view and manage Dashboards.
Resourcing 👥
- You can now ask for a preferred person when you create a resource request. But you can also combine their name with other requirements. For example, you can add their job title or employment type – e.g., a freelance designer – and other people will appear as fallbacks.
Time Tracking ⏰
- In the Day View section for time tracking, you can now group time entries – by budget, client, service…
- If you’re using the timer for time tracking, now every start of a timer will create a new time entry instead of resuming the existing one – and you can change it back in Settings if you want.
- Choose when to create time entries automatically – be it at the start or the end of the day. Until now, they would be created at 11:59 PM each day.
- You can also start the timer without selecting a service or a task – and this time entry will then become a draft.
- Finally, use the new “For review” view to list all draft entries and submit them when ready.
Settings & Platform ⚙️
- Need to talk to the Productive support team? The chat can now be found in the upper-right corner, under the Help menu.
- The Fields dropdown now looks more like the Filters picker – you can see your chosen fields and available fields in it. There, you can add or remove fields, search for them, create formulas or show all hidden fields.
Introducing Overtime Tracking in Productive
Get a full overview of how much your OT hours cost in Productive. ⏱️ Set which projects allow overtime tracking, use a prebuilt report Overtime by person report to see the costs and hours breakdown across your team, or just ask the AI Assistant to give you quick insights. It’s available now, in the Ultimate plan.
October 2026
NEW RELEASE • OCT 6 2026
Productive 5.4
How did your Q3 wrap up? We closed ours with a busy month, and plenty of new features to show for it.
The AI Assistant now supports voice to text, so you can chat to it instead of typing. Additionally, we released the Slack Connector, which vastly improves how you can work with AI in Slack. Other big features include significant improvements in Proposals, and managing overtime in Time Tracking Policies.
AI ✨
- You can now talk to Productive 🎙️ Dictate messages in the AI Assistant, as well as in task and document comments, so you can write prompts and replies faster.
- With the new Slack Connector, you can do so much more in Slack, with the help of AI: Search for files, post messages, and ask for summaries of channel activities. And it works with Agents, too — mention agents in Slack and let them post updates in channels or even straight to your DMs.
- The AI Assistant just became an expert on Productive. Ask anything and get an answer grounded in articles from our Help Center, with screenshots and sources.
- From now on, GPT-5.6 Terra is the default model in the AI Assistant. If you’d like to change to a different model, you can do that from the AI Assistant > Settings > Model.
- You can also choose the model and thinking effort that your Agents run on. You can tweak this in Agent Details for each individual agent.
- Don’t want to use certain models? Admins can now restrict the AI models their organisation has access to in Settings > AI.
- Do you have an Artifact that you use regularly? Favorite it, so you can find it in the Favorites sidebar, or in Artifacts Library > Favorites.
Notetaker 🗒️
- When you link a meeting to a Deal, it will automatically be shared with the Deal Owners and members, so everyone can get access to relevant information.
- Need more recording hours? Admins can now add a Notetaker package through Billing > Add-ons, without going through a sales representative.
Budgets & Deals💰
- There has been a suite of improvements to Deal financial forecasting, previously known as Deal revenue distribution: you can now enter fixed revenue amounts per period, add revenue distribution start or end dates to Deal reports, and more.
- Overhead costs can now be calculated per subsidiary (per person), so only the work done within your subsidiary is counted as overhead. To see hours people outside of your subsidiary tracked on your budgets, you can use the Intercompany hours field.
- When adding Services in Budgets/Deals, you can now add descriptions to each section. You’ll also find this as a new field, Section description, which you can use in Reports.
- Additionally, the Document Templates for Budgets/Proposals can now include Section descriptions. You’ll find this under Customization > Table. Some options have been renamed to accomodate for this update (ex. Table heading > Section name), but they work the same.
- Check out two new fields in your Services tab and reports: Tentative scheduled time and Future tentative scheduled time. This is especially useful when applying Scenarios, so you can see the full picture of your resourcing.
- In Services, your discount per line item can now added as a percentage, or a fixed amount.
Deals: Proposals ✏️
- Proposals can now be created in more ways: from a Scenario, or by uploading an existing PDF. This means that you can use the client signing flow, even if you don’t use Productive to create your sales offers.
- Speaking of signing, clients can now also decline a proposal and add an optional reason, which will be displayed on your proposal.
- When sending a Proposal by link, there are now additional security options: email verification, link expiry, and password protection.
- Each proposal now has its own unique number, so you can keep your document versions in order. Quick tip: Create a custom numbering scheme with the deal_number variable to keep it connected to its Deal.
Integrations 🧩
- Microsoft Office 365: Approved Time off in Productive will now create a matching event in your Outlook Calendar, so it’s visible in your schedule.
- In Netsuite, created Invoice Payments can now be synced into Productive.
Project Management ✅
- When setting up a Project Template, you can now define people placeholders and set relative dates. For example, set a “Designer” placeholder on a task, that you can switch out for a person later. Or, set a task deadline to be “10 days after Project Start”.
- You can now create Tasks without having to sort them into a Task list first. All tasks created like this will be sorted into “No task list”.
- In Docs, you’ll notice a series of dashes that represent your headings. Hover over them to expand the full document outline, and navigate to the heading you’re interested in.
Resourcing 👥
- Group and Sort in the Resource Planner to get more clarity over bookings. For example, group people by Role to see everyone working as a Designer, or group Budgets by Client to see all of a client’s Budgets at a glance.
- A small but impactful change: In the “by Budget/Deal” layout, you’ll now only see budgets and deals that span the particular period you’re viewing, so you don’t have empty items cluttering up your view.
Time Tracking ⏰
- You can now track overtime. In Time Tracking Policies, define how much more expensive overtime hours are with a coefficient, define which users can track overtime, and see the split between regular vs overtime hours worked in the new Overtime by person report.
- When restarting a timer during your time tracking, you can now set it to create a new entry, instead of resuming an existing one. You can find this option in Settings > Time Tracking.
Settings & Platform ⚙️
- There’s a new type of custom field: Progress custom field. Define a minimum and maximum range, and as you fill in values, a chart will appear to visualize your progress. You can use it in Projects, Tasks, Budgets, or wherever fits best.
- In Table columns (Layout > Table), you can now enable text wrapping, so that the contents are fully displayed. Just click on the column and toggle the new Wrap text option.
- There’s a new Superadmin permission: Change manager and subsidiary, so you can regulate who can carry out this action in Productive.
- Your Settings have been redesigned. The navigation now includes a fixed, always-visible sidebar that you can click through more easily.
Introducing Overtime Tracking in Productive
Get a full overview of how much your OT hours cost in Productive. ⏱️ Set which projects allow overtime tracking, use a prebuilt report Overtime by person report to see the costs and hours breakdown across your team, or just ask the AI Assistant to give you quick insights. It’s available now, in the Ultimate plan.
September 2026
NEW RELEASE • SEP 2 2026
Productive 5.3
In this release, the AI Assistant gets a few new tricks, including the ability to create templates, remember context in Docs, and follow your own instructions. Plus, we’ve added Auto-Join to Notetaker, two new Connectors, and plenty of smaller improvements across Project Management, Resourcing, Reports, and Time Tracking.
AI ✨
- Choose your preferred model to power the AI Assistant, be it Claude, Gemini, or ChatGPT.
- Artifacts now have their own dedicated library, from where you can share, send, or edit them.
- Use the AI Assistant to create templates in the Template Center. Use prompts like: “Save this budget as a template” or “Create a project from the Monthly Advertising Retainer template”.
- Numerous under-the-hood improvements for when you’re using AI with Docs: For example, Agents can now access version history context and tell you what the Doc you edited two weeks ago was.
- Add your own instructions to the AI Assistant, so you don’t have to repeat them in every single chat.
- Define AI Champions, those are your teammates who lead the implementation of AI features in your Productive account.
Notetaker 🗒️
- Toggle Auto-Join to have the Notetaker join all of your meetings. It will check your calendar every 15 minutes and will be present in all your meetings in the next 30 days. Of course, you can always disable it for certain meetings.
Budgets & Time Tracking💰
- User Roles are a new way to classify people across your organization. Unlike job titles, they’re defined on an organizational level in Settings > Roles, and are more suitable for Reporting, Resourcing, and financial features.
- The AI Assistant can now manage Time Tracking Policies, meaning that it can create, update, and assign them to a specific user.
Integrations & Connectors 🧩
- We’ve added two new Connectors: Carta and Clay. To connect them, an Admin needs to enable them first in Settings > Connectors. Then each user can add them in Settings > Connectors and use them across the AI Assistant, Agents, and Skills.
Project Management ✅
- The option to minimize Tasks has been phased out. You can use the Favorites option to access your frequently opened Tasks quickly, or you can ask the AI Assistant.
- Task Hierarchy (Task > Subtask) will now be shown when sorting Tasks in the List view, but there’s a toggle to turn it on or off, depending on how detailed you want to see it.
- Filters are now remembered on each Project’s Time tab. This means that every Project can have its own unique set of filters.
Resourcing 👥
- When using the Resourcing tab on a single Project, you’ll now be able to access Tasks as well – there’s a dedicated panel.
- If you drag a Task from the panel mentioned in the point above to the resource planner, it will create a prefilled booking form.
Reports & Dashboards 📈
- When creating Tasks in Resourcing, you’ll now be able to see the planned time along with other data (billable time, worked time, initial estimate) in Reports.
- Customize Reports and Dashboards by changing the color of chart segments.
August 2026
NEW RELEASE • AUGUST 6 2026
Productive 5.2
This release includes a little bit for everyone: new ways to set up agents, tools to keep time entries complete, extra context when you schedule, and a brand new integration.
AI ✨
- AI can now read many more file types. Upload your images (png, jpeg), textual (txt, rtf), PDF, Word, and Excel (csv, xlsx) files, and AI will be able to read content from them all.
- We’ve improved the look and feel of your prompt visualizations, or Artifacts. Have a bunch of project data you want to clearly showcase? Just ask the Assistant to pull the information and create an artifact, then download it as a PDF or HTML file.
Agents 🤖
- Action triggers now work within agents. This means that you can set agents to trigger automatically at the exact moments that matter — like when a budget is created or a task is updated. This unlocks a lot of additional workflows, so check it out and see what you can build.
- Note: the “Start Agent” option has been removed from Automations, as this is now part of the agent workflow.
Notetaker 🗒️
- Meeting notes with your action items can now be sent directly to your email. You can turn this on as an individual setting in Notifications > Meetings > Meeting summary.
Budgets & Deals 💰
- There’s a new permission that allows you to choose whether the same person should edit the full time entry or expense, or simply the billable details: Edit billable details.
- The timesheet PDF that is attached to your invoices can now be customized. Just go to Settings > Invoicing and add a report as your new template.
- You can now change which currency is displayed on your Budget & Deal Overview tabs.
- You can now more easily add Services from rate cards by filtering and searching the table for individual rates.
- Expense forms have been updated with a description field, so you can add as much information to them as you need.
Docs ✍️
- In Docs, each page that has subpages can now display them as a hyperlink in the header, so you can easily view and navigate to them. Choose whether you want to see your subpages in the Document menu > Show subpages.
- There’s also a brand new Table of Contents element, that shows a hierarchical list of all headings in the document and updates automatically. Clicking on a heading will send you to that exact one for easier navigation.
Integrations 🧩
- You can now integrate Productive with Microsoft Teams. The personal integration lets you receive your notifications in Teams, but you can also set up an organization-wide integration to send reports and automated messages to channels.
- The BambooHR integration now includes user filtering, so you can choose which employees are synced into Productive. Additionally, you can choose which categories will sync as time off or WFH, or will not be synced into Productive.
- We rolled out big improvements to the Visma E-conomic integration: Paid and booked invoices are now detected far more reliably — with payment status, invoice links, PDFs, and invoice numbers all kept in sync automatically. You can also book invoices directly from Productive on export, and bookings are picked up in real-time, instead of periodically.
Resourcing 👤
- In the Resource Planner, you can now get context from one layout, while scheduling work in another. For example, in the “by project” layout, click on a person’s name and a panel will open on the bottom, showing their full schedule and capacity. The Resourcing Panel is also editable, so you can make quick changes without navigating off your screen.
- There’s a new Planning tab in each user’s profile, which you can use to get a quick look into your or anyone else’s schedule, depending on user permissions.
- Resource Request forms have been simplified so they’re quicker to fill out — the optional max cost per hour field is now under “Requirement”, and can be added to the form if necessary.
- Additionally, you can now use fields from linked Budgets and Deals to filter, group, and report on your Resource Requests.
Time Tracking ⏰
- On individual Budgets and Deals, you can now choose whether tasks and/or notes are mandatory for each time entry logged, keeping entries complete and consistent. You can find this option in the Budget/Deal sidebar > Settings > Time entry requirements.
- Changes on time entries can now be tracked in the Audit log. Under Filter > Type, choose Time entry to see changes and updates, and who made them.
- For non-Ultimate organizations that use the Time approval feature, new budgets will have the budget owner set as the approver by default.
- Small visual fix: In the Calendar view, all-day events that stretch throughout multiple days are more clearly depicted.
System ⚙️
- In Settings > Usage, admins can now see the usage on their Automations and Meeting hours in one place.
- When you’re creating a new Deal, Budget, or Project, you can now quickly add a new Company, even if you need to fill a required custom field first — previously, you would have to set the Company up in your CRM first.
More Ways to See Who’s Scheduled and Where
We’re introducing three new features that let you plan resources where you’re already working: Check out the new Planning tab to see individual schedules, manage your resourcing directly in Projects, and borrow context from multiple layouts to get the full picture in the Resource Planner.