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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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… Once bookings are added, switch to the 

 to visualize and manage scenario data… Tip: The 

 clearly differentiates between live and scenario data

Getting Started With Budget and Deal Scenarios

 track works in the Resource Planner's By Budget/Deal 

… When working in Resource Planner > By Budget/Deal, each budget or deal has a 

 track displayed… you're working with recurring budgets, future iterations will appear in the same row as part of the 

Understanding the Budget/Deal Track in the Resource Planner

 layout organizes tasks by visualizing them on a 

 (Project management > Tasks), only task custom fields from the task custom

 to manage bookings seamlessly… Use the scenario 

 to assign resources and define their working periods… 5. Managing Bookings and 

: Visualize availability and adjust bookings directly on the 

: Expand booking options using the + icon to adjust allocations. ​… Compare the live 

 to the applied scenario before confirming changes

Managing and Applying Scenarios to Deals and Budgets

 for a comprehensive overview of all tasks, displaying… Note: Adding a due (and, optionally, start) date is essential for the tasks to appear in the 

 as a PDF… How to Export the Gantt Layout 

, filters, and fields. Personalize and save 

 in Productive for efficient workflows… Access the Task 

 Panel… Use filters, layouts, and fields to shape a 

 of your project tasks, making it easier to manage dependencies… The Today button allows you to quickly jump back to the current date on your 

… You can export your Gantt Layout as a PDF to save or share a snapshot of your project 

Log and manage time entries in a weekly calendar layout in My Time. 

, add, and edit entries, and connect your Google or Outlook calendar to see external events alongside your tracked time… Customizing the Calendar 

 in My Time shows your time entries in a weekly layout, making it easy to see how your

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