---
title: "Task: What is the Float Manager Task and how do you use it?"
last_updated: "2026-04-01T12:32:33.011Z"
category: "Tasks"
canonical_url: "https://maybeclients.com/h/mash-help-centre/task-what-is-the-float-manager-task-and-how-do-you-use-it"
help_centre: "MaSH! Help Centre"
---

# Task: What is the Float Manager Task and how do you use it?

Float Manager

Category: Float-connected

---

|  | Primary team
Operations / Leadership | Also useful for
All Agency | Frequency
On demand |
WHAT THIS TASK DELIVERS

Reads and writes to Float. Creates and edits projects, phases, milestones, and allocations. Generates utilisation reports. Manages time off.

How it is triggered: On demand via Teams. Every prompt must reference Float explicitly.

WHAT IT PRODUCES

Confirmation with a Float link, schedule view, project or allocation confirmation, report, or time-off summary depending on the task.

BEFORE YOU USE THIS AGENT

Every prompt must start with or explicitly reference 'In Float'. Without this, the Agent will not trigger the Float integration.

---

FREQUENTLY ASKED QUESTIONS

Q  Why must every prompt reference Float?

A  Float Manager connects directly to Float. Without an explicit Float reference, the Agent will not trigger the integration.

---

Q  Can it create and edit as well as view?

A  Yes. It has full read and write access. It can create projects, add phases, set milestones, book allocations, and modify existing entries.

---

Q  What happens if I ask it to delete something?

A  It will execute deletion when you explicitly confirm in your prompt e.g. 'In Float, delete milestone X from project Y I confirm you should remove it.' Always include explicit confirmation for deletions.

---

EXAMPLE PROMPTS REPLACE {PLACEHOLDERS} WITH REAL VALUES

|  | > | In Float, show my schedule for {date_range} and highlight any days over {hours_per_day} hours. |
|  | In Float, create a new project called {project_name} for client {client_name} with dates {start_date} to {end_date}. | > |
|  | > | In Float, add a phase {phase_name} to {project_name} running {start_date} to {end_date} with a budget of {budget_hours} hours. |
|  | > | In Float, book {person_name} on {client_name} / {project_name} / {task_name} for {date_range} at {hours_per_day} hours per day. |
|  | In Float, find who is available for {date_range} with at least {free_hours_per_day} hours per day free. | > |
|  | > | In Float, generate a people utilisation report for {date_range} for {person_name}. |
|  | In Float, list logged time for {person_name} during {date_range}, grouped by client and project. | > |
|  | > | In Float, request time off for {person_name} for {date_range} as {time_off_type}. |
|  | > | In Float, list all approved time off for {date_range} and flag conflicts with allocations. |
|  | In Float, move the milestone {milestone_name} from {old_date} to {new_date} in {project_name}. | > |
TASK SCOPE

|  | This task does | This task does not |
|  | ✓  Create, edit, and view projects and phases in Float | ✗  Access resource data outside Float |
|  | ✓  Book and modify team allocations | ✗  Override allocation conflicts automatically flags them for human decision |
|  | ✓  Set milestones and statuses | ✗  Operate without explicit Float reference in the prompt |
|  | ✓  Generate utilisation and project reports |
|  | ✓  Manage time off requests and approvals |