Whenever time is added (via a timer or manually) the work types that are active and associated with the project will show up as an option. If you are expecting a work type to be there and it is not, the most likely explanation is that the work type has not been added to the […]
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 […]
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 […]
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 […]
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 […]
If your plan includes unlimited users, which most of our plans do, you can add as many people as you like. No tricks. No limits. There is no additional charge per user. Whether your team has 5 people or 50+ people the monthly charge is the same. Our pricing is based on active projects being […]
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 […]
We received this feedback from a customer. Really would be nice if the advanced editor did not skip a line every time you hit the enter key. This is presently possible. With the editor if you hold SHIFT and hit ENTER it will move to the next line. The editor uses a hard return (skip […]
We have a different pricing tier for nonprofit organizations and handle it on a case by case basis. Our program is not a straight percentage discount or a one-time discount but a different pricing tier. The process to activate nonprofit pricing is to sign-up for an Intervals trial account and make sure Intervals is a […]
If you have questions about the best way to use Intervals for your business and need some hands on help no problem. We use Zoom 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 […]
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 or CSV version of the report to […]
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 […]
The Intervals API includes the following rate limits. All Plans (Except Unlimited): 100 requests per minute per IP 6000 requests per day per customer account The Unlimited Plan: 100 requests per minute per IP 12000 requests per day per customer account The Unlimited plan increases the API rate limits to 12,000 requests per day. That’s […]
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 […]
We received the following question from an Intervals customer. I am new to Intervals and trying out the basic plan. What does “active projects” exactly mean in the Basic plan? If you are trying Intervals after using other software that is based on the number of users, the active project limits may be a little […]
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 […]
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 […]
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 […]
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 […]
We received the following question from an Intervals customer. I would like to see the dashboard summary for all projects for a single calendar year, or across a specified time (Oct – Oct) due to fiscal year planning. This is primarily for me to see that high level of hours allotted, total monies budgeted, total […]