Tips and tricks showcasing how Intervals can (and does) go beyond the basics when tracking time, managing tasks, running reports, and more.
A customer made the following feature request: When the “Submit for approval” button is pressed accidentally there is no confirmation required nor any way to undo the action. I should be able to retract incomplete or incorrect timesheets so that they are not approved by my manager. When a timesheet is submitted for approval, it […]
We received this feature request from a customer. It would be really handy if there was a function where you could copy a timesheet from a previous week. I am travelling for work and my current week is almost identical to the same week a few months back. I’d prefer to use that week as […]
A long-time customer made the following feature request: My favorite feature as a user is the ability to add multiple time entries at once. I use this every week to only enter my data once. Context: I have inadvertently messed it up enough times that I have come to request a new feature/upgrade for this […]
A customer asked the following question. Once I’ve made someone a resource it doesn’t appear I can demote them to executive? Help? There is not a way to demote a user to an executive. Once a user has been created as a manager, resource or administrator the executive user level is no longer an option. […]
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. […]
A customer asked the following question. Can I see when a project was closed? Can I see which user made change? You can. When a project changes status and who made the change are logged in the project feed. More information on the project feed is available here and here is an example of how […]
A customer asked the following question which got converted into a feature request and then a feature. Is there any way to change all the alerts for projects at one time? We have so many projects that manually changing them would be time consuming. Project budget alerts are a convenient way to receive a notification […]
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 […]
A customer asked the following question: I was wondering if there was a way to set default rates for individual clients rather than only having the rates in system wide. Or even on the project level? There is not a way to create a pool of separate defaults for different clients. There is only one […]
A long-time customer asked the following question: I am cleaning up my modules and I have set my old ones to inactive. I get that this will prevent them from being used with new projects and I can easily use our new setup going forward, but I would like to audit a few of our […]
We received the following question. My manager and I are new users on Intervals and was wondering if we have access to a manual on how Intervals works. We do not have a formal manual but we have a few different types of documentation that may help. Here are a few places that may help: […]
A customer asked the following question: I added a client but they don’t show up when I select “Add time” or on the task listing. Can you help? Typically when this happens it is because the client does not have at least one active project. Intervals is very project centric and all work happens at […]
A customer asked the following question. Is there an easy way to duplicate freeform invoices? Invoices based on actual work performed cannot be copied, but freeform invoices can be copied. Duplicating a freeform invoice can speed up the invoice creation process. Here are a few different ways to copy an invoice. Invoice Detail Page When […]
A long-time customer asked the following question. We used to be able to hover our mouse over a task and see the Summary and Last Comment. It’s recently gone away. Is there a setting that got turned off? We use this to start task timers easily. The setting that controls the hover view is located […]
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 […]
A customer recently asked the following question about invoicing: Is there any way to void an invoice? We don’t want to delete it, want to retain a record of it, but don’t want to mark it as paid or artificially change line items to 0. Thank you. Intervals doesn’t have a true “void” option but […]
A customer asked the following question. We use Intervals to track and manage many projects at once. They can be a dev project with pre-planned tasks, or support projects where we get tasks added as they come into our support/helpdesk. Is there a view in the Gantt of just the projects and not the project’s […]
A long-time customer asked the following question. The IT department at our university is conducting a software assessment and I have been asked to provide the Voluntary Product Accessibility Template (VPAT). Can you please provide that information so I can submit to them? If you are a government and educational customer and need our VPAT […]
A customer asked the following question: I see that the timers show time in time format (HH:MM:SS) but after I apply the time it shows in decimal format. I can see why for project calculations, but when manually adding time it is a bit awkward to add time in decimal format. Is there a setting […]
A customer asked the following question: I have a weekly dashboard that I email to myself and it really needs to be landscape instead of portrait. There is a lot of data in the report and controlling the layout would be helpful. Can this be added? When we first launched scheduled reports this was not […]