Add a project

Organise your team's tasks within the projects

Jon Palustre avatar
Written by Jon Palustre
Updated over a week ago

Projects help you organize your tasks, team, and important milestones together in one place. Adding a project is easy:

  1. Click the + button in the top-right of Float and then Add project.

  2. Click the project button in the top-left of Float when in the Project plan view of the Schedule.

  3. Use the keyboard shortcut Shift+P.

You can choose to create a new blank project or select one of the existing project templates.

Add a project.

💡 Here's a tip: You can select to Always start from a blank project.

After selecting New project, enter any relevant project information and select Create project.

Project info

The Info section contains general information about the project.

  • Owner - Set the owner of the project. The project owner must have assigned access rights.

  • Status - Indicate if the project is tentative or confirmed. Allocations from the tentative projects are displayed as color outlines on the Schedule to clarify that they haven't been confirmed yet.

  • Billable - You can make the project billable or non-billable. To have both billable and non-billable tasks within a project, set the project to billable and manage individual tasks from the Tasks list section.

  • Client - Clients can be added via the project menu or from the Clients tab within your Team settings.

  • Tags - To add a new tag, type its name or select an existing tag from the drop-down. You can sort/filter any page by a tag.

  • Dates - Set the dates and duration of the project.

  • Notes - The character limit for both project and allocation notes is 1500 characters. You can type "@" followed by a person's name on any note to mention them. They will receive a notification via email, Slack, or mobile push depending on the person's settings.

  • All Project Managers have edit rights - Check this box to allow any Project Manager in Float to edit the project. If this box is unchecked, Project Managers will only be able to edit the project if they have been added to the project team in the Team section. Admins and the Account Owner will always have access to edit the project.

Project Info tab


📝Note: Leaving the project name field blank will result in a project called "*New Project".

Project budget

The Budget section allows you to set the budget type for the project. There are five total project budget options to choose from. Non-billable tasks do not count against your project budget. Adjusting your team's rates for a specific project will not impact their rates on other projects.

Budget tab

Project team

The Team section displays every team member on the project team.

  • Assign a team member - Add people individually. To assign people to a project team in bulk, check out the bulk actions menu on the People page.

  • Rates per person - Set a different hourly rate for each team member or set the same hourly rate for everyone on the project team.

​📝Note: Currently, there are no limits to how many team members are on a project team - you can have an unlimited number of team members for each project.

Project phases

The Phases section gives you the option to add a Project Phase and set the duration of the phase.

Project Phases tab

Project tasks

The Tasks section houses all of your project tasks. You can add new tasks to this list before assigning them to your team, or when allocating time on the Schedule. Any task assigned to a team member is automatically added to this list.

Tasks are useful to help group allocations in the reports. You can also set individual tasks within a billable project to non-billable, and merge two or more tasks to consolidate them.

Locking the task list by selecting Only Project Managers can add to this list will ensure your team is only scheduling and logging tasks from the approved list. We’ve made it easier to keep your task list tidy by locking the list by default for the new projects but it can be unlocked. 

📝Note: Locking the project task list applies to all the project's phases as well.

If Only Project Managers can add to this list is enabled, Project Managers who are just the contributors to the project (and not the project owners), can add new tasks in the project settings. When allocating time on the Schedule, they will need to select one of the existing tasks.

Project Tasks tab

💡 Here's a tip: Tasks assigned on the Schedule have a green dot displayed next to them.

To remove a task, select the task name and click on Trash or click on the options menu (vertical ellipses icon) to click on Delete. 

If it is a task that's been scheduled or in-use, it will ask for confirmation to delete the task. Click on the bin icon to confirm the action. This will delete all instances of that task from Float (including all scheduled and logged time for that task). If this is not your intention, you might want to reassign the allocations from that task before deleting or use the merge option instead. 

delete tasks screen recording


📝Note: Currently, there are no limits to how many tasks are allowed on a project - you can have an unlimited number of tasks in each project.

Click on the task option will also allow you to set a task as "non-billable" or to use it as a filter.

set as non-billable or view using filter


Project milestones

The Milestones section is where you can add new milestones or manage your existing ones. Milestones are great for tracking important events within a project's lifecycle.

Project milestones tab


Additional notes

  • Merging projects is not currently supported. If the allocations in one or more projects are duplicated, you could simply archive the duplicated projects. If you do want to keep the allocations from both of the projects, you'd first need to manually reassign them to one of the projects.

  • Adding custom fields in the project menu is currently not supported. For storing any extra information, we recommend using the tags or the Notes field.

Did this answer your question?