Productive

Add a custom field for free-form text, like notes, links, or payment instructions, on budgets, deals, companies, and more.

Text Custom Field

Add numerical custom fields in Productive for budgets, companies, deals, and more to capture and analyze quantitative data.

Number Custom Field

Add a custom field with a date picker to track dates like an expected close date, a contract signing, or a renewal.

Date Custom Field

Add a dropdown custom field that holds one value, like a department or project status, to sort, filter, and group items.

Single-Select Custom Field

Add a dropdown custom field that holds several values, like an employee’s skills or a company’s industries

Multi-Select Custom Field

Filter multi-select custom fields to find exact matches, partial matches, or exclude specific values, making data management more efficient.

Filtering Options With Multi-Select Custom Fields

Add a custom field that holds one person from your organization, like an account manager or an approver.

Person Custom Field

Attach files with custom fields for companies, contacts, employees, clients, contractors, deals, budgets, invoices, and expenses.

File Custom Field

Track how far along your work is with a number within a range, shown live as a progress chart.

Progress Custom Field

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

Custom Formula Fields

Create comprehensive views and reports with relationship fields.

Understanding Relationship Fields

Every custom field type, from text and numbers to formulas and relationships.

Field Types

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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