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Productive — ToolFomo

Productive

Productive

Productive is a professional services automation platform designed to help agencies and consultancies manage projects, budgets, and resources with real-time insights.

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What you can do with Productive

Practical ideas and workflows

1

Budget Tracking

•Create a new project in Productive.
•Assign tasks and resources with estimated hours and costs.
•Track actual hours worked and expenses against the budget.
•Generate budget reports to analyze financial health.

2

Client Onboarding

Categories

Project Tracking Productivity Collaboration

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•Initiate a new client project in Productive.
•Customize the project template with client-specific workflows and deliverables.
•Assign team members and set deadlines for each phase of onboarding.
•Use collaboration tools within Productive to communicate updates to the client.

3

Time Management

•Set up time tracking for all projects and tasks within Productive.
•Instruct team members to log their hours daily against assigned tasks.
•Review weekly time logs to identify potential resource bottlenecks.
•Adjust project timelines and resources based on time tracking insights.

4

Team Collaboration

•Create a project and invite team members to join in Productive.
•Utilize task assignments and comments for project updates and discussions.
•Leverage real-time insights to schedule team meetings or check-ins.
•Track project progress collectively by reviewing dashboards and reports.

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