Productive

Tasks

Create a task by adding a name, assignee, due date, and custom fields. Attach files, mention colleagues, and more for effective tracking.

Creating a New Task

Create tasks from the main navigation, different views, using the quick add button, and more!

Task Screen Overview

Add a task to a task list using only your email.

Creating a Task Via Email

Learn how to manage and utilize milestones to mark specific points and deliverables for tracking project progress.

Milestones

Easily manage and organize your work by creating subtasks within tasks, with flexible options for task assignment, due dates, and more.

Subtasks

Learn how to set up a start date and an end date on a task

Adding Start and Due Dates to Tasks

Learn how to create task templates for simplified project management in Productive.

Creating Task Templates

Each task has one assignee to ensure clear ownership. Use subtasks, To-Dos, or subscribers to collaborate without losing accountability.

Why Can’t I Assign Multiple Assignees to a Task?

Task Creation

Learn how to create private tasks, manage visibility, and understand the impact on time entries.

Creating and Managing Private Tasks

Shift or Extend Tasks in Bulk

Close a task when you've finished working on it. You can re-open a task if more work needs to be done. Closed tasks can be seen with filters

Closing Tasks

Easily set tasks to repeat daily, weekly, monthly, or annually. Adjust or stop schedules anytime with a few clicks in the task settings.

Setting Up Recurring Tasks

Manage multiple tasks in Productive: close, move, reassign, tag, and set due dates with just a few clicks.

Managing Multiple Tasks at Once

Learn how to easily transfer tasks from one project to another with these simple steps.

How to Move Tasks to Another Project

Quickly duplicate individual tasks, entire task lists, or folders to efficiently manage recurring or similar tasks in Productive.

How to Duplicate Tasks, Task Lists, and Folders in Productive

Task Management: Best Practices

Link tasks to services so your team's time tracking and bookings are prefilled automatically.

Assigning a Service to a Task (Beta – On Demand)

Task Management

Manage task comments by editing, deleting, pinning, or quoting them. Use hidden comments and enjoy auto-saving drafts.

Commenting on Tasks

Quickly express your thoughts with emoji reactions on comments in Productive tasks. Hover over a comment to add or remove your reaction.

Emoji Reactions

Break down tasks into smaller segments using TO-DOs in Productive. Assign, reorder, and manage with ease.

Managing TO-DOs in Tasks

Easily attach files to tasks, comments, and expenses, and use the "@" button to reference specific attachments directly in comments.

Working With Attachments

Simplify task management with the Task Tray feature—keep track of tasks without cluttering your browser.

Task Tray

Task Interaction and Collaboration

Task lists are used to manage project stages. Add as many as you like to fit your workflow. You can move tasks between lists easily.

Task Lists

Organize tasks efficiently with multiple folders in Productive, allowing flexible task grouping and easy management within projects.

Task Folders

Learn how to create and use custom fields for easier task classification and organization.

Task Custom Fields

Manage tasks in a specific order and prevent bottlenecks along the way with the task dependency feature.

Task Dependencies

Set up custom task statuses and organize your project tasks using Workflows.

Creating and Managing Workflows

Set up and manage your agile projects in sprints using folders as sprints and task lists as statuses, all in customizable views.

Managing Projects in Sprints

Task Organization

Learn about the Workload layout, which provides insights into team task distribution, showing availability and workload across projects.

Workload Layout: Overview

Learn to add, adjust, and organize tasks in the Workload Layout.

Managing Tasks in the Workload Layout

Enhance task management with custom views, filters, and fields. Personalize and save views in Productive for efficient workflows.

Task Views

Plan and monitor your tasks with the Timeline layout.

Timeline Layout

Plan your project in phases and track progress by visualizing the work that needs to be done.

Gantt Layout

Manage project schedules more effectively with Gantt's "Move dependent tasks" and "Skip Weekends" features for accurate timelines.

Moving Dependent Tasks and Skipping Weekends in the Gantt Layout

Organize and manage your data in a calendar view.

Calendar Layout

Learn how "Me Mode" helps you manage your tasks more effectively by focusing only on your assignments with a single click.

How to Use "Me Mode" for Better Task Management

Learn how to export your Gantt layout view as a PDF.

Exporting the Gantt Layout View

Task Visualization

Learn how to use time estimates on tasks to improve project tracking and planning. Understand the setup, usage, and what clients can see.

Time Estimates on Tasks

Tasks and Time Management

Find answers and get help from Intercom Support and Community Experts

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