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.  
 
Sign up

  1. Visit the Float home page and select Try It Free For 30 Days.
  2. 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 to the schedule using the "+" sign in the top right corner. 

Be sure to include an email address and set an 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 Guests page in Account Settings and select the Invite button.

You can have an unlimited number of guest users 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 tab 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: 

  1. From the Projects page, select Add and name your project.
  2. If you plan on creating tasks for your members to work on, you'll want to make sure to assign a client as well. 
  3. 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., storyboard work) or the same as others (e.g., budget meeting). Tasks can easily be extended, split, or copied across the schedule. 

Customize your schedule settings

You can customize your team's schedule settings from the Preferences tab in 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 in Account Settings 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 individuals. Time off is scheduled for a person or groups of people by using the tab located within the task popup on the Schedule page.

Share the schedule

From the Share tab on the Schedule page, 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. 

  • Print 

This option will print the current schedule view. You can adjust the view using the magnifying glass in the bottom right of the Schedule page.

That's it for our Getting Started guide! Now it's time to activate thrusters, set phasers to stun, and commence scheduling! 

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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