On the task listing itself you can click to sort on the due column in the header to sort the tasks based on due date. If you are wanting to search for tasks that are due within a certain date range, the advanced task search can be used for this. First, click on the Advanced […]
By design passwords are private to each person but there are two options on this front. Administrator level users can look up the person in the people section and then click on the link at the top of the person’s profile to trigger an email to set their log in information. Another option is to […]
If you happen to have project numbers/codes that are not numerical or that are not sequential, there is not a way to add an additional field to projects at this time but a workaround is to append or prepend the number/code to the project name. We have seen Intervals customers that have pretty customized job […]
The intent with Intervals is to track the client facing total as opposed to an internal cost total and Intervals is light on accounting functionality in general. There is not a way to enter a cost rate and a client facing rate at this time. Data can be exported and the rates modified to apply […]
One of the core features of Intervals is time tracking and weekly timesheets. When users track their time in Intervals, the time entries are aggregated into a weekly timesheet which can be submitted for approval. All Administrator level users are notified and can approve submitted timesheets. To see users that have not submitted their timesheet(s), […]
You can and Intervals handles this scenario really well. When we first built Intervals we were doing a healthy amount of web development on the Pelago side of our business. We typically did custom development projects that were followed up with maintenance contracts. We would offer pricing discounts on our hourly rate based on how […]
After an invoice has been created, it can be edited to change the recipient. When the top half of an invoice is in edit mode, a drop down menu will appear that shows any of the people in Intervals (contacts or users) that have been associated with the client. In the following example, an invoice […]
The best way to add a discount to a project invoice is to add a negative line item. A project credit can be issued as well but that will not show up on the invoice. Invoices based on actual work performed and free from invoices both have the option to add a line item manually. […]
Intervals is designed in a fashion that does not include traditional task dependencies like the waterfall method and MS Project utilizes (Finish to Finish, Start to Start, lag, lead, etc.) and is built more around Agile project management philosophies where tasks are more free form in nature and milestones are utilized heavily. The closest functionality […]
The Top Shelf and Unlimited plans both have an annual payment option. We only accept credit card payments at this time, which includes American Express, Visa, MasterCard, and Discover. We are not able to accept checks or other forms of payment. Here’s how the annual payment option works. If you would like to pay annually […]
Scenario 1: I know my Intervals domain, but I don’t remember my username or password. If you know the Intervals domain for your account but do not recall your username and/or password, your login information can be reset from the login page of your account. 1. Click on the Forgot password? link. 2. Enter the […]
To change the project that saved time is associated with, you’ll need to edit the time directly from the Timesheet (for a specific person) or on the Edit Time page. Note: If you’re editing time directly on the task, changing the client/project is not allowed. The Edit Time page allows for bulk editing of time, […]
The interface is only available in English at this time. We support over seventy locales for date, time, and currency formatting. Localization/translation of the interface is not on the development plan but it is being considered and may make it onto the development plan in the future. Below is a list of locales that are […]
If you are looking for true CRM functionality in a system with leads, opportunities, contact management and a funnel, Intervals doesn’t do that. However, Intervals can be used as a sales tool to keep track of leads and bids. A sales project can be used to keep all of your template documents stored within Intervals that […]
The short answer is, no. There is a one to many relationship between clients and projects. Meaning, a project can belong only to one client, but, a client can have multiple projects assigned. To see which client is associated with a project, use the project listing or the project profile pages. On the listing page, […]
If you see this error message while adding time, it means that the timesheet for the given week has been approved. By design, approved timesheets are locked and cannot be edited without unapproving the timesheet first. Administrator level users can unapprove timesheets that are locked. To unapprove a timesheet: 1. As an Administrator, navigate to Time […]
Intervals does not natively do estimates that a client signs off on at this time. We are contemplating adding estimates but the feature is not on the development plan at this time. One of the challenges we have learned is that people do bids in very different ways. When we used to do primarily web […]
There are a couple of options on this front. The task listing itself can be used to filter tasks by a desired status. Click here for an example of what that looks like. This will show the estimated and actual hours for the tasks as well, but there will not be a breakdown of the […]
Recurring tasks are supported. This group of recurring task help articles includes tips and tricks and common questions around using recurring tasks. If you prefer to manually manage ongoing and recurring tasks instead of using recurring tasks feature there are a few options. Tasks can be rescheduled or copied to achieve a similar purpose. Copying […]
Work types are commonly used to define the type of activity rather than the individual performing it. However, Intervals offers flexibility—you can set work types per person and assign specific rates. This approach allows for various custom setups to suit different team needs. For example: Junior Copywriting Senior Copywriting OR Bill – Copywriting Sam – […]