Answers to the most common questions about creating projects, controlling project access, payments, expenses, and more.
Following a project is a great way to stay up-to-date on the latest project activity. When you follow a project you will receive an email each morning detailing what happened on the project the previous day. It will contain details of any new or updated time, tasks, milestones, and other project related updates. To follow […]
Project notes are a great way to store information related to a project. It could be a procedure, a login or any note that is needed when working on the project. Intervals lets you store anything you want in the project notes. With project notes, Administrator level users see all project notes. For the other […]
Once a project is completed it is no longer necessary to keep it in the project list, or have its tasks hanging around where they will clutter your workflow. Intervals projects have a status field that can be set from Active to Inactive. Once a project is set to Inactive, Intervals will push it to […]
Setting projects to inactive is a great way to archive completed projects and stay under the project limit for your plan. And, keeping the number of active projects to a minimum helps you stay organized and efficient. Once a project is set to inactive, Intervals will push it to the background where it won’t clutter […]
When a project is created it automatically inherits the list of default work types and modules from the Settings & Defaults section of your account. But what happens when you add a new default? Existing projects will not automatically inherit default work types and modules created after the project. The newly created work type or […]
Intervals’ project hierarchy starts with the Client and then moves into Projects, Milestones, Modules, Tasks and then Work Types. Here is a high-level relationship project management diagram that shows the hierarchy of elements: Clients When you first create your account you have an option to create your own company as a client. We recommend this […]