Tips and tricks showcasing how Intervals can (and does) go beyond the basics when tracking time, managing tasks, running reports, and more.
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 […]
We received the following support question: We have about 120 users to deactivate however there doesn’t appear to be a bulk action option for the people list. Is there another method where we can do this? Multiple users can be set to inactive by utilizing the “Bulk edit” functionality from the people listing. The steps […]
This function converts an HTML encoded string to its regular text representation without having to install third party plugins. Public Function HtmlDecode(StringToDecode As Variant) As String Set oMSHTML = CreateObject(“htmlfile”) Set e = oMSHTML.createElement(“T”) e.innerHTML = StringToDecode HtmlDecode = e.innerText End Function To add it to Excel: 1. Type ALT+F11 2. In the File menu […]
The default description of work performed is set at 255 characters. If you need more space, there is a setting that can be configured. The 255-character limit is plenty for most of our customers but if you need verbose descriptions of work performed included with each time entry this can be configured to match your […]
We received the following support question from an Intervals customer: I need some assistance on changing a number of projects. Can we somehow update all projects to be non-billable? When creating new projects there is a billable / unbillable setting that controls the default add time behavior for the project. More information on setting projects […]
An Intervals customer asked the following question: Is there an activity report that shows a user’s activity? We need to see a log file of changes made by a person. Does that exist? When viewing a person in the people section, there is an option to view recent activity for the person. Here is where […]
The scratchpad is one of the lesser known Intervals features. However, it’s also one of the most useful for keeping general day-to-day notes. It’s essentially a notepad that’s available from any page within your account, and can be used for just about anything you want to jot down. Keep track of your daily to dos, […]
To update the email address associated with your Intervals account navigate to the “My Account” page. Then click “edit” to modify your profile information. Make the change to your email address and click save.
Bulk edit time in action (2:15) Multiple time entries can be edited at once directly on the bottom half of the timesheet or by navigating to Time → Edit time. Filter the list of time entries by client, person, project, date range, and more to find the time entries that need updating. Then, click on […]
An Intervals customer asked the following question: I am looking for a report that combines the detail of time entries per project (date, person, task, description) with the work type and rate charged. I find I am toggling between the Summary Report and the Project Activity Report and would like to be able to review […]
If you experience a problem with your Intervals account or if anything is not working properly, here are the steps to submit a bug. 1. Launch Help Click on the help icon at the top right of the page. 2. Click on the “Find a bug?” link 3. Submit the bug Please describe the issue […]
General time entries are time entries that are not associated with a task. When adding time manually or via a general timer you can select the desired task when applying time. A task is not required and general time can be applied to projects. An Intervals customer asked the following question: I have a project […]
We received the following question from an Intervals customer. I’m new to Intervals and was looking at the list of projects and noticed that some tasks are marked as unstarted. I’ve looked at one of the tasks and made a comment. Does that mark it as started? A task will be included with unstarted tasks […]
One of the main reason’s why someone chooses Intervals over other time tracking systems is the valuable information that is learned from tracking time in a granular fashion. You have full control over your work types, rates, and module structure. You can setup your tracking however you like. If you need to see the time […]
When you export an invoice to PDF, Intervals will apply the colors, fonts, and formatting from your current theme. While that works for most scenarios, there are times when you may want to customize the look of an invoice when saving it as a PDF. For example, some of our darker themes will produce a […]
You do not have to leave your Intervals account to search the help documentation. From within your account you can search the help articles directly. You can also contact our support team directly form within your account. Click on the help icon to launch the contextual help menu. The help articles that are suggested will […]