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 […]

Using the project feed to view project activity

The project activity feed, available to each project, provides a real-time list of recent project updates. Task updates, document uploads, time entries, milestone changes — every addition and update related to the project will be listed. The feed has options for viewing by day, week, or month. Ways to view the Project Activity Feed: From […]

How do I reschedule a milestone including its tasks?

You can reschedule a milestone by changing its due date. If the due date is changed, there are options to also change the due date for the tasks. Note: These options become available once the due date is changed. In this example, the date was changed to a date in the future. This gives you […]

Can I see tasks nested within milestones?

There are two places where you can view the tasks belonging to a specific milestone. 1. Any milestone view page Tasks are displayed when you click the Tasks tab. Note: This is the default view when viewing a milestone. 2. The milestone listing page Get a quick look at the nested tasks in the milestone by […]

If I deactivate a client what happens?

In Intervals the project is the centerpiece and if its client is inactive, you can still add time to the projects as long as the project is active. When a client is set to inactive, it will no longer appear in dropdown lists like the task list filter. The exception is in reports. In order to […]

How can I interact with my clients in Intervals?

To get your clients setup using Intervals, create accounts for them using the Executive user level. This is a limited account that is perfect for client logins. More information about the executive user level can be found here. When the user is set up you will also decide which projects they can see. If you […]

How do the project level permissions work?

Intervals features project level permissions. This means, any team member that has access to a project can see the tasks, project notes, and documents for that project. Administrators by default have access to all projects, but manager level users need to be given access to each project. This can be done in two ways: 1. […]

What is a client contact?

A client contact is a person who is associated with a Client, but they lack login information as well as project level access. This type of user can be setup by skipping the login and permissions steps by clicking on the “Save contact information only” button: Contacts can only be seen by Administrator level users. […]

A person left my company. What do I do?

We recommend setting the user to inactive instead of deleting the user. Deleting a user deletes their profile, contact information and the following data: time entries timers project permissions removes them from any assigned, owned or followed tasks and owned milestones removes them from any managed projects To preserve their data but remove their ability […]

How do I create a person?

Any Administrator level user can create people. Navigate to People >> Create a new person to start the process. Continue reading for a deeper dive into what the different options mean within Intervals. Creating a new person flow: Profile Client: Associating a person with a client, though not required, is useful for grouping them together […]

What are the four user levels?

Administrators Administrators are the only user level not limited by project level permissions and can see and do everything. With Intervals online business software they can change the site settings, create users, create projects, edit time, and approve time. The user access levels of an Administrator is the only user that can approve timesheets. This […]

Where can I upload documents?

Documents can be uploaded throughout Intervals. The following options are available when uploading documents: Upload a new doc from your Desktop or Google Drive Upload a newer version of a doc, to easily keep track of revisions Drag & Drop files to upload Below are examples of places within Intervals where files can be uploaded. […]

How do I create versions of documents?

Intervals includes document storage with version history to keep a history of iterations.  To view a document’s history, click the “Show document history” link below the file history. To upload a new version of the document, click the upload version icon:

Can I delete documents in bulk when a project is complete?

To bulk delete documents we recommend: First, running a filter on the left to show the documents that you have uploaded for a specific project, client, etc. Next, select the checkboxes on the right (select all or individually choose them). At the bottom of the documents listed, select “Delete” from the “With selected…” drop down. […]

How do I find a document?

Before you begin searching for documents, we want to point out that every document has an optional description field. The search includes this field when searching documents. To search for documents: Use the footer search by typing the document name, and then selecting Documents from the section drop down: You can also search under the […]

Default Invoicing

Any administrator level user with access to Settings & Defaults can modify the default invoicing by navigating to Options > Settings & Defaults > Default invoicing. The default address, fine print, logo, invoice number and taxation can be modified. Intervals supports dual taxation if needed. To edit an invoice, click on the “Edit default invoicing” […]

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 […]

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 […]

Task Statuses

Task Statuses are the global listing of statuses that can be applied to your tasks. If you add a new status it will be immediately available to all of your tasks. If the trash can icon is grayed out , the task status on that line is being used by a task and cannot be […]

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