Productive

Close a task when you've finished working on it. You can re-open a task if more work needs to be done. Closed tasks can be seen with filters

Closing Tasks

Learn how to use time estimates on tasks to improve project tracking and planning. Understand the setup, usage, and what clients can see.

Time Estimates on Tasks

Link tasks to services so your team's time tracking and bookings are prefilled automatically.

Assigning a Service to a Task

Easily set tasks to repeat daily, weekly, monthly, or annually. Adjust or stop schedules anytime with a few clicks in the task settings.

Setting Up Recurring Tasks

Learn how to create private tasks, manage visibility, and understand the impact on time entries.

Creating and Managing Private Tasks

Manage multiple tasks in Productive: close, move, reassign, and set due dates with just a few clicks.

Managing Multiple Tasks at Once

Move many tasks' dates at once, or make them longer, when a project's timeline changes.

Shift or Extend Tasks in Bulk

Learn how to easily transfer tasks from one project to another with these simple steps.

How to Move Tasks to Another Project

Quickly duplicate individual tasks, entire task lists, or folders to efficiently manage recurring or similar tasks in Productive.

How to Duplicate Tasks, Task Lists, and Folders in Productive

Close, move, duplicate, and repeat tasks, and edit many at once.

Managing Tasks

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

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

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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