General Information

General things about Productive

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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.
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Written by Kresimir
Updated over a week ago

Try Productive Premium for Free

Turn on Productive Premium trial
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Written by Stjepan Šandor
Updated over a week ago

Productive Glossary

A list of the most frequent terms used in Productive and their explanations.
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Written by Luka Žic
Updated over a week ago

Log In Using Single Sign-on (SSO)

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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.
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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.
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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.
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Written by Kresimir
Updated over a week ago

Edit Data in Bulk

Learn how to edit data in tables all at once
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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.
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Written by Kresimir
Updated over a week ago

Formula Fields

Learn how to create, add and use custom formula fields in Productive
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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.
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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.
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Written by Kresimir
Updated over a week ago

Data Migration

We can help you with data import and data migration.
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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.
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Written by Kresimir
Updated over a week ago

Emoji Shortcuts

Use shortcuts to create emojis faster.
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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
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Written by Stjepan Šandor
Updated over a week ago

Privacy and Security FAQ

Learn about our privacy and security measures
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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.
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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.
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Written by Mihovil Nakic
Updated over a week ago

List View

Organize and manage your data in List view.
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Written by Luka Žic
Updated over a week ago

Board View

Group tasks, deals, or budgets in columns and move them around the board
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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.
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Written by Luka Žic
Updated over a week ago

Calendar View

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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.
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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
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Written by Tea Conc
Updated over a week ago

Advanced Filters

Use advanced filtering in Productive to find your data
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Written by Stjepan Šandor
Updated over a week ago

Custom Visual Formatting

Personalise the way your data and goals are visualised in Productive
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Written by Stjepan Šandor
Updated over a week ago

Using Filters in Productive Inbox

Find relevant mentions and notifications easier using filters
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Written by Stjepan Šandor
Updated over a week ago