General things about Productive
By Stjepan and 5 others6 authors33 articles
Getting StartedSign up, activate your account, go through company settings, add your cost rate and invite more people.
Try Productive Premium for FreeTurn on Productive Premium trial
What is the difference between an "ID" and a "Number" in ProductiveLearn a key difference between numbers and IDs in Productive and how to use them
Productive GlossaryA list of the most frequent terms used in Productive and their explanations.
Log In Using Single Sign-on (SSO)
Quick AddCreate tasks, time entries, deals, contacts, and more from anywhere in the app using the Quick Add button.
Notification InboxNotification inbox show you what the team has been doing on tasks, projects and more. Use notifications to stay on top of important changes.
Capacity vs. Availability - What You Need To KnowLearn the difference between capacity and availability. Find out how cost rate, holidays and time off affect both of these numbers.
Edit Data in BulkLearn how to edit data in tables all at once
E-mailsYou 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.
Formula FieldsLearn how to create, add and use custom formula fields in Productive
Data Table ExportA lot of data in Productive is in table format. This allows you to export the data in PDF, CSV or XLSX.
Desktop and mobile appsYou can use desktop apps for Mac and Windows to make Productive even more convenient to use daily. Avoid the jungle of browser tabs.
Data MigrationWe can help you with data import and data migration.
Keyboard ShortcutsUse keyboard shortcuts to make your life easier. Keyboard shortcuts work both on Mac and Windows.
Emoji ShortcutsUse shortcuts to create emojis faster.
Generating a HAR FileGenerate a HAR file to help our Customer Support understand the issue more clearly
Privacy and Security FAQLearn about our privacy and security measures
Views in ProductiveUse Views to better organize and manage your data. Configure your favourite Views.
List ViewOrganize and manage your data in List view.
DashboardsVisually display your data on the home page. Create multiple dashboards and add widgets. Share dashboards with your team members.
Board ViewGroup tasks, deals, or budgets in columns and move them around the board
Table ViewFully arrange and customize the displayed data, move it around and filter as needed.
SearchUse the search to navigate more easily. You can jump to projects, budgets, and more. Use keywords to find specific data in your account.
Me (dynamic) FilterApply Me (dynamic) filter to the view and everyone will see their own items (tasks, budgets, deals etc.) in that same view
Advanced FiltersUse advanced filtering in Productive to find your data
Custom Visual FormattingPersonalise the way your data and goals are visualised in Productive
Using Filters in Productive InboxFind relevant mentions and notifications easier using filters
How Billing and Subscriptions WorkRead this article to learn how we charge you for productive subscriptions/licenses. Both monthly and annual plans are explained here.
Change Your Productive Pricing PlanChange your pricing plan to Standard or Premium
Paying by InvoiceYou can pay by Invoice and transfer the money straight to our bank account.
Switching From Credit Card to Invoice PaymentYou can switch from credit card payment to invoice payment. There are certain tradeoffs that need to be taken into account.