Onboarding effort — found from sitemap — Productive

Cited by

Facts read from this source

• Admin setup checklist Report an error

  “A phased checklist for new admins: set up your organization, configure daily-use settings, and refine as your team grows in Productive.”

• Company info settings Report an error

  “Company info: legal name, address, logo, fill this in whether you're one entity or several. Setting up subsidiaries”

• General settings Report an error

  “General settings: time zone, work week, fiscal year.”

• Service types rate cards Report an error

  “Service types & rate cards: what you bill for, and at what rate.”

• Login security Report an error

  “Login security: SSO or 2FA, decided before you invite anyone.”

• Permission sets Report an error

  “User permissions & invites: who gets in, and what they can touch. Permission sets · Adding new users”

• Cost rates holidays Report an error

  “Cost rates & holiday calendar: needed the moment anyone logs time.”

• Invoicing settings Report an error

  “Invoicing basics: numbering, tax rates, sender email.”

• AI opt in setting Report an error

  “Enable Productive AI for your organization first: Settings > Productive AI. This unlocks the Assistant, Skills, Connectors, and Agents for your whole organization”

• Time tracking config Report an error

  “Time tracking: expected worked time, tracking reminders, time tracking policies, timesheet submission, and approval options.”

• Expenses config Report an error

  “Expenses: turn on expense approval, add payment/reimbursement fields, set a default markup.”

• Budgeting Report an error

  “Budgeting: expense/time approval policies and budget warning thresholds.”

• Absence Report an error

  “Absence: leave types and approval policies.”

• Data import integrations Report an error

  “Data import & integrations: at your own pace. Data import · App Marketplace”

• Teams and employee fields Report an error

  “Teams, Champions, employee custom fields: organize people once you know your structure.”

• Templates and workflows Report an error

  “Document templates, resourcing placeholders, workflow customization, revenue recognition, and reusable templates: once you know how your team actually works.”

• Custom fields Report an error

  “Custom fields: organization-wide, add as reporting needs emerge.”

• CRM pipelines Report an error

  “Sales pipelines if you're using the CRM module.”

• AI skills Report an error

  “Skills: as admin, you can build the shared Skills library your whole team draws from, a reporting format, a budget review checklist, a house style”

• AI connectors Report an error

  “Connectors: control which external apps the Assistant can connect to across your organization.”

• AI agents Report an error

  “Agents: create Agents and decide who's allowed to create and manage them in your organization.”

• Help center assistant Report an error

  “The Assistant is connected to our Help Center and has insight into how things are set up in your workspace”

• Live chat Report an error

  “If you need an actual person, ask it to connect you with support, or click the ? icon in the top right to start a chat with our team directly.”

• Academy course Report an error

  “Want to work through this checklist hands-on? Our Academy course walks new admins through every step, in detail, with videos and practical tasks.”

Scores citing this record

• The Bootstrapper Collaboration depth
• The Bootstrapper Reporting
• The Bootstrapper Integrations
• The Bootstrapper Onboarding effort
• The Data Protection Officer Collaboration depth
• The Data Protection Officer Onboarding effort
• The Enterprise Architect Collaboration depth
• The Enterprise Architect Reporting
• The Enterprise Architect Integrations
• The Enterprise Architect Onboarding effort
• The Enterprise Architect Support & documentation
• The Integrator Integrations
• The Integrator Onboarding effort
• The Integrator Support & documentation
• The Skeptic Collaboration depth
• The Skeptic Reporting
• The Skeptic Integrations
• The Skeptic Onboarding effort
• The UX Purist Collaboration depth
• The UX Purist Reporting
• The UX Purist Integrations
• The UX Purist Onboarding effort
• The UX Purist Support & documentation