Productive

Projects

Projects help organize tasks into manageable segments, with features like Folders, Views, and Tasks to simplify workflows and collaboration.

What is a Project?

Learn how to create new projects, whether by winning a sales deal, directly from the Projects tab, or using the Quick Add feature.

How to Create a New Project

Project templates make it easy to start new projects and keep things organized in Productive.

Project Templates

Learn how to work on internal projects in Productive.

Internal Projects

 Project Creation and Setup

Easily manage your project through the project sidebar options, from adjusting project details to setting up custom fields and workflows.

Getting Around the Project: The Project Sidebar

Enable or disable task notifications for a project by watching or unwatching it. Mark projects as favorites for quick access.

Watching and Favoriting Your Projects

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

Project Navigation and Management

Join or leave projects on your own. Add yourself to projects easily with a couple of clicks.

Joining and Leaving a Project

Add people to projects, and remove people from projects. Change the Project Manager.

Project Members

Learn how to share projects with your team.

Sharing Options for Projects

Project Membership

Learn how forms work, their benefits, and how they simplify data collection and workflows in your workspace.

What Are Forms?

Step-by-step guide to creating forms, customizing fields, and setting permissions to collect the right information.

How to Build a Form?

Learn how to connect forms with automations to trigger actions, assign tasks, and boost efficiency.

How to Use Automations and Forms?

Learn how to edit, track submissions, archive, or delete forms to keep your workspace organized and up to date.

How to Manage Forms?

Create and manage custom forms to collect structured input from your team or clients.

Forms

Learn how to use tasks, forms, and automations in Productive to collect and manage client feedback like a ticketing system.

How to Use Productive as a Ticketing System

Use projects to support different types of workflows, like ticketing or internal requests.

Project-Based Workflows

Find answers and get help from Intercom Support and Community Experts

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