Everything you need to know about managing tasks, from creating and updating tasks, to keeping track of history, time, and documents.
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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, […]
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: […]
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 […]
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 […]
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 […]
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, […]
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 […]
On the task listing itself you can click to sort on the due column in the header to sort the tasks based on due date. If you are wanting to search for tasks that are due within a certain date range, the advanced task search can be used for this. First, click on the Advanced […]