With the FeatValue integration, you can better integrate your clients into your project management while working in your familiar Productive environment.
FeatValue: Simple, clear client portal with all necessary functions
Your project management software: Complex workflows with many views, filters and settings
Configured in a few steps
First, you need your personal access token to establish the connection between FeatValue and Productive. The API key can be created in Productive under Settings > API integrations. When you click on "Generate new token", you can choose "FeatValue" as the name and "Read / Write" as the access level:
On this page you can enter the Personal access token from Productive to grant access to your Productive account.
After you have authorized yourself, you will be redirected to FeatValue. There you can create a FeatValue account. Your FeatValue account will be automatically linked.
Now you've done it! You can now invite your clients and work with them. To do this, click on “Create client”:
FeatValue was developed for collaboration with the client.
Each client can have several projects. You can create a project by clicking on "Create project".
Once you have created the project, it has already been created in Productive. The client has also already been created in CRM.
This completes the configuration. You and your clients can now create tasks in FeatValue.
Once the task has been created, it also appears in Productive.
If your client changes the description or leaves a comment in the meantime, this is transferred directly to Productive. As soon as you have completed the task, you can set it to “Client Review” in Productive.
Your client will be notified by e-mail and can check the task in FeatValue:
The task can be accepted or rejected.
If something is still missing, the task is reopened in Productive. If everything is in order, the task is also closed in FeatValue and the work is done.
