Optimize team resources with the new Float and Teamwork Projects integration

Posted by: Emma Ross /

Get a visual representation of your team’s day-to-day workload using the new Float and Teamwork Projects integration, so you can manage resources effectively and allocate work evenly. With a calendar view of who’s working on which tasks, and how long they’re going to take, you get a bird’s eye view of your team’s workload.

(Note: Before using this integration, please read the integration sync rules carefully)

Effectively managing your team’s workload can be like mastering a fine art. As projects develop and your team’s workload increases, it becomes more and more difficult to find a healthy balance between the amount of work that needs to be delivered and the amount of work every team member needs to do. If the balance is off and the work is unevenly allocated, it can lead to reduced productivity, low team morale or even employee burnout.

This new integration helps you to combat this by giving you a visual overview of all work assigned to your team in Teamwork Projects directly from the Float resource management calendar view. It allows users to import people and projects from Teamwork Projects and sync tasks, projects, and people updates into Float. With a real-time sync, updates to allocated work — including the assignee, estimated hours and date ranges — are reflected instantly in Teamwork Projects, so there’s no delay in optimizing your team’s schedule.

How team leads and managers can use this integration

This integration is great if you’re a team lead or manager who needs a visual representation of your team’s workload. It lets you easily see who is maxed out and who has the capacity to take on more work.

As a team lead, you can import all your people and projects from Teamwork Projects into Float. Once they’re imported, you can filter out any people or projects you don’t want to appear in your schedule view from the People or Projects tab in Float. If you then go to the Schedule tab, you’ll see your calendar view with a list of your people or projects, depending on how you have filtered it.

Now to get scheduling! In Float, simply click on the Add + button or click on the day you’d like to kick off the task, select the project, add the task you’d like to assign, and select the person you’d like to assign the task to. You can add an estimated time for the task as well as a start and end date. Once you hit Update, this task is now scheduled and all changes are instantly updated in both Teamwork Projects and Float.

If you create tasks in Float, this will then create a corresponding subtask in Teamwork Projects. On the flip side, when you’re allocating work from Teamwork Projects, you simply need to assign subtasks for them to appear in the Float calendar view. With a real-time sync, there’s no waiting involved when you’re allocating work.

As your team completes tasks, in either Teamwork Projects or Float, this then updates automatically in both apps, meaning you get the most up-to-date view of how your work is progressing. Some team leads even like to schedule their team’s workload for the week and display the calendar view in the office so that everyone can get a real-time update of what the team is working on.
See it in action

Sound good? Float offers a free 30-day trial to all new customers. You can sign up via their website here. The Teamwork Projects integration is available in Float under Team Settings.

Check out our list of help docs to get started with this new integration. Before using this integration, please read the integration sync rules carefully.

This is a third-party integration built and supported by the team at Float. We remain committed to working on the feature requests that appear on our roadmap. If you need a hand getting set up with this integration, or have any queries, please contact the Float team here.

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Emma Ross
Product marketer

6 Comments

Taylor Motley

Why are the float tasks tied to subtasks and not parent tasks? I am sure there is a reason for this, but we don’t typically use subtasks since we are using the task templates and project templates.

Reply
Holly McGill

Hey Taylor,

Good question and there is a reason for this. Float tasks work differently to Teamwork Project tasks. Float use ‘task-name’ (mapping to our parent tasks) and ‘tasks'(mapping to our subtasks). We can’t map a parent task as in order to assign them in Float they must be a ‘task’ and not ‘task-name’ in Float. Because of this, subtasks are mapped to tasks in Float, allowing you to schedule. Tasks in Teamwork Projects are mapped to their ‘task-name’.

I hope that clears things up. If you have any other questions, please contact us on support@teamwork.com or alternatively Float support team at https://www.float.com/contact.

Thanks,
Holly

Reply
Moritz

Hi Holly, I have a question about this topic to understand it the better: Doesn’t make this restriction of Float make teamwork subtasks completely useless? Or do I understand wrong? Subtasks in a parent task named as the subtask looks like a kind of data waste. This stops m from using float even if float would solve our ressource planning issue perfectly. Thanks, Moritz

Reply
Holly McGill

Hi Moritz,

Thanks for getting in touch. As Float uses task names(parent tasks in Teamwork Projects) and tasks(sub tasks in Teamwork Projects), their rules indicate that you cannot have a difference in the name here. As they have this in place, we need to match their model in order to schedule. Please reach out to us directly at support@teamwork.com as we are working with Float to take customer feedback and work with them on relevant changes.

Thanks, Holly

Reply
Michael

Do not deploy this integration unless you fully understand how the sync is going to impact your projects.

After syncing, entire series of tasks and subtasks are moved out of order and disconnected from another, with many new tasks being created that are assigned to nobody.

Reply
Holly McGill

Hey Michael,

Thanks for your feedback. We have taken this on board and are working with Float to try and solve the data impact this has had. If you would be interested in trying out the new version, which doesn’t impact any of your data, allows you to schedule new projects and learn how their data model works, please reach out to the Float team at https://www.float.com/contact. I am sorry to hear you had such issues, but please know we are working as a team to try and solve this.

Thanks,
Holly

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