Add a project
Alison Prator avatar
Written by Alison Prator
Updated this week

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.

Enter any relevant project information and select Create project.

πŸ’‘ Here's a tip: Use a project template to create a project with a common team, client, task list, budget, etc. More info on project templates here.

Project info

The Info tab contains general information about the project.

  • Client - Clients can be added via the project menu or from the Clients tab within your Team settings.

  • Color - To set a custom color, click the color menu and enter the hex code at the top (e.g., Watermelon Pink is FE7F9C). Your new color will be added to the list below for future use.

  • Notes - The character limit for both project and task notes is 1500 characters. You can type "@" followed by a person's name on any note to mention them. They will receive a notification via email, Slack, or mobile push depending on the person's settings.

  • Tags - To add a new tag, type its name or select an existing tag from the drop-down. You can sort/filter any page by a tag.

  • Status - Tentative tasks display as color outlines on the Schedule to clarify that they haven't been confirmed yet. To have both billable and non-billable tasks within a project, set the project to billable and manage individual tasks from the Tasks tab.

Budget - There are five total project budget options to choose from. Non-billable tasks do not count against your project budget. Adjusting your team's rates for a specific project will not impact their rates on other projects.

πŸ’‘ Here's a tip: Leaving the project name field blank will result in a project called "Untitled." Projects without a client will appear under "No Client" from the Task menu.

Project team

The Team tab displays every person who is a part of the project.

  • Assign a team member - Add people individually or select All next to the department name to add the whole department. To add every scheduled person to the project, click All team members.

  • Project Owner - This person has ultimate authority over the project. The project owner must have assigned access rights.

  • All PMs have edit rights - Check this box to allow any Project Manager in Float to edit the project. Without this box checked, only PMs added to the Team tab can edit the project.

Project milestones

The Milestones tab is where you can add new milestones or manage your existing ones. Milestones are great for tracking important events within a project's lifecycle.

Project tasks

The Tasks tab houses all of your project tasks. You can add new tasks to this list before assigning them to your team, or simply add them directly to the Schedule. Any task assigned to a team member is automatically added to this list.

You can also set individual tasks within a billable project to non-billable, merge two or more tasks to consolidate them, and lock the task list to ensure your team is only scheduling and logging tasks from the approved list.

πŸ“Note: Locking the project task list applies to all the project's phases as well.

πŸ’‘ Here's a tip: Tasks assigned on the Schedule have a green dot displayed next to them.

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