Getting started with Float
Float is built to help you allocate the right people to the right work—and this session shows you how. Join Customer Success Specialist, Monique Lonardi, for a live walkthrough of the steps that matter most, from inviting your team to building projects and assigning work that sticks. You’ll walk away with a strong foundation, solid best practices, and the know-how to keep things moving.
You’ll learn how to:
-Build a complete picture of your people—so you can resource based on skills, availability, and what each project actually needs
-Create projects with the right structure for smarter tracking
-Allocate work efficiently using hours or percentagesAvoid and fix common early mistakes that get in the way of success
Whether you’re the ops lead, the resource planner, or just the one who got handed the keys, this is your go-to for making Float work from day one.
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