When scheduling a recurring task there are several options that will govern how new tasks in the series will be created. Here’s how each of those options works. Schedule Determines the frequency at which each new task in the series will be created. The options are daily, weekly, monthly, quarterly, and annually. Each of scheduling […]
The recurring tasks feature is currently a beta feature that is available to all accounts. Previously it was only available to our early adopter customers, but it has been released as a beta feature for all accounts. We are in the process of collecting feedback and iterating on this feature to get it ready for […]
Billable projects will often include some unbillable time. Intervals gives your team the option to mark their time entries as unbillable, so that every hour can be tracked and accounted for. However, the dashboards and estimate vs actual pages of a billable project will default to displaying only the billable. So, how do you display […]
The General Data Protection Regulation (GDPR) is a data protection and privacy law for individuals in the European Union. The GDPR was adopted in April 2016, and became enforceable on May 25, 2018. The GDPR gives individuals greater control over how their personal data is collected and processed. We are committed to protecting our customer’s […]
While the total amount of document storage allotted to your account is based on your current monthly plan, there is a file size limit of 100 megabytes per each individual document being uploaded.
We received the following question from an Intervals customer: I accidentally submitted an incomplete timesheet. How do I modify it and resbumit the time? When a timesheet is submitted for approval it will remain in that state until an administrator approves it. As long as it hasn’t yet been approved you can continue updating your […]
Modules are one of the most powerful features for categorizing tasks that Intervals has to offer. However, they can be too advanced a feature in some scenarios. When that is the case the solution is to whittle down your list of modules to just one, and name it something like “General.” This will cause Intervals […]
Modules are a powerful feature that enable you to segment your tasks into custom categories. After setting up the initial list of modules, each new project will contain a pool of those default modules that are available for tasks. As the project progresses, and more tasks are assigned, having them categorized by module makes for […]
If you manage a lot of tasks across multiple projects and milestones it is important to find the right task when adding time. Here are a few tips on how to quickly locate a task that belongs to a milestone and add time to it. Add time from the milestones tab The milestones tab has […]
Activating a new person on your team Once you’ve created an account for a person on your team to log in, Intervals will immediately email them instructions on how to set up their username and password. Their account login will be active as soon as they complete this final step. If they are a manager […]
Intervals features a weekly timesheet for each person on your account. All weekly project and task time is listed on this page, where it can be reviewed and edited. There are three different ways to copy time entries from one weekly timesheet to another: Copy individual time entries This method requires copying one entry at […]
Swagger provides a set of tools for implementing APIs that adhere to the OpenAPI specification. In addition to providing easy-to-read documentation for the Intervals API spec, Swagger’s tools can build API client libraries using the programming language of your choice. Let Swagger lay the groundwork, so you can focus more on building custom integrations to interact with […]
This is a common question that our customers will bring up when adding their team and clients to their Intervals account. The answer is no, Intervals does not have any features that allow you to send documents to your clients, or team, via email. The reason is one of security — documents can only be […]
When a project is completed its best to archive it by setting its status to inactive. By doing this the project will not be counted against your monthly project limit, and, this hides it so that you can focus on currently active projects. If you have several projects that need to be archived at once, […]
Intervals will automatically notify people when certain events occur, for example, when updating a task or uploading a document. By default, each person with a login will be opted in to these email notifications. If you would like to turn some off, click on Notifications, which can be found in the menu under your profile […]
When a project is created the default list of work types will be copied to its Estimated Work & Rates section. After removing any unnecessary work types and adding any custom ones, this list becomes the pool of work types that will be available to anyone adding time to that project. However, there is not […]
When you submit your timesheet for approval you are notifying the administrators of your account that your time for the week is ready to be reviewed and approved. Once it’s been approved by an administrator you will no longer be able to add or edit time for that week. Therefore, it’s important to review your […]
Logging out will end your current session and prevent anyone else from using that device to access your account. We recommend logging out of your account when using a public computer, or if other people have access to your personal computer. To log out of your Intervals account, mouse over your profile picture and name […]
The scratchpad is one of the lesser known Intervals features. However, it’s also one of the most useful for keeping general day-to-day notes. It’s essentially a notepad that’s available from any page within your account, and can be used for just about anything you want to jot down. Keep track of your daily to dos, […]