Tips and tricks showcasing how Intervals can (and does) go beyond the basics when tracking time, managing tasks, running reports, and more.
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, […]
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 […]
Repetitive time entries can be more easily added if you go to Time > Add multiple time entries. From this page you can add a week’s worth of time entries at once. If you need to add a lot of time entries at once across different dates, the add multiple time entries page can be […]
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 4. On any […]
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 […]
Views/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 […]