What’s new?
Every Week We Deliver New Features, Updates and Bug Fixes.
September 2024
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’
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
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
