Float brings the best features together in one place to help you schedule your team faster, smarter, and more efficiently. 

The road to scheduling bliss starts here and this guide is your all access pass.

Sign up

  1. Visit the Float home page and select Try It Free.
  2. Enter your name, email address, password, team name, and URL.

Add your team

It's time to start adding team members. To add a new person to your Schedule, select the Add button from the top of the page. 

💡 Here's a tip: You can also hit the "E" key to add a new person using our keyboard shortcuts.  

Be sure to include an email address and assign access rights if you want them to be able to log in.

People who don't need to appear on the Schedule can be added as guests. Head over to the Team Settings page and click Guests > 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. 

💡 Here's a tip: 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 invite.

Add a project

With your team assembled and their roles defined, you're ready to start adding projects.

  1. Select Add and click Project (or hit the "P" key). 
  2. Fill out any other relevant project information (client, color, notes, tags, etc.), set the project as Billable or Non-billable, and click Create project

Your project is now ready to be scheduled! 

💡 Here's a tip: Adding your team, milestones, and tasks from the project menu is optional but might save you some time. All three can also be added from the Schedule. 

Schedule a task

To assign a new task, just click and drag across a person's schedule and the task menu will appear.

Tasks are what populate your team's schedule. They can be unique to a person's particular role on a project (e.g., design work) or the same for the whole team (e.g., team building workshop). Tasks can easily be extended, split, or copied across your Schedule. 

Customize your schedule settings

You can customize your team's schedule settings from the Preferences tab within your team settings. You'll find options to set the time zone, work days, working hours, and the day that the work week begins.  

💡 Here's a tip: Work days and hours apply to team members marked Full-time within their profile. To set custom hours or different work days on an individual basis, check this out

The Time Off tab is where you can add your team's public holidays. Public holidays make it easy to schedule time off across countries and cultures. You can add regional holidays to specific members of your team without impacting others.

💡 Here's a tip: To apply a holiday to your entire team, regardless of location, use the custom holiday option.

You can also add new time off types for your team from here. Time off is scheduled just like regular tasks are on the Schedule. 

From the Share tab on the Schedule, you'll find three options: 

  • Email their schedule

This lets you send out emails containing individual schedules to your team. In addition to the date ranges listed (this week, next week, next 2 weeks) you can send a schedule email using any range you like up to 30 days. 

💡 Here's a tip: You can manage your recurring schedule email settings from the Notifications tab on the Team Settings page. 

  • 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. 

  • Print 

This option will print the current schedule view. 

Would you like to learn more? 

Register for a free 20-minute webinar on the basics of using Float or feel free to reach out to us at support@float.com.

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