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.

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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. How to manage request queue attendants
  2. Is there a way to use the imports and set the project team?
  3. How to utilize the “Add to all future projects” feature
  4. Who can see the People tab? Can I control which users see which people?
  5. What makes a task “unstarted”?

Accounts & Billing 22

  1. What does Onboarding & Training mean on the pricing grid?
  2. What is Priority Support?
  3. How does unlimited users work? If you don’t charge per user, how does pricing work?
  4. Do you offer different pricing for not for profit organizations?
  5. How do I get a demo? Some one-on-one help would be great.

API 9

  1. Using MS Access with the Intervals API
  2. Starter excel template for accessing the REST API
  3. Retrieve data using Excel and Intervals API
  4. How many API requests are included? Is there a way to get more API calls?
  5. How do I get an API token?

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 9

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

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 8

  1. Using Images Inline (pasting & dragging)
  2. Google Drive Integration
  3. How to disable popup blocking with Google Drive integration
  4. Where can I upload documents?
  5. Where do I see how much document storage I am using?

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 8

  1. Is there a way to use the imports and set the project team?
  2. How do I import people but skip the email notification?
  3. How do I import people and notify them of their account?
  4. Why are CSV exports not preserving special characters?
  5. Importing people: three ways to do it

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 19

  1. How to utilize the “Add to all future projects” feature
  2. Who can see the People tab? Can I control which users see which people?
  3. Can I restrict a resource to their own tasks?
  4. Using Google sign in to create an Intervals trial account
  5. How do I use Google sign in to log into my Intervals account?

Project Management 35

  1. Is there a way to add an expense to a task?
  2. How to handle departments?
  3. I’m looking for an inactive project and I can’t find it. What am I doing wrong? 
  4. How do I delete a project?
  5. Gantt chart tips & tricks

Reporting 31

  1. An Overview of Every Intervals Report
  2. Saving and scheduling reports for automated delivery
  3. Is there a way to add an expense to a task?
  4. Does Intervals include a Gantt chart?
  5. Using the Project Activity report to review and edit time

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 20

  1. What does the time round up setting control?
  2. What happens when I deactivate a work type?
  3. How do I get a demo? Some one-on-one help would be great.
  4. Using the bulk edit utility to edit multiple work types
  5. Can I disable the Advanced Editor being on by default?

Task Management 44

  1. How to close a task
  2. Task List Shortcuts
  3. Using Images Inline (pasting & dragging)
  4. How to view time remaining on a task
  5. Is there a way with the advanced editor to hit enter and have it NOT skip a line?

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 32

  1. Add a week’s worth of a time at once
  2. Why is a default work type not showing up when I try to add time?
  3. What happens when I deactivate a work type?
  4. Retrieve data using Excel and Intervals API
  5. Can I restrict a resource to their own tasks?

Tips & Tricks 40

  1. What makes a task “unstarted”?
  2. Add a week’s worth of a time at once
  3. Using the advanced theme editor to customize invoice PDFs
  4. Do I have to go to Help.Myintervals.com to search help articles?
  5. How the Keep me logged in feature works

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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