With the Quick Add (+) button, found in the upper-right corner of the screen, you can perform actions directly from the main menu, without navigating away from where you are. Using this feature, you can create the following:
Time entry
Expense
Task
Project
Doc
Deal
Budget
Invoice
Payment
Report
Contact
Company
Absence
Invite people
Key task
Invite Notetaker
Customizing Your Quick Add Menu
If you don't need all the options above shown at all times and want to reduce clutter, you can customize your Quick Add menu.
Unpin items you don't need and pin those you'll actively use by toggling the Pin icon next to an item.
You can also collapse or expand the menu to show only your pinned items or all available items.
Creating a Task Through Quick Add
Let's create a new task using Quick Add. Note that you don't have to leave the page you're on: you can create a task straight from wherever you are in Productive.
From the Quick Add popup, add the task's location (project, folder, and task list), then the task title and description, set the start and due date, insert an attachment, and assign it to someone. Once everything is ready, select Create task.



