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  • 28th August 2023

    Project Planning

A new Role management page to streamline future planning and estimating in Float

New roles management in Float

We're expanding how you can manage Roles in Float to supercharge your project planning. In March, we renamed the 'Job Title' field to 'Role' to encourage standardized team setups. This week we've rolled out a dedicated Roles management section within your Team Settings. From here, Admins and Account Owners can easily add, edit, and delete Roles for their team. This streamlines the governance of how your team uses Float by making it easier to manage your team's setup and workflows. Even better, setting up Roles will enable you to take full advantage of upcoming project estimation and planning features later this year.

A preview of the manage roles page
A preview of the manage roles page in Team Settings

You can start thinking about how you'll set up your Roles in Float today! As a best approach, we recommend that you consider the type of work that you usually plan in Float.

  • What roles does your team usually look for when planning project work?
    ✔️ Start adding these standard Roles on the new Roles management page in Team Settings, e.g., Copywriter, Producer, Frontend Developer, Art Director
    If you charge by seniority level, we recommend that you include this in the Role name so that you can filter by people at different rate levels, e.g. Senior Art Director vs. Art Director
  • Are there specific skills that you usually look for when planning project roles?
    ✔️ Start to add these skills as Person tags and assign these to your team members, e.g., One person in a 'Designer' role might have a 'UX design' tag, whereas another person in a 'Designer' role might have an 'Illustration' tag.

With the new Roles management page, you can audit all of the Roles and bulk-edit any changes at an account level.

After this release, we'll be adding the option to assign rates to Roles and the ability to access Roles data in your People and Project reports.

Want to be the first to hear about new features and how to use them? Join our Float Community in Slack.