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Is there a way to set a budget alert by task?

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 […]

How do I close a task?

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 […]

How to create and use one general module

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 […]

Is there a way to link directly to a task comment?

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 […]

How to close a task

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 […]

Task List Shortcuts

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 […]

Using Images Inline (pasting & dragging)

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 […]

How to view time remaining on a task

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.  

Can I restrict a resource to their own tasks?

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 […]

Is there a way to add an expense to a task?

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 […]

How to implement a task approval workflow

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 […]

What does the eyeball icon mean on a task?

When viewing tasks on the task listing, on a milestone, or via the home page calendar you may have noticed an eyeball icon appears some times. The eyeball icon is a notification that someone else has worked on the task and you are yet to see the work. The task may have had a recent […]

How to handle departments?

We recently received the following email from a customer. How to handle departments? We have several departments in our company, and we are trying to find a way to mark each task with a department code. Is that somehow possible? There are a few different options on this front. When Intervals is used primarily as […]

Use recently updated tasks to view recent activity

The submenu found under the Tasks tab has a link for viewing recently updated tasks. Click the link to filter the task listing and show tasks that have had a recent change, comment, or document uploaded. The default view is changes in the last 24 hours, but you can change this to narrow in on […]

Is there an audit trail on task changes? Are changes logged?

Intervals logs and keeps track of any changes on tasks via the action history. Whenever a task summary changes an email is sent notifying the task owners and assignees of the change. Intervals will markup what has been removed in red with a strike-through and anything new is highlighted in green. This functionality helps bring […]

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 […]

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: […]

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