Projects help you organize your tasks, team, and important milestones together in one place. Adding a project is easy:
Click the + button in the top-right of Float and then Add project.
Click the project button in the top-left of Float when in the Project plan view of the Schedule.
Use the keyboard shortcut Shift+P.
You can choose to create a new blank project or select one of the existing project templates.
💡 Here's a tip: You can select to Always start from a blank project.
After selecting New project, enter any relevant project information and select Create project.
Project info
The Info tab contains general information about the project.
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 allocation 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 - You can make the project billable or non-billable, and indicate if it 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. To have both billable and non-billable tasks within a project, set the project to billable and manage individual tasks from the Tasks list 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.
📝Note: Leaving the project name field blank will result in a project called "*New Project".
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 Project Managers 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.
Tasks list
The Tasks list tab houses all of your project tasks. 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 is automatically added to this list.
Tasks are useful to help group allocations in the reports. You can also set individual tasks within a billable project to non-billable, and merge two or more tasks to consolidate them.
Locking the task list by selecting Only Project Managers can add to this list will ensure your team is only scheduling and logging 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.
📝Note: Locking the project task list applies to all the project's phases as well.
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 but when allocating time, they are still forced to select one of the existing tasks.
💡 Here's a tip: Tasks assigned on the Schedule have a green dot displayed next to them.
To remove a task, click on the dots next to the task name and select Delete. Click on the bin icon to confirm the action. This will delete all instances of that task from the Schedule.
