Views features included in your Float plan
With Views you can save filters along with a sort order for easy access to Float views of the people and projects you need most. On all plans, any team member can create personal Views for their own use. On the Pro and Enterprise plans, Managers, Admins, and Account Owners can create shared Views that are available to everyone on the team.
Create and save personal Views
Pin your favorite Views
Managers, Admins, and Account Owners can create shared Views
Start by creating a filter for the View you want to build. You can create a filter from any page in Float (Schedule, People, Project, Reports and Log time pages).
Click the Filter button to start adding a filter.
Select from one of the default filters or type directly into the search field.
Filter by multiple types simultaneously by selecting the + button to expand the search.
📝 Note: You can only use OR between filters of the same type. Between different types, you can only filter using AND. See Restrictions on using OR filter.
Click Save, then add a name for your View.
Here, Managers, Admins, and Account Owners on Pro and Enterprise plans have an additional option to set the View type to Shared.
Restrictions on using the OR filter when saving a View
When saving a View you can't create an OR filter between different types (e.g. it's not possible to set Department is Engineer or Project is Mobile App Development and save that as a View).
When saving a View, you only have the option to use AND between different filter types. OR is only available for use within the same filter type (e.g. Department is Product or Support) for Views.
Combining AND/OR filter when saving a View
When saving a View you can multi-select different values under the same type to use the OR filter.
You can then combine it with a different type using the AND filter (e.g. Department is HR OR IT AND Project is Infrastructure Upgrade).
Accessing saved Views
Access saved Views by clicking on the Views icon at the top of any page. From here, you can access all your personal Views and any shared Views that have been saved. A shared View will have the shared icon next to its name.
You can also filter between the personal and shared Views or search for a View:
Currently, we only support editing the View's name.
To modify the name, open the Views dropdown, click on the three dots next to the view you'd like to change, and select Edit View.
If you are the Account Owner, Admin, or Manager, and your team is on the Pro or Enterprise plan, you'll also see the option to convert the View to either personal or shared.
Specific filters applied for the View can't be edited directly. Instead, you can apply the View, add additional filters, save it with the same name, and then delete the original View. Alternatively, you can delete the current View and add a new one from scratch.
To delete the View, open the Views dropdown, click on the three dots next to the view you'd like to remove, and select Delete View.
Only the Account Owner, Admins, and Managers can edit or delete a shared View.
Views are currently not supported on the mobile app.