Tips and tricks showcasing how Intervals can (and does) go beyond the basics when tracking time, managing tasks, running reports, and more.
Intervals is a flexible workflow management tool that enables you to implement your favorite methodology. If approving tasks is an important part of your task management workflow, this article will show you how to set it up. Setting up task statuses Task statuses are the steps that a task will traverse on its path from […]
Intervals logs and keeps track of any changes on tasks via the action history. Whenever a task summary changes an email is sent notifying the task owners and assignees of the change. Intervals will markup what has been removed in red with a strike-through and anything new is highlighted in green. This functionality helps bring […]
To change your username and/or password: Navigating to the “My Account” page via the menu bar Edit the Login information section Update your username and/or password here, then click Save
Just say it with emojis! Many teams using Intervals are remote and when working remote, it can be challenging to express yourself effectively. Emojis allow for humor, sarcasm, or to lighten up a difficult task when more than just words are needed. Since this functionality was already available in Windows and macOS, it was a […]
In the reporting section there is a Gantt and when viewing an individual project in the project section there is a Gantt chart link to view a Gantt chart for that particular project. The Gantt chart helps you visualize your tasks, milestones and projects and includes the ability to drag around elements to reschedule your […]
By default, the Advanced Editor is turned on. If you don’t typically use the Advanced Editor and prefer to have it turned off by default, there is an option under your account settings to disable this option. Please note: You can always toggle between plain text editing and the Advanced Editor within Intervals. This setting, […]
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 […]
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: […]
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, check the box “Include closed tasks,” located under the filter options in the left side bar. Note: this option will remain selected until it is unchecked. The “Clear filter” link does […]
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 […]
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 […]
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 […]
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 […]
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, […]
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 […]
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 […]
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, […]