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Find your data faster than before using the power of AI and write task summaries.

Add files to the different objects, i.e. add contract file to your employee profile, services custom fields

Create scenarios for deals and budgets to forecast costs and calculate profitability.

Translate Productive interface to other languages

Moving task comments to new editor, backlinks support, emoji support and more

Add tables and images directly into task description field.

Get started with Productive quickly with step-by-step onboarding.

Set your fiscal year in settings.

Trigger Automation at specific time and automatically update task custom fields.

Easily rearrange custom fields order.

Have a different custom domain per each subsidiary if you choose so.

Option to use OR operators while filtering objects.

Copy expense from Productive to Quickbooks

Support new objects and custom fields in new data import

Pull deal notes and deal line items from Hubspot to Productive.

A view for tasks that visualizes the amount of work each team member is assigned during selected period.

Apply different styles on existing document templates (custom fonts, colours and other properties)

Share a report with a person, a team or all the employees in your company.

Calculate overhead for each subsidiary separately. 

Submit and manage work requests. Map form fields to task fields, use descriptions and mandatory fields.

Create a report for bills from purchase orders.

Save a Doc as a template in the Template center.

Employees will be able to create “draft” time entries and submit their daily/weekly time entries for approval.

Option to lock past months in terms of financial data to preserve integrity. 

Chart colors change based on object color, add static targets, additional chart settings like min. or max value…

Export invoices to accounting tools for each organization in bulk

Option to use IF logic and additional mathematical operators, set value for number field (currency or time)

View your resource bookings by deals and budgets for clearer resource management and insights

Streamline your scheduling process by assigning bookings to multiple people in one step

Gain clarity in resource planning with weekly granulation, allowing you to zoom out and view your schedule in broader weekly overviews

Create a Deal and save it as a template in Productive Template center.

Send proposals from deals directly to client contact via email through Productive.

Option to accept or approve the proposal from the client side.

Functionality to set up alerts on a budget or service level with more configurable options.

Share a folder in a project with a person or a team. Decide on the visibility of tasks in a project on a folder level.

Overview tab in specific budget that contains dashboard and widgets.

Option to use OR operators while filtering objects throughout the app.

Invoice retainer budgets automatically.

Build high-quality quotes/proposals directly from Productive, embed pricing tables and autogenerate PDFs.

Export your resourcing layout as a PDF; show additional data in exported file

Manually mark a budget as invoiced to remove invoice warnings without creating an invoice.

Add the ability to duplicate expense form.

Enable custom capacity adjustments for employees on bi-weekly basis.

Set up approval policies for budgets which allow you to set up different time and expense approvers

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