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 […]
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 […]
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 […]
When a project is created it automatically inherits the list of default work types and categories 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 categories created after the project. The newly created work type or […]
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 […]
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 […]
At the core, a task has a title and a summary to describe the work that needs to be done. A task can have documents uploaded to it as well. Intervals is built out of a ticketing system philosophy where a task changes statuses throughout its life prior to being closed. Because of this, tasks are […]
Intervals’ project hierarchy starts with the Client and then moves into Projects, Milestones, Categories, Tasks and then Work Types. Here is a high-level relationship project management diagram that shows the hierarchy of elements: Clients When you first create your account you have an option to create your own company as a client. We recommend this […]
The Intervals mobile app is a companion for the desktop experience and is available on both iOS and Android platforms. Click the corresponding link below to install it on your device. The app allows you to track your time, manage your tasks, and update your projects when you are on the go. Features include: […]
These simple and effective advanced task management tips will save you time completing common operations, search queries, and updating tasks. 1. Common operations using the right click menu If you right click on a task you will see options for changing common task attributes. For your convenience, the command will appear within a light box […]
On the task list there is the option to “Show widescreen view.” For example: Enabling the widescreen view will include additional columns on the task list. When enabled, the following columns are added: Client Milestone Category Start date Time remaining This option is additionally available on the client, project, and milestone tabs. Also, you can […]
With how Intervals currently works tasks can be sorted by any of the column headings. For example, to sort by task number, click the “#” at the top of the list. Clicking again will filter the list in the opposite direction. Currently Intervals does not support a second sort order, but by default the second sort […]
The Create multiple tasks link can be used to create several tasks at once. For example: Another method is administrator users can import data via Tasks > Import Tasks. This method requires you to upload an Excel CSV formatted document with your task data in it. For more details on this, just follow the steps in […]
Multiple tasks can be updated at once in bulk, at a maximum of 200 at a time (max number of items per page) using the check boxes paired with the “With selected” drop-down menu at the bottom of the task list. A common use of the bulk task update functionality is to close multiple tasks […]
Yes, the task list (and almost any list on Intervals) can be exported to CSV format to be manipulated by a spreadsheet program like Microsoft Excel. Just click the export to CSV icon that is located in the top right of the page:
Each task and milestone has a unique email address containing its number. For example, 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 sub-domain, and intervalsonline is replaced with the domain you are currently using. When an authorized sender emails the task or milestone, […]
What are filters? Filters are used to narrow down the task listing to display only the tasks you want to see. When a filter is active there is a message displayed at the top of the list detailing the criteria used to generate the list (see screenshot below). The task listing will stay filtered (even […]
If you are using executive users for your clients, they cannot be owners, assignees, or followers on tasks. If you are hoping to make your clients owners and assignees of tasks and make them more involved in your workflow, some Intervals customers use the resource level user or manager level user with clients. We recommend creating […]
Participants Managing a lot of tasks across several team members can quickly get confusing. Keeping track of who is responsible for what is a challenge. By associating tasks to people on your team, whether it be as an owner, assignee, or follower, helps the team know who is doing what, and who to go to […]
There are three requirements for the user to appear in the owner, assignee and follower dropdowns in tasks. The user must be a person who can log in (not a contact) and their status must be set to active. They are not an executive level user. Executive users cannot be owners, assignees or followers of […]