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.   The amount of time remaining will appear on 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 REST 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. Next, download our […]

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. The value for Authorization is the word “Basic” followed by a space, […]

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 […]

FreshBooks Integration

FreshBooks FreshBooks is cloud accounting software designed for small businesses and freelancers. With Intervals you can copy your Invoices directly to your FreshBooks account. Please note if you have a FreshBooks Classic account it is not supported at this time. Only the new version of FreshBooks is supported. NOTE: Compound taxes are not supported at […]

Visual Dashboard for Projects

The visual dashboard is similar to a report. But, instead of simply churning out numbers, the visual project dashboard gives organization and structure to your project data, and answers two important questions… How healthy are my projects? The top half of the visual dashboard consolidates all of the project data returned by the filters and organizes the data into […]

QuickBooks Online Integration

How do I integrate QuickBooks Online with my Intervals account? Any Administrator or Manager with access to Invoices can integrate QuickBooks by authorizing the connection. The connection can also be initialized any time a new invoice is exported. When viewing an invoice, click the export icon below: Or an Administrator with access to Settings & Defaults can […]

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 […]

How do tasks span on the home page calendar?

Here is an example showing how tasks show up using the homepage calendar. This view helps you visualize tasks over all the days in which they have been scheduled. It also reveals if there are any gaps: To enable this view, check the box for Tasks on the sidebar filter: A different way to view tasks on […]

Is there a Kanban view available?

Kanban functionality currently exists at https://kanban.myintervals.com/. You simply enter your API token from your Intervals account. Once logged you will be able to see all your data from Intervals. The Kanban view is not a separate platform, it is simply just a different view into your data that we have for you to use. Any […]

Xero Integration for Intervals

Intervals now supports the ability to export an invoice to a Xero friendly CSV file. Import the file into the popular online accounting software to save yourself time spent entering invoices twice. Below are the steps to walk you through the process of importing invoices into Xero. Exporting an invoice from Intervals To export the invoice, first […]

Integrating Slack into the Work Request Queue

Slack is a messaging app for teams who want to communicate and share files online. Intervals has integrated its Request Queue with Slack. When a new request is created in your request queue, Intervals will send a message to the Slack channel you selected to be notified. The Slack – Request Queue integration is a quick and […]

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