Google Drive Integration

Google Drive is easily the most popular cloud-based document service available today. Use Intervals Google Drive integration to access spreadsheets, documents, photos, and anything else you’ve got stashed in your Drive account. If you have any trouble completing the integration please contact support. To attach files from Google Drive: From anywhere document uploads is available, click on […]

How to disable popup blocking with Google Drive integration

Google Chrome If you see a “Pop-up blocked” message, like below, click it and then check the option for “Always allow pop-ups from…” and click “Done”. Next hit CTRL + R on windows, or CMD + R on Mac to reload the page and proceed as needed. Firefox If you see the Google Drive pop up […]

As a resource level user, why can’t I close a task?

If you are a resource level user, a task cannot be closed unless you are the owner of the task. The reason it works this way is Intervals enforces a workflow that allows a task to be closed only after the owner has verified the task. As a resource level user if you are BOTH […]

Can I bulk update someone’s project access?

In Intervals a person’s project access can be modified in bulk by looking up the person in the people section and editing the Project Access section. When in edit mode you can toggle between showing only active projects or all projects. You can then update the projects you want them to have access to by […]

Can Intervals run from a custom domain?

If you are hoping to have Intervals run completely under your domain, unfortunately that is not possible at this time. If you would like more details, here is more information about why CNAME’s are not supported: CNAME intervals support There are two alternatives that rely on redirection or the HTML Frameset tag. One option is […]

Using the Daily Project Summary

The Daily Project Summary email is the most efficient way to get up to speed on a project. It contains the most recent information in an easy to read format. To receive a daily project status summary, simply follow a project and Intervals will dispatch a digest of the previous day’s activities to your inbox […]

Integrating HipChat into the Work Request Queue

## Update | 02/15/2019 ## Atlassian (the creator of HipChat) has announced that February 15th, 2019 is the official end of HipChat’s life. HipChat integration with Intervals will no longer work and the functionality will be removed from Intervals. More information about Atlassian’s decision to end HipChat and how you can export your data is […]

How do I make subtasks or to do lists?

With Intervals you can create checklists that behave just like subtasks. Checklists are useful when converting an outline of actionable items into a list of tasks that complete a bigger task. You can create checklists anywhere you see the advanced editor. To add a checklist, enable the editor and then click the checklist button. For […]

How do I use the Task Snapshot Report?

The Task Snapshot Report can generate many different views into your tasks using the “View by” filter to segment your data, and the “Filter options” section to control which clients, projects, etc, should appear. The “View by” filter controls how the tasks are segmented along the vertical axis. For the horizontal axis, you have the option of selecting start date, […]

Time Management

Curious where your time goes? Learn more about the best way to track time in Intervals. Intervals features timers throughout the application. You can start a timer by clicking the play button () on a task or on the General Timer in the footer: When you’re done, click “apply” to save the time and you […]

Task Management and Milestones

Too many projects, too little time, too much pressure… That is why we built Intervals. Juggle a lot of details and keep track of it all. Sound familiar? If it does, you’re overworked with too many responsibilities. If you bill hourly, all those details are costing you money if you’re not billing for “the little […]

User Levels

Here you will get an introduction to the various user levels. Intervals includes four user levels with project level permissions to control what people see and what they can do. The user level (Administrator, Manager, Resource, and Executive) controls the general view for that person. The project permissions control which projects a person can work […]

Project Management

Don’t let a project spin out of control ever again. Ah, the joy and pain of managing projects. We built Intervals after two of our own larger projects spun out of control. We didn’t know we were over budget until it was too late. Intervals is here to make sure you know where your budgets […]

Reports

Know thyself. Know thy business. Reporting is one of the areas that really sets Intervals apart. You’ll discover lots of new ways of managing projects, team efforts and business productivity. Check out the bevy of reporting tools available to you, in the Reports section: For example, you can view a Mr. Pie Chart Report by […]

Client Management

Know which clients matter the most to your success. Who is your most important client? Which client uses up the most of your time? We added the Clients section to Intervals to help you “quantify the emotion” of being a service-based business. It quickly becomes obvious which clients are paying the bills and which clients […]

Documents

Store and retrieve all your files online. Upload any type of file or attach files from Google drive directly to a project, milestone, or task. What types of files? A newly signed contract, a design comp, a snippet of code, or a screenshot. Once attached, you can access the files anywhere you have internet access. […]

Invoicing

Invoice early and often. Get paid quicker. Create invoices in the same place that you track all of your work. Then, print, export or email them to your clients. There are two ways to create invoices within Intervals. Prefilled with work performed – select a start and end date and Intervals will pull all of […]

Homepage Calendar – The ins and outs

View your projects and tasks in one place. The calendar has three different views — week, month, or custom view. The custom view allows you to pick a date range in case you need specific dates. And, each view can subscribed to using the iCalendar feature, so you can keep your 3rd party calendars synchronized. The week view […]

Miscellaneous Utilities

Discover the subtleties of Intervals Project Notes These are notes you can add to a project. They are perfect for any project related information that might be useful. Project management notes have two modes: general and private. General notes can be read and accessed by anyone assigned to a project. Private notes, indicated by a […]

How do I get an API token?

The Intervals API uses token-based authentication. Every Intervals user has a unique 11-character alphanumeric token that looks something like this: a78828gq6t4. Each person must manually enable his or her Intervals API token by going to the My Account -> API Access under Options. There, you will be able to view, generate, revoke, and regenerate your token. […]

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