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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.

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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