Productive

Learn how to safely archive and delete projects in Productive to manage your workspace efficiently while preserving crucial data.

Archiving and Deleting a Project

Easily manage similar or recurring projects by duplicating existing work. Learn how to simplify your workflow with project duplication.

Duplicating Projects

Keep project folders visible to your team and contractors, while hiding them from clients.

Private Folders in Projects

Manage team capacity and bookings across projects with the Resource planning tab — see availability, add bookings, and track services.

Resource Planning in Projects

Quickly visualize key project metrics with customizable dashboards. Track status, finance, capacity, and more in one place.

Dashboards in Projects

Track project changes, comments, and linked emails in one place with the project activity tab.

Activity in Projects

Archive, duplicate, and manage folders, resourcing, dashboards, and activity within a project.

Managing Projects

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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