How to use Float Schedule @floatschedule #WebToolsWiki

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float schedule

Thousands of agencies, studios and firms choose Float to schedule their team’s time.
Features include drag n drop task allocation, email notifications, skill tags, overtime and holiday tracking.
Know your team.
Need a Photoshop guru? Skill tags and powerful search features help you find the people you need, when you need them.
Manage their availability.
Set individual availabilities, personal time off and annual holidays. Know who’s available and when.
Report the numbers.
Monitor your team’s utilization at a glance from the Reports section. Or you can use Float’s export CSV feature and API to integrate your Float data with your favorite systems.
Share the scheduling duties.
Share the scheduling duties with multiple access rights and unlimited admin logins. Live notifications will keep you up to date with any schedule changes.
Keep your team on track.
Deliver your team their individual schedules for the week using Float’s Email Notifications. Or they can login and check out their schedule at any time. On any device.
The new Float delivered a bunch of features and improvements to all accounts.

We’ve hand-picked five of our favorites that you might have missed:

Filter the schedule by tags, tasks, people and clients.

In addition to departments and projects, you can now filter the schedule by any keyword you like. We tag our team members by their location so we can easily filter by each region. Just start typing in the search field. You can tab to filter multiple keywords and save your favorites to recall later.
Add task notes

Each task now include notes. We use task notes to link to tickets in our bug tracking tool. An icon will appear on a task label to indicate there is a note. Task notes appear in both the person’s Email Notification and My Schedule view.

Multi-select actions

We’ve introduced multi-select actions on both the People and Projects pages. For example, if you’d like to archive multiple projects at once, simply hold shift and click on the projects. From the ‘Selected’ option in the top menu select ‘Move to Archive…’ Voila!

Limit Project Managers to a single department

If you have a department lead who only needs to manage their team, this is now possible with the ‘Limit by department’ checkbox. You can find this option in the Access section when assigning Project Manager or Observer (read-only) rights. They’ll only ever see their team.

Exclude non-billable projects from Reports

You can now exclude your internal projects from the utilization reports by marking them as Non-billable. Check the box when adding or editing the project. Reports display these project hours in a separate column and exclude them from your utilization.

Do you have any tips for using SFloat Schedule? Please add them to this list.
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We hope you enjoy Float Schedule. To search for any other online tool please use our search box at the top of the page.
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