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Can I see where my modules are being used?

A long-time customer asked the following question: I am cleaning up my modules and I have set my old ones to inactive. I get that this will prevent them from being used with new projects and I can easily use our new setup going forward, but I would like to audit a few of our […]

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 […]

What is the hierarchy? How are clients, projects, modules & tasks organized?

Intervals’ project hierarchy starts with the Client and then moves into Projects, Milestones, Modules, Tasks and then Work Types. Here is a high-level relationship project management diagram that shows the hierarchy of elements: Clients When you first create your account you have an option to create your own company as a client. We recommend this […]

How to move a task from one project to another

The task management features of the Intervals platform follow a hierarchical structure, where each task belongs to a single project. Sometimes, there might be a need to move a task from one project to another. Here’s how to do it. First, make sure that all of the dependencies on the task have been allocated to […]

How to manage project labels

Project labels, found under the Settings & Defaults section of your account, provide a way to customize your workflows at the project level. The labels in your list could be project steps, phases, tags, or categories. It’s really up to you how you want to customize your project labels. For example, this list can be […]

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 […]

Can I track time off (vacation & sick leave)? Is there a way to apply leave?

Intervals doesn’t do accruals but if you need to track total time it can definitely do that. Vacation, PTO, and sick leave can be tracked in Intervals by utilizing a “Time Off” project. Unless you need modules we recommend creating one “general” module for this project. That way, when time is added and the project […]

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 & Release Log

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 […]

Do users only see projects for clients they are associated with?

No. There is not a one to one relationship with clients and projects like some other software. With Intervals a non administrator can see any projects where they have been specified as a member of the project team regardless of which client they are associated with. If a person does not have access to 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 […]

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