Read through this series at your own pace for an introduction to setting up your account, adding your team, creating projects, defining workflows, running reports, and more.
Mold Intervals to match your workflow and processes It all starts in Settings & Defaults. This section houses the defaults established when your Intervals account was first created. Want to customize Intervals and make it match your look with your own logo? No problem, just upload it. Don’t need the default modules or task status from […]
Curious where your time goes? Learn more about the best way to track time in Intervals. Intervals features timers throughout the application. You can start a timer by clicking the play button () on a task or on the General Timer in the footer: When you’re done, click “apply” to save the time and you […]
Too many projects, too little time, too much pressure… That is why we built Intervals. Juggle a lot of details and keep track of it all. Sound familiar? If it does, you’re overworked with too many responsibilities. If you bill hourly, all those details are costing you money if you’re not billing for “the little […]
An introduction to the various user levels. Intervals includes four different user levels that, when combined with project level permissions, control what people see and what they can do. The user level (Administrator, Manager, Resource, and Executive) controls the general view for that person. The project permissions control which projects a person can view and […]
Don’t let a project spin out of control ever again. Ah, the joy and pain of managing projects. We built Intervals after two of our own larger projects spun out of control. We didn’t know we were over budget until it was too late. Intervals is here to make sure you know where your budgets […]
Know thyself. Know thy business. Reporting is one of the areas that really sets Intervals apart. You’ll discover lots of new ways of managing projects, team efforts and business productivity. Check out the bevy of reporting tools available to you, in the Reports section: For example, you can view a Mr. Pie Chart Report by […]
Know which clients matter the most to your success. Who is your most important client? Which client uses up the most of your time? We added the Clients section to Intervals to help you “quantify the emotion” of being a service-based business. It quickly becomes obvious which clients are paying the bills and which clients […]
Store and retrieve all your files online. Upload any type of file or attach files from Google drive directly to a project, milestone, or task. What types of files? A newly signed contract, a design comp, a snippet of code, or a screenshot. Once attached, you can access the files anywhere you have internet access. […]
Invoice early and often. Get paid quicker. Create invoices in the same place that you track all of your work. Then, print, export or email them to your clients. There are two ways to create invoices within Intervals. Prefilled with work performed – select a start and end date and Intervals will pull all of […]
View your projects and tasks in one place. The calendar has three different views — week, month, or custom view. The custom view allows you to pick a date range in case you need specific dates. And, each view can subscribed to using the iCalendar feature, so you can keep your 3rd party calendars synchronized. The week view […]
Discover the subtleties of Intervals Project Notes These are notes you can add to a project. They are perfect for any project related information that might be useful. Project management notes have two modes: general and private. General notes can be read and accessed by anyone assigned to a project. Private notes, indicated by a […]