General Information

Getting Started

Sign up, activate your account, go through company settings, add your cost rate and invite more people.

Written by Kresimir
Updated over a week ago

Try Productive Premium for Free

Turn on Productive Premium trial

Written by Stjepan Šandor
Updated over a week ago

Productive Glossary

A list of the most frequent terms used in Productive and their explanations.

Written by Luka Žic
Updated over a week ago

Log In Using Single Sign-on (SSO)

Written by Mihovil Nakic
Updated over a week ago

Quick Add

Create tasks, time entries, deals, contacts, and more from anywhere in the app using the Quick Add button.

Written by Mihovil Nakic
Updated over a week ago

Notification Inbox

Notification inbox show you what the team has been doing on tasks, projects and more. Use notifications to stay on top of important changes.

Written by Kresimir
Updated over a week ago

Capacity vs. Availability - What You Need To Know

Learn the difference between capacity and availability. Find out how cost rate, holidays and time off affect both of these numbers.

Written by Kresimir
Updated over a week ago

Edit Data in Bulk

Learn how to edit data in tables all at once

Written by Stjepan Šandor
Updated over a week ago

E-mails

You can put your unique account email address into BCC if you want Productive to pick up the emails and store them in its email inbox.

Written by Kresimir
Updated over a week ago

Formula Fields

Learn how to create, add and use custom formula fields in Productive

Written by Stjepan Šandor
Updated over a week ago

Data Table Export

A lot of data in Productive is in table format. This allows you to export the data in PDF, CSV or XLSX.

Written by Kresimir
Updated over a week ago

Desktop and mobile apps

You can use desktop apps for Mac and Windows to make Productive even more convenient to use daily. Avoid the jungle of browser tabs.

Written by Kresimir
Updated over a week ago

Data Migration

We can help you with data import and data migration.

Written by Kresimir
Updated over a week ago

Keyboard Shortcuts

Use keyboard shortcuts to make your life easier. Keyboard shortcuts work both on Mac and Windows.

Written by Kresimir
Updated over a week ago

Emoji Shortcuts

Use shortcuts to create emojis faster.

Written by Kresimir
Updated over a week ago

Generating a HAR File

Generate a HAR file to help our Customer Support understand the issue more clearly

Written by Stjepan Šandor
Updated over a week ago

Privacy and Security FAQ

Learn about our privacy and security measures

Written by Stjepan Šandor
Updated over a week ago

Views in Productive

Use Views to better organize and manage your data. Configure your favourite Views.

Written by Tea Conc
Updated over a week ago

Dashboards

Visually display your data on the home page. Create multiple dashboards and add widgets. Share dashboards with your team members.

Written by Mihovil Nakic
Updated over a week ago

List View

Organize and manage your data in List view.

Written by Luka Žic
Updated over a week ago

Board View

Group tasks, deals, or budgets in columns and move them around the board

Written by Tea Conc
Updated over a week ago

Table View

Fully arrange and customize the displayed data, move it around and filter as needed.

Written by Luka Žic
Updated over a week ago

Calendar View

Written by Luka Žic
Updated over a week ago

Search

Use the search to navigate easier. You can jump to projects, budgets or sales deals and use keywords to find specific data in your account.

Written by Kresimir
Updated over a week ago

Me (dynamic) Filter

Apply Me (dynamic) filter to the view and everyone will see their own items (tasks, budgets, deals etc.) in that same view

Written by Tea Conc
Updated over a week ago

Advanced Filters

Use advanced filtering in Productive to find your data

Written by Stjepan Šandor
Updated over a week ago

Custom Visual Formatting

Personalise the way your data and goals are visualised in Productive

Written by Stjepan Šandor
Updated over a week ago

Using Filters in Productive Inbox

Find relevant mentions and notifications easier using filters

Written by Stjepan Šandor
Updated over a week ago

How Billing and Subscriptions Work

Read this article to learn how we charge you for productive subscriptions/licenses. Both monthly and annual plans are explained here.

Written by Kresimir
Updated over a week ago

Change Your Productive Pricing Plan

Change your pricing plan to Standard or Premium

Written by Stjepan Šandor
Updated over a week ago

Paying by Invoice

You can pay by Invoice and transfer the money straight to our bank account.

Written by Kresimir
Updated over a week ago

Switching From Credit Card to Invoice Payment

You can switch from credit card payment to invoice payment. There are certain tradeoffs that need to be taken into account.

Written by Kresimir
Updated over a week ago