Everything you need to know about managing tasks, from creating and updating tasks, to keeping track of history, time, and documents.
A customer asked this question: I love the new card view. A previous kanban tool we used had recently updated cards. Is there anything comparable with Intervals? The recently updated functionality that exists in the tasks menu can be used in conjunction with card view to view recently updated tasks while using the kanban board. […]
An early adopter customer made the following feature request. When using the Kanban board sometimes I don’t need to use the timers or show detailed information. Is there a way to compact the cards to make the most of the screen real estate? There is. In the “Options” menu there are three options to control […]
An early adopter / beta customer for the Card view feature that shows tasks in a Kanban board asked the following question. I’d like to see all of my tasks as cards, but only show the tasks that are due this week. Can that be done via the card view? This can be accomplished via […]
What are task views? Intervals provides three different views of task lists. empowering you to visualize your work the way that works best for you. The three options are the default table view, card view (aka Kanban board), and simple view. Each of these views include the ability to filter, search, and sort tasks, however, […]
The task list page, found under the Tasks tab, provides three different views — the default table view, card view, and simple view. This help article explains the task card view and illustrates how to take advantage of its many features. What is the card view? Like the default table view, the card view includes […]
The task list page, found under the Tasks tab, provides three different views — the default table view, card view, and simple view. This help article explains the default task table view and illustrates how to take advantage of its many features. What is the table view? The table view includes a comprehensive set of […]
The task list page, found under the Tasks tab, provides three different views — the default table view, card view, and simple view. This help article explains the simple view and illustrates how to take advantage of its many features. What is the simple view? Like the default table view, the simple view includes the […]
We received this feature request from a customer. Could we have a “budget trigger” for individual tasks, similar to the budget trigger email for overall projects? I would like to be notified when a task is reaching budget, as the overall project budget is not granular enough for us. There is not presently a way […]
Once a task is closed it is pushed into the background by design to prevent clutter. There are options to search for and view closed tasks if you ever need to find the work history on a closed task. See more info in these articles: Can I include Closed tasks in my task list? Can […]
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 […]
The Daily Task Digest email has replaced the previous Daily Summary of Tasks email. Why was this change made? Previously the Daily Summary of Tasks email was only sent to task assignees that had tasks due for that day. We received a healthy amount of feedback that this was less than ideal. Through feature requests […]
We received the following feature request from a long-time customer: Since covid our team has been remote and uses Slack as our main communication hub and Intervals as our primary timesheet and task management system. It would be great if there was a way to link directly to a task comment. I know I can […]
When a task is complete it should be closed. This signals to your team that the work has been completed. In addition, Intervals will push closed tasks to the background to avoid cluttering your list of current tasks. There are four different ways to close a task. Task profile view Click on a task to […]
The task list is the default view when clicking on the Tasks tab. This page can be filtered in any number of ways to narrow down the listing. However, this page also includes a few shortcuts that can be used to update and review tasks without having to click through to each task first. The […]
Video Introduction to Using Images Inline This video introduces how to use images in your worfkow. You can paste images or drag and drop images inline with tasks, milestones, the work request queue, and project notes. Images used with email integration will also maintain their order and formatting. If you are new to Intervals you […]
Tasks that have an estimate entered on them will report the amount of time remaining. To use this feature, enter an estimate into a task. Intervals will take over from there, keeping track of the remaining time as people add time to the task.
We received this feedback from a customer. Really would be nice if the advanced editor did not skip a line every time you hit the enter key. This is presently possible. With the editor if you hold SHIFT and hit ENTER it will move to the next line. The editor uses a hard return (skip […]
We received the following question from an Intervals customer. How do I stop resources from assigning time to a task they are not assigned? By default, manager and resource level users see all tasks for the projects that they have been granted access (Administrators see all projects and all tasks). As an administrator you can […]
There is not a way to add an expense directly to a task, but there is one option that usually accomplishes the goal. When adding an expense there is a note field. The note field can be used to reference the task. If you need to track the person that the expense is associated with […]
Intervals is a flexible workflow management tool that enables you to implement your favorite methodology. If approving tasks is an important part of your task management workflow, this article will show you how to set it up. Setting up task statuses Task statuses are the steps that a task will traverse on its path from […]