Tips and tricks showcasing how Intervals can (and does) go beyond the basics when tracking time, managing tasks, running reports, and more.
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 […]
If you are new to tracking your time or need a friendly nudge, there are two time tracking notifications to help you stay on top of your time tracking and build good habits. The notifications are located beneath your name in the navigation. Click on the “Time tracking” tab to manage the time related notifications. […]
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 you have a lot of data it is helpful being able to filter down to the desired data. With Intervals you can save these views so that you can return to the same filter with a single click. We received the following support question: I have a lot of saved task and calendar views […]
If you need to save and schedule a view and the view has not been saved, this help article walks you through saving and scheduling a view. If you would like to schedule an already saved view for email delivery, here are the steps. 1. Navigate to the page where you would like to schedule […]
One of the features that sets Intervals apart is the ability to take a lot of data and filter it down to the desired view. If you need to narrow in and focus on tasks that are assigned to a certain person and certain project by a certain priority and by due date, you can […]
Intervals will automatically notify people when certain events occur, for example, when updating a task or uploading a document. By default, each person with a login will be opted in to these email notifications. If you would like to turn some off, click on Notifications, which can be found in the menu under your profile […]
Logging out will end your current session and prevent anyone else from using that device to access your account. We recommend logging out of your account when using a public computer, or if other people have access to your personal computer. To log out of your Intervals account, mouse over your profile picture and name […]