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Welcome to the official Intervals help site!

The site includes articles, videos, common questions, uptime status, and tips and tricks for Intervals software. We invite you to explore our help documentation. If you can't find what you are looking for please contact our support team.

What is Intervals?

Intervals is a 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 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. 📱 Is there an Intervals mobile app?

Recent help resources

  1. Is there a way we can filter time by task and date range?
  2. How do I find a saved report?
  3. Is there a way to report or export the date created for tasks?
  4. How to set a default work type per person
  5. Roll-up Report

Accounts & Billing 24

  1. GDPR
  2. Who are the system generated emails sent from?
  3. What does Onboarding & Training mean on the pricing grid?
  4. What is Priority Support?
  5. How does unlimited users work? If you don’t charge per user, how does pricing work?

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 9

  1. Which Intervals themes are the most popular?
  2. How to customize your theme colors
  3. Do you have dark mode support?
  4. How do I use the Modernistic interface?
  5. What locales does Intervals support? Is the interface available in a language other than English?

Clients 12

  1. Can I narrow down the project list and client list by the date they were created?
  2. I added a client, but they don’t show up in the drop-down menus
  3. How can I export a client list?
  4. How to handle departments?
  5. Does Intervals include CRM functionality?

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 11

  1. Document upload file size limit
  2. Can I send documents to clients?
  3. Do I have to copy the documents when I copy a task? If I do, can I bulk delete the documents?
  4. Using Images Inline (pasting & dragging)
  5. 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 13

  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 10

  1. How can I export a client list?
  2. Is there a way to delete imported data?
  3. Is there a way to use the imports and set the project team?
  4. How do I import people but skip the email notification?
  5. How do I import people and notify them of their account?

Invoicing 21

  1. How to add a second tax rate
  2. How to add sales tax to invoices
  3. How do I Include Unbillable Time on an Invoice?
  4. Can I change the name of invoice?
  5. Can I change the logo used for invoicing?

Kanban 7

  1. Tracking time directly on Cards in Kanban view
  2. View recently updated cards while using kanban boards
  3. Can I show less information on the cards in the Kanban view?
  4. Can I create a Kanban board for my tasks due this week?
  5. Introduction to Task Views – Table, Card, and Simple

Milestones 8

  1. Can I copy a Milestone to another Project?
  2. Adding time to a task on a milestone
  3. What kind of information can I see by using the milestone graphs tab?
  4. How do I reschedule a milestone including its tasks?
  5. Can I see tasks nested within milestones?

Mobile App 11

  1. 📱 How to edit project permissions and set the project team
  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 31

  1. How to set a default work type per person
  2. I can’t add a person to a project team. What am I doing wrong?
  3. Can I downgrade a resource to an executive user?
  4. Can I create an administrator level user that sees all projects but not the administration settings?
  5. How do I transfer account ownership to another administrator?

Project Management 49

  1. Can I narrow down the project list and client list by the date they were created?
  2. How do I add a new Project Label to existing projects?
  3. Measuring progress by module with a project time summary
  4. Is there a way to have custom Task Statuses on each project?
  5. Can you bulk update the project budget alert threshold?

Recurring Tasks 15

  1. Does the task recurrence feature have bi-weekly as a scheduling option?
  2. Do you allow recurring tasks to be bi-annual (every 6 months)?
  3. Can I pause a recurring task?
  4. How do I remove recurrence from a recurring task?
  5. Monthly Recurring Tasks

Reporting 48

  1. Is there a way we can filter time by task and date range?
  2. How do I find a saved report?
  3. Is there a way to report or export the date created for tasks?
  4. Roll-up Report
  5. Can I apply a date range to the Project Landscape Report?

Search 8

  1. Can I create a Kanban board for my tasks due this week?
  2. Do I have to go to Help.Myintervals.com to search help articles?
  3. Is there a way to run a report showing when tasks are due?
  4. Can I include or ignore words in my search?
  5. How do I use the advanced search?

Settings & Defaults 25

  1. Is there a way to have custom Task Statuses on each project?
  2. Can I see where my modules are being used?
  3. How to manage project labels
  4. How to create and use one general module
  5. How to deactivate a module

Task Management 62

  1. Is there a way to report or export the date created for tasks?
  2. How can I export time from a single task to Excel?
  3. Can I bulk delete tasks?
  4. How to Use Intervals as a Bug Tracking System
  5. How to Use Intervals as a Ticketing System

Third Party Integrations 12

  1. Error – Invalid Grant message when exporting an invoice to QuickBooks Online
  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

Time Tracking 59

  1. How to set a default work type per person
  2. How can I export time from a single task to Excel?
  3. Is there a report to see who approved which timesheet?
  4. How to Remove the Billable Option from the Add Time Lightbox
  5. How Intervals Can Help Maintain Compliance with the EU Time Tracking Law

Tips & Tricks 93

  1. Is there a way we can filter time by task and date range?
  2. How do I find a saved report?
  3. Is there a way to report or export the date created for tasks?
  4. How to set a default work type per person
  5. Is there a report to see who approved which timesheet?

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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