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.com,
please contact the Float support
team.
Within Float, you can use
the Teamwork.com integration to
schedule your team's tasks.
The Float integration allows you to
import your projects and people and get a
visual representation of your team's
day-to-day workload in a resource management
calendar view.
Once you connect your Float account
to Teamwork.com, you will see an additional icon
in the top right of your site for Teamwork.com.
Clicking this will open a sidebar listing all
of your synced Teamwork.com tasks.
For any tasks already assigned when
synced with Float, you will see the user's
avatar beside the task in the sidebar.
When you click a scheduled task, the
task details modal will open where you will
have an option to View in
Teamwork.
Tasks
Go
to the Schedule area of
your site and choose either the
Projects or People
view.
With the Teamwork.com sidebar open, you
can drag existing Teamwork.com tasks to designated
days for users in your schedule to create new
Float tasks.
Task hours are determined based on
the person's individual working hours for the
day. Therefore, if you schedule a task for a
day where the person is set to work for 4
hours, the task duration will also be set to 4
hours.
Tasks from Teamwork.com will remain in
the sidebar and can be scheduled as many times
as you want. This allows you to utilize the
same task reference from Teamwork.com to populate
multiple people's schedules in Float when
shared work is required or to schedule the
same task across a variety of days for an
individual.
You can adjust any task's duration
directly on the schedule view. Click and drag
the left or right edge of the task to increase
or decrease the number of days it runs across.
To adjust the hours duration of the task, drag
the task vertically to increase or
decrease.
Tasks that have been scheduled will
be indicated with a white dot in the Teamwork.com
sidebar.
You can also log time in Float using
tasks from the Teamwork.com sidebar by dragging
and dropping tasks onto a person's timesheet
in the Log Time area.
Note: Time logged in
Float will not sync back to Teamwork.com.
Task hours for time logged are based
on the last hour setting used on the Log Time
page. You can adjust the time after adding it
to the schedule by dragging the task
block.
Projects
If you choose to import existing
projects from Teamwork.com in the initial
setup, you will see them listed in the Projects section in
Float.
People
If you choose to import
existing people from Teamwork.com in the
initial setup, you will see them
listed in the People section in
Float.
Sync notes
- Projects, people, and tasks created in
Float are not synced to
Teamwork.com.
- Subtasks will not be imported from
Teamwork.com.
- If you change the name or assignee of
a task in Teamwork.com, those changes will
be reflected on the tasks in the
Teamwork.com 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.com sidebar or
in Teamwork.com itself.
- The project owner in Teamwork.com will be
assigned as the Float project owner if
that user already exists in Float with
access rights.
- Team members will be assigned to the
project in Float if they have at least
one task already assigned in
Teamwork.com.
- If you disconnect a project that has
scheduled tasks, the project is
removed from the Teamwork.com
sidebar.
- A copy of the project and its
tasks will remain in Float
- Projects without scheduled tasks
will be removed completely.
For more information,
see: Enabling the Float
Integration