Tips and tricks showcasing how Intervals can (and does) go beyond the basics when tracking time, managing tasks, running reports, and more.
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, […]
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 […]