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

Set up reusable project templates in Productive so new projects start with your tasks, structure, and placeholders in place. Learn how to create, edit, and delete templates in the Template…

Setting Up Project Templates

Turn a project template into a live project in Productive. Choose what to copy, share it with your team, and apply a template's tabs to a project you already have.

Using Project Templates

Learn how to work on internal projects in Productive.

Internal Projects

 Project Creation and Setup

Project Navigation and Management

Each project has a navigation bar with tabs for tasks, docs, budgets, and more. Learn how to add, organize, and manage them.

Navigating Projects: Tabs and Layout

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 notifications for a project. Mark projects as favorites for quick access.

Project Notifications and Favorites

Get around a project's tabs, sidebar, and notifications.

Project Navigation

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

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

How to Manage Forms?

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

How to Use Automations and 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

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