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Adding a Deal to a Project (Beta)
Adding a Deal to a Project (Beta)

Link a deal to a project to track related work, tasks, and collaboration in one place. Easily connect new or existing deals to projects.

Updated over a week ago

Managing deals often involves multiple tasks, collaboration, and deliverables. Instead of tracking everything separately, you can link a deal to a project in Productive.

This makes it easier to keep work organized and ensures your team has the right tools for planning and execution.

You can link a deal to a new or existing project. Once connected, you’ll see the deal inside the project, just like you would with budgets.

How to Add a Deal to a Project

1. Link a Deal to a Project When Creating It

When creating a new deal, you have the option to connect it to a project in the final step:

  • Select an existing project from the dropdown.

  • Create a new project from scratch for the deal.

  • Or add a project from a template and link it to the the deal.

Once linked, the project and deal will be connected, making it easy to track progress.

2. Link an Existing Deal to a Project

If you already have a deal and want to link it to a project:

  • Open the deal.

  • In the sidebar, locate the Project field and click Assign to project.

  • Select an existing project and click Save deal.

  • The deal will now appear in the Deals tab of the project.


What Happens When You Link a Deal to a Project?

  • The Deals tab appears in the project, listing all linked deals.

  • The deal will inherit the client from the project (just like budgets).

  • The deal remains editable, and you can reassign it to another project if needed.

Q&A

Can I create a deal while creating a project?

Not at the moment. Right now, you can create a project from a deal, but not the other way around.

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