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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 […]

Does Intervals include a Gantt chart?

Two minute Intruction to the Intervals Gantt chart 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. Many organizations use “project plan” and “Gantt chart” as synonyms. A Gantt chart is primarily a […]

How do I collapse the footer dock to hide the timers?

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 […]

What does the eyeball icon mean on a task?

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 […]

How to handle departments?

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 […]

Can I include expenses and non-hourly items on invoices?

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 […]

📱 An introduction to the Mobile App navigation

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 […]

📱 Logging into the mobile app

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 […]

Use recently updated tasks to view recent activity

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. The default view is changes in the last 24 hours, but you can change this to narrow in on […]

Is there an audit trail on task changes? Are changes logged?

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 […]

How do I share a saved report with other administrators?

This help article shows how to share the report parameters used to generate a report with other administrators so that they can run the report themselves. If you are trying to find out about scheduling a report and having a PDF emailed with the actual report data, this help article covers report automation. When running […]

How do I use Google sign in to log into my Intervals account?

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 […]

How do I delete a project?

A project can be deleted by finding the project in the projects section then clicking on delete in the left-hand column. This will take you to a confirmation dialogue where the deletion must be confirmed. For a project that has a healthy amount of data accumulated we recommend setting the project to inactive. When a […]

Gantt chart tips & tricks

In the reporting section there is a Gantt and when viewing an individual project in the project section there is a Gantt chart link to view a Gantt chart for that particular project. The Gantt chart helps you visualize your tasks, milestones and projects and includes the ability to drag around elements to reschedule your […]

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