# Productive Help Center > Help center for Productive ## Settings - [Managing Your Profile](https://help.productive.io/en/articles/2179664-managing-your-profile.md): Edit your profile by giving yourself an avatar, changing your name and contact details. Your profile page shows your work log as well. - [Adding and Using Nicknames](https://help.productive.io/en/articles/8508461-adding-and-using-nicknames.md): Create a nickname so you can be found more easily in mentions and searches across the app. - [Setting Your Availability Status in Productive](https://help.productive.io/en/articles/8523739-setting-your-availability-status-in-productive.md): Set up your status in Productive to let your team know when you are available. - [Syncing Your Availability Status With Absence Bookings](https://help.productive.io/en/articles/9453034-syncing-your-availability-status-with-absence-bookings.md): Automatically sync your availability status with your time-off bookings in Productive. - [Weekly Summary Reports](https://help.productive.io/en/articles/2179630-weekly-summary-reports.md): Every Monday, Productive sends a summary of last week's activity. What you see depends on your permissions and whether there's relevant data from the week. - [General Notification Settings](https://help.productive.io/en/articles/6359307-general-notification-settings.md): Adjust in-app, mobile, email, Slack, and Teams notification settings. - [Theme Settings and Chart Animations](https://help.productive.io/en/articles/4661452-theme-settings-and-chart-animations.md): Adjust your theme in Productive with light or dark mode, sync with your OS, and enable or disable chart animations. - [Change your Account Language](https://help.productive.io/en/articles/10960281-change-your-account-language.md): Learn how to change the language of your Productive account and adjust time zone settings to match your preferences. ## Tasks - [Commenting on Tasks](https://help.productive.io/en/articles/2179584-commenting-on-tasks.md): Manage task comments by editing, deleting, pinning, or quoting them. Use hidden comments and enjoy auto-saving drafts. - [Emoji Reactions](https://help.productive.io/en/articles/4615222-emoji-reactions.md): Quickly express your thoughts with emoji reactions on comments in Productive tasks. Hover over a comment to add or remove your reaction. - [Managing TO-DOs in Tasks](https://help.productive.io/en/articles/4097412-managing-to-dos-in-tasks.md): Break down tasks into smaller segments using TO-DOs in Productive. Assign, reorder, and manage with ease. - [Working With Attachments](https://help.productive.io/en/articles/2179672-working-with-attachments.md): Easily attach files to tasks, comments, and expenses, and use the "@" button to reference specific attachments directly in comments. - [Task Lists](https://help.productive.io/en/articles/2179617-task-lists.md): Task lists are used to manage project stages. Add as many as you like to fit your workflow. You can move tasks between lists easily. - [Task Folders](https://help.productive.io/en/articles/2179655-task-folders.md): Organize tasks efficiently with multiple folders in Productive, allowing flexible task grouping and easy management within projects. - [Task Custom Fields](https://help.productive.io/en/articles/4167962-task-custom-fields.md): Add custom attributes to tasks in a project to filter, sort, and organize work the way your team needs. - [Task Dependencies](https://help.productive.io/en/articles/6278091-task-dependencies.md): Manage tasks in a specific order and prevent bottlenecks along the way with the task dependency feature. - [Creating and Managing Workflows](https://help.productive.io/en/articles/5813154-creating-and-managing-workflows.md): Set up custom task statuses and organize your project tasks using Workflows. - [Managing Projects in Sprints](https://help.productive.io/en/articles/6192817-managing-projects-in-sprints.md): Set up and manage your agile projects in sprints using folders as sprints and task lists as statuses, all in customizable views. ## Data Management and PDF Customization - [Document Templates](https://help.productive.io/en/articles/3154390-document-templates.md): Set up document templates for deal and budget proposals, budget statuses, invoices or purchase orders. Use them when exporting your PDFs. - [Document Style Editor](https://help.productive.io/en/articles/10213896-document-style-editor.md): Customize your PDFs with Document Styles. Upload fonts, tweak layouts, and style text, tables, and sections to align with your brand. - [Adding Terms and Conditions to Your Document Templates](https://help.productive.io/en/articles/8185868-adding-terms-and-conditions-to-your-document-templates.md): Learn how to attach terms and conditions or other files to your document templates, including supported file formats. ## Docs - [Productive's Docs](https://help.productive.io/en/articles/6095236-productive-s-docs.md): Use docs to simplify team collaboration, add project documentation, onboarding guidelines or how-tos, among others. - [Organizing your Docs](https://help.productive.io/en/articles/9075596-organizing-your-docs.md): Learn how to effectively navigate and organize pages, subpages, and docs in Productive for more efficient document management. - [Text Editing in Docs](https://help.productive.io/en/articles/9075688-text-editing-in-docs.md): Customize your text in docs, track versions, format, and collaborate easily with the doc sidebar, editor commands, and Productive AI. - [Moving Docs and Pages](https://help.productive.io/en/articles/9075640-moving-docs-and-pages.md): Reorder, move between projects, and convert docs and pages with ease for better document management. - [Sharing Docs](https://help.productive.io/en/articles/9075632-sharing-docs.md): Invite collaborators and teammates, set access levels, and share links to ensure smooth teamwork in Productive's Docs. - [Importing Docs via API](https://help.productive.io/en/articles/9310924-importing-docs-via-api.md) - [Creating and Using Doc Templates](https://help.productive.io/en/articles/11161819-creating-and-using-doc-templates.md): Save time by creating reusable doc templates and applying them to new pages or documents directly from the Template Center. - [Docs Custom Fields](https://help.productive.io/en/articles/12165502-docs-custom-fields.md): Organize and categorize project-related docs with custom fields for easier filtering, reporting, and collaboration. - [Docs Custom Fields Library](https://help.productive.io/en/articles/12179194-docs-custom-fields-library.md): Docs Custom Fields Library lets you use the same doc custom fields in every project. ## The Scenario Builder - [The Scenario Builder: General Overview](https://help.productive.io/en/articles/10295980-the-scenario-builder-general-overview.md): Simplify budget and deal planning with the Scenario Builder. Prototype scenarios, compare profitability, and apply changes. - [Getting Started With Budget and Deal Scenarios](https://help.productive.io/en/articles/10296192-getting-started-with-budget-and-deal-scenarios.md): Learn how to create and manage scenarios in Productive to test budget plans, deals, and resource allocations without altering live data. - [Managing and Applying Scenarios to Deals and Budgets](https://help.productive.io/en/articles/10296200-managing-and-applying-scenarios-to-deals-and-budgets.md): Learn how to edit, apply, and update scenarios in Productive. Simulate changes to deals, budgets, and bookings for ultimate flexibility. ## Reports - [Reports Overview](https://help.productive.io/en/articles/3732255-reports-overview.md): Easily create and customize reports in Productive with predefined options or from scratch, using a wide range of data sources. - [Creating and Using Prebuilt Reports from the Report Library](https://help.productive.io/en/articles/4668015-creating-and-using-prebuilt-reports-from-the-report-library.md): Quickly generate and customize reports using the Reports Library. Save your reports and access key data with just one click. - [Organizing Your Saved Reports With Custom Categories](https://help.productive.io/en/articles/4426561-organizing-your-saved-reports-with-custom-categories.md): Easily manage and find your saved reports by creating custom categories with unique names and color labels. - [Sharing Reports: A Step-by-Step Guide](https://help.productive.io/en/articles/10091636-sharing-reports-a-step-by-step-guide.md): Manage who can view, edit, and share reports in Productive by controlling access levels and permissions. - [Sharing Reports: Permissions and Data Sources Explained](https://help.productive.io/en/articles/10095815-sharing-reports-permissions-and-data-sources-explained.md): Control report access by configuring user permissions based on data sources, ensuring secure and specific data sharing. - [Using Pulse to Automate Your Reports](https://help.productive.io/en/articles/5178713-using-pulse-to-automate-your-reports.md): Receive reports directly in your Email inbox on a daily, weekly, and/or monthly basis. - [Creating a Report and Setting Up a Pulse for Sprints](https://help.productive.io/en/articles/6478635-creating-a-report-and-setting-up-a-pulse-for-sprints.md): Learn how to create a report for sprints and automate its delivery using Pulse, with filters and scheduling options. - [Sending Pulse Reports to Slack](https://help.productive.io/en/articles/6065837-sending-pulse-reports-to-slack.md): Send reports into any Slack channel on a daily, weekly, or monthly basis. ## User Management - [Employees, Contractors, Clients, and Contacts: An Overview](https://help.productive.io/en/articles/2179641-employees-contractors-clients-and-contacts-an-overview.md): Overview of Employees, Contractors, Clients, and Contacts in Productive. Learn about permissions and collaboration in your workspace. - [User Management: Basic Overview](https://help.productive.io/en/articles/6056424-user-management-basic-overview.md): Manage users in Productive with ease. Create, edit, and deactivate users from the Settings \> Users menu for efficient team management. - [Adding New Users](https://help.productive.io/en/articles/2179637-adding-new-users.md): You can invite new people if you want to add them as users to your account. Invite people by sending an email or providing them with a link. - [Adding and Managing Contractors](https://help.productive.io/en/articles/15273548-adding-and-managing-contractors.md): Add contractors to Productive, manage their project and budget access, and set them up to track time and work on tasks. - [Viewing User and Contact Details](https://help.productive.io/en/articles/2179663-viewing-user-and-contact-details.md): You can get detailed activity reports for your users. Their work log, time entries and projects are listed on their personal profile page. - [Editing User and Contact Details](https://help.productive.io/en/articles/2179661-editing-user-and-contact-details.md): Easily manage and edit user and contact details in Productive, including permissions, contact info, tags, and custom fields. - [The Planning Tab](https://help.productive.io/en/articles/15922598-the-planning-tab.md): See a person's bookings and capacity directly from their profile, filtered to just them, with the same view as the Resource Planner. - [Updating Email Addresses: Your Own and for Others](https://help.productive.io/en/articles/2179568-updating-email-addresses-your-own-and-for-others.md): Each user can change their email address in Productive. Changing email address can be done at any time in the settings. - [Offboarding Users](https://help.productive.io/en/articles/12397436-offboarding-users.md): Offboard users by transferring their items, ending their bookings, and tracking the process status. ## Productive's API - [API Access With Personal Access Tokens](https://help.productive.io/en/articles/5440689-api-access-with-personal-access-tokens.md): Generate personal access tokens to authenticate with the Productive API, with read-only or read/write access levels. - [Using Webhooks in Productive](https://help.productive.io/en/articles/3693279-using-webhooks-in-productive.md): Learn how to set up webhooks in Productive. ## Productive's Sandbox - [Sandbox](https://help.productive.io/en/articles/9448080-sandbox.md): Test features and explore Productive safely in a separate environment that mirrors your live account without affecting your real data. ## Clients and Client Companies - [Inviting Clients to Productive](https://help.productive.io/en/articles/2179579-inviting-clients-to-productive.md): Invite clients to Productive for free and collaborate with them on tasks. Clients have very limited, filtered access to your account. - [Adding Clients To Projects](https://help.productive.io/en/articles/2179576-adding-clients-to-projects.md): You can add clients to projects or remove them from projects. One client can collaborate on many projects in the same time. - [What Can a Client See after Joining Productive?](https://help.productive.io/en/articles/2179600-what-can-a-client-see-after-joining-productive.md): Client can see only limited information on the project they are a part of. Your data is safe. Clients see things on a need-to-know basis. - [Managing Clients on a Project](https://help.productive.io/en/articles/2179592-managing-clients-on-a-project.md): Manage client access and collaboration on projects in Productive, from task interaction to budget and timesheet visibility. - [Giving Clients Access to Budgets and Timesheets](https://help.productive.io/en/articles/2179616-giving-clients-access-to-budgets-and-timesheets.md): Easily grant clients access to budgets and timesheets for real-time project updates. Control visibility with or without time approval. - [What Can a Client See On a Budget?](https://help.productive.io/en/articles/2179670-what-can-a-client-see-on-a-budget.md): Understand what clients can see on a budget in Productive, depending on your pricing plan and the permissions you set. - [Adding Client Companies](https://help.productive.io/en/articles/2179668-adding-client-companies.md): Organize and track your clients efficiently by managing companies, sales deals, budgets, and contacts in Productive. - [Managing Client Company Pages](https://help.productive.io/en/articles/9583103-managing-client-company-pages.md): Organize client interactions in Productive's company pages. Manage projects, deals, budgets, invoices, contacts, and more, all in one place. - [Company Codes in Productive](https://help.productive.io/en/articles/5830375-company-codes-in-productive.md): Learn how to edit and manage company codes in Productive. - [Archiving and Restoring Client Companies](https://help.productive.io/en/articles/9583503-archiving-and-restoring-client-companies.md): Learn how to archive and restore companies in Productive. - [Parent Companies](https://help.productive.io/en/articles/13974019-parent-companies.md): Group related client companies under a parent organization for easier filtering and reporting across your entire portfolio. ## Polaris by Productive - [Polaris by Productive: SQL-Powered Business Intelligence \(Alpha\)](https://help.productive.io/en/articles/10981602-polaris-by-productive-sql-powered-business-intelligence-alpha.md): Polaris is a built-in BI tool in Productive that lets you run SQL queries to create reports, analyze data, and gain deep insights.