Task Priorities

Task Priorities are the global listing of priorities that can be applied to your tasks. Any Administrator level user with access to Settings & Defaults can edit them, by navigating to Options > Settings & Defaults > Task Priorities. If you add a new priority it will be immediately available to all of your tasks. […]

Who is allowed to email tasks?

Sending an email to a task (including milestones) follows the same permissions required to log into the interface and write a comment: Since Administrators can see all projects, they are not bound by project permissions. All other user levels (Manager, Resource and Executive) need to be part of the team for the project that the […]

How to create and manage project templates

Any creative agency that has been in business for a short while will notice similarities between projects for different clients. Projects tend to repeat themselves and there is a lot of overlap between projects when designing and developing web sites. This is especially true for agencies that focus on clients in niche industries. Create a […]

Email integration within Intervals

Each task, milestone, and project has a unique email address in Intervals and thus you can send emails directly to them without having to be logged into the interface. 1. Emailing Tasks & Milestones To email task #123, send an email to task+123@your-subdomain.intervalsonline.com. Where 123 is the task number, your-subdomain is replaced with your account’s subdomain, […]

How do I append a request to an existing task?

When there is an existing task and a request queue item is related to it, there is a quick way to “merge” them into one. For example, a client may have a detailed project update accompanied by several documents. Instead of emailing you directly they can send the email to the mailbox you have set […]

How does the Hopper whitelist work?

The Hopper whitelist is the optional list of emails that are permitted to send emails to the request queue. Other emails that are accepted are sender email addresses that correspond with a valid client contact or a user with a login. Additionally, the whitelist only applies to emails sent to request@your-subdomain.intervalsonline.com. The whitelist will not […]

How do I use the work request queue?

Overview Intervals was built out of a ticketing system philosophy where a request can be queued, prioritized and assigned.  Here are different ways of working with the request queue: POP/IMAP queue: Intervals will check an email account that you control every 10 minutes to convert emails into work requests. Work requests display under Tasks > Request […]

How do I add project payments?

Recording payments on each project is a great way to keep track of a project’s outstanding balance. Some projects might receive a payment up front, others may not receive payment until midway through and/or the end. By tracking payments, Intervals is able to show how much work was completed compared to how much money was […]

How do I use project budget alerts?

Each project can be configured to alert the project manager when a percentage of the overall budget has been reached. To set this up, go to the project profile page and edit the project. Enter the percentage of the budget that should be used to trigger the email alert. A good place to start is […]

How do I add an expense? What is a fee?

Projects sometimes incur expenses outside of normal hourly billing. For example, you may need to purchase a typeface to use in a design, or pay for travel costs to visit a client. The expenses section of each project is the best way to capture this information. To add a project expense: Go to the project […]

How do I follow a project?

Following a project is a great way to stay up-to-date on the latest project activity. When you follow a project you will receive an email each morning detailing what happened on the project the previous day. It will contain details of any new or updated time, tasks, milestones, and other project related updates. To follow […]

What are project notes? Who has access to project notes?

Project notes are a great way to store information related to a project. It could be a procedure, a login or any note that is needed when working on the project. Intervals lets you store anything you want in the project notes. With project notes, Administrator level users see all project notes. For the other […]

What do I do with a project once it is complete?

Once a project is completed it is no longer necessary to keep it in the project list, or have its tasks hanging around where they will clutter your workflow. Intervals projects have a status field that can be set from Active to Inactive. Once a project is set to Inactive, Intervals will push it to […]

How do I set a project to inactive?

Setting projects to inactive is a great way to archive completed projects and stay under the project limit for your plan. And, keeping the number of active projects to a minimum helps you stay organized and efficient. Once a project is set to inactive, Intervals will push it to the background where it won’t clutter […]

Can I add a default module/work type to existing projects?

When a project is created it automatically inherits the list of default work types and modules from the Settings & Defaults section of your account. But what happens when you add a new default? Existing projects will not automatically inherit default work types and modules created after the project. The newly created work type or […]

Using milestones in an Agile setting

With how Intervals works project milestones are akin to a sprint and the milestone’s graph tab can be used to view a burn down / burn up type of view based on the status of the tasks. Intervals is designed in a fashion that does not include traditional task dependencies like the waterfall method and […]

How are milestones used?

Milestones and can be used to manage a multi-task deliverable. They exist below the project level within the project hierarchy, and this means you cannot have a milestone be part of multiple projects. A milestone can be used to show the status of each task that is associated with it. Milestones are completely optional. We almost never use them […]

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