Productive

Your complete guide to setting up, customizing, and sharing views in Productive.

Views, Layouts, and Filters

Use views to better organize and manage your data. Configure and share your favourite views.

Views in Productive

Organize and manage your data in the list layout.

List Layout

Group tasks, deals, or budgets in columns and move them around the board.

Board Layout

Fully arrange and customize the displayed data, move it around and filter as needed.

Table Layout

Visually display your data on the home page. Create multiple dashboards and add widgets. Share dashboards with your team members.

Dashboards

Viewing your Data

Apply the dynamic "Me" filter to the view and everyone will see their own items (tasks, budgets, deals, etc.) in that same view.

Dynamic "Me" Filter

Use advanced filtering in Productive to quickly sift through your data.

Advanced Filters

Tailor your charts in Productive by adjusting colors and setting targets and limits for better data visualization and progress tracking.

Customizing Tables and Charts: Setting Targets, Limits, and Formatting

Use date-based filters in Productive to efficiently find data by selecting predefined periods or custom date ranges.

Using the Date Filter

Filters and Customization

Share your Views with the Employees group, your teams, or individual users with "Can view" or "Full access" levels.

Sharing Views

Sharing and Collaboration

Find answers and get help from Intercom Support and Community Experts

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