Launch Week #1 | Workflow Improvements

Larger features are not always the reason users stick to a certain tool. It's often in the smaller details that you find unique ways to improve the experience and workflow.

At Pike we also value smaller details and aim to continuously improve the overall user experience, from navigation, to inline creation of items and UI/UX improvements.

Here is an overview of the latest improvements done to Pike to make your experience better.

1. Inline Creation of items

You can now:
Create customers from the project creation modal.
Create customers from the deal creation modal.
Create customers from the invoice creation modal.

Create products from the invoice creation flow.
Create products from the retainer creation modal.

2. User invitation flow

You can now assign teams and roles to users when inviting them.

3. Improved user filtering on task assignee

Filters Members based on project and workspace

4. View and edit task status and due date from the timesheet

This avoids going in and out of pages to update task information.

5. Quick Add button

There is now a quick add button in the top of your sidebar, allowing you to create a task and track time from anywhere in the app.