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Can clients be assignees on tasks?

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 […]

What are task owners, assignees and followers?

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 […]

Why can’t I see certain people when creating a task?

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 […]

How do I create a task?

Intervals allows for all user levels, except the executive level, to create tasks. The primary way of creating a task is via Tasks >> Create task. If you are viewing a project profile, there is also a link in the left sidebar titled “Create a new task for this project”. If you need to create more […]

Time tracking advanced tips & tricks

Because time tracking is one of the core features of Intervals, multiple ways to add time are provided, saving you time and clicks. Areas within Intervals that allow for multiple options when adding time: Home Page Timesheet (Time Tab) Tasks Mobile Device Quickly add time to a Task from the Add Time dialog First, select […]

Home page advanced tips & tricks

Common operations using the right click menu If you right click a calendar day you will see options for adding tasks milestones, notes and time. For your convenience, each element will pre-populate the date. Right clicking tasks, milestones and notes will also give options specific to them. For example if you right click a task, it […]

Can I add multiple time entries at once?

Repetitive time entries can be more easily added if you go to Time > Add multiple time entries. From this page you can add a week’s worth of time entries at once. If you need to add a lot of time entries at once across different dates, the add multiple time entries page can be […]

Can I copy time entries?

Time can be copied using the Copy icon in the following locations: 1. Under the Time Tab on the Timesheet Detail of time entries for the week 2. Under the Time Tab on the Edit Time page 3. On any task detail page, located in the Time tab under the task Summary 4. On any […]

Can I add time manually?

Yes, time can be manually added using any of these methods: Directly on the timesheet using the Add time button or by right-clicking the day of the week. The calendar on the home page, by right clicking on any date on the calendar or by clicking the Add time button in the weekly view. Add […]

How do I use the timers?

There are two types of timers. General and Task timers. Each user can start a general timer or a task timer based on their preference and what they are working on. Administrator level users are able to manage currently running/active timers via the Active timers page. Note: Executive users do not have access to timers. When […]

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?

Weekly Timesheets & Approvals (7:17) 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. […]

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 views/filters

Views/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 […]

What is the difference between a public and private note?

A public note can be seen by all users who are an Administrator, Manager or Resource. Note: Executive users do not see notes. Private notes can be created for only you to view and are indicated by the lock icon. Here is an example of both types of notes: To change the visibility of a […]

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