Getting started

Set up your team for success in Float

Emily Bhattacharya avatar
Written by Emily Bhattacharya
Updated over a week ago

We'll walk you through how to add your people, create projects, configure access rights, and onboard your team to their new favorite planner!

Sign up

  1. Visit the Float home page and select Try It Free.

  2. Enter your name, email address, password, team name, and URL.

Add your team

People are your full or part-time employees, temporary contractors, and any other resource you want to schedule within Float. Adding a new person to your team in Float is easy:

  1. Click the + button in the top-right of Float and then Add person.

  2. Click the person icon in the top-left above your team on the Schedule or in the People view on the Manage page.

  3. Use the keyboard shortcut Shift+E.

💡 Here's a tip: You can also hit the "E" key to add a new person using our keyboard shortcuts.  

Be sure to include an email address and assign access rights if you want them to be able to log in.

People who don't need to appear on the Schedule can be added as guests. Guests are users with account access who do not appear on the Schedule. You can have an unlimited number of guest users in Float who can view or edit your Schedule for free.

The Account Owner or an Admin can add a guest from the Team settings page by clicking the Guests tab, selecting Invite, and filling out their information.

You can have an unlimited number of guests in Float for free!

Invite/Re-invite your team

After adding your team and assigning them access, they will receive a welcome email to join your team.

💡 Here's a tip: The invitation expires after seven days. If the link expires or the invitation email is misplaced, you can hit the Resend Invite option within their profile to send another invite.

Add a project

With your team assembled and their roles defined, you're ready to start adding projects. Projects help you organize your tasks, team, and important milestones together in one place. Adding a new project is easy:

  1. Click the + button in the top-right of Float and then Add project.

  2. Click the project button in the top-left of Float when in the Project plan view of the Schedule.

  3. Use the keyboard shortcut Shift+P.

  4. Enter any relevant project information and select Create project.

Your project is now ready to be scheduled! 

💡 Here's a tip: Adding your team, milestones, and tasks from the project menu is optional but might save you some time. All three can also be added from the Schedule.

Schedule a task

Tasks are what populate your team's schedules. They can be unique to a person's particular role on a project (e.g., design work) or the same for the whole team (e.g., team-building workshop).

To create a new task, just click and drag across a date on the Schedule to bring up the task menu. Set the task hours and select the corresponding client and project to add the task to a person's schedule.

📝Note: Naming the task is optional, and only the client/project name will display on the Schedule if left blank.

Customize your team's settings

You can customize your team's schedule settings from the Hours & currency tab within your Team settings. You'll find options to set the time zone, work days, working hours, and the day that the work week begins.  

💡 Here's a tip: Work days and hours apply to team members marked Full-time within their profile. To set custom hours or different work days on an individual basis, check this out

Public holidays make it easy to schedule time off across countries and cultures. You can add regional holidays to specific members of your team without impacting others.

From the Time off tab within Team settings, click Select and select the country, region, holidays, and team members you'd like to add. When you're finished, click the Select holidays button to add them to the Schedule.

💡 Here's a tip: To apply a holiday to your entire team, regardless of location, use the team holiday option.

From the Share tab on the Schedule, you'll find four options: 

  • Email this schedule

This lets you send out emails containing individual schedules to your team. In addition to the date ranges listed (this week, next week, next 2 weeks) you can send a schedule email using any range you like up to 30 days. 

💡 Here's a tip: You can manage your recurring schedule email settings from the Notifications tab on the Team settings page. 

  • Share a link

Give people from outside your team access to view a read-only version of the Schedule (or just a particular project's, client's, or department's tasks).

  • 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. 

Would you like to learn more? 

Need help in your trial? Schedule a free 30-minute chat and we'll go over the basics and answer any questions.

You can also reach out to us at or by clicking Help > Chat directly in Float to get in touch!

Check out our Quick Start Guide for even more insight on planning your team's best work.

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