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. Then, you can customize this list by removing unneeded work types or editing the rates. This creates a specific set of work types for anyone tracking time on that project. One approach is to […]
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, […]