Everything you need to know about managing tasks, from creating and updating tasks, to keeping track of history, time, and documents.
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, 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 the […]
At the core, a task has a title and a summary to describe the work that needs to be done. A task can have documents uploaded to it as well. Intervals is built out of a ticketing system philosophy where a task changes statuses throughout its life prior to being closed. Because of this, tasks are […]
The Intervals mobile app is a companion for the desktop experience and is available on both iOS and Android platforms. Click the corresponding link below to install it on your device. The app allows you to track your time, manage your tasks, and update your projects when you are on the go. Features include: […]
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 […]
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 Time remaining This option is additionally available on the client, project, and milestone tabs. Also, you can […]
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 […]
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 […]
Multiple tasks can be updated at once 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. A common use of the bulk task update functionality is to close multiple tasks […]
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:
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, […]
What are filters? Filters are used to narrow down the task listing to display only the tasks you want to see. When a filter is active there is a message displayed at the top of the list detailing the criteria used to generate the list (see screenshot below). The task listing will stay filtered (even […]
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 […]
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 […]
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 […]
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 […]
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 […]
Views/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 […]