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How do I use work types and modules?

Work types and modules are an integral part of the project hierarchy in Intervals. Modules are typically used for a phase of a project or for a feature being developed. They are “categories” where time and tasks are attached for reporting and for management. For example, say designing a logo can be placed in a […]

Default modules

Default Modules help keep your projects organized. It is helpful to think of Modules as a container or bucket where your tasks and time are held. These buckets can be used to run reports on your tasks and time and also manage your projects. Default modules can be customized by any Administrator who has access […]

Can I create an administrator level user that sees all projects but not the administration settings?

A new Intervals customer recently asked this question. Could I suggest a feature improvement for an access level between Administrator and manager, which allowed view access to all projects, but not the system administration settings. This can currently be done. With administrator level users there are two settings that can be used to restrict their […]

How to create and use one general module

Modules are one of the most powerful features for categorizing tasks that Intervals has to offer. However, they can be too advanced a feature in some scenarios. When that is the case the solution is to whittle down your list of modules to just one, and name it something like “General.” This will cause Intervals […]

How to deactivate a module

Modules are a powerful feature that enable you to segment your tasks into custom categories. After setting up the initial list of modules, each new project will contain a pool of those default modules that are available for tasks. As the project progresses, and more tasks are assigned, having them categorized by module makes for […]

Add a week’s worth of a time at once

One of the main reason’s why someone chooses Intervals over other time tracking systems is the valuable information that is learned from tracking time in a granular fashion. You have full control over your work types, rates, and module structure. You can setup your tracking however you like. If you need to see the time […]

Using the bulk edit utility to edit multiple work types

The Settings & Defaults section features a bulk edit utility that can be utilized to quickly update defaults. For example, you might need to deactivate several default modules at once, or change the hourly rate of several default work types. This video example shows how to set work types to active or inactive using the […]

How do I collapse the footer dock to hide the timers?

The footer includes timers and the search bar. The functionality allows you to start, stop, and apply timers from any page. The search functionality allows you to search for tasks, projects, project notes, documents, people, invoices, and the work request queue. There is a link to the advanced search as well. If you find yourself […]

How to handle departments?

We recently received the following email from a customer. How to handle departments? We have several departments in our company, and we are trying to find a way to mark each task with a department code. Is that somehow possible? There are a few different options on this front. When Intervals is used primarily as […]

Personalizing Intervals

Mold Intervals to match your workflow and processes It all starts in Settings & Defaults. This section houses the defaults established when your Intervals account was first created. Want to customize Intervals and make it match your look with your own logo? No problem, just upload it. Don’t need the default modules or task status from […]

Roadmap & Updates

Intervals is typically updated every one to two weeks with minor updates and every four to six weeks with major releases. The roadmap below does not include every update but includes some notable upcoming developments and a history of some items that have been released. If you have a questions about the status of a […]

Project budgets and estimated work, how does it work?

In Intervals, every time you create a project, there is an optional budget amount: This project budget on the profile view is the high level budget for the project and can be whatever you like. If you flat bid it can be that amount. If you do a combination of flat bids and hourly bids it […]

How do I create a project?

Projects can only be created by administrator level users by going to Projects >> Create a new project. If your account is not a administrator you can reach out to an administrator on your account to create the project for you. They will also need to give you access to the project. The reason for this […]

What kind of information can I see by using the milestone graphs tab?

Time tracking and task management graphs in the milestone gives project managers a visual overview of milestone health. Similar to the project dashboard, the milestone graphs will reveal milestone progress by task status, task modules, task assignees, as well as time tracked on milestone tasks broken down by person and module. The goal of implementing […]

Default work types

Default Work Types help you quickly create projects. These defaults are copied into each project when you create a project. At the project level, you can customize the Hourly Rate and it will keep the association with the work type. This is useful if your hourly rates change per project, i.e. you give some clients […]

Can I add a new default module or work type to existing projects?

When a project is created it automatically inherits the list of default work types and modules from the Settings & Defaults section of your account. But what happens when you add a new default? Existing projects will not automatically inherit default work types and modules created after the project. The newly created work type or […]

How are milestones used?

Milestones and can be used to manage a multi-task deliverable. They exist below the project level within the project hierarchy, and this means you cannot have a milestone be part of multiple projects. A milestone can be used to show the status of each task that is associated with it. Milestones are completely optional. We almost never use them […]

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