Update items quickly via Drag & Drop on Calendar

From the Home Page Calendar, quickly update the following items via drag and drop: Task start & due dates Milestone due dates Notes to different days 1. Update task start or due date Drag the beginning of a task to update the start date Drag the end of the task to update the due date Drag the […]

Easily add time from the Home Page

From the Home Page you can quickly and easily add time. Here are a few shortcuts. Ways to add time in Week calendar view Click on the Add Time button. Right click on a day to add time for that day. Need to enter multiple time entries? Click on Add multiple time entries link. Right click […]

How do tasks span on the home page calendar?

Here is an example showing how tasks show up using the homepage calendar. This view helps you visualize tasks over all the days in which they have been scheduled. It also reveals if there are any gaps: To enable this view, check the box for Tasks on the sidebar filter: A different way to view tasks on […]

Can I change the color of the calendar notes?

You can. Customize Intervals online tracking tools by selecting the color of a home page calendar note and help keep your notes organized. For example, a certain color can be used for vacations or when the office is closed. Another color can be used for special announcements and so on. On the home page of […]

Home page advanced tips & tricks

Common operations using the right click menu If you right click a calendar day you will see options for adding tasks milestones, notes and time. For your convenience, each element will pre-populate the date. Right clicking tasks, milestones and notes will also give options specific to them. For example if you right click a task, it […]

Save, delete or replace existing filters

Filters can be created so you can quickly return to a favorite view. If you want to quickly view tasks for a given client or tasks that meet certain priorities or status, a saved filter allows you to return to that view quickly, making task management more efficient. Note: In the example below, we’re filtering […]

How do I use the home page filters?

Intervals software supports home page filters as a way to create different calendar views displaying different kinds of data for a client, project, person or any other filterable attribute. Each view can be saved as a filter that slices your account data in different ways. For example, you could create a filter for a really […]

What is the difference between a public and private note?

A public note can be seen by all users in the account who are an Administrator, Manager or Resource. Executive users do not see notes. To change the visibility of a note, right click it, and select the option to make it private or public. A private note is denoted by a light yellow color and […]

How do I add notes and how are they used?

Calendar notes can be applied to any day and they can be helpful to display self reminders or comments to everyone who uses the account. A common use for notes is for announcing team member vacations or for holidays. A note cannot be viewed by others if it is set to private. Just like tasks […]

Can I subscribe to the home page calendar?

The iCalendar subscriptions from the Intervals project management web program allow you to add your milestones, tasks, and notes to your favorite desktop or web-based calendar software. These instructions detail how to obtain the URL for your iCalendar subscription and add it to Google Calendar, Apple iCal, or Microsoft Outlook (2007 or later) or to download an iCal file. […]

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