Welcome to Float! The road to scheduling bliss starts here, and this guide is your all access pass.
We've brought the best scheduling features together in one place so that your team is happier, more productive, and better organized.
- Visit the Float home page and select Try It Free For 30 Days.
- Enter your name, email address, password, team name, and URL.
Presto—that's all there is to it!
Add your team
Once your account's been created, it's time to start adding team members. To add a person to the Schedule, select Add from the People page. You can also add new people by clicking the plus ("+") sign in the top right corner.
Be sure to include an email address and set account access if you want them to log in.
People who don't need to be scheduled can be added as guests. To add guests, head over to the Team account settings page, click the Guests tab, and select Invite.
You can have an unlimited number of guests in Float for free!
Invite/Re-invite your team
After adding your team and assigning them access, they will receive a welcome email from Float.
The invitation expires after seven days. If the link expires or the invitation email is misplaced, you can hit the Resend Invite option within their profile to send another invitation.
Add a project
With your team assembled and their roles defined, you're ready to start adding projects. Creating them is simple:
- From the Projects page, select Add and name your project.
- If you plan on creating tasks for your members to work on, you'll want to make sure to assign a client as well.
- Fill out any other relevant project information (color, notes, tags, etc.), select Billable or Non-billable, and hit Create project.
Your project is now ready to be scheduled!
Schedule a project task
Tasks are what populate your team's schedule. Each person is assigned tasks that are unique to their particular role on a project (e.g., design work) or the same as others (e.g., team meeting). Tasks can easily be extended, split, or copied across the Schedule.
To assign a new task, just click and drag across a person's schedule and the task menu will appear.
Customize your Schedule settings
You can customize your team's schedule settings from the Preferences tab within your Team account settings. You'll find options to set the time zone, work days, working hours, and the day that the work week begins.
The Time Off tab is is where you can add public holidays to the Schedule. Adding a new holiday will block out that day on the Schedule for your entire team.
It's also where you can add new time off types for your team. Time off is scheduled for a person/s by clicking the Time Off option within the task menu on the Schedule.
Share the Schedule
From the Share tab on the Schedule, you'll find three options:
- Email Notifications
This lets you send out emails containing individual daily schedules to your team. You can also set up recurring weekly schedule emails that are sent out at the beginning of each Monday.
- Export to CSV
Select this option to create a spreadsheet of the schedule data for use in Microsoft Excel or Google Docs. You can also customize the number of weeks exported.
This option will print the current schedule view.
That's it for our Getting Started guide! Now it's time to activate thrusters, set phasers to stun, and commence scheduling!