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Welcome to Float: start here to set your team up for success

How this training is structured and what to do first

Written by Alex

This is a step-by-step onboarding series designed to guide you through the core areas of Float in a structured order. Each module will build on the one before it, the same way the product does: you set up your team before you schedule them, add your projects before you plan capacity, and capture your data before you report on it.
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Before you dive in, we recommend watching this 3-minute overview of what Float is for and the thinking behind how it works:

📺 What’s next: 
Start with Company settings: the decisions you make there flow into every other part of Float.



Onboarding video guides table of contents - jump to the section you need:

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