Welcome to the official Intervals Help site!

The site includes documentation, videos, common questions, current uptime status, and tips and tricks. The site is here to help you get the most out of your Intervals account. If you can’t find what you are looking for please contact our support team.

What is Intervals?

Intervals is an online 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

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. Can I include expenses and non-hourly items on invoices?
  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

Accounts & Billing 16

  1. Using Google sign in to create an Intervals trial account
  2. How do I use Google sign in to log into my Intervals account?
  3. How do I change my username and/or password?
  4. How do I update my payment / credit card information?
  5. Parking an Intervals Account

API 5

  1. How do I get an API token?
  2. Where can I find API documentation?
  3. Can documents be added or deleted via the API?
  4. I am not getting any tasks for an inactive project, why?
  5. Who can use the API?

Appearance & Theme 6

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

Clients 8

  1. Does Intervals include CRM functionality?
  2. Can a project belong to more than one client?
  3. Can I create a quote or estimate that a client signs off on?
  4. Why can’t I add time to a Client?
  5. How do I use the client dashboard?

Dashboard 1

  1. 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 7

  1. Google Drive Integration
  2. How to disable popup blocking with Google Drive integration
  3. Where can I upload documents?
  4. Where do I see how much document storage I am using?
  5. How do I create versions of documents?

Email Integration 4

  1. Can email notifications be disabled for tasks?
  2. What can I do if I am not receiving emails sent from Intervals?
  3. Who is allowed to email tasks?
  4. 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 10

  1. Calendar Orientation Setting
  2. Update items quickly via Drag & Drop on Calendar
  3. Easily add time from the Home Page
  4. How do tasks span on the home page calendar?
  5. Can I change the color of the calendar notes?

Importing & Exporting Data 5

  1. Why are CSV exports not preserving special characters?
  2. Importing people: three ways to do it
  3. Exporting data
  4. Importing data
  5. Basecamp™ classic import

Invoicing 14

  1. Can I include expenses and non-hourly items on invoices?
  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

Milestones 6

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

Mobile App 10

  1. 📱 Logging in via the “send me an email link”
  2. 📱 Using the Request Queue via the Mobile App
  3. 📱 Can timesheets be submitted and approved via the mobile app?
  4. 📱 An introduction to the Mobile App navigation
  5. 📱 How do I switch between accounts when using the mobile app

People 16

  1. Using Google sign in to create an Intervals trial account
  2. How do I use Google sign in to log into my Intervals account?
  3. Can users edit and delete their own comments?
  4. Can I bulk update someone’s project access?
  5. Can email notifications be disabled for tasks?

Project Management 33

  1. I’m looking for an inactive project and I can’t find it. What am I doing wrong? 
  2. How do I delete a project?
  3. Is there a Gantt chart?
  4. How do I change an Inactive project to Active?
  5. Is there a Kanban view available?

Reporting 23

  1. How do I share a saved report with my team?
  2. What does the “filter active items only” checkbox do on reports? It doesn’t seem to change anything.
  3. Is there a Gantt chart?
  4. How do I use the Task Snapshot Report?
  5. Is there an expenses report?

Search 6

  1. Is there a way to run a report showing when tasks are due?
  2. Can I include or ignore words in my search?
  3. How do I use the advanced search?
  4. Why can’t I find tasks for an inactive project?
  5. Can I search for when a task was closed?

Settings & Defaults 16

  1. Can I disable the Advanced Editor being on by default?
  2. Calendar Orientation Setting
  3. Can Intervals run from a custom domain?
  4. What can I do if I am not receiving emails sent from Intervals?
  5. Can I setup a rate per person?

Task Management 34

  1. Use recently updated tasks to view recent activity
  2. Is there an audit trail on task changes? Are changes logged?
  3. Using emojis in task comments, project notes, and more
  4. Daily Summary of Tasks email
  5. Can I disable the Advanced Editor being on by default?

Third Party Integrations 11

  1. Adding detailed task and time data when exporting to FreshBooks and QuickBooks Online
  2. Mapping to service fields on invoices exported to QuickBooks Online
  3. FreshBooks Integration
  4. QuickBooks Online Integration
  5. Xero Integration for Intervals

Time Tracking 22

  1. Can I track time off (vacation & sick leave)?
  2. Can I see when team members applied their time?
  3. How do I modify an already approved timesheet?
  4. Bulk submitting and approval of timesheets
  5. Tracking time on tasks

Tips & Tricks 23

  1. Is there an audit trail on task changes? Are changes logged?
  2. How do I change my username and/or password?
  3. Using emojis in task comments, project notes, and more
  4. Can I disable the Advanced Editor being on by default?
  5. View more data by hiding filters

Work Request Queue 5

  1. Integrating Slack into the Work Request Queue
  2. Integrating HipChat into the Work Request Queue
  3. How do I append a request to an existing task?
  4. How does the Hopper whitelist work?
  5. How do I use the work request queue?

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