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. What is the hierarchy of elements?

Recent help resources

  1. Can I see when team members applied their time?
  2. Can I disable the Advanced Editor being on by default?
  3. How do I modify an already approved timesheet?
  4. Bulk submitting and approval of timesheets
  5. Adding detailed task and time data when exporting to FreshBooks and QuickBooks Online

Accounts & Billing 13

  1. How do I update my payment / credit card information?
  2. Parking an Intervals Account
  3. Can I pay annually or quarterly? and by check?
  4. How do I reset my login?
  5. How do I locate the link to my account in order to login?

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 7

  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. Does Intervals have an Android or iOS app?
  5. How do I add my own custom CSS?

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?
  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 13

  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. How do I address an invoice to a client contact?

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?

People 13

  1. Can users edit and delete their own comments?
  2. Can I bulk update someone’s project access?
  3. Can email notifications be disabled for tasks?
  4. Can I reset another user’s username and password?
  5. Can I add a cost rate per person and per client?

Project Management 30

  1. How do I change an Inactive project to Active?
  2. Is there a Kanban view available?
  3. Can I bulk update someone’s project access?
  4. Using the Daily Project Summary
  5. How do I set a project as billable or unbillable?

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 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?
  5. Can I setup a rate per person?

Task Management 30

  1. Can I disable the Advanced Editor being on by default?
  2. Can users edit and delete their own comments?
  3. Can I include Closed tasks in my task list?
  4. As a resource level user, why can’t I close a task?
  5. How do I make subtasks using checklists?

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 21

  1. Can I see when team members applied their time?
  2. How do I modify an already approved timesheet?
  3. Bulk submitting and approval of timesheets
  4. Tracking time on tasks
  5. Easily add time from the Home Page

Tips & Tricks 20

  1. Can I disable the Advanced Editor being on by default?
  2. View more data by hiding filters
  3. Can users edit and delete their own comments?
  4. Can I include Closed tasks in my task list?
  5. Tracking time on tasks

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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