How to resend an invitation to a new user

When a person has been created, but not yet logged in, it may be necessary to resend the initial invite that includes instructions and a link for setting up the username and password for their new account. Here are the steps to do this: Log in as an administrator level user Click on the People […]

How to change hourly rates in the middle of a project

The hourly rates for each work type are initialized from the default hourly rates when the project is created. From then on, the hourly rate is applied to any time entries tracked on the project or its tasks. If an hourly rate is updated mid project, all of the time entries for that work type […]

📱 How to edit project permissions on the mobile app

The project team settings for each project controls which people can access the project and its assets, such as time, documents, and milestones. It also determines whether or not those people can view private project notes. To edit the project team section on the mobile app, first go to the project listing and open the […]

How to manage request queue attendants

The work request queue is temporary holding place for collecting incoming client requests. They are stored here until they can be assigned as a new task or appended to an existing task. A request queue attendant can be any person or persons in your account that should have access to the queue, and should be […]

An Overview of Every Intervals Report

Intervals has a lot of reports. While the filter options are mostly the same for creating reports, each one has a different approach to querying and visualizing your data. This article provides an overview of each report to help you decide which report is best for your various needs. Before we begin, let’s talk about […]

Using the advanced theme editor to customize invoice PDFs

When you export an invoice to PDF, Intervals will apply the colors, fonts, and formatting from your current theme. While that works for most scenarios, there are times when you may want to customize the look of an invoice when saving it as a PDF. For example, some of our darker themes will produce a […]

How to close a task

When a task is complete it should be closed. This signals to your team that the work has been completed. In addition, Intervals will push closed tasks to the background to avoid cluttering your list of current tasks. There are four different ways to close a task. Task profile view Click on a task to […]

Task List Shortcuts

The task list is the default view when clicking on the Tasks tab. This page can be filtered in any number of ways to narrow down the listing. However, this page also includes a few shortcuts that can be used to update and review tasks without having to click through to each task first. The […]

How to view time remaining on a task

Tasks that have an estimate entered on them will report the amount of time remaining. To use this feature, enter an estimate into a task. Intervals will take over from there, keeping track of the remaining time as people add time to the task.  

Using MS Access with the Intervals API

This guide helps you get data from your Intevals account into MS Access. MS Access does not have native import of REST API data sources, nevertheless you can still make use of an Excel that already has data connections setup. Before proceeding, download the Excel starter template and follow the instructions for replacing your API […]

Starter excel template for accessing the Intervals API

This starter template makes use of our REST API for Intervals and enables you to quickly see your data outside of Intervals. You can view the most used items in your account: People Clients Projetcts Tasks Time To get started, you’ll need to sign into your account and generate your API token and download our template: […]

Retrieve data using Excel and Intervals API

This guide allows you to connect to your Intervals account using our API and Excel from Microsoft 365. First, get your API token from your account section. Navigate to Data > From Web: Enter the following information in the From Web settings below and click OK: In the next step, fill out the form by […]

How do I import people but skip the email notification?

When creating a person (administrator, manager, resource, or executive) from the people tab, Intervals automatically sends a welcome email that includes a link to a page where they can setup a username and password. When using the import utility, you can control if the welcome email is sent. If you wish to completely skip the […]

How do I import people and notify them of their account?

When creating a person (administrator, manager, resource, or executive) from the people tab, Intervals automatically sends a welcome email that includes a link to a page where they can setup a username and password. When using the import utility, you can control if the welcome email is sent. If you wish to send an email […]

How to implement a task approval workflow

Intervals is a flexible workflow management tool that enables you to implement your favorite methodology. If approving tasks is an important part of your task management workflow, this article will show you how to set it up. Setting up task statuses Task statuses are the steps that a task will traverse on its path from […]

Using the Project Activity report to review and edit time

Intervals allows you organize and run reports on your time in an infinite number of ways. However, this freedom to track time how you want means that there are few constraints. So, how do you make sure your team is tracking their time as instructed? Running a Project Activity report by task is one of […]

Using the Crosschart report to review time

Intervals can track time many different ways and tries not to place too many constraints on the time tracking process. So, how do you make sure your team is tracking their time as instructed? The Crosschart Report is one of three different methods we typically recommend to our customers who want to review their team’s […]

Using the Edit Time page to audit and correct time entries

Intervals is agile and flexible time tracking software that allows you organize your time an infinite number of ways. However, this open and flexible approach to time tracking means that there are few constraints. So, how do you make sure your team is tracking their time as instructed? Employing the Edit Time page is one […]

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