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Importing Time Blocks from Outlook Calendar into Intervals

Importing Time Blocks from Outlook Calendar into Intervals Some teams use their Outlook calendars to track time throughout the week. While Intervals doesn’t currently integrate this deeply with Outlook calendars, there is a helpful workaround that can save time and reduce manual data entry. Why this matters A longtime consulting customer reached out with this […]

API Authentication in Postman

How do I access the Intervals API with Postman? To authenticate: Use your API Access Token as the username Leave the password field blank Use Basic Auth as the authentication method. For full details, refer to our authentication documentation. If you’re still running into issues, please contact our support team. Including a screenshot of your […]

Timesheet Submissions via the API

Can I submit timesheets through the API? No. The API currently does not support submitting or approving timesheets. However, you can log and retrieve individual time entries via the /time/ endpoint. For timesheet submissions, we recommend using the bulk timesheet submission option available in the web interface.

View Task History and Status Changes via the API

Can I see a task’s status change history using the API? Yes. The tasknote endpoint returns all notes associated with a task. The title field in the response will show status changes, such as Status changed to “Closed”, along with any comments recorded. This is useful for tracking workflow changes or auditing task activity. If […]

Using Postman and the API to Estimated and Actual time per Project

A customer that uses Postman and the Intervals API asked how to: 1) List clients 2) List projects per client 3) Extract a measure of estimate verses actual hours per project. They were able to complete steps 1 and 2 and retrieve estimated hours but weren’t sure how to get the actuals. We walked them […]

What is the best way for for a manager to see their team’s time?

A customer asked this question about viewing time and timesheets. I don’t want to my Manager see other projects, tasks, or resources that are not in his projects, but my Manager needs access to another team members timesheet to see their project time. They don’t need to approve the timesheets but they need to see […]

Can you edit time for multiple people at once?

We received this feature request from a long-time customer. It would be helpful to select multiple people at once on the Edit Time screen The edit time page has been updated to include the ability to select multiple people. To use the functionality navigate to the Edit Time Page: Go to Time > Edit Time. […]

How to use Google App Passwords with the POP/IMAP queue

A customer asked the following question: I am having trouble connecting a POP/IMAP with my Gmail account, everything is enabled on my end however I still cannot get it to connect. Using Gmail with POP/IMAP in Intervals Due to recent security updates by Google, setting up Gmail with the POP/IMAP request queue is slightly more […]

Is there a way we can filter time by task and date range?

A customer submitted the following question as a feature request. Is there a way we can filter time by task and date range? There are several report options available to analyze hours by task with a date range: Project Activity Report Select “By Task” in the Summary Only dropdown to view tasks with time logged […]

How do I find a saved report?

A customer asked this question to our support team. How do I find a saved report? Saved reports appear in two locations: (1) My Reports Section Navigate to Reports >> My Reports to find all saved reports. The left-hand column provides filters, including an option to view only scheduled reports. From the My Reports section […]

Is there a way to report or export the date created for tasks?

A customer asked the following question: Is there a report to show how many tasks were incepted/created in 2024? This would not be a filter by the start date in the task, those aren’t reliable inception dates. There are a few options on this front. Task Snapshot Report In the “Group by” options there is […]

How to set a default work type per person

Here’s a feature request from one of our customers: Can we assign a work type at the user level? This would improve the speed of timesheet completion and reduce the number of errors caused by individuals booking time against the wrong work types. This highly requested feature in Intervals allows assigning a default work type […]

Roll-up Report

A long-time customer asked the following question: I currently use the Project Activity report “By Task” and it does a pretty good job but I would like to flatten out the tasks. I don’t need each individual time entry displayed. I just need the total hours and total $ on the task. Is there a […]

How to add a second tax rate

A Canadian customer asked the following question about invoicing. In Québec (Canada) we need two taxes fields… Goods and Services Tax (GST) and Québec Sales Tax (QST) apply to most purchases or leases of property or services. GST is calculated at the rate of 5% on the selling price. QST is calculated at the rate […]

How to add sales tax to invoices

A customer asked the following question about invoicing: Is there a way to add sales tax on invoices? I don’t see a way to do this other than manually adding a line-item. To add sales tax directly to an invoice in Intervals, select “edit” at the top of the invoice, which allows you to modify […]

Is there a report to see who approved which timesheet?

A customer asked the following question: Is there a report or way to quickly see the approver of timesheets or does it only show up when viewing an individual timesheet? When a timesheet is approved, it is stamped with the name of the approver and the time of approval. This information is visible at the […]

Can I apply a date range to the Project Landscape Report?

A customer asked the following question: The Project Landscape Report is great and has everything we need for our year end reporting, but I don’t see a way to narrow down the report by when the project was created. Is there a way to narrow down the projects included or does it only show all […]

How do I add a new Project Label to existing projects?

A customer submitted the following question. Hi. I’m managing Intervals in the interim I’m looking to add “shippers” to our Project Labels. Can you help me understand where I can make this change? Project Labels can be managed by any administrator user that has been granted access to the Settings & Defaults section. Hare are […]

Can I bulk delete tasks?

A longtime customer asked the following question. I would like to delete more than one task at a time. Is there a way to do this? One employee added twenty one pages of tasks which all need to be deleted. How do I accomplish this? The bulk task updater can be used to delete multiple […]

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