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Resources Features PLANNING * Manage capacity * Plan projects * Forecast budgets SCHEDULING * Create schedules * Allocate resources * Manage access roles TIME TRACKING * Log timesheets * Track spend * Sync and export data Who uses Float?IntegrationsPricing Log inTry for freeTry for free NEW TO FLOAT? HERE ARE 5 TIPS TO GET SET UP WELCOME TO FLOAT! WE’RE HAPPY YOU’RE HERE. HERE’S EVERYTHING YOU NEED TO KNOW TO GET UP TO SPEED QUICKLY. TABLE OF CONTENTS -------------------------------------------------------------------------------- * 1. Get to know your Float schedule * 2. Keep your availability up to date by adding your calendar events * 3. Schedule time off with a view of planned work and your team's capacity * 4. Meet your easy new timesheets * 5. Stay in the loop no matter when or where you get work done * * Jess Thompson 30th September 2022 * float tips THESE QUICK TIPS WILL SHOW YOU THE ROPES AND HELP YOU GET THE MOST OUT OF FLOAT—STARTING NOW! If you’ve just accepted an invitation to Float and are figuring out what to do next, you’re in the right place! Float centralizes people and projects, so you’ll always know what to work on and when. Tasks can be scheduled with an understanding of when you’re available and your capacity to get them done. The following tips will help you get to know your schedule, ensure your availability is accurate, show you how to log your time, and keep you in the loop with schedule updates. 1. GET TO KNOW YOUR FLOAT SCHEDULE The schedule is where you’ll find the projects and tasks you’ve been assigned alongside a view of your team. This is where the action happens—competing deadlines and double bookings are officially a thing of the past! PRO TIP: ALWAYS KNOW WHAT YOU’RE WORKING ON BY CHECKING THE SCHEDULE * Focus your view of the schedule with the Me filter. * @mention your manager or a colleague in the notes on a task or time off for contextual notifications. * Switch to the Project plan view to see the full range of projects your team is working on. 2. KEEP YOUR AVAILABILITY UP TO DATE BY ADDING YOUR CALENDAR EVENTS Adding your calendar events ensures you’re not scheduled on tasks when you're unavailable—no copy-pasting or switching between apps necessary. Any changes in your calendar will update in Float and vice versa. PRO TIP: SYNC YOUR GOOGLE OR OUTLOOK CALENDAR WITH FLOAT TO CENTRALIZE YOUR AVAILABILITY * Add client meetings synced via your calendar to projects in Float. They’ll automatically be added to your prefilled timesheet (more on timesheets below). 3. SCHEDULE TIME OFF WITH A VIEW OF PLANNED WORK AND YOUR TEAM'S CAPACITY Plan your time off around your teammates' availability to ensure client work is covered. Enjoy your hard-earned PTO with confidence, knowing that your team isn't expecting you to complete any tasks while you're away. PRO TIP: KEEP YOUR FREE TIME FREE OF PLANNED WORK WITH VISIBILITY WHERE TASKS ARE SCHEDULED * Check how many days off you have remaining with time off policies per leave type. * Add tentative time off while you’re still finalizing your holiday plans so your team knows what to expect. * See when your next public holiday is coming up based on your location. * Set your status to let your team know where you’re working from. Coming soon: Ensure your manager is on board with your time off plans with an easy time off approval workflow. 4. MEET YOUR EASY NEW TIMESHEETS When the only thing standing between you and the weekend is your timesheet, it must be quick and easy! Luckily, your new Float timesheets are just that. If your team has time tracking turned on, you’ll see a Log my time button in the left-hand navigation. PRO TIP: END YOUR WEEK ON A HIGH WITH PREFILLED TIMESHEETS BASED ON SCHEDULED WORK * Log the whole week with a single click. * Adjust the hours spent on a task as needed. Coming soon: Time your tasks to the minute with a new timer that works alongside your prefilled timesheet. If you want to get a sneak peek before everyone else, contact us at support@float.com. 5. STAY IN THE LOOP NO MATTER WHEN OR WHERE YOU GET WORK DONE The only thing left to do now is set up your notifications, so you never miss a schedule update or forget to log your time! PRO TIP: CUSTOMIZE YOUR NOTIFICATION SETTINGS TO RECEIVE UPDATES WHEN AND WHERE YOU WANT THEM * Set up your notifications for schedule updates and time tracking reminders via email, Slack, and mobile push notifications. * Download the mobile app to check your schedule on the go and log time, even after you’ve closed your laptop for the day. That's it—you’re all set up and ready to start completing tasks and hitting project milestones! If you have any questions or need a hand getting started, reach out at support@float.com. GET EXCLUSIVE MONTHLY UPDATES ON THE BEST TOOLS AND PRODUCTIVITY TIPS FOR ASYNCHRONOUS REMOTE WORK. Join 100,000+ readers globally Nice work, you're all signed up! Site protected by reCAPTCHA. Google Privacy Policy and Terms of Service apply. Not a valid email address SubscribeSubscribe RELATED READS float tips TIPS ON SETTING UP AVAILABILITY AND AUTOMATING CAPACITY IN FLOAT float tips QUICK START GUIDE TO FLOAT: WHERE RESOURCE MANAGEMENT FITS float tips HOW TO TRACK TIME AND SUPPORT TEAM WELL-BEING Product API Documentation System status What's new Download the iOS app Download the Android app Company About us Careers Best Work Life blog Contact us Security and privacy Resources Help Center Float Community Learn Library Talk to sales Live training Legal Terms of Use Privacy Policy Data Processing Agreement Responsible Disclosure Policy Float © 2023