You've probably noticed our tips and tricks on the loading screen, but since Productive is pretty fast 😎 the tips go away quickly. Here's the complete list:
Wanna hear a secret? Make tasks private. They will be visible only to people in the task.
Use the power of filters (located on the left). Tailor every dataset to your own needs and then save the filter for future use.
Mention someone using @ if you need that person's complete attention.
Turn on the 'watch project' feature and you'll be notified about everything that's going on.
Stay in the game all the time, comment on tasks by replying directly from your email inbox.
Drag'n'drop task lists around if reordering stuff makes you happy.
Easily share files in a project, drag'n'drop everything into a task.
Personalize widgets on your dashboard and never miss what's most important to you."
Click on a “+” button next to a task list name and quickly add new task to that specific task list.
Click on the menu icon next to a comment and select Edit before the Grammar Police notices you have misplaced apostrophe’s
Pin important comments and they will stay on top of the discussion in the task.
Switch to Calendar view in tasks to have a better overview of all the tasks with defined deadline.
Still using Productive only on computer? Check out mobile apps and be productive on the go.
Deal with multiple tasks at once. Select them, close them, move them, reassign them, tag them, set up a deadline for them.
Can you track time on a task? Yes you can!
There is a button that mentions files attached in the task so that people reading your comment know exactly what you're referring to.
Need a place to write down all the general info that everyone working on the project has to be familiar with? Create a note.
Pop open the champagne! When you send an invoice to your client, you can mark it as sent.
If there's a red circle next to a project, brace yourself: the budget is fried.
The bigger the green line on a project, the more profit you're making. Go green!
Share time sheets directly with your clients online. Forget about exporting and emailing report every month.
Approve time entries before they're visible to clients. You might wanna make that 30 min brainstorming coffee non-billable.
Invite clients to collaborate on projects. Don't have them miss the party!
Add tags to Deals, and filter like a pro!
Alert yourself! Create budget time warnings on a service when the hours come too close to the estimate.
Hope you'll always get a zero value for the Total overdue value in Invoices!
Need someone to colaborate with, add a new user.
Need to send a christmas card, add a new contact.
It was fun while it lasted. You have to archive a project eventually.
BCC Productive when e-mailing clients, to keep the whole team in the loop.
Emails tab on a contact shows you every email that was filed in Productive this person sent or received.
Create TO-DOs for your deals. Never miss that follow call up again.
If you're not sure what those tabs in Contacts refer to, remember this: Notes == someone has put down comments about this person vs. Work log == log of what this person was doing
Stop creating projects from the scratch. Try out Duplicate project feature. It will save you a lot of time and energy.
Do you have some duplicate people on your contact lists? Merge them into one.
Put down all the holidays in the Settings and you'll have those non-working days marked in all the calendars throughout Productive.
Set up public projects and never worry about adding people to it. If a project is public, they can invite themselves.
Instead of inviting one by one person to Productive, invite as many people as you wish at the same time.
Create a price list for each client. It will speed up a process of creating deals and budgets.