The Quick Start feature is here to make onboarding to Productive smooth and interactive.
It guides you through key functionalities, tailored to your permissions, ensuring you hit the ground running.
Whether you're setting up projects, tracking time, or exploring invoicing options, the Quick Start feature breaks down essential steps to understanding Productive's main features.
Where to Find the Quick Start Guide
The Quick Start icon is located in the top-left corner, right next to your Notification Inbox. The progress circle around the icon fills up as you complete steps, giving you a visual cue of your progress.
Hovering over the icon reveals:
Your current status.
The steps you've completed.
How Quick Start Works
Interactive Learning
Each section includes a combination of short video tutorials, helpful links to our Help Center, and practical tasks.
Permission-Based Personalization
The steps adapt based on your user permissions. Some steps are specific to your permission set, while others are shared across the organization.
Restarting with New Permissions
If your permissions are updated to a higher level, the Quick Start guide will restart to help you explore new features.
Hiding Quick Start
Once you've completed all the steps, you can hide the Quick Start feature by clicking "I’m a pro at Productive, hide this page." in the bottom left.
What’s Included in the Quick Start Guide?
The Quick Start guide is divided into categories with specific steps to help you explore and use Productive effectively. Here's what you'll find:
1. Setting Up Your Projects
Video Tutorial: Understand the Project Hierarchy— link to the video.
Practical Task: Set up your first project.
Video Tutorial: Learn about the Budget Hierarchy—link to the video.
Practical Task: Create your first budget.
2. Time and Expenses
Video Tutorial: Explore different ways to Track Time—link to the video.
Practical Task: Track your time against a service.
Video Tutorial: Learn about Expenses—link to the video.
Practical Task: Log your first expense.
3. Project Management
Practical Task: Add a new task to a project using Quick Add.
Practical Task: Create a document (Doc) using Quick Add.
4. People
Practical Task: Add users to your organization.
Video Tutorial: Learn about Time Off—link to the video.
5. Financials
Video Tutorial: Discover how to create and manage Invoices—link to the video.
Reminder
Not all steps are visible to all users—what's included in the Quick Start depends on the user's permissions.
For example, a user with the Staff permission set will not see any tasks related to Invoicing or user management.
Quick Start Toggle
You can show or hide the Quick Start feature for yourself by going to Settings > Account > Onboarding > Quick Start (toggle).
This toggle is especially helpful for users who joined Productive before Quick Start was introduced. While many experienced users may not need it, you're welcome to turn it on if you'd like to check out the steps!