Projects are a vital part of scheduling in Float, as all assigned tasks must also be associated with a project. Adding a new project is simple:
- From the Projects page, select Add and name your project.
- If you plan on scheduling tasks for team members to work on, you need to assign a client as well. All clients must be attached to a project before they will appear on the drop-down menu on the schedule.
- Fill out any other relevant project information (color, notes, tags, etc.), select billable or non-billable, and hit Create Project.