Articles

View more data by hiding filters

Intervals captures a lot of data and it can be quite challenging to squeeze all the information onto one page. We’ve incorporated a way to “hide/unhide” the filters on the list pages, as well as the home page, to provide more screen real estate. Above the filters, click on the collapse arrow to hide/unhide (see […]

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: […]

Can I include Closed tasks in my task list?

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: From the Task tab, click on the “Options icon” at the top of the list on the right. Check the box “Include closed tasks.” Note: this option will remain selected, until […]

Tracking time on tasks

In Intervals most time is tracked directly onto tasks, although it is not a must. Below are ways in which time can be added to tasks. 1. From the Task List page Right click on task > select Add Time from the menu Note: Right click is available on any location of the task row […]

Update items quickly via Drag & Drop on Calendar

From the Home Page Calendar, quickly update the following items via drag and drop: Task start & due dates Milestone due dates Notes to different days 1. Update task start or due date Drag the beginning of a task to update the start date Drag the end of the task to update the due date Drag the […]

Easily add time from the Home Page

From the Home Page you can quickly and easily add time. Here are a few shortcuts. Ways to add time in Week calendar view Click on the Add Time button. Right click on a day to add time for that day. Need to enter multiple time entries? Click on Add multiple time entries link. Right click […]

Easily add time from your Timesheet

Here are a few shortcuts that might help make adding time to your timesheet a little faster. Right click on already existing time Right clicking in a specific row and column will display an add time window for that day with the client/project pre-filled. Right click on a day in the header Right clicking on […]

Email integration within Intervals

Each task, milestone, and project has a unique email address in Intervals and thus you can send emails directly to them without having to be logged into the interface. 1. Emailing Tasks & Milestones 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 subdomain, […]

How do I use the work request queue?

Overview Intervals was built out of a ticketing system philosophy where a request can be queued, prioritized and assigned.  Here are different ways of working with the request queue: POP/IMAP queue: Intervals will check an email account that you control every 10 minutes to convert emails into work requests. Work requests display under Tasks > Request […]

Task management advanced tips & tricks

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 […]

Can I view more fields in the task list?

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 This option is additionally available on the client, project, and milestone tabs. Also, you can click to […]

How do I change the sort order of the task list?

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 […]

Task & milestone email integration

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, […]

Time tracking advanced tips & tricks

Because time tracking is one of the core features of Intervals, multiple ways to add time are provided, saving you time and clicks. Areas within Intervals that allow for multiple options when adding time: Home Page Timesheet (Time Tab) Tasks Mobile Device Quickly add time to a Task from the Add Time dialog First, select […]

Can I copy time entries?

Time can be copied using the Copy icon in the following locations: 1. Under the Time Tab on the Timesheet Detail of time entries for the week 2. Under the Time Tab on the Edit Time page 3. On any task detail page, located in the Time tab under the task Summary

How do I use the timers?

There are two types of timers. General and Task timers. Each user can start a general timer or a task timer based on their preference and what they are working on. Administrator level users are able to manage currently running/active timers via the Active timers page. Note: Executive users do not have access to timers. When […]

Save, delete or replace existing filters

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 […]

Don't have an Intervals account? Start your own unlimited trial.

No credit card required. No software to install. Cancel any time.

Try it Free