Productive

Projects help organize tasks into manageable segments, with features like Folders, Views, and Tasks to simplify workflows and collaboration.

What is a Project?

Learn how to create new projects, whether by winning a sales deal, directly from the Projects tab, or using the Quick Add feature.

How to Create a New Project

Set up reusable project templates in Productive so new projects start with your tasks, structure, and placeholders in place. Learn how to create, edit, and delete templates in the Template…

Setting Up Project Templates

Turn a project template into a live project in Productive. Choose what to copy, share it with your team, and apply a template's tabs to a project you already have.

Using Project Templates

Learn how to work on internal projects in Productive.

Internal Projects

 Project Creation and Setup

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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.

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

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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.

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

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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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