Productive

Check and adjust your monetary options like default currency, financial numbers precision, and default markup on expenses.

Currency Settings

Add your company cost overhead to make sure it gets included in the profitability reports.

Overhead Cost

Kresimir

Mihovil Nakic

Stjepan Šandor

Settings

Edit your profile by giving yourself an avatar, changing your name and contact details. Your profile page shows your work log as well.

My Profile

Weekly report summarizes everything that happened in your company for the past week. It will arrive to your email inbox every week.

Weekly Reports

Set up in-app and e-mail notification settings

Notification Settings

Change your password, enable 2FA, see device activity, and enable Account access in Security settings.

Account Security Settings

Learn how to enable and use two-factor authentication in Productive

Two-Factor Authentication (2FA)

Learn how to allow a customer support agent to access your account and perform any actions on your behalf

Account Access

Change the look and feel of Productive using Themes

Themes

API Access

Personal Settings

Set up location and format settings, work time, currency, and numbering scheme in General Settings

General Settings

Teams

Set custom fields as required when creating deals, budgets, and more.

Required Custom Fields

Locale Settings

Create custom numbering sequences for projects, budgets, and tasks.

General Numbering Scheme

Change the first day of the week from Monday to Sunday

Set Sunday as The First Day of The Week

You can turn on a number of Addons that will expand your account with additional functionalities.

Addons

Service types define what you sell to your clients. Define service types as cost centers on which employees track time against each budget.

Service Types

Set up your sales pipeline stages and lost reasons in sales settings.

Sales Settings

Sales pipeline stages tell you where the leads are in your sales process. You can customize pipeline stages depending on your flow.

Sales Pipeline Stages

Learn how to create and modify custom fields

Custom Fields

Create a field with a "date" value in Productive

Date Custom Field

Assign more than one custom fields to one object using multi-select fields.

Multi-select Custom Field

Task Custom Fields Library allows you to use the same task custom fields on all projects.

Task Custom Fields Library

Recycle bin

Improve security by making 2FA mandatory for all users in your organization

Enforce Two-Factor Authentication (2FA) For Your Organization

Organization Settings

Create new users in Productive and invite them to collaborate immediately or at a later point. Edit or deactivate existing users.

User Management

Distribute your team in workplaces if your organization has multiple subsidiaries

Creating Workplaces Across Subsidiaries

Luka Žic

Change your Holidays or add paid and unpaid events in Scheduling settings.

Holidays and Time Off Settings

Set up the preferred schedule for sending time reminder emails

Email Time Reminders

Use Placeholders to plan and add users without access to Productive to Scheduling.

Placeholders

Time and Resource Management

Set up your default company billing info and your company logo here. This is what the customers will see on the invoices you send them.

Company Info

If you have multiple offices you can register them as different subsidiaries. This can be used for billing purposes.

Multiple Subsidiaries

Learn how national holidays are observed across subsidiaries

Set Holidays For Different Workplaces (Subsidiaries)

Select the appropriate way revenue is reported for fixed price services

Fixed Price Revenue Recognition Models

Financials and Invoicing

Import companies, contacts, entitlements, expenses, rates, time off bookings, and users.

Data Import Using .csv Templates

If you used Harvest, some terms will be familiar to you, while others will may not. Here's a brief overview of the most common terms.

Switching to Productive from Harvest

Set up different document types for proposals, invoices or budgets. Document types are used when generating PDF exports.

Document Templates

Documents and Import

Single Sign-On (SSO)

Set up single sign-on using Microsoft Azure

Enable SSO Using Microsoft Azure

Set up single sign-on using Google Workspace

Enable SSO Using Google Workspace

Enable SSO Using Okta

Using Webhooks in Productive

Connect Jira To Projects in Productive

Integrations

Learn how to Add and remove seats from your account, update your pricing plan and payment method.

Add and Remove Seats From Your Account

Review all changes and updates in your organization.

Audit Log

Learn how to add and change your credit card associated with your Productive account.

Add a Credit Card to Your Account

You can manage multiple organizations with your Productive account. You will be able to switch between accounts with a single click.