Product Updates
Every week we deliver new features, updates and bug fixes.
Product Updates, Delivered — Get monthly updates to your inbox.
Modules
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.
- Project tabs have a brand new Activity tab. It gives you a record of everything happening on a project, like task changes, comments, and emails linked to the project. You can also write comments directly into the feed.
- 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.
March 2026
NEW RELEASE • Mar 4 2026
Productive 4.24
@Productive, can you release version 4.24? This March, we’re launching a major new feature: Meet Productive’s AI Assistant, designed to help you move faster and focus on delivering value.
We’re also introducing a long-time fan favorite with Scheduling on Tasks, and a way to structure your resourcing needs with Resource Requests.
Productive AI 🪄
- Productive now has its very own AI Assistant: Ask it to build a report, set up an Automation, or create Projects or Tasks. There’s much more coming up, including tools to support your CRM and Resourcing.
- You can also talk to the AI Assistant directly from Slack. For example, ask Productive to create a task and assign it to a team member by typing @Productive.
Budgets & Time Tracking ⏰
- Work time can now be defined freely, instead of using pre-set intervals. This gives you more flexibility when setting up employee hours.
- Use the Intercompany hours field in Company Time > Table view to track hours logged across subsidiaries. This field shows when employees from one subsidiary work on projects for another.
- When exporting time entries in the Client mode (which hides internal financial data), you can now include Task fields for each entry.
Project Management ✅
- You can now create project-specific Task templates to standardize workflows. Just turn an existing task into a template in the Task options, and you’ll be able to use it for that project.
- Private Project Tabs can now be reordered and tucked away—however, public Tabs can still only be managed by users with the appropriate permissions.
- For Task numbering schemes, you can now use the first four characters in your or your client’s company code. You can set this up in Settings > General > Numbering scheme.
- In Docs, you can now format text into multiple columns (up to 5) to list information side-by-side.
Reports & Dashboards 📊
- You can now use custom formula fields to filter your Reports (excluding the C&A data source).
- Chart visualisations now include 2 additional options: Stacked bar and column. These allow for displaying multiple fields with the same unit in a single column or bar, so you can compare how different metrics contribute to the total.
- Dashboard widgets will now display Table elements (axes, legend) at much smaller dimensions. So you can have more widgets on the screen, and still interpret your data.
Resourcing 👥
- Scheduling people to work on tasks is finally here! You can now create bookings directly on tasks, and see their impact on your project financials. Bookings are also tied to the task’s timeline, so any significant changes sync automatically. To use this feature, go to Settings > Resourcing and turn on the toggle.
- You can now create Requests for Resources for a clearer, more standardized process for resourcing needs: PMs describe their requirements, and RMs review and resolve requests. Productive will also suggest best matches based on requirements. To use this feature, go to Settings > Resourcing and turn on the toggle (Ultimate plan only).
Sales 💰
- Your Proposal PDF can now display the date when it was created. Just enable it as an option in the Document Templates (Customization > Info section).
- We’ve added three new Deal Aging fields into your Reporting, so you can analyze stage duration and inactivity across the Deal lifecycle. These include: Days in Current Stage, Deal Age (Days), and Days Since Last Activity.
Integrations 🧩
- The HubSpot integration has been improved to reduce sync issues on deals from HubSpot.
Quick Start 🎓
- Productive’s Quick Start tutorials have been improved with additional materials and interactive sections. Access it from the heading (next to the AI Assistant), or re-enable it in Settings > Account > Onboarding.
New Way to Plan Work: Scheduling on Tasks
Productive’s most requested feature is finally here! You can now create one or multiple bookings directly on a task, and see how it impacts your project budgets. If you want to plan on granular units of work and still get the big-picture insights, this feature is for you.
Office Hours Special: Full Guide to Sales & CRM in Productive
After our Guide to Project Management, this Office Hours Special takes a step back to focus on what comes first: Sales & CRM. In under 30 minutes, we’ll show you how to manage your sales workflows from start to finish.
Whether you’re building your CRM from the ground up or optimizing your current process, this session provides practical steps you can apply immediately.
February 2026
Introducing Productive’s AI Assistant
Productive’s AI Assistant is here to help with Reports, project management, and Automations—so you spend less time setting things up and more time getting work done.
It’s built into your Productive account, so there is no setup or training needed.
NEW RELEASE • FEB 4 2026
Productive 4.23
This release focuses on fine-tuning and education as we prepare for a major release later in February. In the meantime, we’ve made improvements across the system, so there’s something for everyone.
Academy 🎓
- Productive Academy is a learning space with lessons designed to help you feel confident using Productive. As you complete courses, you’ll earn certificates, and it’s also a great way to introduce Productive to new teammates. Enrol now and start learning!
Automations 🤖
- Automations now include a Run now option, perfect for testing a workflow you’ve just created.
Forms 📋
- Form responses can now be exported to PDF, CSV, or XLS, making it easier to analyze your data.
Integrations 🧩
- XRechnung XML files can now be sent via email. Previously, they could only be downloaded.
- Purchase Orders can now be exported to Xero.
Reports & Dashboards 📊
- A few visual tweaks make creating and navigating Reports easier, especially when formatting charts and tables.
- Metric charts now also support data drilldowns, with a smoother and more visually polished drilldown experience overall.
- Dashboards can now be added to Projects as Tabs, turning them into project dashboards. Each project can have one Dashboard. Choose a template or create one from scratch.
Resourcing 👥
- If there’s an error when creating a booking, you’ll now see exactly what went wrong, so you can fix it immediately (for example, missing dates or service restrictions).
Settings ⚙️
- Custom fields of the file type can now be added to Invoices and Expenses.