Product Updates
Every week we deliver new features, updates and bug fixes.
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Modules
October 2025
NEW RELEASE • OCT 6 2025
Productive 4.19
Productive 4.19 brings a major update to your Budgeting and Deals tabs. We’re also introducing a faster method to invoice recurring budgets and create subtasks, and Private Folders for more control over your data.
Automations 🤖
- Automations can now create subtasks, complete with key details — assignee, dates, subscribers — to keep your projects organized down to the smallest detail.
Budgeting & CRM 💰
- We’ve redesigned the tabs in your Budgets and Deals for more control and clarity. Use the Services tab’s new customizable table to work with the data that matters most to you, and head to the Overview tab for a quick, visual read on your profitability and budget performance.
- You can now add the “Contact” field to Proposal and Budget documents. This field can be translated to supported languages or reordered according to your document design. You can also hide it, if necessary.
- Additionally, the “Notes” section in your documents will now display empty rows (if added) for better formatting.
- In Expenses and Purchase Orders line items, your Quantity amount can now be less than 1 for more precise financial tracking.
Invoicing 🧾
- Invoices for recurring budgets are now automatically created (as drafts). Just set up your template, and when it’s time, your invoice will be ready for you to review and send.
- In line items, you can now add text to your description, with a couple of editing options (bold, underline, bullet points, etc.) for improved clarity when invoicing.
- In your CRM > Companies, you can now add a default billing recipient. This address will be immediately filled in the “TO” section of your invoice when you’re sending them to clients from Productive.
- Additionally, instead of saving settings from your previous invoices, we’ve updated the hierarchy for how subsidiary and document template data is filled.
Project Management ✅
- We’ve added Private Folders to help you control what your clients can see and do in your workspace. A private folder will have a 🔒 icon to differentiate it, and you won’t be able to assign clients to tasks within them.
- You can now edit the name and project manager of archived projects — useful when you’re updating roles, responsibilities, or doing internal admin.
- We’ve also added a performance update for creating projects from templates or duplicating them: tasks will be created in the background, so simply wait out the spinner animation or refresh the page to see them.
System ⚙️
- In Settings > Appearance, we’ve added a toggle that turns chart animations off. This change applies to your workspace only.
September 2025
Office Hours Webinar: Productive AI
In this session, we’ll cover recent updates and upcoming features in Productive AI.
Get a recap of all the major AI features we’ve released in so far — plus a sneak peek at what’s coming soon.
Introducing Dashboards 2.0
Dashboards are built to make tracking live KPIs and metrics a breeze. Track progress with targets and add custom formulas to widgets, add notes for context and decisions, and customize your dashboard with widgets that align automatically and are easier to edit
NEW RELEASE • SEP 8 2025
Productive 4.18
Productive 4.18 brings a completely redesigned Resource Planner that adapts to your resourcing needs. We’re also introducing Dashboards 2.0, along with improvements to Invoicing and Sales.
AI ✨
- Use mentions when writing an AI Report prompt to get better results. You can mention People, Projects, Deals, and Budgets.
Invoicing 🧾
- A new progress bar will appear on every project, allowing you to quickly see invoicing data for all budgets on that project. Use it to check amounts left to be invoiced, in draft, finalized, or available for invoicing.
- You can now invoice budgets in bulk. They have to belong to the same client, and be in the same currency.
- Finalized invoices can now be edited using the three dot menu on the right of the invoice screen.
People & Resourcing 👥
- New way of navigating the resourcing timeline: Instead of scrolling, you can now select a specific time frame (like a week, month, or quarter) from the dropdown and move within it.
- Capacity indicators now adjust to your selected time frame, showing capacity in days or weeks for better clarity. The data in Fields is calculated based on what is currently displayed on the screen.
- Adjust column width to fit your needs: widen to see full booking labels, or narrow to view a longer time range.
- When looking at Resourcing grouped by Person, hover over the capacity indicator—you’ll notice there is more info now. Along with capacity, you’ll see how many confirmed and tentative bookings a person has and to which projects they have been assigned.
- You can also choose to include tentative bookings in capacity indicators to spot overbooking risks early.
- Absences now include both time off and remote work. Remote work doesn’t impact availability or overhead, so you’ll still be able to schedule those team members on projects.
- You’ll now find your company Organization Chart under Resourcing > Employees.
- Using a custom permission, you can prevent teammates from viewing other people’s contact info.
- “OR” filters are now available in Resourcing as well.
Dashboards 📊
- Use the Note widget to jot down meeting notes, personal memos, or add descriptions for nearby widgets.
- Organize and customize your Dashboard with dividers and headers.
- Widgets will now align automatically with other widgets when resized or moved around.
- When you edit a widget created from a Report, it will now open in full screen, and you can add Targets and Formulas right on the Dashboard.
Reports 📈
- Charts on Reports and Dashboards are now animated because it looks cool.
- Client-accessible Reports (and Widgets) using the Billable Time field will now display it as “Time” when viewed by that client. If you remove the Billable Time field from the report, the client won’t see anything.
- On the Time Entries report, you can now add the Invoice field, which references the invoice to which a specific time entry was added.
- The Service Types field can now be added to the People report.
Sales 💰
- Decide how you would like to report potential revenue from a Sales Deal. Select even distribution to evenly distribute revenue across dates of your choice, or use custom distribution to allocate a percentage of the revenue to a timeframe (or a single date).
System ⚙️
- Company (client) information can now be found in CRM > Companies—just click on the name of the company, and there you can add custom fields, payment terms, currency, etc.
Watch the video recap below:
August 2025
NEW RELEASE • AUG 5 2025
Productive 4.17
Productive 4.17 introduces an improved Scenario Builder and new Automations that let you automate Tasks across multiple Projects.
Automations 🤖
- Automations can now be triggered across multiple projects, so you no longer need to create separate ones for each. You can also apply existing Automations to multiple projects at once.
Budgeting 💰
- If you create Budgets using the simple editor, you’ll notice the option to add sections and new fields, making the whole process easier and faster.
Invoicing 🧾
- Bank account information is available on the Invoice screen, so you can change bank account details for a specific invoice. You can also change bank account details for each invoice template in Settings.
Integrations 🧩
- Send invoices using the PEPPOL network. The standard supported is Peppol BIS Billing 3.0.
People & Resourcing 👥
- You can now create bookings for multiple people at once. When creating a single booking there is now an option to assign in to multiple people, which will then in effect multiply that booking. This is perfect for collective holidays, meetings…
Project & Task Management ✅
- When duplicating a task list, you can now duplicate dependencies as well.
Reports 📊
- Purchase orders are now available as a data source when creating a Report, so you can have a dedicated PO report.
- The field “Work cost” has been renamed to “Labour cost”.
- When creating a Report, you can choose to dock (or show) selected filters permanently, or you can undock them for a more minimalist interface that focuses on the data.
Scenario Builder 🔮
- With Permission Builder, you can now create a custom permission that lets users build scenarios even if they don’t have access to profitability figures. Previously, only users with visibility into profit could use Scenario Builder.
- Scenarios now have start and end dates that are calculated from bookings associated with that scenario. You’ll see the dates just above the scenario, along with other new fields like Revenue and Cost.
- When creating scenarios, you can now skip temporary resources and assign the potential scenario to an employee or a placeholder.
Watch the video recap below:
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.