A customer asked the following question. Once I’ve made someone a resource it doesn’t appear I can demote them to executive? Help? There is not a way to demote a user to an executive. Once a user has been created as a manager, resource or administrator the executive user level is no longer an option. […]
A customer asked this question: I love the new card view. A previous kanban tool we used had recently updated cards. Is there anything comparable with Intervals? The recently updated functionality that exists in the tasks menu can be used in conjunction with card view to view recently updated tasks while using the kanban board. […]
A customer asked the following question. Can I see when a project was closed? Can I see which user made change? You can. When a project changes status and who made the change are logged in the project feed. More information on the project feed is available here and here is an example of how […]
A customer asked the following question which got converted into a feature request and then a feature. Is there any way to change all the alerts for projects at one time? We have so many projects that manually changing them would be time consuming. Project budget alerts are a convenient way to receive a notification […]
An early adopter customer made the following feature request. When using the Kanban board sometimes I don’t need to use the timers or show detailed information. Is there a way to compact the cards to make the most of the screen real estate? There is. In the “Options” menu there are three options to control […]
An early adopter / beta customer for the Card view feature that shows tasks in a Kanban board asked the following question. I’d like to see all of my tasks as cards, but only show the tasks that are due this week. Can that be done via the card view? This can be accomplished via […]
What are task views? Intervals provides three different views of task lists. empowering you to visualize your work the way that works best for you. The three options are the default table view, card view (aka Kanban board), and simple view. Each of these views include the ability to filter, search, and sort tasks, however, […]
A customer asked the following question: I was wondering if there was a way to set default rates for individual clients rather than only having the rates in system wide. Or even on the project level? There is not a way to create a pool of separate defaults for different clients. There is only one […]
A long-time customer asked the following question: I am cleaning up my modules and I have set my old ones to inactive. I get that this will prevent them from being used with new projects and I can easily use our new setup going forward, but I would like to audit a few of our […]
We received the following question. My manager and I are new users on Intervals and was wondering if we have access to a manual on how Intervals works. We do not have a formal manual but we have a few different types of documentation that may help. Here are a few places that may help: […]
A customer asked the following question: I added a client but they don’t show up when I select “Add time” or on the task listing. Can you help? Typically when this happens it is because the client does not have at least one active project. Intervals is very project centric and all work happens at […]
A customer asked the following question. Is there an easy way to duplicate freeform invoices? Invoices based on actual work performed cannot be copied, but freeform invoices can be copied. Duplicating a freeform invoice can speed up the invoice creation process. Here are a few different ways to copy an invoice. Invoice Detail Page When […]
A long-time customer asked the following question. We used to be able to hover our mouse over a task and see the Summary and Last Comment. It’s recently gone away. Is there a setting that got turned off? We use this to start task timers easily. The setting that controls the hover view is located […]
We received this feature request from a customer. Could we have a “budget trigger” for individual tasks, similar to the budget trigger email for overall projects? I would like to be notified when a task is reaching budget, as the overall project budget is not granular enough for us. There is not presently a way […]
We received the following question from a customer. I’m trying to export our invoices to QuickBooks online, but having some trouble, getting this message. Unable to get new refresh token. Reason: Refresh OAuth 2 Access token with Refresh Token failed. Body: [{“error”:”invalid_grant”}]. Here is a screenshot of the error. Could you help me figure out […]
During our beta release of recurring tasks the two most asked for features were bi-annual tasks and bi-weekly tasks. Here is feedback from a beta release customer. Just wondering whether there was any plan to add a fortnightly recurring option? Bi-weekly tasks would be greatly appreciated. We are happy to announce support for bi-weekly tasks […]
During our beta release of recurring tasks one of the most asked for features was bi-annual recurrence. Here is an example: I like the recurrence in the latest release. Am I missing it or is there no way to create a semi-annual task? Why? We schedule updates to customer installations to happen twice a year, […]
A customer recently asked the following question: I am responsible for many of our monthly recurring tasks. I am going to be on leave. Is there a way to pause my recurring tasks? I would hate to have to turn off the recurrence. I like having the history with all of the tasks tied together. […]
A new Intervals customer recently asked this question. Could I suggest a feature improvement for an access level between Administrator and manager, which allowed view access to all projects, but not the system administration settings. This can currently be done. With administrator level users there are two settings that can be used to restrict their […]
A customer recently asked the following question about recurring tasks: There are a few tasks in our account that are outdated and have been closed multiple times but keep coming back. Can someone from support look into this and refrain these tasks from coming back? When a recurring tasks is closed, this does not stop […]