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Quick Add

Create tasks, time entries, deals, contacts, and more from anywhere in the app using the Quick Add button.

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.

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