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. Weekly Timesheets – What is a timesheet? How does the submission and approval flow work?
  2. Can I copy my weekly timesheet?
  3. Swagger and the Intervals API
  4. Which report is best to see the total value of work over time?
  5. Can I send documents to clients?

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 11

  1. Swagger and the Intervals API
  2. HTML Decode a String in Excel, No Plugins Required
  3. Using MS Access with the Intervals API
  4. Starter excel template for accessing the Intervals API
  5. Retrieve data using Excel and Intervals 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 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 10

  1. Can I send documents to clients?
  2. Do I have to copy the documents when I copy a task? If I do, can I bulk delete the documents?
  3. Using Images Inline (pasting & dragging)
  4. Google Drive Integration
  5. How to disable popup blocking with Google Drive integration

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 11

  1. 📱 How to edit project permissions on the mobile app
  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

People 25

  1. How to manage email notification preferences
  2. Can I assign a work type to a person?
  3. Can I bulk deactivate users?
  4. How do I delete a user? Is their data deleted?
  5. How do I update my email address?

Project Management 39

  1. How to archive several projects at once
  2. Can I assign a work type to a person?
  3. Can projects billable / unbillable setting be changed in bulk?
  4. How to change hourly rates in the middle of a project
  5. Is there a way to add an expense to a task?

Reporting 35

  1. Which report is best to see the total value of work over time?
  2. Is there a way to set monthly timesheets?
  3. Is there an activity log that shows a person’s activity?
  4. I need to see descriptions and rates. Is there a way to combine the Summary Report and Project Activity Report?
  5. An Overview of Every Intervals Report

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 40

  1. Weekly Timesheets – What is a timesheet? How does the submission and approval flow work?
  2. Can I copy my weekly timesheet?
  3. How to submit your timesheet for approval
  4. Can I change the amount of characters that are allowed when time is added? I need a larger description of work performed.
  5. Is there a way to set monthly timesheets?

Tips & Tricks 56

  1. Can I share a saved filter with other users?
  2. How do I schedule an already saved view for email delivery?
  3. How to save and schedule views for delivery
  4. How to manage email notification preferences
  5. How to log out of your account

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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