Welcome to Productive! As a new team member, this checklist covers what you'll touch in your first few days. Work through it top to bottom, or jump to whatever's in front of you right now.
đ Productive is built around permissions, so what you see can differ from a teammate's screen. That's expected, not a mistake on your part. The essentials in this checklist work the same for everyone, so keep going.
Setting up your organization instead? See Productive Setup for Admins or Getting Started as a Manager, our Academy courses.
A few things worth knowing early
The Sandbox: a copy of Productive where nothing you do counts. Click around, try actions there first if you'd rather not risk it on live data. Sandbox
Finding things fast: use Search or Quick Add instead of clicking through menus. Search options ¡ Quick Add
Deleted something by mistake: check the Recycle Bin before panicking. The Recycle Bin
Do your first actions
Creating a task: your first hands-on action in a project. Creating a new task
Adding a doc: create and attach documentation to your work. Creating a new doc
Tracking your first hour: log time against a task or service. Manual time tracking
Logging your first expense: submit an expense for approval. How to submit an expense
Sending your first absence request: book time off or remote work. Requesting time off
Stay on top of your work
Organize your work with views: layouts, filters, and fields to see what matters. Views in Productive
Dashboards: customizable home screens with your data, pre-loaded and ready to explore. Working with dashboards ¡ Default dashboards for new users
Connect your tools
Calendar integrations: sync Google or Outlook with Productive. Integrating your Google Calendar ¡ Integrating your Outlook Calendar
Meetings: once your calendar's connected, Productive can automatically record, transcribe, and summarize your video calls. About the Notetaker
Slack integration: get updates where you already work. Slack integration
MS Teams integration: get notifications where needed. Microsoft Teams Integration
Connectors: once you've connected your calendar, Slack, or inbox, the AI Assistant can use them directly in a conversation, for example checking your schedule or sending a message for you (if you don't see one you need, ask your admin to enable it). Connectors
Nice to know
Desktop and mobile apps: work outside the browser if you'd rather. Desktop and mobile apps
Personal settings: theme, language, availability status, and notification preferences. Managing your profile ¡ Configuring your notification settings
Staying informed: how notifications work, and how to tune them to what you actually want to see. Notification inbox
Keyboard shortcuts: small time-savers once you're comfortable. Keyboard Shortcuts
Help along the way
The AI Assistant inside Productive is connected to our Help Center and has insight into how things are set up in your workspace, so it can help with anything on this list, anytime, not just when you're stuck.
If you need an actual person, ask it to connect you with support, or click the ? icon in the top right to start a chat with our team directly.
Want the hands-on version? Our Academy course walks new team members through this, step by step.
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