help.myintervals.comIntervals Help Site | Documentation for Intervals

SoftwareHome Roadmap & Release Log Videos Getting Started Contact Support FAQ Uptime Status Welcome to the official Intervals help site! The site includes articles, videos , common questions , uptime status , and tips and tricks for Intervals software . We invite you to explore our help documentation. If you can’t find what you are looking for please contact our support team. What is Intervals? Intervals is a time tracking, task management, and project management service that launched in 2006. Thousands of small businesses around the globe rely on Intervals to get their daily work done. → Learn more at myintervals.com Learn moreMost popular help resources What are task owners, assignees and followers? Time Tracking FAQs Task Management FAQs What is the best report to show estimated vs. actual hours? ? Is there an Intervals mobile app? Recent help resources How to customize your theme colors How can I reschedule multiple tasks at once? I can’t add a person to a project team. What am I doing wrong? Can I change the name of invoice? Is there a way to have custom Task Statuses on each project? Accounts & Billing 24 GDPR Who are the system generated emails sent from? What does Onboarding & Training mean on the pricing grid? What is Priority Support? How does unlimited users work? If you don’t charge per user, how does pricing work? API 11 Swagger and the Intervals API HTML Decode a String in Excel, No Plugins Required Using MS Access with the Intervals API Starter excel template for accessing the Intervals API Retrieve data using Excel and Intervals API Appearance & Theme 8 How to customize your theme colors Do you have dark mode support? How do I use the Modernistic interface? What locales does Intervals support? Is the interface available in a language other than English? Advanced theme editor tips & tricks Clients 11 I added a client, but they don’t show up in the drop-down menus How can I export a client list? How to handle departments? Does Intervals include CRM functionality? Can a project belong to more than one client? Dashboard 2 How can I see a summary of the value of work or earnings from my projects? Visual Dashboard for Projects Data Backups & Security 3 What happens to my data when I cancel? Can I export my data? How is data backed up? Document / File storage 11 Document upload file size limit Can I send documents to clients? Do I have to copy the documents when I copy a task? If I do, can I bulk delete the documents? Using Images Inline (pasting & dragging) Google Drive Integration Email Integration 5 Using Images Inline (pasting & dragging) Can email notifications be disabled for tasks? What can I do if I am not receiving emails sent from Intervals? Who is allowed to email tasks? Email integration within Intervals Getting started with Intervals 11 Personalizing Intervals Time Management Task Management and Milestones User Levels Project Management Home Page Calendar 12 What does the eyeball icon mean on a task? Calendar Orientation Setting Update items quickly via Drag & Drop on Calendar Easily add time from the Home Page How do tasks span on the home page calendar? Importing & Exporting Data 10 How can I export a client list? Is there a way to delete imported data? Is there a way to use the imports and set the project team? How do I import people butPeople 30 I can’t add a person to a project team. What am I doing wrong? Can I downgrade a resource to an executive user? Can I create an administrator level user that sees all projects but not the administration settings? How do I transfer account ownership to another administrator? How to activate a person Project Management 46 Is there a way to have custom Task Statuses on each project? Can you bulk update the project budget alert threshold? Can I set default rates per client? How to manage project labels I added a client, but they don’t show up in the drop-down menus Recurring Tasks 15 Does the task recurrence feature have bi-weekly as a scheduling option? Do you allow recurring tasks to be bi-annual (every 6 months)? Can I pause a recurring task? How do I remove recurrence from a recurring task? Monthly Recurring Tasks Reporting 41 Can you hide the hours on the Gantt chart? Is there a way to set a budget alert by task? Can I view only projects on the Gantt chart (no tasks or milestones)? Can I control the page orientation of scheduled reports? How to display unbillable time Search 8 Can I create a Kanban board for my tasks due this week? Do I have to go to Help.Myintervals.com to search help articles? Is there a way to run a report showing when tasks are due? Can I include or ignore words in my search? How do I use the advanced search? Settings & Defaults 25 Is there a way to have custom Task Statuses on each project? Can I see where my modules are being used? How to manage project labels How to create and use one general module How to deactivate a module Task Management 57 How can I reschedule multiple tasks at once? How to move a task from one project to another View recently updated cards while using kanban boards Can I show less information on the cards in the Kanban view? Can I create a Kanban board for my tasks due this week? Third Party Integrations 12 Error – Invalid Grant message when exporting an invoice to QuickBooks Online Adding detailed task and time data when exporting to FreshBooks and QuickBooks Online Mapping to service fields on invoices exported to QuickBooks Online FreshBooks Integration QuickBooks Online Integration Time Tracking 53 Can I unsubmit a timesheet? Tracking time directly on Cards in Kanban view Can I copy a previous timesheet as a starting point for the current week? How to Copy a Weekly Timesheet Can I add multiple time entries to a previous week? Tips & Tricks 82 I can’t add a person to a project team. What am I doing wrong? Can I change the name of invoice? Can you hide the hours on the Gantt chart? Can I unsubmit a timesheet? Can I copy a previous timesheet as a starting point for the current week? Work Request Queue 7 How to manage request queue attendants Using Images Inline (pasting & dragging) Integrating Slack into the Work Request Queue Integrating HipChat into the Work Request Queue How do I append a request to an existing task? Categories Accounts & Billing API Appearance & Theme Clients Dashboard Data Backups & Security Document / File storage Email Integration Getting started with Intervals Home Page Calendar Importing & Exporting Data Invoicing Kanban Milestones Mobile App People Project Management Recurring Tasks Reporting Search Settings & Defaults Task Management Third Party Integrations Time Tracking Tips & Tricks Work Request Queue Feeds Entries RSS 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 Footer Pelago Home Contact Support About Intervals Terms of Service Security Statement API Top 10 Reasons to Choose Intervals Intervals is web-based project management software developed by Pelago . Copyright © 2000-2024 Pelago . All rights reserved. Read our privacy...