Articles

Using emojis in task comments, project notes, and more

Just say it with emojis! Many teams using Intervals are remote and when working remote, it can be challenging to express yourself effectively. Emojis allow for humor, sarcasm, or to lighten up a difficult task when more than just words are needed. Since this functionality was already available in Windows and macOS, it was a […]

Daily Summary of Tasks email

If you’d like to be alerted of Tasks that are due today, you can sign up to receive the Daily Summary of Tasks email. In the email you will find: Milestones due today Notes on the calendar Tasks due today Links to tasks due this week and overdue tasks Here is an example of what […]

Can I disable the Advanced Editor being on by default?

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, […]

Can users edit and delete their own comments?

By default, only Administrator level users are allowed to edit and delete comments on tasks and milestones. Administrators can grant permission to Manager and Resource level users allowing them to edit and delete their own comments.   Note: Administrator level users are the only users that can edit and delete ALL comments. To grant access: […]

Can I include Closed tasks in my task list?

Sometimes it’s helpful to see “tasks from the past” when working on specific projects. To easily add them to your current view of tasks, check the box “Include closed tasks,” located under the filter options in the left side bar. Note: this option will remain selected until it is unchecked. The “Clear filter” link does […]

As a resource level user, why can’t I close a task?

If you are a resource level user, a task cannot be closed unless you are the owner of the task. The reason it works this way is Intervals enforces a workflow that allows a task to be closed only after the owner has verified the task. As a resource level user if you are BOTH […]

How do I make subtasks using checklists?

With Intervals you can create checklists that behave just like subtasks. Checklists are useful when converting an outline of actionable items into a list of tasks that complete a bigger task. You can create checklists anywhere you see the advanced editor. To add a checklist, enable the editor and then click the checklist button. For […]

How do I use the Task Snapshot Report?

The Task Snapshot Report can generate many different views into your tasks using the “View by” filter to segment your data, and the “Filter options” section to control which clients, projects, etc, should appear. The “View by” filter controls how the tasks are segmented along the vertical axis. For the horizontal axis, you have the option of selecting start date, […]

What can I do if I am not receiving emails sent from Intervals?

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 […]

Can I create task dependencies?

Intervals is designed in a fashion that does not include traditional task dependencies like the waterfall method and MS Project utilizes (Finish to Finish, Start to Start, lag, lead, etc.) and is built more around Agile project management philosophies where tasks are more free form in nature and milestones are utilized heavily. The closest functionality […]

Can I create recurring tasks?

Intervals does not include true recurring tasks at this time, but tasks can be rescheduled or copied to achieve a similar purpose. Copying a task does NOT retain the notes, history, time or comments from the original task. If keeping this information is desired, reschedule the task by modifying the due date and/or start date. […]

Should a “job” be a project or a task?

It really depends on how big the job is. Think of a project as a “container” for multiple tasks. If in order to execute the “job” you need to have multiple tasks to complete it, create a project that houses all the tasks that make up that job. If the job has a short lifespan […]

How to create and use a task template

Intervals has the ability to copy tasks, as well as projects, allowing for templates to be used. Templates are handy for those elaborate tasks or projects that are recurring, helping to get them up and running quickly, with little time and effort. Here we will talk about how to create and use a task template. […]

Can I see tasks nested within milestones?

There are two places where you can view the tasks belonging to a specific milestone. 1. Any milestone view page Tasks are displayed when you click the Tasks tab. Note: This is the default view when viewing a milestone. 2. The milestone listing page Get a quick look at the nested tasks in the milestone by […]

Who is allowed to email tasks?

Sending an email to a task (including milestones) follows the same permissions required to log into the interface and write a comment: Since Administrators can see all projects, they are not bound by project permissions. All other user levels (Manager, Resource and Executive) need to be part of the team for the project that the […]

What’s an example of taking a task from start to finish?

At the core, a task has a title and a summary to describe the work that needs to be done. A task can have documents uploaded to it as well. Intervals is built out of a ticketing system philosophy where a task changes statuses throughout its life prior to being closed. Because of this, tasks are […]

Does Intervals have an Android or iOS app?

We do not have a native app for Android or iOS at this time but native apps are on the development roadmap. We do, however, have a mobile experience that uses your mobile browser. Login to your Intervals account from the web browser on your phone and the mobile experience will load. The current mobile experience supports […]

Task management advanced tips & tricks

These simple and effective advanced task management tips will save you time completing common operations, search queries, and updating tasks. 1. Common operations using the right click menu If you right click on a task you will see options for changing common task attributes. For your convenience, the command will appear within a light box […]

Can I view more fields in the task list?

On the task list there is the option to “Show widescreen view.” For example: Enabling the widescreen view will include additional columns on the task list. When enabled, the following columns are added: Client Milestone Module Start date This option is additionally available on the client, project, and milestone tabs. Also, you can click to […]

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