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Inviting Clients to Productive

Invite clients to Productive for free and collaborate with them on tasks. Clients have very limited, filtered access to your account.

Working closely with clients is part of every project. You need to ask questions, request feedback, and assign tasks, while clients want visibility into progress, timelines, and what's coming next.

You can invite your clients to Productive to make this process as simple as possible.

Cost of Inviting Clients

Inviting clients to Productive is free.

You only pay for employees and contractors; clients don't count toward your subscription cost, so invite as many as you need.

Steps to Invite Clients to Productive

1) Access the Invite People Option

  • Click your avatar in the upper right.

  • Select Invite people.
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2) Choose Client

  • In the Invite People menu, choose Client.
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3) Select the Client Company and Send Invitations

  • Choose the client company from the list.

  • Type in one or multiple client emails to invite them to join your Productive account.
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