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Welcome to the official Intervals Help site!

The site includes articles, videos, common questions, uptime status, and tips and tricks for Intervals software. We invite you to search and explore our help documentation. If you can't find what you are looking for please contact our support team.

What is Intervals?

Intervals is a time tracking, task management, and project management service that launched in 2006. Thousands of small businesses around the globe rely on Intervals to get their daily work done. Learn more at www.myintervals.com.

Intervals Online Software

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Most popular help resources

  1. What are task owners, assignees and followers?
  2. Time Tracking FAQs
  3. Task Management FAQs
  4. What is the best report to show estimated vs. actual hours?
  5. 📱 Is there an Intervals mobile app?

Recent help resources

  1. Is there a setting that controls the task hover view? We used to be able to see task information without clicking on the task.
  2. Is there a way to set a budget alert by task?
  3. How to view other people’s timesheets
  4. Error – Invalid Grant message when exporting an invoice to QuickBooks Online
  5. Does the task recurrence feature have bi-weekly as a scheduling option?

Accounts & Billing 24

  1. GDPR
  2. Who are the system generated emails sent from?
  3. What does Onboarding & Training mean on the pricing grid?
  4. What is Priority Support?
  5. How does unlimited users work? If you don’t charge per user, how does pricing work?

API 11

  1. Swagger and the Intervals API
  2. HTML Decode a String in Excel, No Plugins Required
  3. Using MS Access with the Intervals API
  4. Starter excel template for accessing the Intervals API
  5. Retrieve data using Excel and Intervals API

Appearance & Theme 7

  1. Do you have dark mode support?
  2. How do I use the Modernistic interface?
  3. What locales does Intervals support? Is the interface available in a language other than English?
  4. Advanced theme editor tips & tricks
  5. How do I add my own custom CSS?

Clients 10

  1. How can I export a client list?
  2. How to handle departments?
  3. Does Intervals include CRM functionality?
  4. Can a project belong to more than one client?
  5. Can I create a quote or estimate that a client signs off on?

Dashboard 2

  1. How can I see a summary of the value of work or earnings from my projects?
  2. Visual Dashboard for Projects

Data Backups & Security 3

  1. What happens to my data when I cancel?
  2. Can I export my data?
  3. How is data backed up?

Document / File storage 11

  1. Document upload file size limit
  2. Can I send documents to clients?
  3. Do I have to copy the documents when I copy a task? If I do, can I bulk delete the documents?
  4. Using Images Inline (pasting & dragging)
  5. Google Drive Integration

Email Integration 5

  1. Using Images Inline (pasting & dragging)
  2. Can email notifications be disabled for tasks?
  3. What can I do if I am not receiving emails sent from Intervals?
  4. Who is allowed to email tasks?
  5. Email integration within Intervals

Getting started with Intervals 11

  1. Personalizing Intervals
  2. Time Management
  3. Task Management and Milestones
  4. User Levels
  5. Project Management

Home Page Calendar 12

  1. What does the eyeball icon mean on a task?
  2. Calendar Orientation Setting
  3. Update items quickly via Drag & Drop on Calendar
  4. Easily add time from the Home Page
  5. How do tasks span on the home page calendar?

Importing & Exporting Data 10

  1. How can I export a client list?
  2. Is there a way to delete imported data?
  3. Is there a way to use the imports and set the project team?
  4. How do I import people but skip the email notification?
  5. How do I import people and notify them of their account?

Invoicing 15

  1. Can an invoice be voided? Can I mark an invoice as bad debt?
  2. Can I include expenses and non-hourly items on invoices?
  3. Adding detailed task and time data when exporting to FreshBooks and QuickBooks Online
  4. Mapping to service fields on invoices exported to QuickBooks Online
  5. FreshBooks Integration

Milestones 7

  1. Adding time to a task on a milestone
  2. What kind of information can I see by using the milestone graphs tab?
  3. How do I reschedule a milestone including its tasks?
  4. Can I see tasks nested within milestones?
  5. Using milestones in an Agile setting

Mobile App 11

  1. 📱 How to edit project permissions and set the project team
  2. 📱 Logging in via the “send me an email link”
  3. 📱 Using the Request Queue via the Mobile App
  4. 📱 Can timesheets be submitted and approved via the mobile app?
  5. 📱 An introduction to the Mobile App navigation

People 28

  1. Can I create an administrator level user that sees all projects but not the administration settings?
  2. How do I transfer account ownership to another administrator?
  3. How to activate a person
  4. How to manage email notification preferences
  5. Can I assign a work type to a person?

Project Management 41

  1. How to create and manage a retainer project
  2. How to deactivate a module
  3. How to archive several projects at once
  4. Can I assign a work type to a person?
  5. Can projects billable / unbillable setting be changed in bulk?

Recurring Tasks 15

  1. Does the task recurrence feature have bi-weekly as a scheduling option?
  2. Do you allow recurring tasks to be bi-annual (every 6 months)?
  3. Can I pause a recurring task?
  4. How do I remove recurrence from a recurring task?
  5. Monthly Recurring Tasks

Reporting 40

  1. Is there a way to set a budget alert by task?
  2. Can I view only projects on the Gantt chart (no tasks or milestones)?
  3. Can I control the page orientation of scheduled reports?
  4. How to display unbillable time
  5. Is there a report that shows how many tasks are closed per week?

Search 7

  1. Do I have to go to Help.Myintervals.com to search help articles?
  2. Is there a way to run a report showing when tasks are due?
  3. Can I include or ignore words in my search?
  4. How do I use the advanced search?
  5. Why can’t I find tasks for an inactive project?

Settings & Defaults 22

  1. How to create and use one general module
  2. How to deactivate a module
  3. What does the time round up setting control?
  4. What happens when I deactivate a work type?
  5. How do I get a demo? Some one-on-one help would be great.

Task Management 48

  1. Is there a way to set a budget alert by task?
  2. How do I close a task?
  3. How to create and use one general module
  4. The Daily Task Digest email and how to manage your email preferences
  5. Is there a way to link directly to a task comment?

Third Party Integrations 12

  1. Error – Invalid Grant message when exporting an invoice to QuickBooks Online
  2. Adding detailed task and time data when exporting to FreshBooks and QuickBooks Online
  3. Mapping to service fields on invoices exported to QuickBooks Online
  4. FreshBooks Integration
  5. QuickBooks Online Integration

Time Tracking 47

  1. How to view other people’s timesheets
  2. I see that time is displayed in decimal format; can I add time in time format?
  3. How to add time to a project
  4. How to Import Time
  5. Is there a way to round up time entered?

Tips & Tricks 66

  1. Is there a setting that controls the task hover view? We used to be able to see task information without clicking on the task.
  2. Is there a way to set a budget alert by task?
  3. Can an invoice be voided? Can I mark an invoice as bad debt?
  4. Can I view only projects on the Gantt chart (no tasks or milestones)?
  5. I need an Intervals Accessibility report. Do you have a VPAT?

Work Request Queue 7

  1. How to manage request queue attendants
  2. Using Images Inline (pasting & dragging)
  3. Integrating Slack into the Work Request Queue
  4. Integrating HipChat into the Work Request Queue
  5. How do I append a request to an existing task?

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