Do I have to go to Help.Myintervals.com to search help articles?

You do not have to leave your Intervals account to search the help documentation. From within your account you can search the help articles directly. You can also contact our support team directly form within your account. Click on the help icon to launch the contextual help menu. The help articles that are suggested will […]

Reset the cache on your account

If you are using your Intervals account and the experience is less than optimal, it is a good idea to reset the cache on your account to rule out any cache related issues. We use various caching mechanisms and on occasion the cache has to be force cleared. Here are instructions to put your account […]

I accidentally deleted a project or task. Can I undelete it?

When deleting a project there is a confirmation step that shows what is about to be deleted. This confirmation step is in place to help pause and make sure that the deletion is intentional, but accidental deletions still happen. If you happen to delete a project (or task, or time) only to realize that it […]

Using Images Inline (pasting & dragging)

Video Introduction to Using Images Inline This video introduces how to use images in your worfkow. You can paste images or drag and drop images inline with tasks, milestones, the work request queue, and project notes. Images used with email integration will also maintain their order and formatting. If you are new to Intervals you […]

What does the time round up setting control?

We received this question from a customer. Question in regards to rounding up time. Is there a way to round-up time when approving timesheets for the week? Or is rounding up only an option for each individual time entry? The default time round up setting that is available in the Settings & Defaults section is […]

What does Onboarding & Training mean on the pricing grid?

All plans include onboarding assistance via email and online tickets. We are here to help you get the most out of your Intervals experience regardless of which plan tier you are on. The Onboarding & Training on our pricing grid is a level of service for customers that want one-on-one online meetings and consultations when […]

What is Priority Support?

Priority Support is a level of support offered on certain plans. Typically support requests are handled in the order that they were received. With Priority Support your support requests are given the highest priority and are processed first. Priority Support is ideal for customers who desire the highest level of responsiveness with their Intervals questions […]

What happens when I deactivate a work type?

We received the following question from an Intervals customer. What happens when I deactivate a work type? Am I no longer able to report on that work type? Setting a work type to inactive prevents the work type from being used going forward, it does not impact your ability to report on historical data in […]

How do I get a demo? Some one-on-one help would be great.

If you have questions about the best way to use Intervals for your business and need some hands on help no problem. We use GoToMeeting so that we can share screens and walk through any questions. To get a demo scheduled, please complete this demo request form. Since Intervals is used by a lot of […]

Saving and scheduling reports for automated delivery

Video Introduction to Saving and Scheduling Reports This video introduces how to save a report and schedule it for automated delivery. Saving a report allows you to run the report again in the future with a single click, and scheduling the report allows you to deliver a PDF version of the report to whomever you […]

Can I restrict a resource to their own tasks?

We received the following question from an Intervals customer. How do I stop resources from assigning time to a task they are not assigned? By default, manager and resource level users see all tasks for the projects that they have been granted access (Administrators see all projects and all tasks). As an administrator you can […]

Is there a way to add an expense to a task?

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 […]

How do I see the desktop site on my mobile device?

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 […]

Using the bulk edit utility to edit multiple work types

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 […]

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