Float

Justyna Kawalec

Get to know Float’s core features in minutes.

Video Guides

Video Guides - Float in 4'

Video Guides - Features overview

Welcome to #1 tool for capacity planning and work scheduling.

Welcome to Float

From receiving an invitation to adjusting your profile settings

Video Guides - First login to Float

Learn how to read and navigate your Schedule

Video Guides - My Schedule

Video Guides - Scheduling

Video Guides - Scheduling time off

Video Guides - Logging my time

Video Guides - Logging my team’s time

Learn how to work with the Schedule view in Float.

Video Guides - My team's Schedule

Learn how to view planned time allocations on your team schedule.

Video Guides - My team's planned work

Discover the main features. Best for Members, Managers and Admins.

First steps

Video Guides - Setting up your team at Float

Video Guides - Available plans and managing subscription

Video Guides - Adding people and resources

Video Guides - People

Video Guides - Guests

Customize your team's view and edit permissions

Video Guides - Access rights

Video Guides - Projects

Video Guides - Adding projects

Video Guides - Float for Admins: managing Team settings

Manage your team's hours, currency and timezone.

Video Guides - Work days, timezone and currency settings

Video Guides - Time tracking settings

Video Guides - Time off settings

Video Guides - Statuses

Video Guides - People and project tags

Video Guides - Departments

Video Guides - Clients

Setting the default roles and hourly rates

Video Guides - Roles

Video Guides - Rates

Video Guides - Activity log

Anything from signing up, team settings, and billing. Best for Account Owners, Billing users and Admins.

Setup 

Video Guides - Project plan

Video Guides - Project view

Video Guides - Placeholders

Automate your project setup with templates!

Video guides - Project templates

Video Guides - Filters and Views

Learn how to navigate the People and Project reports in Float.

Video Guides - Reports

Track the profitability to hit your financial targets

Video Guides - Profitability

Plan and deliver projects with confidence.

Video Guides - Project estimates

Sync your calendar events and Float allocations

Video Guides - Connecting your Google Calendar to Float

Video Guides - Connecting your Outlook Calendar to Float

Importing your projects and people from Asana

Video Guides - Asana integration

Video Guides - Teamwork integration

Video Guides - Trello integration

Video Guides - Jira integration

Video Guides - Single Sign-On

How to access the Float API documentation.

Video Guides - API

Video Guides - Exploring Zapier Integrations

Video Guides - Calendar automations using Make.com

Advanced features of Float. Best for Managers and Admins.

Deeper Dive

How to move project from your sheets to Float

Video Guides - Migrating from sheets into Float projects

Learn how to add projects budgets in Float.

Video Guides - Project budgets

Video guides - Using project templates

Check your team's live capacity and utilization

Video guides - Date range insights

Video Guides - Allocate hours and percentages

Sync your Google and Outlook Calendars with Float

Video Guides - Managing calendar integrations

Find Float's security documentation and ensure your account is secure.

Video Guides - Account security

Check Float's What's New, submit a feature request, or sign up to be a beta tester.

Video Guides - Feature requests and access to beta features

Accurately log and monitor your work hours

Video Guides - Time tracking Timer

Log your time using the desktop Timer app

Video Guides - Timer app

Best practices

Discover how Float transforms resourcing from guesswork into clarity.

Inside Float: a live look at smarter resourcing

Monitor margins in real time and spot issues early

How to protect your profitability

A video walkthrough of key features to show exactly how Float can help your team

Product showcases

Status

Security & Privacy

Find answers and get help from Intercom Support and Community Experts

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