Productive

General Information

A guide to managing personal settings, organization settings, and overheads in Productive.

Settings

Projects

Tasks

Your complete guide to setting up, customizing, and sharing views in Productive.

Views, Layouts, and Filters

A guide to efficiently managing, editing, customizing, and exporting data in Productive.

Data Management and PDF Customization

Docs

Everything you need to know about Productive AI.

Productive AI

Everything about managing and optimizing resource allocation, bookings, and team availability in Productive.

Resource Management

A thorough guide to tracking, managing, and optimizing time entries and time tracking tools in Productive.

Time Tracking

All you need to know about configuring, managing, and requesting time off in Productive.

Time Off

Budgets

Prototype budget and deal scenarios, compare profitability, and apply changes.

The Scenario Builder

Everything about invoicing and payments in Productive.

Invoicing

Create powerful reports and set up automatic reporting with just a couple of clicks.  

Reports 

Everything about roles and permissions in Productive.

Roles and Permissions

Everything you need to know about Sales Pipeline management in Productive.

Sales

Everything about employees and contacts in Productive.

User Management

Integrate Productive with various built-in third party tools or with other apps using Zapier. 

Integrations

An in-depth guide on configuring, utilizing, and optimizing custom fields in Productive.

Custom Fields

Set up automated actions based on specific triggers.

Automations

Your comprehensive resource for managing billing, account settings, and security in Productive.

Billing and Account Management

Essential information on setting up and using Single Sign-On (SSO) with Productive.

Single Sign-On (SSO)

A complete guide to importing and migrating data into Productive, including CSV and Harvest integrations.

Data Import

An introduction to Productive's API, including access and using webhooks.

Productive's API

An overview of Productive's Sandbox environment for testing and experimentation.

Productive's Sandbox

Clients and Client Companies

Learn about Polaris, Productive’s built-in BI tool, including how to access it, write SQL queries, and generate custom reports.

Polaris by Productive

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