1.Captures new project reference
Integrate Float and project metadata to capture the new project reference and key fields for downstream task setup.
Create standard project tasks when project is created
Automatically capture new project records across Float. Create and update role-based tasks when projects are created, template tasks are missing, or draft projects are excludedβso you can triage work, staff roles, and provision billable tasks without manual setup.
How this automation accelerates project triage
When new projects land but tasks stay unprovisioned, teams waste time coordinating kickoff work. This automation captures project metadata in Float and loops roles to create project tasksβso your team can triage and staff immediately.
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2.Iterates role-based task list
Integrate Looping by Zapier and role mapping to loop values into one iteration per task role and task name.
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3.Creates project tasks from template
Integrate Float and project task creation to create task records, map project and role values, and mark them billable.
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Streamline recurring work with automated task creation, due date tracking, and assignee alerts
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