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 are have been scheduled. It also reveals if there are any gaps: You can enable it by checking the box for Tasks on the sidebar filter: To revert back to your […]

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 […]

Can I save or delete filters?

The Intervals online task manager can save list filters 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 in a single click. Filters can be saved […]

How do I use the home page filters?

Intervals task management 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 […]

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 drag and drop on the calendar?

Items in the online project management calendar can be dragged and dropped from day to day. For example, dragging a milestone to a new day will reschedule it for that day. The same applies to tasks and notes. If you happen to be using milestones when a milestone is rescheduled there is an option to […]

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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