Welcome to Float! We've brought the best scheduling features together in one place so that your team is happier, more productive, and better organized.
The road to scheduling bliss starts here, and this guide is your all access pass.
Sign up/Sign in
- Visit the Float home page and select Try it free for 30 days.
- Enter your name, email address, password, team name, and team URL.
- Select Create account.
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 level if you want them to be able to log in.
For people who need to view or edit the schedule but not appear on it themselves, set them up as guests. You can have an unlimited number of guest users in Float at no additional cost!
To add guests, head over to the Guests page in Account Settings and select the Invite button.
Invite/Re-invite your team
After adding your team and assigning them access, they will receive a welcome email from Float.
The invitation to log in for the first time expires after seven days.
If the link expires or the invitation email is misplaced, you can hit the Resend Invite link 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 teams' schedules. 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., a 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. That's where 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. You can schedule time off for individuals/specific groups by using the Time Off tab located within the task popup.
Share the schedule
From the Share tab on the schedule page, you'll find three options:
- Email Notifications
From here, you can 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.
2. Export to CSV
Select this option to create a spreadsheet of the schedule data for use in Microsoft Excel or Google Docs. You can customize the number of weeks exported.
This option will print the current schedule view (days, weeks, or months).
Congratulations—you've reached the end of our Getting Started guide! Now 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.