Find out how to do basic keyword searches and more advanced multi-field searches to quickly locate clients, projects, tasks, documents, and more.
You do not have to leave your Intervals account to search the help documentation. From within your account you can search the help articles directly. You can also contact our support team directly form within your account. Click on the help icon to launch the contextual help menu. The help articles that are suggested will […]
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 […]
Intervals’ search supports advanced operators. To exclude a word, add a dash (-) before a word or phrase to exclude all results that include that word: jaguar -car You can also use quotes to exclude a whole phrase: soccer -“world cup” You can also target searches to the name or description of a project and […]
The advanced search is reachable in two ways: Under the “Filter” button, in the left side filter options: Under the “Search” box in the Footer Once there, you can search in these primary methods: Match any words This search returns items containing one or more of the provided keywords. Searching for keyword1 keyword2 is interpreted as […]
In order to see tasks or milestones for an inactive project, the project must be set back to Active. The data cannot be accessed because the project has been “archived”. This is done by design to push the completed work to the background and to cut down on clutter. Time data for inactive projects is […]
You can. The advanced search that is available in the footer dock can search by when tasks were closed. 1. In the footer dock on the lower right, click on Advanced Search link. 2. On the advanced task search you can specify closed tasks and when the task was closed. This will return a task […]
What can be searched? You can currently search these types of items: Tasks Project Notes (except encrypted note descriptions) Documents Milestones Projects People Clients Invoices Request queue items How can you search? Each search is located in the left column filter form, right above the filter button. Just enter the search text in the text […]