About the course

As an admin, here’s what you can expect from this course.

  • Complete all essential organization-wide settings so your team can start working in Productive.

  • Follow short, interactive lessons that walk you through each setup step.

  • Finish the core setup in about 1 hour, with the option to go deeper by exploring Help Center articles and testing settings in detail.

Course curriculum

    1. How to Approach This Course

    2. About Sample Data

    3. Navigating Organization Settings

    1. Organization Profile

    2. Invoicing Information

    3. E-Invoicing

    4. (Optional) Single Sign-On (SSO)

    5. (Optional) Data Import

    6. (Optional) Document Styles and Templates

    1. Inviting and Managing Users

    2. Cost Rates

    3. User Permissions

    4. Absences

    5. (Optional) Champions

    1. Billing

    1. Integrations: General Information

    2. Accounting Integrations

    3. HR Integrations

    4. Personal Integrations

    1. From a Deal to an Invoice

    2. Sales Settings

    3. Default Budget and Expenses Settings

    4. Services and Service Types

    5. Time Tracking Settings

    6. Revenue Recognition

    7. Task Workflow Settings

Quick overview

  • Free
  • 27 lessons
  • Estimated duration: 1h