Intervals Online Software

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.

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 try the Modernistic Beta Interface?
  2. Is Intervals 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. 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 11

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

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 10

  1. QuickBooks Online Integration
  2. How do I address an invoice to a client contact?
  3. Can I add a discount to an invoice?
  4. Can I create a quote or estimate that a client signs off on?
  5. Do you have aging? How do I see overdue invoices?

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 14

  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. Advanced theme editor tips & tricks
  5. I don’t see the option for Settings & Defaults, why?

Task Management 24

  1. As a resource level user, 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. QuickBooks Online Integration
  2. Xero Integration for Intervals
  3. Integrating Slack into the Work Request Queue
  4. Google Drive Integration
  5. How to disable popup blocking with Google Drive integration

Time Tracking 16

  1. Easily add time from the Home Page
  2. Timesheet – Tips and Tricks
  3. How do I set a project as billable or unbillable?
  4. Can I see who has timers running?
  5. Can I see if someone has not tracked time?

Tips & Tricks 3

  1. Update items quickly via Drag & Drop on Calendar
  2. Easily add time from the Home Page
  3. Timesheet – Tips and Tricks

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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