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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. These steps show how to add new costs to […]

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 new default module or 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 […]

What’s an example of taking a task from start to finish?

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 […]

What is the hierarchy? How are clients, projects, modules & tasks organized?

Intervals’ project hierarchy starts with the Client and then moves into Projects, Milestones, Modules, 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 […]

📱 Is there an Intervals mobile app for Android or iPhone?

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: […]

Task management advanced tips & tricks

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 […]

Can I view more fields in the task list?

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 Module Start date Time remaining This option is additionally available on the client, project, and milestone tabs. Also, you can […]

How do I change the sort order of the task list?

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 […]

Can I create multiple tasks at once?

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 […]

How do I update tasks in bulk?

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 […]

Can I export the task listing?

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:    

Task & milestone email integration

Each task and milestone has a unique email address containing its number. For example, to email task #123, send an email to 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, […]

Filtering and saving views of task listings

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 […]

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