# Pike

- [Introduction](https://usepike.com/docs/index.md): Complete guide to Pike
- [Run a pilot project](https://usepike.com/docs/pilot-project-setup.md): Get value from day one by running one real client project end-to-end in Pike.
- [Getting started](https://usepike.com/docs/quickstart.md): Get started with Pike based on your user role
- [Core concepts](https://usepike.com/docs/concepts.md): Understanding the fundamental concepts of Pike
- [Changelog](https://usepike.com/docs/changelog.md): Latest updates and improvements to Pike
- [Sidebar overview](https://usepike.com/docs/sidebar/overview.md): Navigate your workspace from the sidebar and access key areas.
- [Workspace search](https://usepike.com/docs/sidebar/global-search.md): Search tasks, projects, finance, settings, and more from the sidebar or with a keyboard shortcut.
- [Action Button](https://usepike.com/docs/sidebar/action-button.md): Quick-create tasks and time entries from the sidebar.
- [My tasks](https://usepike.com/docs/sidebar/my-tasks.md): Tasks assigned to you in one place.
- [Log](https://usepike.com/docs/sidebar/log.md): Log time, time off, and expenses - and review your personal activity calendar.
- [Sidebar task overview](https://usepike.com/docs/sidebar/overview2.md): Your overview of assigned work and tasks.
- [Projects](https://usepike.com/docs/sidebar/projects.md): Browse projects in list or timeline view from the sidebar.
- [Sidebar teams](https://usepike.com/docs/sidebar/teams.md): See teams you belong to from the sidebar.
- [Profile](https://usepike.com/docs/sidebar/profile.md): Account and workspace options from the profile menu.
- [Dashboards overview](https://usepike.com/docs/dashboards/overview.md): Build custom dashboards from workspace metrics and share them with your team.
- [Widgets](https://usepike.com/docs/dashboards/widgets.md): Add widgets to a dashboard, choose a chart, group your data, and filter it.
- [Metric catalogue](https://usepike.com/docs/dashboards/metric-catalogue.md): Every metric you can chart on a dashboard, and exactly how each is calculated.
- [Time overview](https://usepike.com/docs/time/overview.md): Ways to log time in Pike - timesheet, tasks, and timers.
- [Time entry](https://usepike.com/docs/time/entry.md): Log and manage time entries from the Log and tasks.
- [Time admin](https://usepike.com/docs/time/admin.md): Approve time, manage time-off, and admin workflows.
- [Tasks overview](https://usepike.com/docs/tasks/overview.md): How tasks work in Pike - properties, assignments, and workflow.
- [Create tasks](https://usepike.com/docs/tasks/create-tasks.md): Create tasks, set properties, and link work to teams.
- [Edit tasks](https://usepike.com/docs/tasks/edit-tasks.md): Update task details, properties, assignments, and allocations.
- [Deleting tasks](https://usepike.com/docs/tasks/deleting-tasks.md): Remove stale tasks and keep your workspace focused.
- [Task properties](https://usepike.com/docs/tasks/properties.md): Titles, descriptions, projects, labels, and other task fields.
- [Views](https://usepike.com/docs/tasks/views.md): List, board, and timeline task views with sorting and filters.
- [Checklists](https://usepike.com/docs/tasks/checklist.md): Use checklists for subtasks and quick to-dos inside tasks.
- [Project overview](https://usepike.com/docs/project/overview.md): Create and manage projects in Pike - structure, properties, and collaboration.
- [Creating a project](https://usepike.com/docs/project/creating.md): Create a project from the Projects view - fields, templates, and options.
- [Private projects](https://usepike.com/docs/project/private-projects.md): How public and private projects work in Pike - visibility, membership, settings, and inherited access.
- [Tasks](https://usepike.com/docs/project/tasks.md): View and track all tasks for a project in one place.
- [Resources](https://usepike.com/docs/project/resources.md): Plan people and hours on project tasks, from the project timeline, task page, or workspace allocation.
- [How to allocate](https://usepike.com/docs/allocation/how-to-allocate.md): Book people and hours on tasks from the task page, project resources, or workspace allocation.
- [Allocation properties](https://usepike.com/docs/allocation/allocation-properties.md): Fields and options when creating or editing allocations.
- [Workspace capacity](https://usepike.com/docs/allocation/workspace-capacity.md): Workspace-wide member allocations, capacity heatmap and timeline views, filters, and how available and allocated hours are calculated.
- [Project finance](https://usepike.com/docs/project/project-finance.md): Recognized revenue, invoicing, WIP, and profitability for a single project.
- [Project time](https://usepike.com/docs/project/project-time.md): Plan time budgets and compare planned vs actual time on a project.
- [Project types](https://usepike.com/docs/project/project-types.md): Fixed price, time and materials, and capped project models in Pike.
- [Settings](https://usepike.com/docs/project/settings.md): Configure project details, type, milestones, and related options.
- [Members](https://usepike.com/docs/members/overview.md): Invite members, manage roles, and view allocations.
- [Member details](https://usepike.com/docs/members/details.md): View and edit member profiles and employment information.
- [Cost profile](https://usepike.com/docs/members/cost-profile.md): Set rates and capacity for profitability and forecasting.
- [Member roles](https://usepike.com/docs/members/roles.md): Workspace roles, permissions, and UI access in Pike.
- [Workspace roles](https://usepike.com/docs/members/workspace-roles.md): How workspace roles control what you can do in Pike, and how they interact with public and private project visibility.
- [Customers overview](https://usepike.com/docs/customers/overview.md): Browse and manage customers in your workspace.
- [Customers](https://usepike.com/docs/customers/customer.md): Customer records, projects, and related information.
- [Deals](https://usepike.com/docs/customers/deals.md): Track pipeline deals in list or kanban views, quote with margin, and convert wins to projects.
- [Finance overview](https://usepike.com/docs/finance/overview.md): Workspace recognized revenue, invoicing, WIP, cost, and profit.
- [Revenue recognition](https://usepike.com/docs/finance/revenue-recognition.md): Track earned revenue separately from invoiced revenue, month by month, per project.
- [Profitability](https://usepike.com/docs/finance/profitability.md): How Pike calculates earnings, cost, and profit on finance cards and charts.
- [Invoicing](https://usepike.com/docs/finance/invoicing.md): Manage invoices, drafts, line items, and send by email.
- [Overhead costs](https://usepike.com/docs/finance/overhead-costs.md): Spread shared workspace expenses across members and load them into profitability cost.
- [Finance settings](https://usepike.com/docs/finance/settings.md): Workspace contacts, products, and invoice defaults.
- [Workspace overview](https://usepike.com/docs/workspace/overview.md): Workspaces, teams, and how they structure your organization.
- [Workspace teams](https://usepike.com/docs/workspace/teams.md): Create teams, assign members, manage labels, and view team capacity.
- [Workspace settings](https://usepike.com/docs/settings/workspace.md): Workspace URL, branding, and organization-wide options.
- [Deal statuses](https://usepike.com/docs/settings/deal-statuses.md): Define your deal pipeline stages, colors, and win probability.
- [Profile settings](https://usepike.com/docs/settings/profile.md): Your profile, notifications, and personal preferences.
- [Templates](https://usepike.com/docs/settings/templates.md): Create and manage project templates to streamline your workflow
- [Trash](https://usepike.com/docs/settings/trash.md): Recover deleted tasks, projects, and other items within 30 days.
- [Slack](https://usepike.com/docs/integrations/slack.md): Connect your Slack workspace and your personal Slack profile to Pike for previews, notifications, and creating tasks and time entries.
- [MCP](https://usepike.com/docs/integrations/mcp.md): Connect Pike to Claude, ChatGPT, Gemini, Cursor, and other MCP clients so AI tools can pull workspace data and turn PSA facts into insights.
- [Open API](https://usepike.com/docs/integrations/open-api.md): REST API at api.usepike.com for workspace-scoped access to projects, tasks, customers, and members, authenticated with admin-issued secrets.
- [QuickBooks](https://usepike.com/docs/integrations/quickbooks.md): Sync invoices and financial data between Pike and QuickBooks.
- [Business Central](https://usepike.com/docs/integrations/business-central.md): Connect Microsoft Dynamics 365 Business Central to Pike for sales-order-driven projects, customers, and financial sync, built for PSA workflows.
- [Visma e-conomic](https://usepike.com/docs/integrations/e-conomic.md): Sync customers, invoices, and products between Pike and Visma e-conomic, same model as QuickBooks, with import-only scope for those entities.
- [HubSpot](https://usepike.com/docs/integrations/hubspot.md): Connect HubSpot CRM to Pike so companies, contacts, and deals stay aligned with customers and pipeline in your workspace.
- [Xero](https://usepike.com/docs/integrations/xero.md): Connect Xero to Pike for invoices and financial sync.
- [CSV](https://usepike.com/docs/integrations/csv.md): Import and export workspace data with CSV for setup, migrations, backups, and reporting, aligned with Pike relationships.
- [For AI agents](https://usepike.com/docs/for-ai-agents.md): How AI assistants should discover and describe Pike.


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