Information about Intervals account settings including hourly rates, task workflows, invoicing, locales, visual themes, and more.
A long-time customer asked the following question: I am cleaning up my modules and I have set my old ones to inactive. I get that this will prevent them from being used with new projects and I can easily use our new setup going forward, but I would like to audit a few of our […]
Project labels, found under the Settings & Defaults section of your account, provide a way to customize your workflows at the project level. The labels in your list could be project steps, phases, tags, or categories. It’s really up to you how you want to customize your project labels. For example, this list can be […]
Modules are one of the most powerful features for categorizing tasks that Intervals has to offer. However, they can be too advanced a feature in some scenarios. When that is the case the solution is to whittle down your list of modules to just one, and name it something like “General.” This will cause Intervals […]
Modules are a powerful feature that enable you to segment your tasks into custom categories. After setting up the initial list of modules, each new project will contain a pool of those default modules that are available for tasks. As the project progresses, and more tasks are assigned, having them categorized by module makes for […]
We received this question from a customer. Question in regards to rounding up time. Is there a way to round-up time when approving timesheets for the week? Or is rounding up only an option for each individual time entry? The default time round up setting that is available in the Settings & Defaults section is […]
We received the following question from an Intervals customer. What happens when I deactivate a work type? Am I no longer able to report on that work type? Setting a work type to inactive prevents the work type from being used going forward, it does not impact your ability to report on historical data in […]
If you have questions about the best way to use Intervals for your business and need some hands on help no problem. We use GoToMeeting so that we can share screens and walk through any questions. To get a demo scheduled, please complete this demo request form. Since Intervals is used by a lot of […]
The Settings & Defaults section features a bulk edit utility that can be utilized to quickly update defaults. For example, you might need to deactivate several default modules at once, or change the hourly rate of several default work types. This video example shows how to set work types to active or inactive using the […]
By default, the Advanced Editor is turned on. If you don’t typically use the Advanced Editor and prefer to have it turned off by default, there is an option under your account settings to disable this option. Please note: You can always toggle between plain text editing and the Advanced Editor within Intervals. This setting, […]
Intervals has a system wide calendar orientation setting that can be edited by any Administrator with access to Settings & Defaults. This default setting will be selected for all newly created users. Each user has the option to override this setting and select their own calendar orientation on their profile page. A Monday – Sunday […]
If you are hoping to have Intervals run completely under your domain, unfortunately that is not possible at this time. If you would like more details, here is more information about why CNAME’s are not supported: CNAME intervals support There are two alternatives that rely on redirection or the HTML Frameset tag. One option is […]
On occasion spam filters do block the emails sent from Intervals. Checking a spam filter is definitely the best place to start. If that does not turn out to be the culprit, all emails from Intervals are sent from updates@myintervals.com on behalf of the user. Approving updates@myintervals.com as an authorized sender and/or whitelisting all email […]
The most common use for work types is for the type of activity being performed as opposed to the person, but Intervals is pretty flexible with how it handles work types and you can create rates per person. We have seen a lot of different ways to do it. For example: Junior Copywriting Senior Copywriting […]
Intervals features an advanced theme editor that allows you to change the appearance by making additions to the stylesheets. This allows you to add more personalized changes to the interface easily with the use of CSS including fonts. (See examples below screenshots) To access this part of the application, you’ll need to be an administrator level […]
Only administrators with permission to it are allowed. If you are an administrator and can’t see the menu item, your best bet is to reach out to another administrator who has access to make the change for you or to have them enable access to this section.
Any administrator level user with access to Settings & Defaults can modify the default invoicing by navigating to Options > Settings & Defaults > Default invoicing. The default address, fine print, logo, invoice number and taxation can be modified. Intervals supports dual taxation if needed. To edit an invoice, click on the “Edit default invoicing” […]
Default Modules help keep your projects organized. It is helpful to think of Modules as a container or bucket where your tasks and time are held. These buckets can be used to run reports on your tasks and time and also manage your projects. Default modules can be customized by any Administrator who has access […]
Default Work Types help you quickly create projects. These defaults are copied into each project when you create a project. At the project level, you can customize the Hourly Rate and it will keep the association with the work type. This is useful if your hourly rates change per project, i.e. you give some clients […]
Task Statuses are the global listing of statuses that can be applied to your tasks. If you add a new status it will be immediately available to all of your tasks. If the trash can icon is grayed out , the task status on that line is being used by a task and cannot be […]
Task Priorities are the global listing of priorities that can be applied to your tasks. Any Administrator level user with access to Settings & Defaults can edit them, by navigating to Options > Settings & Defaults > Task Priorities. If you add a new priority it will be immediately available to all of your tasks. […]