About the course

As a manager or a team lead, here's what you can expect from this course.

  • Get hands-on with deals, projects, budgets, time, and expenses in the Sandbox.

  • Follow interactive lessons combining videos, text, and step-by-step walkthroughs.

  • Complete quizzes designed to reinforce your learning and track your progress.

  • Finish the core content in 2–3 hours, or plan longer sessions if you want to explore all Help Center articles and practice every step in detail.

Course curriculum

    1. Introduction to Getting Started as a Manager in Productive

    2. How to Approach This Course

    3. Introducing the Sandbox

    1. Getting Oriented

    2. Using Productive Day to Day

    3. How Access Works in Productive

    4. What You Can See and Share in Productive

    1. From a Deal to an Invoice

    1. Working with Sales Deals

    2. Additional Deal Options: Sidebar, Feed, Proposals & Scenarios

    3. Winning a Deal and Creating a Project

    4. Understanding and Reviewing Budgets

    5. Mini Quiz 1

    1. Using the Resource Planner

    2. Using the Resource Planner for Financial Forecasting

    3. Requesting Absence & Managing Absence Requests

    1. Logging Your Own Time & Reviewing Time Entries as a Manager

    2. Logging an Expense & Reviewing Expenses as a Manager

    3. Mini Quiz 2

Quick overview

  • Free
  • 31 lessons
  • Estimated duration: 2–3h
  • Certificate of completion