Agency management, product updates and how-tos
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Productive Roadmap August, 2021
Find out what we’re working on and what new features lie ahead
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Task custom fields library (BETA)
Use the same custom fields across multiple projects.
Use subtasks to break up overwhelming task into smaller parts.
Receive notifications in Slack channels.
Remaining Time Off Report
This report will show you time off usage by people.
Schedule a project to a placeholder employee.
Enable login for your users with their Azure credentials.
Two-factor Authentication (2FA)
Add an extra layer of security to your login process using Two-factor Authentication (2FA).
Encryption at Rest
Encryption at Rest provides key protection against data breaches. All your data is encrypted in Productive, even while “resting” in the database.
Create custom fields for different elements within Productive. This will greatly increase reporting flexibility for the most advanced users.
More flexibility, drill down options, two-level grouping and more.
Use Jira as your primary project management tool that seamlessly integrates with Productive's financials.
Enjoy using checklists, task descriptions, timeline view and general UX tweaks.
SAML Single Sign-On
Make your account even more secure—with Single Sign-On Support (SSO).
Expense report export
Export all of your expenses in a single document.
Import data from Harvest
Now you can import data from Harvest to Productive.
Redesigned Sales Deals
Day-to-day tasks within sales deals are easier to follow, manage, and move forward now.
Forecasting Charts and Budget Overviews
Predict future of your agency and plan costs better with new Budget overviews and Forecasting charts.
Week View on My Time
See your time entries from a whole week in one place by switching to Week view.
We redesigned Scheduling heatmaps with color-coded indicators.
Reactions on Comments
React to comments in your deals or tasks with an emoji.
New Invoice Builder
We've completely revamped our Invoice Builder.
Predict your future revenue and expenses by comparing project progress and future scheduled work.
Dark, Light and Standard Theme
Switch between Dark, Light, or the default Standard theme.
Select multiple items and make changes in bulk.
Accounting integration two-way sync
Sync information back and forth between Productive and supported accounting tools.
Calendar time tracking
Integrate Productive with Google Calendar, track time in Calendar view, and turn your calendar events into time entires.
Cost rates report
Use cost rates data source and create a report.
Date range picker upgrade
UX improvements and updates will include more predefined options like Today, Yesterday, Next week, Year to date, and more.
Video explainers of individual features in Productive.
Customized Invoice Email
Now you can send customized Invoice emails.
Quick add button
Quickly create new tasks, projects, and contacts.
Visualize your project tasks in a Gantt-like overview with duration and milestones.
Proposal builder (Premium)
Build high-quality quotes/proposals directly from Productive, embed pricing tables and autogenerate PDFs.
Outlook calendar integration
Track time directly from your Outlook calendar events.
Time-off approval flow (Premium)
Improved and revamped time-off approval flow.
Accounting integrations improvements
Service types sync with accounting codes for Xero and Quickbooks.
You'll get a clearer perspective on how to calculate and use overhead.
All deleted items will end up in a trash can where you can also restore items if you need them.
Holiday calendar per subsidiary for employees from different countries.
Cross-reference information from related objects by combining fields in insights and table view
New Budget Editor
Create more flexible estimates using sections (e.g. you can divide your projects into phases directly in the estimate).
You'll be able to group tasks in Board view across much more than just Task lists.
Prepare your invoice in the draft without the invoice number and check out any mistakes before finalizing it.
Flexible permission system
Adding more flexibility when assigning user permissions.
Tracking time on sales deals
Log hours directly on sales deals.
Improving the full-search feature to return even more relevant results.
Create series of recurring budgets upfront, schedule people on them and have better overview of your expected future income.
Views and layouts revamp
Views are becoming more flexible and easier to use, with layouts becoming an integral part of a view.
Let your colleagues know that you are absent from work by synchronising your time-off status from Productive to Slack and Google.
Sales pipeline improvements
Multiple pipelines, deal redesign, etc.
Flexible and customizable dashboards.
A flexible approach to budgeting where you can define the size of the budget or a retainer directly on a budget without the need to define it for particular items.
Create comments in tasks and mark them as private.
Create personal to do list visible only to you.
Tasks on deals
You'll be able to create tasks on deals.
Use notes in Productive and write your private notes here as well.
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