Intervals Homepage

Welcome to the official Intervals Help site!

Here you’ll find answers to common support questions, tips and tricks, videos, and demos. If you can’t find what you are looking for on the Intervals help site please contact our support team.

What is Intervals?

Intervals is a hosted task, time and project management service with powerful reporting that is ideal for small businesses. Intervals is fully featured yet easy to use. Learn more at www.myintervals.com.

Accounts & Billing 12

  1. Parking an Intervals Account
  2. Can I pay annually or quarterly? and by check?
  3. How do I reset my login?
  4. How do I locate my Intervals subdomain name where I login?
  5. Can I include my VAT number in my monthly receipt?

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. Is Intervals available in a language other than English?
  2. Advanced theme editor tips & tricks
  3. Does Intervals have an Android or iOS app?
  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?

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?
  3. Who is allowed to email tasks?
  4. What can I email directly within Intervals?

Getting started with Intervals 11

  1. Introduction and Access Levels
  2. Homepage Calendar
  3. Time Management
  4. Task Management and Milestones
  5. Personalizing Intervals

Home Page Calendar 9

  1. How do tasks span on the home page calendar?
  2. Can I change the color of the calendar notes?
  3. Home page advanced tips & tricks
  4. Can I save or delete filters?
  5. How do I use the home page filters?

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 9

  1. How do I address an invoice to a client contact?
  2. Can I add a discount to an invoice?
  3. Can I create a quote or estimate that a client signs off on?
  4. Do you have aging? How do I see overdue invoices?
  5. I need “tax invoice” on my invoice. What are my options?

Milestones 5

  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?

People 12

  1. Can I bulk update someone’s project access?
  2. Can email notifications be disabled for tasks?
  3. Can I reset another user’s username and password?
  4. Can I add a cost rate per person and per client?
  5. How do I reset my login?

Project Management 29

  1. Is there a Kanban view available?
  2. Can I bulk update someone’s project access?
  3. Using the daily project summary
  4. How do I set a project as billable or unbillable?
  5. Can I edit the project number or use custom project numbers?

Reporting 21

  1. How do I use the Task Snapshot Report?
  2. Is there an expenses report?
  3. Is there a way to run a report showing when tasks are due?
  4. Can I add a cost rate per person and per client?
  5. Can I run a report that shows hours by task status?

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 10

  1. Can Intervals run from a custom domain?
  2. What can I do if I am not receiving emails?
  3. Can I setup a rate per person?
  4. I don’t see the option for Settings & Defaults, why?
  5. Default Invoicing

Task Management 22

  1. As a resource, why can’t I close a task?
  2. How do I make subtasks using checklists?
  3. What can I do if I am not receiving emails?
  4. Is there a way to run a report showing when tasks are due?
  5. Can I create task dependencies?

Third Party Integrations 9

  1. Xero Integration for Intervals
  2. Integrating Slack into the Work Request Queue
  3. Google Drive Integration
  4. How to disable popup blocking with Google Drive integration
  5. Integrating HipChat into the Work Request Queue

Time Tracking 14

  1. How do I set a project as billable or unbillable?
  2. Can I see who has timers running?
  3. Can I see if someone has not tracked time?
  4. How do I move time from one project to another?
  5. I can’t add time? What is an approved time frame?

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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