Skip to main content
Creating a new project in Pike is straightforward and efficient. You can add new projects under the sidebar page Projects: Click the + Create project button in the top right corner of the page. Only the following fields are required:
  • Title: A clear, descriptive name for your project.
  • Team (auto-filled): The team(s) responsible for the project.
  • Status (auto-filled): The current state of the project.
Here are all project properties you can fill out on creation, and come back later to change or add if needed:

​
Description

Give your project a description. This can be outcomes or goals. All description fields in Pike are formatted as markdown. Take advantage by creating lists, inserting images, videos or links to further define the project outcomes. The project description will always be visible to all project members.

​
Status

Give your project a status. Default status when starting in Pike are:
  • Backlog
  • Planned
  • In progress
  • Completed
  • Cancelled
These statuses can be customised as needed. Learn more about custom project status.

​
Team(s)

A project can be assigned to one or multiple teams.

​
Project template

Creating a project from a template can save a lot of time on repetitive work. Templates are especially usefull for projects that lookalike such as client onboardings, internal projects or customer facing projects with standardised workflows. A template can have predefined phases, tasks, members and customer. Learn more about creating project templates.

​
Project duration

You can give your project no duration, a due date or a start and due date.
  • Start Date: The date when the project is scheduled to begin.
  • Due Date: The deadline for project completion.
These attributes can always be adjusted as your project develops.

​
Assignees

Who will be working on your project? If not using the allocate individually method, you can quickly toggle who will be leading the project as well as who will be particiapting as members.
  • Lead: The primary person responsible for overseeing the project.
  • Members: Individuals assigned to the project, with the option to specify their name, role, rate, and role description.
You can always change members and their attributes later on in the project from the Resources tab in your project.

​
Customer

If the project your creating is customer facing, remember to select which customer it will be associated to.

​
Phases

When creating a project, you can define project phases to breakdown work into visual pieces. A phase has a start and due date and can have a custom colour to clearly define it on your project Timeline view. A phase typically has multiple tasks associated to it, and will automatically track it’s completion progress in percentages based on task status.

​
Allocate individually

When toggling the button to allocate individually, at the bottom left of the project creation modal, you are able to assign members and give them the following properties:

​
Filter by position and/or skills

Filter individually or stacked to find the right members for your project.

​
Role

Select wether the member is a project lead or member. There can only be one project lead.

​
Member rates

When a member has been selected, this field will be automatically filled if the member has a defined position, as per their profile. If you wish to change the project rate, or the member does not have a pre-defined position rate, you can give a custom rate. This custom rate will be inherited on tasks.

​
Role description

When a member has been selected, this field will be automatically filled if the member has a defined position, as per their profile. E.g: Peter’s position in Acme Inc workspace is a “Senior Consultant”, therefor his default role description in a project will be the same. You can always overrule this description. The project defined description will be inherited on tasks by default. Learn more about task member rate and role description sources in this section on task creation..