Articles

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: From the Task tab, click on the “Options icon” at the top of the list on the right. Check the box “Include closed tasks.” Note: this option will remain selected, until […]

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 […]

What can I do if I am not receiving emails?

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. If your organization utilizes SPF (Sender Policy Framework) adding mx.myintervals.com […]

Can I create task dependencies?

Intervals task and project management software 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 Intervals is built more around Agile project manager philosophies (http://en.wikipedia.org/wiki/Agile_software_development) where tasks are more free form in nature and […]

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. If you happen to have very small jobs that don’t have long life spans we recommend broader projects and using a task to execute the work. Some of our customers that have come over from agency type of software initially setup jobs as projects but then […]

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. […]

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 so 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 […]

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

Intervals is built out of a ticketing system philosophy where a task changes statuses through its life prior to being closed.  You can run filters to see which tasks belong to a specific status. Once a task is set to closed it is purposely hidden from task lists unless the “Show closed tasks” option is […]

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 […]

How do I change the sort order of the task list?

With how Intervals currently works tasks can be sorted by any of the column headings. For example, to sort by task number, click the “#” at the top of the list. Clicking again will filter the list in the opposite direction. Currently Intervals does not support a second sort order, but by default the second sort […]

Can I create multiple tasks at once?

The Create multiple tasks link can be used to create several tasks at once. For example: Another method is administrator users can import data via Tasks > Import Tasks. This method requires you to upload an Excel CSV formatted document with your task data in it. For more details on this, just follow the steps in […]

How do I update tasks in bulk?

Tasks can currently be updated in bulk, at a maximum of 200 at a time (max number of items per page) using the check boxes paired with the “With selected” dropdown at the bottom of the task list. Additionally, when the task list is filtered by a single project, additional options will be available in […]

Can I export the task listing?

Yes, the task list (and almost any list on Intervals) can be exported to CSV format to be manipulated by a spreadsheet program like Microsoft Excel. Just click the export to CSV icon that is located in the top right of the page:    

Task & milestone email integration

Each task and milestone has a unique email address containing its number. For example, to email task #123, send an email to task+123@your-subdomain.intervalsonline.com. Where 123 is the task number, your-subdomain is replaced with your account’s sub-domain, and intervalsonline is replaced with the domain you are currently using. When an authorized sender emails the task or milestone, […]

How do I use the filters on the task listing?

What are filters? A filter is just a way to slice the task list into specific data you want to see. When a filter is active there is a message at the top of the list saying which fields are currently being manipulated (see screenshot below). The list will always be filtered until the filter is […]

Can clients be assignees on tasks?

If you are using executive users for your clients, they cannot be task participants on tasks (owner, assignee or follower). If you are hoping to make your clients owners and assignees of tasks and make them more involved in your workflow some Intervals customers use the resource level user or manager level user with clients. We […]

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