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What’s new?

Every week, we deliver new features, updates and bug fixes.

Product Updates, Delivered — Get monthly updates to your inbox.

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July 2025

NEW RELEASE • JULY 7 2025

Productive 4.16

Productive 4.16 introduces Forms—create and share Forms that turn responses into Tasks, Slack messages, or emails. This release also adds Docs templates and speeds up invoice and budget creation.

Automations 🤖

When a Form is submitted, it can trigger an Automation. Create Tasks, emails, or Slack messages using the input from the Form.

Budgeting 💰

Duplicate sections in a budget to create bigger budgets faster.

Invoicing 🧾

When you’re creating an invoice from a Budget, it will now become a draft invoice automatically.
Speaking of draft invoices, you can now choose your invoicing method in the draft phase (by time & expenses, remaining amount, or a percentage of the budget), and manually add custom line items.
Tax rates are no longer pulled from the previous invoice. Instead, they’re based on default tax settings—whether you global, settings client-specific, or subsidiary-level.

Platform ⚙️

Advanced OR filters are now available in Budgets, Tasks, Deals, and Expenses.
If your card payment for the Productive subscription fails, you can now retry the payment instantly.
Overhead cost can now be calculated for each subsidiary. This means you can track facility and internal costs per subsidiary, for even more precise financial reports.

Project & Task Management ✅

Create Forms to collect input and feedback from teammates, clients, or anyone else. Use Forms for client requests, internal feedback, or event prep. Send them within your Productive organization, or share a public link with anyone.
Timesheets can now be saved as drafts before submitting for final approval. This adds another layer of control and helps prevent unwanted edits.
Create and save Docs templates to move faster—whether you’re drafting specs or planning projects.

Reports 📊

If you’ve built a custom formula field in Reports, units of measure in that formula (e.g., EUR per hour) will now be visible on charts.
A new data source, Deal funnels, lets you create funnel reports for your sales pipeline. Track how deals move from lead to won/lost.

Sales 💰

A new Next TO-DO field is now visible on the Deals screen. No need to open the Deal – you’ll instantly see the next action to be done.

June 2025

NEW RELEASE • JUNE 6 2025

Productive 4.15

Productive 4.15 brings AI-generated reports and powerful new automations, along with improvements to Expenses, Invoicing, permissions, and Docs.

AI ✨

Skip the filters – just describe the report you want, and AI will generate it for you in Reports. You can also rate the result to help us improve future suggestions.

Automations 🤖

Set up scheduled checks to automatically find and act on important changes. For example, set up an Automation like: “Find overdue Tasks every week and alert the Project Manager.” or “Find Budgets nearing their due date that haven’t been invoiced yet and create a draft invoice.”

Budgeting 💰

You can now apply your saved tax rates when creating or editing Expenses.

Invoicing 🧾

You can now link delivered Budgets when creating or editing an invoice – even after it’s been created.

Integrations 🧩

Tax rates added to Expenses will now sync with Xero or QuickBooks.

Platform ⚙️

In your custom document templates, you can now reorder labels in the table section.
New custom permissions are available for Resourcing, and permissions for Purchase Orders now have their own category

Project & Task Management ✅

Docs now support linking directly to specific sections, making it easier to reference and navigate long documents.

📣 See all 2025 features and a brand-new live reveal! Sign up for Productive Roadmap Review live webinar.

Watch the video recap below:

May 2025

NEW RELEASE • MAY 1 2025

Productive 4.14

Productive 4.14 brings language support for German, French, and Spanish, redesigned report targets, and new bulk actions for invoicing and budgeting.

Automations 🤖

Automations can now be triggered when a payment is recorded through one of the accounting integrations.

Budgeting 💰

You can now share Budgets with multiple people once, and you can share multiple Budgets with one person.
Client Projects and Budgets can now be converted to internal ones.
Budgets can be delivered in bulk.

Invoicing 🧾

Copy multiple invoices to Xero or QuickBooks at once – just select the ones you want and click the Copy to Accounting button.
When creating a custom invoice design, you can now customize the header and info section by showing or hiding labels. This also works for all types of documents, such as Proposals or Budget PDFs.

Platform ⚙️

Productive is now available in German, Spanish, and French.
Permission Sets now support search – perfect if you’ve created multiple custom permissions.
“File” Custom Fields can now be added to Budgets and Deals.
Set your own logo dimensions when creating a custom document template (max size: 260×180 px).
Goals on Reports are now called Targets. They’re more prominent, and you can choose a color for each target on the chart.

Project & Task Management ✅

Add images and tables to comments and Task descriptions using the slash (/) command.

Sales & CRM 🛒

See which Deal is connected to which Budget – the connection appears under the Briefcase icon and in the sidebar.

Watch the video recap below:

April 2025

NEW FEATURE • apr 23 2025

Productive AI – The Smarter Way to Work

Tired of endlessly clicking, scrolling through updates, or wasting time on repetitive tasks?
With Productive AI, you can skip filters and find the data you need by simply asking in plain language. It also provides instant summaries of lengthy comment threads and Task updates, saving you time. Additionally, it can convert receipts and invoices into Expense forms in seconds. Furthermore, Productive AI allows you to write project specifications, meeting summaries, and marketing content with ease.

NEW RELEASE • apr 3 2025

Productive 4.13

Productive 4.13 is here and it’s full of brand new features and updates:

AI ✨

AI filters are now available when looking up Employees and Companies.

Budgeting 💰

Move Services from one budget to another. This will move associated time entries, expenses, and bookings.
On the Budget overview tab, you can now filter by fiscal year or quarter.

Invoicing 🧾

Add your own Tax ID name to document templates and match your local tax terminology.
We’ve completely overhauled custom permissions for Invoicing. The new ones are far more granular. Find them under Settings > Permission Sets in the Invoices and Payments categories.

Integrations 🧩

Map tax rates in Productive with QuickBooks to make sure each line item in Productive has its tax in QuickBooks.
Automatic user provisioning from Microsoft Entra is now enabled. When you add a user to Entra, they will appear in Productive as well. And vice versa, deleting a user in Entra will delete them in Productive.
After syncing an expense to Xero, you can now define the status as Draft, Submitted, or Approved.

People & Resourcing 👥

Define alternating work hours every two weeks. This is especially useful for our customers in the UK, Australia, and the Netherlands.
Use half-day allocations for Time Off. This works only for time off categories limited by days.

Platform ⚙️

When using sharing options (e.g. sharing a Project or a Report), hover over the Team you want to share the item with to see all its members.
If you sign in to Productive from a new location, you’ll get a warning email as an extra security layer.

Project & Task Management ✅

Download the Gantt chart, save it, or send it as a PDF. Perfect for clients and team briefings.
Adding tables to Docs is now easier. Click the plus + sign to add a new row or column.

Sales & CRM 🛒

Sales deals can now be assigned to Projects, whether a new one or an existing one. Each Project now has a “Deal” tab to reflect this change.
Create a Deal template and save it in the Template Center.
Like with Budgets, you can move services from one sales deal to another. This will move associated time entries, expenses, and bookings.

Watch the video recap below:

March 2025

NEW RELEASE • MAR 5 2025

Productive 4.12

Productive 4.12 is here, bringing custom document styles that let you personalize invoices, deals, and budget PDFs. This release also includes improvements to AI, Budgeting, and more.

AI ✨

Ask AI to create a summary of all activity and changes done on a sales Deal.
AI filters are now available in Expenses, Budgets, Purchase Orders and Resourcing.

Automations 🤖

Create even more complex Automations with new Task, Budget and Deal conditions.

Budgeting 💰

If you’re using rate cards, now you can add estimates to time and materials services, along with a cap billing type on rates.
Rate cards can be exported, and imported back to Productive – perfect if you need to adjust prices across your services.
Add more information to service descriptions using the rich text editor.
Lock financial periods to prevent changes to time entries, expenses, and services, ensuring accuracy for the month’s submitted revenue data.

Invoicing 🧾

The progress bar in the Invoicing screen will give you a visual cue if there is an amount that needs to be invoiced, is already invoiced or perhaps is in draft.

Integrations 🧩

Twinfield integration now supports a default cost center and project codes, along with service type mapping.

People & Resourcing 👥

Define specific permissions on a workplace level, allows users to see allocated time or time off bookings only in their assigned workplace.

Platform ⚙️

Create custom document styles for your Invoices; use different fonts, colors, backgrounds to make sure your invoices are alligned with your branding.
When creating Document templates, you can set the “Note” field above line items (or services).
On Contacts/Employees and Companies, now you can upload files and set a custom name for them (e.g. Work agreement).
In addition to delete and edit, now you can duplicate Document Templates.
New custom permissions added: Manage seats and manage billing, Access Document templates.
If your Productive subscription requires to have GST / Sales tax / VAT on the subscription receipt, now you’ll have it.
When you add a new user to your account, they will go through a Quick Start onboarding, making sure they learn the basics of Productive with a series of videos and steps.
“OR” filters are now available when filtering Employees, Contacts, Invoices and Purchase Orders.

Project & Task Management ✅

Create a new project template from scratch in the Template center.

Reports 📊

Default Subsidiary and Default Tax Rate fields can now be seen in Companies report.
You’ll find Origin Deal: Budget Total and Projected Revenue fields on the Budgeting report; use them to check the difference between the revenue in the Deal phase and the job phase. (In other words, the difference between sold and actual revenue for individual budgets).

Sales & CRM 🛒

Check previous deal probability when you add a new one to keep information on track.
Now you can add users in bulk to a Sales deal.

Watch the video recap below:

February 2025

NEW FEATURE • FEB 18 2025

Create Professional Looking Documents

Easily create and send invoices, proposals and budgets PDFs that reflect your brand. Customize the design, add your logo, and send them to your clients.

See how

NEW RELEASE • FEB 3 2025

Productive 4.11

This release brings improvements across the board, with AI and Budgeting getting special attention.

AI ✨

You can save time and ask AI instead of using manual filters on Projects, Deals, and Invoices.
Upload a document (e.g., a receipt), and AI will read it to create an expense form.
Add reactions to AI-generated results using 👍 or 👎.

Automations 🤖

Scheduled automations allow triggering actions at a specific time (e.g., Mondays at 8 AM or daily at 3 PM).

Budgeting 💰

You can manually override the warning that states, “This budget needs invoicing.”
Use the Scenario Builder to create multiple possible project outcomes. By adjusting who does the work, when they can start, and how much it will cost, you can use your existing services and actual expenses to visualize best and worst-case scenarios.

Invoicing 🧾

Define a default tax rate that will be used as a fallback if one is not specified.
Customers from Germany can now add bank account information (required for XRechnung).

Integrations 🧩

Xero integration now supports tax mapping and tax per line item.
QuickBooks integration now supports expense exports, and you can sync expense payments.
Deal line items can now be copied from HubSpot to Productive—a line item will be converted into a service in Productive.

People & Resourcing 👥

Save time and define time-off approval policies for time-off categories. Specify who must approve a time-off request and who will be notified – previously, this had to be done for each individual teammate.
Better, cleaner UI: The “Work log,” “Feed,” and “Emails” tabs are now merged into a new tab called “Activity.”

Platform ⚙️

Advanced “OR” filters can now be used in Projects, Docs, Payments, and Companies.
Set custom fiscal years to align reports with your financial calendar.

Project & Task Management ✅

We’ve upgraded project privacy settings—now you can share projects with teams or specific people only.

Reports 📊

Share a report with a specific person, a team, or a group of people.
Total scheduled cost and workload can now be tracked in the Capacity and Availability report.

Watch the recap below:

January 2025

NEW FEATURE • JAN 28 2025

The Scenario Builder

What if you could test-drive your project decisions before risking your budget? The Scenario Builder in Productive makes this possible. Using it, you can model potential project outcomes and develop strategies to optimize utilization and profitability. Create multiple project scenarios where you can adjust who does the work, when they start, and how much it will cost—then see the impact of your decisions before making them.

Productive’s Scenario Builder empowers you to create scenarios, compare outcomes, and check team availability with confidence.

NEW FEATURE • JAN 6 2025

eInvoicing: Create and Download Invoices in XRechnung Format 🇩🇪

XRechnung is Germany’s standard for e-invoicing, allowing invoices to be sent as XML files with all necessary details. Starting in 2025, it will replace paper and PDF invoices as the required format.

Watch the video to see how easy it is to create XRechnung-compliant invoices in Productive.

December 2024

mONTHLY UPDATES • DEC 11 2024

Monthly Updates: Productive AI Takeover

This month, we’re bringing you a suite of powerful AI-driven features designed to make your work more efficient.

November 2024

NEW FEATURE • NOV 26 2024

New: Track Workload to Prevent Burnout and Boost Efficiency

The Workload view for Tasks gives you a clear snapshot of your team’s weekly workload. See all daily and weekly project assignments in one accessible location, and use color-coded indicators to quickly identify overloaded or underutilized team members. It also accounts for personal time off and holidays, helping you adjust due dates and keep your projects on track.

RELEASE NOTES • NOV 15 2024

Updates

Added “Person: Teams” filter to Company Timesheet.
Update the instructions for setting up custom domain records.
Added Last Actor filter to Task screens. Add delete button to select option menu.
Add delete button to select option menu
Add warning upon recurring budget dates change

Bugs Fixed

Fixed adding task to Jira widget time entry.
Fixed an issue with Simple Budget Editor config data.
Changes on the config form were not persisted.
Underlying services and data in general remains unaffected.
Values for deleted custom fields are now ignored on services and prices models.
Triggered error on time edit on delivered budget attempt.
Fixed search in Jira project/deal connection.
On the last step of the invoice wizard, when the invoicing method is changed, the input value for updating the line item description should be changed with each method change.
Fixes an issue with finalizing invoices when exporting to Xero.
Fixed issue with drilldown and OR filter operation.
Fix drag and drop of deals not being persisted in pipeline.
Fixed custom field label work breaking on person profile.
Fixed a bug that would cause some services to be locked.
Set background color on proposals and budget’s grand total using new style architecture.
Fixes a bug where wrong customers where shown when exporting invoices to Xero.
Fixed missing services in Timesheet view.
Fixed issue with cancel & save buttons on reports.
Fixed a bug where switching from Board to List layout wouldn’t show tasks.
Add check for disabled permissions when showing dependencies in dependency modal.
Fixed an issue where dragging an invoice line item would fail.
Display title on Elegant templates using new style architecture.
Fixed starting timer in task header on the same service as day before.
Fixed an issue when adding a subscriber that is not in the project to a task.
Fixed issue where report items in table disappear when loading next page.
Fixed an issue where changing sort parameter in Resourcing would not always trigger reloading of Resourcing rows.
Fixed issue where report items in table disappear when loading next page.
Allow adding attachments to expenses which are linked to the PO in status “Sent”.
Fixed issue in Docs occasionally going out of sync.
Fix project wizard company field disabled state in deal won flow.
Add missing flag to validation.
Updated sensitive field tooltip UI.
Fixed a bug where members of a budget template were not shown.
Added a clearer error message for clearing required custom fields and removed the red border after some time when editing them in tables.
Show “domain already exists” error to user when creating custom domains
Sync develop with master

mONTHLY UPDATES • NOV 11 2024

Retainer Rollover Hours, Improved Reports and Projects

From managing rollover hours on retainers to new Automations, dive in to see how these updates can simplify your work, and improve team collaboration.

October 2024

RELEASE NOTES • OCT 31 2024 🎃

New Features

Display warning modal on recurring budget dates change.
Added default currency field and filter to company reports view.
Added ‘Without project’ type grouping to profile time overview table.
Added new permission for Settings / Sales.
Added attachment urls to document templates.
From now on, all reports will be created as “private” by default.
Report creator can then click on “Share” button and assign read or full access to other people, teams or dynamic groups

Updates

Gantt timeline actions are repositioned from project navbar to timeline.
Tax ID on Billing info is now a required field.
Added nested service picker to start timer action in task header.

Bugs Fixed

On organization general settings, save error will be displayed when validation error happens on save.
Fixed an issue where deal subscribers were lost on any deal change.
Fixed an issue where users would see infinite loading when trying to open report chart.
Removed the disabled state on the purchase order attachment even if it’s sent.
Fixed an issue where large requests would fail when depaginating reports.
Fixed losing parent-child task relation when dragging tasks in workload layout.
Dependent tasks of a closed task won’t be moved in gantt layout.
Group by person CustomField on services report now shows correctly person model.
Hide unnecessary creator/issuer and subject columns on info headers for budgets and deals.
Fixed hourly rates not displaying properly on person cost rate overview.
Visual fixes for header on rate cards / rates.
Properly handling errors on deal new form.
Fixed an issue with the form loss modal raising randomly with repeating properties on task.
Fix an issue where a person in recent employees was not clickable.
Disable ‘Approve all’ button for partially approved time-off request groups.
Fix changeset item handling legacy tags and 2nd level settings changes.
Use parsedValue when removing a value.
Fixed glitching of day view in Safari.
Fixed broken layout in deal wizard and budget wizard on error.
Fixed an issue with the pricing switcher being disabled.
Fixed an issue where back button did not work when creating a custom field.
Fixed creating budget from won deal.
Hidden invalid ‘discard changes’ dialog from edit user manager form.
Hidden ‘cancel request’ option on others time-off booking requests.
Fixed an issue where Unsent & Paid warning would show up for sent invoices.
Fixed suggested time entries initial load and pin action.
Using document styler save an empty value in the input without a form-preventer popup.
In expenses approval screen, bulk approve button is now aligned.
Using new styler architecture display deal’s or budget’s owner on templates.
Show that the expense was exported and a warning message when integration is no longer connected.
Fixed an issue where custom fields popup inside company navbar.
Fixed missing info that an Invoice was exported to an external tool, if the integration for the subsidiary the Invoice belongs to was disconnected.
Fixed a rare bug where the external sync modal would appear when saving non-synced deals, services, or contact info.
Fixed an issue in reports caused by the multi-select field filter when only a single item was selected.
Deal stage picker is collapsing correct pipelines when in context that supports it.
Fixed an issue in reports caused by the multi-select field filter when only a single item was selected.
Fix a bug where custom domains from different subsidiaries than the current person didn’t show in the emails list.
Fixed an issue where the columns on column chart would be render slightly above/below 0 on the y-axis.
On the new document template architecture use localization language that was set on document type settings.
Allowed picking the exchange date when the selected currency is the same as the organization’s in insights.
Conditional rendering of “Get up to speed” button.
Exporter rounding issues.
Get jwt token when clicking on sandbox link.
Fixed a UI bug where users could click the “Edit” or “Delete” buttons for time entry on Deal/Time screen when they should be disabled.

mONTHLY UPDATES • OCT 10 2024

New Sharing Options, Tax Rates, Champions

As the fall season approaches, we’re continuing to roll out exciting new features and improvements for Productive.

RELEASE NOTES • OCT 15 2024

New Features

Added wizard for creating new deals which replaced the simple form.
Added service custom fields to rate cards.
Enabled workload in Capacity & Availability report.
Added ability to specify the issuer of an invoice.
Added ability to view custom fields on deal/services screen.
Added a new field “Recognized time” to Capacity & Availability reports.
Added overhead checkbox to placeholder forms when creating, editing or duplicating placeholders.
Added SAR currency and reorder alphabetically

Updates

Avoid making API call when deleting deal-status.
Added invoice issuer override label to invoice document template settings.
Use bulk reorder when reordering custom fields.
Link Quantity and Unit columns into one column or unlink them into two separate columns using the new architecture and hide/show those fields accordingly.
Improved accessibility for deal service sections.
Added nested task picker to time entry form and time entry item.
Added loader to Approvals -> Time off when clicked on Approve button.
Added nested service picker to Jira widget.
Fixed exporter issue with exchange currency.
Enabled Filter Groups for Dashboard widgets.

Bugs Fixed

Improved error message when creating a budget.
Fixed issue with advanced filters and malformed filter params.
Fixed default currency when duplicating a budget. For invoice preview calculate taxes by multiplying and rounding line item amounts so the totals are correctly displayed.
Enables creating custom webhook headers with dashes in the header key.
Fix an issue where user couldn’t see own profile without permissions.
Allowed delivering budgets with unapproved or rejected expenses.
Fix missing export expense to Xero.
Fixed re-rendering board view when dragging tasks between lists.
On the global tasks view, the Assignee field should now preload only project members of the project the task is on.
Fixed an issue where custom fields popover would render as empty inside company/invoice navbars.
Tax rate and note fields are now always visible (deal / sidebar PDF panel).
Fixed rounding problems in document templates when dealing with negative amounts.
Use variables for line items description on invoice wizard which was set on the previously created invoice for the company (client).
Fixed race condition that caused incorrect scheduled time for bookings.
Fixed inconsistency in grand total on proposals between old and new export architecture.
Display a 0% discount on aninvoice template if any other line item on the invoice has a discount bigger than 0.
Fixed sort direction of subtasks when sort is set by due date.
Added a warning when service assignments fail to save.
Equalized the labels for approval statuses for time entries and expenses that are unapproved or automatically approved in tables.
Fixed billable time rounding in Day view layout.
Fixed an issue where toggle state for “Autogenerate invoice number” was not working properly.
Fix resetting time entry form after time entry create when user’s default time view is Timesheet.
Fixed duplicate “date” columns for csv/xls export.
Fixed an issue where new Tax Rates could not be created on organisations with one subsidiary.
Fixed overlapping tooltip for budget total * Enabled searching by task number in nested task picker.
Unlinked task when time entry moved to another project’s service.
Add a generic error message to the Jira widget no access page.
Enable task dependencies duplicate on project duplicate action.
Issue where the confirmation dialog would appear twice when canceling changes on the payment reminders form was resolved.
Fixed an issue in the Subsidiary Invoicing Options modal where an unnecessary confirmation dialog appeared after an error.
Fixed issues in docs linking and breadcrumb navigation.
Fixed an issue where “Book a demo” calendar would break on registration.
Fixed estimation appearance in Task Time nested service picker.
Fix input field clicking with enter key.
Inside data tables, fixed an issue where inline editing of certain columns would fail without explanation.
Invoices tab on a project will not be displayed if Invoicing module is disabled.
Fixed positioning of “Add payment reminder” button.
Overhead per hour” is brought to the first place in the Overhead history table.
Fixed issue with report drill-down for advanced filters.

September 2024

RELEASE NOTES • sep 30 2024

New Features

Removed List-Calendar toggle on Person time off screen
Added task number and default expanded state; search improved

Updates

Clarified info for Rollover hours on recurring budgets
Added ability of duplicating closed subobjects on project duplicate as template action
Disables editing Due date when expense is paid externally.
Applied settings control buttons for document styles (duplicate and delete)
Implemented new “Create invoice” action inside automations. This action is available behind Budget trigger, which runs on Budget creation or updating
Updated alignment styles in gantt table
Restoring templates from the recycle bin links to the restored item
Fixed the formatting issues in XLS and CSV exports

Bugs Fixed

Replaced deal probability organizational setting with hardcoded 50%
Fix an issue where My time off widget did not work if user had View your own time off entitlements permission
Fixed an issue where Filter by company button on Company screen did not add filter
Fixed time calculating in time range
Fixed visibility of approver and rejecter in time entry item
Fixed length indicator of suggested time entries in suggestions section
Fixed the shown error message if end date is before start date when editing budget/deal details
Allowed turning off/on delivering budgets with unapproved expenses in the budget sidebar
Set the Tax rate select field on the invoice wizard as empty if there are no tax rates on the subsidiary
Added custom fields to services report
Fixed incorrect text on rejected bookings where instead of Rejected by, text said Approvers
Inside data tables, fixed an issue where inline editing of certain columns would fail without explanation
Fixed an issue when marking a project as delivered shows the wrong profitability at first
Fixed an issue on Simple budget editor where discarded changes would persist in session.
Update task custom fields positions based on positions set on its project.
Add AED currency for NBP Exchange rate provider.
Fixed a style issue where right border was missing from report table
Generate frontend line items on change
Approve action field is hidden if time approval is off
Add check if pulse form exists.
If invoice has saved date interval id as object in previous invoice settings it will be set as string
Display date range constant correctly on invoice wizard for Uninvoiced Time & Expenses method when that method is selected
Display date range constant correctly on invoice wizard for Uninvoiced Time & Expenses method when that method is selected
Fixed an issue where toggling fields inside the document template editor would have no effect. * Extracted LIG comparison function from generating line items
Time tab on person profile was showing Overview info
Inside registration, changed last step title if referral type field is hidden
Add flag check for reorder handle on task custom fields
If a sort is selected for subtasks and the values are the same, sorting now falls back to the title of the subtask * Fix an issue where shared view was not deletable in resourcing
Fix an issue where inviting contractor did not require a subsidiary
Fix an integration export bugsnag
Purchase orders can now be filtered with multiple payment statuses
Extracted LIG comparison function
Fixed the clear search button in Docs
Fix: removed “Filter By” button in table column menu for non filterable fields.
Fixed an issue where it wasn’t possible to search for templates when creating a new template
Stop opening color picker when dragging deal stages
Deleting deal from deal/services screen would sometimes throw some errors.
Fixed fallback routes for person profile
Fixes an issues where feature availability wasn’t refreshing properly after buying the Hris addon.
Changed default step value for decimal number input field to 0.1
Fixed loading state for bookings in Resourcing
Fix how emails with custom domains are built
Potential fix to prevent overriding bookings that are in the process of saving
Added task number and default expanded state; search improved

WEBINAR • SEP 23 2024

Office Hours Webinar: Dashboards

Learn how to create and customize Dashboards: Add reports in the form of widgets to create the control center for your agency.

Watch now

RELEASE NOTES • sep 11 2024

New Features

Added descriptions for person modals
Enabled duplicating closed tasks, subtasks and todos on project duplicate action
Added ability of duplicating closed or open tasks on board or task list duplicate action
Enabled duplicating of closed subtasks and todos on board duplicate action
Added ability to search by nickname in sharing modals

Updates

Inside automations, implemented permissions for viewing/managing tasks, deals, budgets and invoices
You can now import an expense on a budget or deal with no project assigned. The optional “Client” field is also available
Updated cost rate form so it uses as a template the cost rate with latest starting date instead of current cost rate.
Show external sync indicator on expense payment
Disables cost editing when expense is paid

Bugs Fixed

Enable viewing JIRA widget for all users
Fixed an error on budget form where “Owner” dropdown field would not show person’s avatar.
Fixed showing associated task in company time entries list
Fix an issue where after contact invite error page is shown
Fixed unsupported Project type filter in Resourcing
Fixed issue with creating filter params for reports
Fixed not loaded related tasks on time entries in day view
Fix changeset item to use raw values.
Fixed an issue where users were able to submit expense form with invalid attachments, causing them to be unable to open later.
Added the “Allow delivering budgets with unapproved expenses” checkbox to the Settings -> Budgets screen * Fixed the message when trying to deliver a budget with unapproved/rejected expenses.
Fixed a bug where it wasn’t possible to open a predefined view within the Project screen and related tabs.
Move Bamboo integration updated badge to direct integration.
Fixed tooltips and colors on aproval action in data table.
Fixed show absences button in Resourcing project layout.
This fixes a bug where some views were not deleteable.
Fix changeset item handling tags and attachments.
Fix for styler header alignment and draft alignment
Update changeset item value copy when enabling or disabling settings.
Removed the ability to bulk select invoices, budgets or deals when viewing a single company since editing isn’t allowed there
Fixed a bug where the quantity in the bill form wouldn’t accept decimal values.

VIDEO • SEP 9 2024

Sandbox, Improved Reports, UI improvements

Usually, August is a slower part of the year, but not for Team Productive. Keep reading to discover what we have in store for you right now.

VIDEO • SEP 3 2024

Office Hours Webinar: Vacation and Time Off

We’re kicking off our new webinar series with a topic that’s relevant to agencies of all sizes: Vacation and Time Off. In this webinar, you’ll learn how to manage time off requests and approvals, understand how time off impacts project delivery and more.

August 2024

NEW FEATURE • AUG 20 2024

Sandbox: Onboard teammates and try Productive features without messing up your data

A sandbox is a secure test environment where you can experiment without affecting your actual data.
It functions like a metaphorical playground where you can explore the system to better understand how it works or test new ideas.

RELEASE NOTES • AUG 13 2024

New Features

Added a warning when creating a cost rate with 0 working hours
Added a date picker when copying a recurring budget

Updates

Add the “Updated” badge to the new BambooHR integration.
Added separated column for lost reason note on deals report
When closing the existing Cost rate and creating a new one, the following fields will be pre-filled using the existing cost rate:
Adds the expenses section to the marketplace description for Xero

Bugs Fixed

Fixed the “Additional amount needs to be distributed” issue when creating invoices.
Fixed a bug with the profit and revenue table columns
A fix for an issue that occured when adding new cost rates to person without previous cost rates
Fixed screen resizing on timeline layout and added loader to task modal
Budget used field on financial item report will show in budget currency
Section name on deal or budget edit screen is no longer randomly truncated
Activity feed will now correctly show ‘Time and materials’ instead of ‘Actuals’

VIDEO • AUG 8 2024

Multiple Sales Pipelines, Custom Permissions, Push Expenses to Xero

From multiple sales pipelines to refining invoicing settings and custom permissions, we’ve been hard at work making Productive even more efficient for you.

July 2024

RELEASE NOTES • JUL 23 2024

New Features

You can now share views on budgets and deals screens.
Users will now be able to use interval date while creating an automation condition

Updates

Round line item’s unit price on invoice wizard for correct calculation of its amount
Add Approval status filter on Time off resourcing screen
Task initial estimate can now be defined through quick add form
Updated positioning of list header actions across kanban views to accommodate longer titles

Bugs Fixed

Fixed the label for “Time and materials” billing type in the financial item reportYesterday
Fixed a bug where all custom fields would show up when creating a new budget instead of only the ones marked to show up
Fixed a bug where the document type would be incorrectly preselected when making a new budget from an existing budget or a template
Fix for Adding Certain Filter Fields to Filter Groups
Fixed incorrect permission for toggling Time off approval notifications
Fixed incorrect items when Capacity & Availability report is grouped by custom field
Adjusted the approval status labels for expenses in the report and when editing an exiting one

BLOG POST • JUL 11 2024

Productive Updates June: New Automations, Status Sync, Simple Budget Editor

As we head into summer season, we’re still not exactly backing down when it comes to new feature we released in June.

VIDEO • JUL 9 2024

Track Daily and Weekly Workload (BETA)

Now you can check your team’s daily and weekly workload and use it to improve utilization.

Using Workload, you can check estimated and worked time per each task, which is then compared to the person’s availability. If a teammate has too many Tasks on their hand, you’ll notice a visual warning. On the other hand, you’ll also see if they need more work. Read this article to learn more.

RELEASE NOTES • JUL 4 2024

New Features

Added warnings for bulk creation of tasks, subtasks and to-dos
Deal multiple sales pipelines
Separated discount and subscription price for billing display

Updates

Updated Docs breadcrumbs to support right-click and command-click for better navigation
Updated copy on info label for invoice note and document template note with info about using custom fields as variables on those notes for document templates

Bugs Fixed

Fixed rounding quantity on invoice wizard for invoicing percentage method
Fixed RegEx for line item description
Fixed an issue with default budget tracking types.
There was an issue with bulk actions on deals where an error would appear
Improved flash error message when editing a booking through booking form in Resourcing
Remove duplicated filter fields in C&A report
The invoice wizard’s preview request regex should interpolate items with a dash in its expression and use ‘:’

June 2024

VIDEO • JUN 27 2024

New in Time Off: Status Sync, Time Off Tab, Attachment Upload

You can set your status in Productive to let your teammates know if you’re in the office, working from home or absent. Now the status will sync automatically with your time off categories, meaning that your teammates will instantly know if you’re off.

You can also add attachments when requesting time off – perfect for documentation HR might request. Also, we’ve added the Time Off tab to Profiles, where you’ll find all the booked time off.

RELEASE NOTES • JUN 2024

New Features

Added confirmation for adding large amounts of subscribers to tasks

Updates

Workload person groups collapsible state will be saved
Turning the expenses sync on the Xero integration will now also turn on the payments section on the expense form.
Enable to create an invoice without a tax rate

Bugs Fixed

Fix displaying filtered people on Company time by person custom field
Closed tasks will be ignored in gantt when”Move dependent tasks” is enabled
Fixed project bookings calculated in workload layout availability
Prevents unhelpful bugsnags.
Load only one invoice from the client company on the invoice wizard so the loading screen will be faster
Fixed small issue with beta Advanced filters feature.
Fix an issue where user couldn’t add custom field to a placeholder if all custom fields were used
Prevents unhelpful bugsnags
Fixed filtering by assignees in timeline layout
Fixed an issue with pipeline picker that would sometimes show incorrect values
Fix Person type duplicate filter on C&A report
Fix displaying filtered people on Company time by person custom field
Closed tasks will be ignored in gantt when”Move dependent tasks” is enabled
Fixed loss of attachment when task is updated in timeline layout
Fix an issue when making a change on a new public view on resourcing did not show Save changes button
Fixed an issue where Docs weren’t editable in an impersonate session with write access

May 2024

BLOG POST • Jun 14 2024

Productive Updates May: Budget Templates, Automations, Time Off

This May, we’ve introduced several updates designed to make your work more efficient. From budget templates to enhanced Permission sets, we’ve made it easier to manage projects and collaborate with clients. Plus, our latest Automations and Time off improvements will save you loads of time.

VIDEO • DEC 18 2023

Parakeeto and Productive: Time Tracking – Best Practices

Watch our webinar with Marcel Petitpas, CEO & Co-Founder of Parakeeto and learn all about the importance of time tracking in the agency world. In this webinar, we covered the main reasons agencies struggle with time tracking and how to fix them.

RELEASE NOTES • may 2024

New Features

You can now get a notification when a deal or budget is shared with you. This can be toggled in Notification settings.
Added new time entry report fields – last activity and last actor
Added reminder option for task start date in notification settings
Dependency & description updates for budget (job) bookings permissions
Inside automations, relative people labels should be a bit easier to understand now
Users can now use Invoice attributes inside automations conditions
Added Section group to nested service picker
You can now choose to copy expenses on recurring budgets
Graph on the C&A report is now visible without the need for grouping

Updates

When creating automation, users can now select a new trigger type – Invoice and mention its attributes. Invoice conditions are WIP.
Users can now see trigger and project labels on automation cell
The linked status of an app in the marketplace is now communicated with a label in the upper right corner.
Closed tasks in Gantt will appear as crossed
Inside automations, users can now mention 5 more invoice attributes: Aging, State, Copied to accounting, Payment status, Sent status
Weekends will be skipped when moving tasks in Gantt by extending tasks to the first working day
Added attachments button to Time off approvals screen
Added attachments in Edit booking form on Book time off screen
Displayed duration for tasks with an initial estimate that fall on non-working days in workload layout
Implemented recaptcha on the registration route
When inviting new people to an organization, users will no longer have to enter their cost rate

Bugs Fixed

Fixed an issue with background color inside text attachment preview on dark mode
Fixed an issue where editing fields in Resourcing and saving them into a view would not have any effect
Added filter for fetching current user’s and watched user’s service cross section
Prevented active timers from other users in organization to be visible in header
Fixed position of docs toolbar on mobile devices
Fixed missing table headers in Resourcing
Fixed an issue that would cause the page to become unresponsive when interacting with the timeline view
Double clicking on the connect calendar integration button will no longer create an extra “Unknown account” integration
Fixed an issue on line/area charts where tooltips were not displaying when hovering over data point which lies on vertical axis
Fixed a bug where error on booking form would move Date range field
Updated copy on Approvals notifications section in Settings
Allowed inline editing the “Delivered date” field in budgets table only when the budget is delivered/closed
Fixed replacing uploaded attachment with generated attachment
Made the “Rate” field mandatory when creating a new rate in a rate card
Fixed loading subpages if page is duplicated
Update the person’s company or deal’s company/deal status and disable external sync
Fixed moving behaviour on dependent tasks in Gantt if the parent task is resized
Default deal status for win or lose button will come from the same pipeline if exists
Deal won and lost dates will now show correctly when deals are closed
Fixed a bug on Simple editor which caused resulting tracking restriction changes to not be applied on the budget
Fixed a bug on budget creation when Simple mode is enabled in settings, but currently unavailable
The board picker will scroll accordingly when items are being dragged
Fixed a bug where users couldn’t add attachments to expenses, bills and document templates
While deleting released flag if block was deleted for persisted bookings.
Fixed a bug when adding a new booking on a service on a projectless deal or budget.
Lock icon in company time header aligned to the other elements
Added feature status check for adding new pipelines
Added probability per stage feature info
Reverted crossed services for persons
Added missing data when winning a deal and creating a budget from it
Added warning for approved time entry delete action in Budget Time view
Fixed Jira worklog timestamp on time entry save
Adding missing cost rate button now opens cost rate form
Fixed issue with query includes for custom & formula fields.

April 2024

BLOG POST • MAy 15 2024

Productive Monthly Updates: April

With artificial intelligence making waves worldwide, we’re excited to introduce its integration into Productive, all geared towards helping you work smarter and get more done. And that’s just the tip of the iceberg when it comes to the exciting updates we’ve got in store for you from April.

VIDEO • MAy 9 2024

New in Project Management: Productive AI

With artificial intelligence making waves worldwide, we’re excited to introduce its integration into Productive, all geared towards helping you work smarter and get more done.

March 2024

BLOG POST • apr 18 2024

Productive Monthly Updates: March

We’re very proud of our latest innovation: The Permission Builder, which has been in development for several years and is currently the most flexible permission system on the market. But there are so many other features that you don’t want to miss, so be sure to dive in and continue reading the article in full.

VIDEO • MAR 27 2024

Permission Builder – Control Who Sees What In Productive

The Permissions Builder allows you to define what each teammate will have access to. Fully customizable permissions protect your sensitive business data while providing teammates with access to the data they need to complete their work.

RELEASE NOTES • MARch 2024

New Features

Updated the button labels in the confirmation modal from generic ‘Yes’ and ‘No’ to more descriptive ‘Discard changes’ and ‘Continue editing’.
Added the “Average cost rate” field to the Capacity & Availability report
Formula field form now has a description and help link, explaining value calculations in cents and minutes.
When creating an automation, users can now select new action type: “Send email”
We’ve added tax rates section to the invoicing settings screen.
People can now be filtered by nickname in assignee and subscriber fields on tasks

Updates

“Needs invoicing/delivering” warnings are removed from project table and header
Added Holiday Calendar field and filter to Cost Report.
You can now import time entries on a budget or deal with no project assigned. The optional client field is also available

Bugs Fixed

Fixed an issue with incorrect currencies for the ECB Provider
Edit password without getting an error
Fixed an issue that would cause the budget wizard to fail saving when assigning a new company
Fixed redirection to parent page when page with no title and content is deleted
Show error message when inviting a user into Productive with email already taken by a deactivated person
In some rare cases, navigating back to the launchpad would throw an error
Fixed an issue where services from the same budget could not be selected on already created bookings in Resourcing
Display template name in invoice email form
While in jump search (CMD+k), searching for “/ Template” action will now redirect users to “Templates center” instead of “Document templates” in settings

February 2024

BLOG POST • mar 14 2024

Productive Monthly Updates: February

We’ve added significant improvements to resource management so you can get even more from it. You’ll also find improvements in document templates and a brand new integration.

VIDEO • FEB 12 2024

Utilization And Forecasting In Crisis Times

In this webinar hosted by The Agency Collective and Fran Vižintin, BDR at Productive, we covered the metrics that help you run a healthier agency business: utilization, forecasted utilization, revenue forecasting, cost & profit forecasting, and budget burn.

RELEASE NOTES • February 2024

New Features

Restructured and restyled nested service picker
Restyled date navigation
Users can now duplicate their automations by opening automation popover inside automations list and clicking on “Duplicate” button

Updates

From now on, all organizations above 1 seat will have an option to book a demo on registration form.
Editing company code on internal companies is now allowed
Company-wide notifications section is visible under Notifications card
Allow to delete bookings on archived time off categories
Add booking type filter on resourcing and booking reports
When creating a budget, subsidiary and document template will now be preselected in the form
Rectified dependencies for Add, Edit and Delete Contacts Permission
Improved tasks patch request in mirage on order to see moved task with associated subtask in tagret project
Fixed an issue where clicking on “Define cost rate” when adding a time entry would not do anything

Bugs Fixed

Added end date validation for new budgets created via the wizard
Fixed an issue which would cause the minimized tasks tray to cover up expense form buttons
Fixed an issue where an error would show when trying to sort by “Jira issue url” field
Deleting service type is now properly disabled if form is not valid
My company navigation item is now hidden from Clients & Contractors
Fixed wrong route transition if the user does not have permissions to see person’s projects
Fixed a bug when pasting attachments in docs
Updated empty state activity icon for dark mode
Resolved an issue of formulas not being saved correctly in the Budgets/Time Report fields.
Fixed minor issue with date picker styling in reports filter
Fixed default dashboard disappearing by itself
Fixed an issue where updating the formatting settings on “Available” field in “Forecasted billable utilization by month” report would not do anything
Reports are visible on mobile navigation
Fixed an issue where it was not possible to reassign an existing booking to a different Project or Deal
Fixed an issue where resizing a booking would occasionally move it to another person or a projectUI improvements on view-as-client banner
Open previous invoice in new tab
Set document type and subsidiary from last active invoice but as a fallback use document type and subsidiary from the last created invoice and restyled nested service picker
If View projects where the user is a member permission is not on, Resourcing projects layout will be hidden
Changed name for budget bookings permissions
Fixed missing Restore action for archived contacts
Fixed an issue where library categories would not display their correct name and reintroduced the search in widget library
Fixed missing company avatar in Resourcing booking form when person is not assigned to the project
Fixed an issue where filters with long labels which are not in popovers would cause overflow and make “Export” button unavailable on some tables
Bulk selection of a non-editable booking is no longer possible
We’ve fixed an unexpected line items tax calculation on invoice details screen when tax codebook is available.
Mentioning people in the task description should now add them as subscribers
Fixed an error where approved time entries were delectable
Disabled tentative bookings fields in Capacity & availability report for plans not supporting the feature
Other peoples comments on a task will show up in realtime again
Removing assignee from dependency on task should now work.

January 2024

BLOG POST • FEB 12 2024

Productive Monthly Updates: January

You can automate your agency with Automations, add bookings for Sales deals, define custom cost rates for Budgets, and more.

VIDEO • JAN 17 2024

Automations in Productive: Save Time Spent on Common Actions

Powerful automations that are easy to configure, with no coding required. Define actions that happen automatically, from opening Tasks, posting comments, or sending messages to Slack. From simple everyday actions to complex multi-step workflows, there is an Automation that fits your way of working.

RELEASE NOTES • january 2024

New Features

Added tooltip for Project and Budget in suggestions and Time entry list
Added description field to Time Off category
Added the ability to define multiple initial (empty) filter fields in the view setup
Added stage status field to financial items view setup
Added a budget navigation for the time manager role
Dependent tasks in Gantt can now be moved as a group by enabling the ‘Move as group’ option
Added Work cost, Expense cost, and Cost columns to the deal report
Added the sales status column to the service report (and time entry report)

Updates

New ProjectAssignChecker, which can work with memberships and permission system
Updated copy when organization/email is not found while logging in using SSO
Updated text on 2FA screen
Implemented new functionality inside automations action step forms for CREATE_TASK and UPDATE_TASK actions. Tasks can now be set to private by clicking on the button with the padlock icon inside the flyout Modal header
Adding dependencies and modifying task due dates is now available on Gantt quarter zoom
Removed Left To Schedule in Booking Modal reports
Added Manager column to Person data import template
Removed the condition that merging contacts is only available if they are active
A file picker opens automatically when adding an attachment from the editor command list within docs
Update HR integrations list on the billing tooltip
Update availability status now added to mobile menu
Update Left To Schedule field description on Services report Integrated memberships for leaving and joining a project in the project sidebar and projects lists
Decreased row height to fit more items in Gantt layout
Prevented adding notes for deactivated users in company time report
Error handling for 404 on SSO login form

Bugs Fixed

Workflow statuses are now ordered by position when edited on the table layout
When duplicating time from the previous day, a loading state will now show
Fixed overlapping date errors on the entitlement form
The name of the tab now refreshes when changing the title of a task
Fixed miscalculation of Left to schedule time in Resourcing
Commenting after canceling the upload of an attachment no longer shows an error
Fixed bug on bulk copy time entries in day view that caused time entry’s start time and date discrepancy
Fixed the missing budgets tab on the company page
Fixed an issue when moving booking to a person not on a project would show the wrong person in the booking form dropdown
Handled time entry delete confirm rejection
Create a new cost rate for editing placeholders without a cost rate
Fixed missing holiday calendar dropdown on the cost rate of a deactivated person
Replaced the active project query for projectless budget
Fixed an error where the Deal closed on date field was verified on a budget
Prevented time entry deletion after setting time entry’s time value in the timesheet cell to 0
Fixed a bug where clicking on an element with the quantity focused would not work in the service editor
Changed error message in time entry form when tracked more than 24 hours
Fixed validations in BO for organization subscription form
Dependencies for tasks not matching any filter won’t be visible in Gantt layout
Fixed an issue with attribute mentions on automations where mentions would stop working after prepending steps before the mentioned steps
Resolved issue with export API filter params serialization
Reset value to default domain on email invoice form on lower plans
Aligned buttons left on the project creation form
Fixed time entry save flow in the timesheet view
Resolved an issue where the new exporter route was incorrectly displaying a dark theme instead of the intended light theme
Fixed an issue where the table header would stay on top of the page after scrolling
Fixed a bug where clicking on “Set default currency” button didn’t work as expected
Fixed an issue where the label “Date (month)” would appear when showing individual time entries in Deal -> Time screen instead of “Time entry”
Improved the workflow status info tooltip when creating a project
Fixed an issue with the new exporter when some reports have incorrect names or are missing names
Prevent starting a timer from company time in the old layout
Fixed an issue where the pulse could not be updated after being created
Fixed a bug where adding a service (with markup) to a budget from a rate card would have the wrong price after saving
Removed Deal and Confirmed badges from time off bookings in Resourcing
Fixed an issue where it seemed as if users could bulk edit billable time-on-time entries related to non-billable services
Video dialog will be rendered automatically, without rendering placeholder
Fixed a bug where filtering by stage type on Resourcing would filter each booking
The final step in the project creation wizard will now show a more descriptive confirmation action text
Set booking on the report as an optional property in order to prevent errors
Handle errors caused by Intercom script
Fixed issue when task route resolves task model without project relation
Deal header supports permissions now
Fixed two bugs that appeared when the user would visit Person -> Cost rates or try to create a new invoice and then went back immediately
Fixed an issue where the link was not appearing after clicking on the ‘Get iCal link’ button
Fixed a bug where the estimated time would not update when changing the Unit in the service form
Fixed a bug where approving several time off requests in bulk was not working