Settings

Basic Productive account settings

Kresimir avatar Stjepan Šandor avatar Mihovil Nakic avatar +3
50 articles in this collection
Written by Kresimir, Stjepan Šandor, Mihovil Nakic and 3 others
Organization Settings

General Settings

Set up location and format settings, work time, currency, and numbering scheme in General Settings
Kresimir avatar
Written by Kresimir
Updated over a week ago

Required Custom Fields

Set custom fields as required when creating deals, budgets, and more.
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Written by Mihovil Nakic
Updated over a week ago

Locale Settings

Change locale settings for your country.
Stjepan Šandor avatar
Written by Stjepan Šandor
Updated this week

General Numbering Scheme

Create custom numbering sequences for projects, budgets, and tasks.
Mihovil Nakic avatar
Written by Mihovil Nakic
Updated this week

Set Sunday as The First Day of The Week

Change the first day of the week from Monday to Sunday
Stjepan Šandor avatar
Written by Stjepan Šandor
Updated this week

Addons

You can turn on a number of Addons that will expand your account with additional functionalities.
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Written by Kresimir
Updated this week

Service Types

Service types define what you sell to your clients. Define service types as cost centers on which employees track time against each budget.
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Written by Kresimir
Updated over a week ago

Sales Settings

Set up your sales pipeline stages and lost reasons in sales settings.
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Written by Kresimir
Updated this week

Sales Pipeline Stages

Sales pipeline stages tell you where the leads are in your sales process. You can customize pipeline stages depending on your flow.
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Written by Kresimir
Updated over a week ago

Custom Fields

Learn how to create and modify custom fields
Stjepan Šandor avatar
Written by Stjepan Šandor
Updated this week

Date Custom Field

Create a field with a "date" value in Productive
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Written by Stjepan Šandor
Updated this week

Multi-select Custom Field

Assign more than one custom fields to one object using multi-select fields.
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Written by Stjepan Šandor
Updated this week

Task Custom Fields Library

Task Custom Fields Library allows you to use the same task custom fields on all projects.
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Written by Stjepan Šandor
Updated this week

Recycle bin

Find and restore deleted items.
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Written by Mihovil Nakic
Updated this week

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

Improve security by making 2FA mandatory for all users in your organization
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Written by Bruno Ilišević
Updated this week