Do I have to track time on tasks?

No. Time tracking on tasks is not required. Time can be added at the project level. When starting a general timer the time will be applied at the project level by default, but it can be saved to a task as well. Note: The only difference between tracking time on tasks vs projects is that […]

What is the timesheet submission and approval process?

Intervals follows a Monday – Sunday submission and approval workflow where people are prompted to submit their weekly timesheets for approval by an administrator. When a timesheet is approved the week in question is locked and the user who owns the timesheet will no longer be able to add time. If a user needs to […]

Who can approve timesheets?

Only administrator level users can approve timesheets. Since Intervals features project level permissions, managers only see projects where they share access with a resource so they could potentially only have a partial view into what the person has worked on. Administrator level users see all projects and are not limited by the project permissions, so […]

How do I use the advanced search?

The advanced search is reachable in two ways: Under the “Filter” button, in the left side filter options: Under the “Search” box in the Footer Once there, you can search in these primary methods: Match any words This search returns items containing one or more of the provided keywords. Searching for keyword1 keyword2 is interpreted as […]

Why can’t I find tasks for an inactive project?

In order to see tasks or milestones for an inactive project, the project must be set back to Active. The data cannot be accessed because the project has been “archived”. This is done by design to push the completed work to the background and to cut down on clutter. Time data for inactive projects is […]

Can I search for when a task was closed?

You can. The advanced search that is available in the footer dock can search by when tasks were closed. 1. In the footer dock on the lower right, click on Advanced Search link. 2. On the advanced task search you can specify closed tasks and when the task was closed. This will return a task […]

How does the search functionality work? What can I search?

What can be searched? You can currently search these types of items: Tasks Project Notes (except encrypted note descriptions) Documents Milestones Projects People Clients Invoices Request queue items How can you search? Each search is located in the left column filter form, right above the filter button. Just enter the search text in the text […]

Save, delete or replace existing filters

Filters can be created so you can quickly return to a favorite view. If you want to quickly view tasks for a given client or tasks that meet certain priorities or status, a saved filter allows you to return to that view quickly, making task management more efficient. Note: In the example below, we’re filtering […]

How do I use the home page filters?

Home page filters are a way to create different calendar views displaying different kinds of data for a client, project, person or any other filterable attribute. Each view can be saved as a filter that slices your account data in different ways. For example, you could create a filter for a client (Petunia), showing all […]

How do I add notes and how are they used?

Calendar notes can be applied to any day and can be helpful to display self reminders or comments to everyone who uses the account. A common use for notes is announcing team member vacations or for holidays. A note cannot be viewed by others if it is set to private, and public notes can be […]

Can I subscribe to the home page calendar?

The iCalendar subscriptions from the home page calendar allows you to add your milestones, tasks, and notes to your favorite desktop or web-based calendar software. These instructions detail how to obtain the URL for your iCalendar subscription and add it to Google Calendar, Apple iCal, or Microsoft Outlook (2007 or later) or to download an iCal file. A note […]

Exporting data

Any Administrator level user with access to Settings & Defaults has the ability to export data. All account data (except for documents) can be exported in CSV or XML format by navigating to Settings & Defaults > Export Data. Each major section of your account data is available for export. The only exception are Documents […]

Importing data

Overview Intervals can import the items listed below. The import is available to any administrator level user that has access to the Settings & Defaults section by navigating to Options >> Settings & Defaults >> Import data. If your account is already populated, feel free to import any individual import at any time, but if […]

Basecamp™ classic import

Introduction The import utility in Intervals will import your data from Basecamp™. However, it does require you to be on Basecamp™ classic. It will not work with Basecamp™ Next, or Basecamp 3.  If you recently signed up for Basecamp™, it is very likely you are not using Basecamp™ Classic. Basecamp™ Next was released in early 2012. […]

How do I add my own custom CSS?

Custom CSS can be added by Administrator level users with access to Settings & Defaults. Navigate to Options >> Settings & Defaults, and click on the Try the Advanced Theme Editor link under the Advanced Theme Editor section.   By adding custom CSS, it enables every page within the application to be fully customized to […]

How do I change the visual theme?

Your Intervals account can be modified to better match your company’s brand. Any Administrator level users with access to Settings & Defaults are able to make these changes by navigating to Options >> Settings & Defaults. Note: The branding options apply to the overall account. Individual projects cannot be branded differently. Ways the interface can […]

How do I change my account subdomain?

The subdomain can be changed by Administrator level users with access to Settings & Defaults. Navigate to Options >> Settings & Defaults, under the General Info section. Note: When this field is updated all future outgoing emails are also updated. 1. In the subdomain field, enter the new desired subdomain. Note: The Intervals domain can […]

Mac time tracking app Eon (third party)

If you are using a Mac, there is a third party tracking app that can be used. The app is called Eon. If you’d like more information on this Mac time tracking app, please visit the developer website. Here are some sample screenshots of the Eon time tracking app:

QuickBooks Desktop Integration

What are the requirements for QuickBooks integration? This help resource explains QuickBooks integration for the desktop version of QuickBooks. We also integrate with QuickBooks online. The help resource for QuickBooks online integration is available here. For the desktop version, QuickBooks 2006 or newer for Windows is required for Quickbooks online integration. QuickBooks Mac and Quickbooks […]

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