Productive

Use date-based filters in Productive to efficiently find data by selecting predefined periods or custom date ranges.

Using the Date Filter

Use advanced filtering in Productive to quickly sift through your data.

Advanced Filters

Apply the dynamic "Me" filter to the view and everyone will see their own items (tasks, budgets, deals, etc.) in that same view.

Dynamic "Me" Filter

Tailor your charts in Productive by adjusting colors and setting targets and limits for better data visualization and progress tracking.

Customizing Tables and Charts: Setting Targets, Limits, and Formatting

Learn how the Default, Sum, and Average calculation options improve custom formula insights in your data tables.

Custom Formulas in Tables: Default, Sum, and Average Explained

Filter your data, and format tables and charts with targets, limits, and formulas.

Filters and Formatting

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Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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

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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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