Float

Video Guides - Project plan

Video Guides - Project view

Video Guides - Placeholders

Automate your project setup with templates!

Video guides - Project templates

Learn how to add projects budgets in Float.

Video Guides - Project budgets

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

Video Guides - API

Video Guides - Exploring Zapier Integrations

Video Guides - Calendar automations using Make.com

Video Guides - People operations dashboard

Video Guides - Project finance dashboard

Justyna Kawalec

Advanced features of Float. Best for Managers and Admins.

Deeper dive

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.