Add a project

Organise your team's tasks within the projects

Justyna Kawalec avatar
Written by Justyna Kawalec
Updated this week

Projects help you organize your tasks, team, and important milestones together in one place.

Add a project

There are a few different ways to add a project:

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

    Adding a project from the Schedule.

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

    Adding a project from the Project plan view.

  • Use the keyboard shortcut Shift+P.

When adding a new project, you can choose to create a new blank project or use one of the existing project templates.

Add a project.

💡 Here's a tip: You can select to Always start from a blank project.

After selecting New project, choose the project color and add a project name to start adding your project.

Adding a new project.

📝Note: Leaving the project name field blank will result in a project called *New Project.

Project info

The Info section contains general information about the project.

Project Owner

You can set the project owner in the Owner field. By default, the project owner is the one who creates it. The project owner must have access rights assigned.

Project Status

In the Status field you can indicate if the project is tentative or confirmed. Allocations from the tentative projects are displayed as color outlines on the Schedule to clarify that they haven't been confirmed yet.

Billable / non-billable project setting

You can set the project as billable or non-billable. To have billable and non-billable tasks within a project, set the project to billable and manage individual tasks from the Tasks section.

Client

Clients can be added via the project menu or in the Clients tab within your Team settings. This is also where the Account Owner and the Admins can manage them.

Project Tags

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

Project dates

This is where you can set the dates and duration of the project.

Project Notes

You can add any additional information to your project here. The character limit for project notes is 1500.

💡Here's a tip: To mention a person, type "@" followed by their name on any project note. Depending on their personal notification settings, they will receive a notification via email, Slack, or mobile push.

All Project Managers have edit rights

Check this box to allow any Project Manager in Float to edit the project. If this box is unchecked, Project Managers will only be able to edit the project if they have been added to the project team in the Team section. Admins and the Account Owner will always have access to edit the project.

Project budget

The Budget section allows you to set the project's budget type. There are five total project budget options to choose from. Non-billable tasks do not count against your project budget. Adjusting your team’s hourly rates for a specific project will not impact their rates on other projects.

Budget tab

Project team

The Team section displays every team member on the project team.

Team section of the project.

Rates per person 

You can set a different hourly rate for each team member or set the same hourly rate for everyone on the project team. By default, the personal rate will apply, but you can choose to set a different project rate

Assign a team member

This is where you can add people to a project individually. To assign people to a project team in bulk, check out the bulk actions menu on the People page.

​📝Note: Currently, there are no limits on the number of team members on a project team—you can have an unlimited number of team members for each project.

Project phases

The Phases section allows you to add project phases and set their color and duration. If your project budget is calculated per phase, you can also add the budget details here.

Project tasks

Adding tasks

The Tasks section houses all of your project tasks. ​Tasks are useful to help group allocations on the reports. You can add new tasks to this list before assigning them to your team or when allocating time on the Schedule. Any task assigned to a team member on the Schedule is automatically added to this list on the project menu.

Tasks section of the project.

📝Note: Currently, there are no limits on the number of tasks allowed on a project—you can have an unlimited number of tasks in each project.


Setting tasks as non-billable

You can choose to set individual tasks within a billable project to non-billable.

Setting a task as non-billable.

Merging tasks together

You can select two or more tasks and merge them. 

Setting project tasks as non-billable and merging two tasks.

Deleting tasks

To remove a task, select the task name and click on Trash or open the options menu (vertical ellipses icon) and select Delete.

💡 Here's a tip: Already scheduled tasks have a green dot displayed next to them.

If you try to remove a task that has been scheduled or in use, Float will ask for confirmation to delete it. Click on the bin icon to confirm the action. This will delete all instances of that task from Float (including all scheduled and logged time for that task). If this is not your intention, consider reassigning the allocations from that task before deleting it or using the merge option instead.

delete tasks screen recording


​Locking the task list

Locking the task list by selecting Only Project Managers can add to this list will ensure your team only schedules and logs tasks from the approved list. We’ve made it easier to keep your task list tidy by locking the list by default for the new projects, but it can be unlocked.

Locking task list.

 

📝Note: Locking the project task list also applies to all the project's phases.

If Only Project Managers can add to this list is enabled, Project Managers who are just the contributors to the project (and not the project owners) can add new tasks in the project settings. When allocating time on the Schedule, they will need to select one of the existing tasks.

Project milestones

The Milestones section allows you to add new milestones or manage the existing ones. Milestones are great for tracking important events within a project's lifecycle. Milestones can be set as a date or a date range.

Setting up project milestones.

Additional notes

  • Merging projects is not currently supported. If the allocations in one or more projects are duplicated, you can archive the duplicated projects. If you want to keep the allocations from both projects, you'd first need to reassign them to one of the projects manually.

  • Adding custom fields to the project menu is currently not supported. We recommend using the Project Tags or the Notes field to store any extra information.

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