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 […]
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. […]