Settings

Currency Settings

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

Written by Luka Žic
Updated over a week ago

Overhead Cost

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

Written by Luka Žic
Updated over a week ago

My Profile

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

Written by Kresimir
Updated over a week ago

Weekly Reports

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

Written by Kresimir
Updated over a week ago

Notification Settings

Set up in-app and e-mail notification settings

Written by Mihovil Nakic
Updated over a week ago

Account Security Settings

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

Written by Kresimir
Updated over a week ago

Two-Factor Authentication (2FA)

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

Written by Stjepan Šandor
Updated over a week ago

Account Access

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

Written by Mihovil Nakic
Updated over a week ago

Themes

Change the look and feel of Productive using Themes

Written by Stjepan Šandor
Updated over a week ago

API Access

Connect to Productive via public API

Written by Mihovil Nakic
Updated over a week ago

General Settings

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

Written by Kresimir
Updated over a week ago

Required Custom Fields

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

Written by Mihovil Nakic
Updated over a week ago

Locale Settings

Change locale settings for your country.

Written by Stjepan Šandor
Updated over a week ago

General Numbering Scheme

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

Written by Mihovil Nakic
Updated yesterday

Set Sunday as The First Day of The Week

Change the first day of the week from Monday to Sunday

Written by Stjepan Šandor
Updated over a week ago

Addons

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

Written by Kresimir
Updated over a week ago

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.

Written by Kresimir
Updated over a week ago

Sales Settings

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

Written by Kresimir
Updated over a week ago

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.

Written by Kresimir
Updated over a week ago

Custom Fields

Learn how to create and modify custom fields

Written by Stjepan Šandor
Updated over a week ago

Date Custom Field

Create a field with a "date" value in Productive

Written by Stjepan Šandor
Updated over a week ago

Multi-select Custom Field

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

Written by Stjepan Šandor
Updated over a week ago

Task Custom Fields Library

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

Written by Stjepan Šandor
Updated over a week ago

Recycle bin

Find and restore deleted items.

Written by Mihovil Nakic
Updated over a week ago

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

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

Written by Bruno Ilišević
Updated over a week ago

User Management

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

Written by Luka Žic
Updated over a week ago

Creating Workplaces Across Subsidiaries

Distribute your team in workplaces if your organization has multiple subsidiaries

Written by Stjepan Šandor
Updated over a week ago

Holidays and Time Off Settings

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

Written by Kresimir
Updated over a week ago

Email Time Reminders

Set up the preferred schedule for sending time reminder emails

Written by Stjepan Šandor
Updated over a week ago

Placeholders

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

Written by Stjepan Šandor
Updated over a week ago

Company Info

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.

Written by Kresimir
Updated over a week ago

Multiple Subsidiaries

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

Written by Kresimir
Updated over a week ago

Set Holidays For Different Workplaces (Subsidiaries)

Learn how national holidays are observed across subsidiaries

Written by Stjepan Šandor
Updated over a week ago

Fixed Price Revenue Recognition Models

Select the appropriate way revenue is reported for fixed price services

Written by Stjepan Šandor
Updated over a week ago

Data Import Using .csv Templates

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

Written by Kresimir
Updated over a week ago

Switching to Productive from Harvest

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.

Written by Kresimir
Updated over a week ago

Document Templates

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

Written by Kresimir
Updated over a week ago

Single Sign-On (SSO)

Set up SSO for your organization

Written by Stjepan Šandor
Updated over a week ago

Enable SSO Using Microsoft Azure

Set up single sign-on using Microsoft Azure

Written by Mihovil Nakic
Updated over a week ago

Enable SSO Using Google Workspace

Set up single sign-on using Google Workspace

Written by Stjepan Šandor
Updated over a week ago

Enable SSO Using Okta

Set up single sign-on using Okta

Written by Stjepan Šandor
Updated over a week ago

Using Webhooks in Productive

How to set up Webhooks in Productive

Written by Stjepan Šandor
Updated over a week ago

Connect Jira To Projects in Productive

Written by Stjepan Šandor
Updated over a week ago

Add and Remove Seats From Your Account

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

Written by Mihovil Nakic
Updated over a week ago

Add a Credit Card to Your Account

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

Written by Mihovil Nakic
Updated over a week ago

Multiple Organizations

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

Written by Kresimir
Updated over a week ago

Change the Owner of your Productive Account / Deactivate Your Account

Transfer the ownership of your account to someone else

Written by Stjepan Šandor
Updated over a week ago