Float allows you to to plan your projects and schedule your team's time all in one place via a visual resource planner.
For any queries relating to the Float integration with Teamwork, please contact the Float support team.
Within Float, you can integrate your account with Teamwork to schedule your team's tasks.
When you log in to your Float account, click your profile icon and select Team settings from the dropdown menu.
In the settings area, select the Integrations tab in the left sidebar.
Under Project Management, you will see a section for Teamwork. Click the Connect button on the right to start the setup.
You will be brought to the Teamwork login launchpad to enter your login credentials for the account you want to link.
If the email address is associated with multiple sites, you will need to choose the relevant site. You will then be asked to grant access permissions to your site for the integration.
Once you log in to Teamwork, you will be redirected to the integration settings where you can choose which items to sync.
In the Projects section, all projects currently active in your Teamwork account will be selected for syncing by default. You can uncheck this option if you do not want any existing projects brought into Float.
To choose a custom subset of projects to be synced, click the Select projects button on the right. This will open a pop-up modal where you can check and uncheck the relevant projects before clicking Continue at the bottom of the list.
At the bottom of the Projects section, you can also set whether future projects created in Teamwork should be synced to Float.
In the People section, all users currently active in your Teamwork account will be selected for syncing by default. You can uncheck this option if you do not want any existing users brought into Float.
To choose a custom subset of users to be synced, click the Select people button on the right. This will open a pop-up modal where you can check and uncheck the relevant people before clicking Continue at the bottom of the list.
Similarly to projects, you can also set whether future people added in Teamwork should be synced to Float.
Once you have set your project and people preferences for syncing, click the Connect to Teamwork button at the bottom of the page.
Your existing Teamwork data (if selected) will be pulled over to Float. The integration settings will detail the number of projects and people synced.
You can only sync with one project management tool at a time in Float. To disconnect the integration, click Edit. At the bottom of the integration details page, select Disconnect Teamwork.
- Projects, people, and tasks created in
Float are not synced to
- Subtasks will not be imported from
- If you change the name or assignee of
a task in Teamwork, those changes will
be reflected on the tasks in the
Teamwork sidebar in Float. However,
tasks you have already scheduled will
not be updated.
- If you edit the name of a scheduled
task in Float, the task name will not
be updated in the Teamwork sidebar or
in Teamwork itself.
- The project owner in Teamwork will be
assigned as the Float project owner if
that user already exists in Float with
- Team members will be assigned to the
project in Float if they have at least
one task already assigned in
- If you disconnect a project that has
scheduled tasks, the project is
removed from the Teamwork
- A copy of the project and its
tasks will remain in Float
- Projects without scheduled tasks
will be removed completely.
For more information, see: Using the Float Integration