If you're using Teamwork for project management and Float for resource scheduling, this integration makes it easy to sync and schedule between the two.
As the Account Owner, navigate to your Team settings, select the Integrations tab, and click Allow to access your Teamwork account.
All of your existing people and projects located in Teamwork are imported by default. To specify the people and projects you want to be imported, click Select projects.
💡 Here's a tip: To import an existing project later on, click Select projects and check the box next to the project. You can disconnect individual projects the same way.
Schedule your projects
From the Schedule, click the Integrations icon to open the sidebar. This is where your Teamwork tasks live in Float.
Scroll or search for the task you'd like to add, and then drag and drop it onto a team member's schedule to allocate a new Float task.
Task hours are determined by the estimated hours you've set in Teamwork. If no estimate is set, the task will be equal to the person's work hours for the day.
Your Teamwork tasks can be scheduled as many times as you'd like and do not disappear from the sidebar.
Once a task has been scheduled in Float, a white dot appears next to it on the sidebar to make it easy to identify.
Changes you make in Teamwork are reflected on the sidebar but do not impact tasks that you've already scheduled. The same is true when editing tasks on the schedule (e.g., if you edit the name of a scheduled task, it will not change the name of the task on the sidebar).
You can collapse projects to hide their tasks or use the search to quickly find the project, task, or assignee you're looking for.
💡 Here's a tip: Any task you create can be viewed directly in Teamwork by opening the task menu and clicking View in Teamwork.
Synced projects are easy to identify in Float by the icon displayed next to each project on the Projects page.
You can also log time using cards from the sidebar. Just drag and drop a card onto a team member's schedule when in the Log team view of the Schedule and the hours are recorded instantly.
Task hours for time tracking are based on the last hour setting used in the Log team view (rather than the person's maximum work hours for the day).
As with scheduled tasks, you can easily adjust the time after dropping it onto the Schedule.
Projects, people, and tasks created in Float are not synced to Teamwork.
Team members will be assigned to the project in Float if they have at least one task already assigned in Teamwork.
Synced tasks won't show up in the task modal menu until you've scheduled them from the integration sidebar.
All existing/future people and projects are imported by default. You can change your settings from the Integrations menu.
Additional fields that are synced from Teamwork to Float include project descriptions (imported as notes), tags, milestones; task start/due/created on dates; people email addresses, avatars, and titles.
If you disconnect a project that has scheduled tasks, the project is removed from the sidebar and a copy of the project and its tasks remain in Float. Projects without allocated tasks are removed completely.
Locking a project's task list in Float will not prevent new tasks from importing to the sidebar.
You can only sync with one project management tool at a time in Float. To disconnect the integration, click Edit > Disconnect Teamwork. You can keep the projects and people you've imported in Float or choose to archive them.