There is not a way to add an expense directly to a task, but there is one option that usually accomplishes the goal. When adding an expense there is a note field. The note field can be used to reference the task. If you need to track the person that the expense is associated with […]
We received the following question from an Intervals customer. I am new to Intervals and trying out the basic plan. What does “active projects” exactly mean in the Basic plan? If you are trying Intervals after using other software that is based on the number of users, the active project limits may be a little […]
This help article addresses using the mobile browser and not the Intervals mobile app that can be installed on your mobile device. The mobile app has a more limited experience by design and contains commonly used aspects of Intervals (time tracking, task management, searching for project notes, etc.). When using the mobile browser your mobile […]
The Settings & Defaults section features a bulk edit utility that can be utilized to quickly update defaults. For example, you might need to deactivate several default modules at once, or change the hourly rate of several default work types. This video example shows how to set work types to active or inactive using the […]
If you are new to Gantt Charts (checkout Wikipedia for a history of Gantt charts), a Gantt chart is a visual representation that shows how a project is meant to unfold. A Gantt chart is primarily a planning tool as opposed to a doing tool. A Gantt chart visually shows who is working on what […]
The footer includes timers and the search bar. The functionality allows you to start, stop, and apply timers from any page. The search functionality allows you to search for tasks, projects, project notes, documents, people, invoices, and the work request queue. There is a link to the advanced search as well. If you find yourself […]
We received the following question from an Intervals customer. I would like to see the dashboard summary for all projects for a single calendar year, or across a specified time (Oct – Oct) due to fiscal year planning. This is primarily for me to see that high level of hours allotted, total monies budgeted, total […]
When viewing tasks on the task listing, on a milestone, or via the home page calendar you may have noticed an eyeball icon appears some times. The eyeball icon is a notification that someone else has worked on the task and you are yet to see the work. The task may have had a recent […]
We recently received the following email from a customer. How to handle departments? We have several departments in our company, and we are trying to find a way to mark each task with a department code. Is that somehow possible? There are a few different options on this front. When Intervals is used primarily as […]
At this time there is not a way to associate certain users with certain administrators for timesheet approvals but there is one option that may help. The closest current functionality is saving timesheet filters. After filtering the timesheet listing there is an option at the bottom of the timesheet to save the filter. You can […]
The Project Activity Report is one of the best financial reports when you need to show the financial value of work performed for a date range. The report multiplies the amount of hours tracked per work type by the hourly rate for the work type. This creates a financial summary by work type on the […]
You can. There are different ways to add non hourly related items onto invoices based on how the invoices are constructed. Invoices based on actual work performed If you are using invoices based on actual work performed there are two ways to add non time related items to an invoice. You can manually click on […]
This video is a quick introduction to how to navigate around the mobile app. The time, task, and project sections can each be expanded to reveal the subnavigation. The gear icon can be used to sort and filter results on listing pages. When viewing a project there is a right context menu to reveal the […]
The Intervals mobile app is a companion for the desktop experience and is available on both iOS and Android platforms. Click the corresponding link to install it on your device.
Each Intervals account comes with its own custom subdomain. When logging into the Intervals mobile app, there is an extra step, as you have to identify the subdomain associated to your account. When launching the app for the first time you will be given two options for logging in. If you know your Intervals domain […]
The submenu found under the Tasks tab has a link for viewing recently updated tasks. Click the link to filter the task listing and show tasks that have had a recent change, comment, or document uploaded, in the last 24 hours. How it works The slider in the left column can be used to change […]
Intervals logs and keeps track of any changes on tasks via the action history. Whenever a task summary changes an email is sent notifying the task owners and assignees of the change. Intervals will markup what has been removed in red with a strike-through and anything new is highlighted in green. This functionality helps bring […]
When running reports there is an option at the bottom of the report to save the report. Saving a report saves the parameters that were used to generate the report. Saved reports allow you to quickly run your favorite productivity reports by client, person, project, etc. with a single click. Saving a Report For administrator […]
If you already have a login with your Intervals account, to start logging in with your Google account, follow the steps below: Navigating to the “My Account” page via the menu bar In the Login Information section, click on “Sign in with Google” When signing in with Google, the Google email account you are currently […]
By default the time centric reports in Intervals will display time for all active and inactive items. This is done by design so that when you run a report you can trust that all of the data is there without having to remember what was active during the time frame. Time for BOTH active and […]