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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 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” drop-down menu at the bottom of the task list. When the task list is filtered by a single project additional options will be available in the […]

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 owners, assignees, or followers on tasks. 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 recommend creating […]

What are task owners, assignees and followers?

Participants Managing a lot of tasks across several team members can quickly get confusing. Keeping track of who is responsible for what is a challenge. By associating tasks to people on your team, whether it be as an owner, assignee, or follower, helps the team know who is doing what, and who to go to […]

Why can’t I see certain people when creating a task?

There are three requirements for the user to appear in the owner, assignee and follower dropdowns in tasks. The user must be a person who can log in (not a contact) and their status must be set to active. They are not an executive level user.  Executive users cannot be owners, assignees or followers of […]

How do I create a task?

Intervals allows for all user levels, except the executive level, to create tasks. The primary way of creating a task is via Tasks >> Create task. If you are viewing a project profile, there is also a link in the left sidebar titled “Create a new task for this project”. If you need to create more […]

Can I search for when a task was closed?

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 […]

Save, delete or replace existing filters

Filters can be created so you can quickly return to a favorite view. If you want to quickly view tasks for a given client or tasks that meet certain priorities or status, a saved filter allows you to return to that view quickly, making task management more efficient. Note: In the example below, we’re filtering […]

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