This video introduces how timesheets work and how submitting and approving timesheets works. The first half is introductory in nature while the second half is a little more advanced and answers common questions we receive in support. Feel free to roll your mouse over the progress line at the bottom of the video to jump […]
We received the following support question: Can I see how much total billable work has been done by month or quarter? I don’t need details just totals. I want to analyze my team and clients. Most of the reports show detailed work. The Break It Down report is one of our reports that helps you […]
When you have a lot of data it is helpful being able to filter down to the desired data. With Intervals you can save these views so that you can return to the same filter with a single click. We received the following support question: I have a lot of saved task and calendar views […]
If you need to save and schedule a view and the view has not been saved, this help article walks you through saving and scheduling a view. If you would like to schedule an already saved view for email delivery, here are the steps. 1. Navigate to the page where you would like to schedule […]
One of the features that sets Intervals apart is the ability to take a lot of data and filter it down to the desired view. If you need to narrow in and focus on tasks that are assigned to a certain person and certain project by a certain priority and by due date, you can […]
We received the following support question: We have about 120 users to deactivate however there doesn’t appear to be a bulk action option for the people list. Is there another method where we can do this? Multiple users can be set to inactive by utilizing the “Bulk edit” functionality from the people listing. The steps […]
If a person leaves your organization or you want to revoke a person’s ability to login, we recommend setting the user to inactive. This help article shows how to deactivate a user. When a user is deactivated, they are immediately logged out. Deactivated users cannot log in but their legacy time data, task data, etc. […]
A long-time Intervals customer submitted this feature request: I would love to see the ability to bulk delete documents on a task. I often clone tasks and need to remove old documents, currently I have to do only one at a time. Cumbersome! We received similar feedback from other customers and released two options that […]
The default description of work performed is set at 255 characters. If you need more space, there is a setting that can be configured. The 255-character limit is plenty for most of our customers but if you need verbose descriptions of work performed included with each time entry this can be configured to match your […]
We received the following support question: We are testing Intervals and have a question, can we setup monthly not weekly timesheets and if not, what do you suggest we do when a week covers two months as we need to close out and report to the government on first of each month our activity in […]
We received the following support question from an Intervals customer: I need some assistance on changing a number of projects. Can we somehow update all projects to be non-billable? When creating new projects there is a billable / unbillable setting that controls the default add time behavior for the project. More information on setting projects […]
An Intervals customer asked the following question: Is there an activity report that shows a user’s activity? We need to see a log file of changes made by a person. Does that exist? When viewing a person in the people section, there is an option to view recent activity for the person. Here is where […]
To update the email address associated with your Intervals account navigate to the “My Account” page. Then click “edit” to modify your profile information. Make the change to your email address and click save.
Bulk edit time in action (2:15) Multiple time entries can be edited at once directly on the bottom half of the timesheet or by navigating to Time → Edit time. Filter the list of time entries by client, person, project, date range, and more to find the time entries that need updating. Then, click on […]
An Intervals customer asked the following question: I am looking for a report that combines the detail of time entries per project (date, person, task, description) with the work type and rate charged. I find I am toggling between the Summary Report and the Project Activity Report and would like to be able to review […]
If you experience a problem with your Intervals account or if anything is not working properly, here are the steps to submit a bug. 1. Launch Help Click on the help icon at the top right of the page. 2. Click on the “Find a bug?” link 3. Submit the bug Please describe the issue […]
General time entries are time entries that are not associated with a task. When adding time manually or via a general timer you can select the desired task when applying time. A task is not required and general time can be applied to projects. An Intervals customer asked the following question: I have a project […]
A new Intervals customer asked the following question: I am migrating over to Intervals and I have about 50 people to import and over 100 projects. Our team largely works on all the same projects. Is there a way to use the imports and set project access? There is not currently an import specifically for […]
An Intervals customer asked the following question: When setting up new projects do you need to allocate these projects individually to each person or can this be automatically populated as the new project is setup? We have approximately 60 people on the system that we would prefer not to have to go into each individual […]
A new Intervals customer asked the following question: Is there a way to restrict access to the list of people so that only certain users or user types are able to view people? The people tab is controlled by a combination of the four user levels and what project access a person has. Here is […]