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General Information
General Information
General things about Productive
+2
32 articles in this collection
Written by
Kresimir,
Stjepan Šandor,
Tea Conc
and 2 others
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 and Filters
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
Billing and Payments
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