Product Updates
Every week we deliver new features, updates and bug fixes.
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Modules
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.
January 2026
Roadmap Review: January 2026
In this session, we’ll take a detailed look at what’s new and what’s next in Productive. You’ll get an in-depth overview of the most important features released over the past six months, and we’ll also share a preview of what’s coming next, including an early look at a new AI feature scheduled for release soon.
NEW RELEASE • JAN 7 2026
Productive 4.22
Welcome back (and happy 2026)! As we start settling into our work routines again, here’s what’s new with Productive: new triggers in Automations, Outlook and MER integrations, and service limitations to prevent budget overruns.
Automations 🤖
- Make one less click with our new Deliver budget automation: Set up your budget to be delivered after a specific action, or at a specific time.
- We’ve added not one, not two, but three new triggers in your Automations: You can now create automations based on Bookings, Companies, and Expenses. For example, when expense is created > check if reimbursement is requested > create a task for the creator’s manager.
- Navigate to Settings > Automations to see Automations Wrapped – how much time you’ve saved using Automations in 2025!
Budgeting & Expenses 💰
- We’ve made some updates to the Simple Budget Editor to give it additional functionality and make it more user friendly. You’ll now be able to use the (Simple) Editor for Deals, define which services is billable/non-billable, and get your total budget amount.
- You can now prevent budget overrun by setting limitations across services on your budget. This gives budget owners more control and oversight over project financials.
- When using AI to create your expense form, Productive can extract and autofill the tax rate information. Additionally, if the net amount isn’t on the receipt, Productive now calculates it in the background.
Deals 🤝
- The Overview tab in your Deals has been updated so it contains more relevant categories and information. Most importantly, you can now see your deal value, projected and expected revenue at a glance.
Desktop App 🖥️
- The timer widget is now the same as the in-app version, for standardized workflows and improved functionality. To use the updated timer, make sure to download the latest version of the app.
Docs 📄
- Text formatting in Docs is now more customizable: Choose to align your text to the left, center, or right. If you use tables, you can also align text vertically (by top, middle, or bottom).
- Additionally, when exporting your document PDF, you can now choose to export the individual page you’re on, or the full document.
- You can now add emojis to comments in Docs 🎉 Handy when you want acknowledge something with a thumbs-up, or share exactly how you feel.
Permissions ✅
- We’ve added a new permission related to the Deal funnel report to improve data accuracy: View Deal Funnel Report permission. This permission is turned on by default for Manager and Admin roles.
- Scenario Builder permissions are more granular: You can decide who can View, Manage, and (🆕) Apply budget/deal scenarios. Additionally, the Manage permission is refined, so a user can manage scenarios without having the right to add or modify specific budgets/deals.
Resourcing 👥
- We’re bringing an improvement to the Resource planner > Budget/Deal layout. For each budget/deal, you can now see an indicator of how much budget or time was used VS overall budget or time allocated. This helps you get a quick overview of your finances and timelines across different deals or budgets.
- You can now access booking actions (e.g. Edit, Duplicate, Split, Repeat) by right-clicking a booking,; so you don’t have to open up the entire booking to make quick changes.
Integrations 🧩
- You can now connect your Outlook inbox to your Productive workspace. This works similarly to the Gmail integration: You can view your emails and connect them to your activity feeds, and update or create contacts in the CRM. Learn how to set it up.
- If you’re using e-invoicing with Peppol, you can now embed the invoice PDF to the Peppol XML. This option can be enabled in Settings > Invoicing > e-Invoicing.
- For our Croatian users, Productive is now compliant with e-invoicing with the MER (MojeRačun) integration. Learn how you can set it up.
December 2025
Webinar: The Reality of Agencies and AI
Explore how AI is truly impacting agency pricing, profits, workflows, and teams based on research with 180+ agencies worldwide. Productive CEO Tomislav Car and UX Researcher Jana Šimon reveal where AI boosts efficiency, adds pressure, and reshapes agency work.
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.