How to Use Productive

Getting started with Productive

In this guide, you'll learn how to set up Productive and manage your agency's projects and finances effectively. You'll be able to track projects from start to finish and gain insights through AI-driven features.

Step 1: Sign up and set up

1. Go to productive.io.
2. Click on the "Sign up" button on the top right corner.
3. Fill in your details and create an account. If you’re part of a team, you can invite members later.
4. Once signed up, follow the onboarding prompts to set up your agency profile, including your currency preferences and billing details.

Step 2: Your first project

1. In the dashboard, click on the "Projects" tab in the left sidebar.
2. Click the "New Project" button at the top right.
3. Fill in the project name, description, and assign team members by clicking "Add Team".
4. Set a start and end date, and choose the project type (e.g., "Client Work").
5. Click "Create" to save your project.
6. To track time, select the project, click on "Time Entries", and then "Log Time" to add hours worked by team members.

Step 3: Get better results

1. Use the "Dashboard" to view project progress and financial forecasts in real-time.
2. Set up milestones within each project by clicking on "Milestones" in the project details to break down tasks.
3. Use the "Reports" feature to analyse project profitability and resource allocation by clicking on the "Reports" tab in the left sidebar.
4. Make use of the AI insights by regularly checking the “Insights” section for recommendations on improving project efficiency.

Pro tip

Regularly update your time entries as you work rather than at the end of the day. This helps maintain accurate tracking and provides better insights into your project progress.

Common mistake to avoid

Avoid skipping the onboarding process. It contains crucial information that helps you set up your projects and teams correctly, which can save you time later on.