A customer recently asked the following question about invoicing: Is there any way to void an invoice? We don’t want to delete it, want to retain a record of it, but don’t want to mark it as paid or artificially change line items to 0. Thank you. Intervals does not have a true “void” option […]
A customer asked the following question. We use Intervals to track and manage many projects at once. They can be a dev project with pre-planned tasks, or support projects where we get tasks added as they come into our support/helpdesk. Is there a view in the Gantt of just the projects and not the project’s […]
A long-time customer asked the following question. The IT department at our university is conducting a software assessment and I have been asked to provide the Voluntary Product Accessibility Template (VPAT). Can you please provide that information so I can submit to them? If you are a government and educational customer and need our VPAT […]
A customer asked the following question: I see that the timers show time in time format (HH:MM:SS) but after I apply the time it shows in decimal format. I can see why for project calculations, but when manually adding time it is a bit awkward to add time in decimal format. Is there a setting […]
A customer recently asked this question. Many of our tasks are start on the 1st, end of the last day of the month. How do we setup the task profile to create a task on June 1 that is due on June 30. Recurring tasks are driven by the start date and duration of the […]
We have received a healthy volume of feature requests similar to this request for dark mode. I would like to be able to change the page color scheme to a darker, less eye straining shade of grey or other color combination. White is too bright for my eyes. Do you plan to add dark mode? […]
A customer asked the following question: I have a weekly dashboard that I email to myself and it really needs to be landscape instead of portrait. There is a lot of data in the report and controlling the layout would be helpful. Can this be added? When we first launched scheduled reports this was not […]
We received the following question from an Intervals customer: I need to export a client list. Is there a way to export a client list into Excel? There are two ways to export a list of clients. 1. Utilize the Clients Section From within the interface, navigate to the “Clients” section in the navigation and […]
If you are new to tracking your time or need a friendly nudge, there are two time tracking notifications to help you stay on top of your time tracking and build good habits. The notifications are located beneath your name in the navigation. Click on the “Time tracking” tab to manage the time related notifications. […]
We received the following question from an Intervals customer: Is there a report I can run that shows how many tasks we are closing per week? Ideally by person or by project. Some of our customers user Intervals as a ticketing system. With this use case there is often a need to not only report […]
A customer in support recently asked the following question. We use the project budget alert functionality quite a bit. When a budget alert is triggered what email address sends the email? Can we change the master account email or is it one of our users? Most of the alerts that are sent are based on […]
We received the following feature request from a long-time customer: Since covid our team has been remote and uses Slack as our main communication hub and Intervals as our primary timesheet and task management system. It would be great if there was a way to link directly to a task comment. I know I can […]
If you import data and decide that you do not want to use the imported data it can be deleted. Navigate to Options (⚙ icon) >> Import & Export Data >> Import History. From the import data page there is a link to “Import history” that lists all previously run imports. From the import history […]
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. […]