Productive

A guide to managing personal settings, organization settings, and overheads in Productive.

Settings

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

Managing Your Profile

Create a nickname so you can be found more easily in mentions and searches across the app.

Adding and Using Nicknames

Set up your status in Productive to let your team know when you are available.

Setting Your Availability Status in Productive

Automatically sync your availability status with your time-off bookings in Productive.

Syncing Your Availability Status With Absence Bookings

Stay informed with Productive's Weekly Reports, a feature that summarizes your team's project and deal activities every Monday.

Weekly Summary Reports

Adjust in-app, mobile, email, and Slack notification settings.

General Notification Settings

Modify Productive's appearance by choosing between light or dark mode. Sync themes with your OS for a personalized experience.

Themes

Learn how to change the language of your Productive account and adjust time zone settings to match your preferences.

Change your Account Language

Personal Settings

Set up your location, date, time, and currency format, fiscal year, work time, numbering schemes, and add custom sender email addresses.

General Settings

Learn how to manage your company’s billing information, logo, and subsidiaries within Productive.

Managing Your Company and Subsidiary Billing Information

Set up bank accounts to display accurate payment info on invoices and manage details centrally in your Company Settings.

Setting up Bank Accounts

Learn how to set up and edit your currency settings to manage exchange rates, default currency, financial precision, and more.

Configuring Currency Settings in Productive

Learn how to set up up and manage teams in Productive.

Managing Teams in Productive

Learn how to set up custom numbering schemes for projects, budgets, tasks, and purchase orders in Productive, all with practical examples.

Custom Numbering Schemes

Adjust your work week to start on Sunday in Productive by modifying settings. Only admins can make this change.

Setting Sunday as the First Day of the Week

Customize your reporting periods with the Fiscal Year feature in Productive, allowing filters and grouping by fiscal year or quarter.

Fiscal Year

Lock financial periods to prevent changes to time entries, expenses, and services, ensuring accuracy for the month’s submitted revenue data.

Financial Month Closing: Closing and Securing Financial Periods

Organization Settings

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

Overhead Cost

Questions and answers about the overhead cost in Productive.

Overheads FAQ

Learn how to calculate overhead costs per subsidiary, ensuring more accurate profitability insights across different business units.

Overhead Cost Per Subsidiary

Overhead Costs

Find answers and get help from Intercom Support and Community Experts

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