Information about Intervals account settings including hourly rates, task workflows, invoicing, locales, visual themes, and more.
Only administrators with permission to it are allowed. If you are an administrator and can’t see the menu item, your best bet is to reach out to another administrator who has access to make the change for you or to have them enable access to this section.
Any administrator level user with access to Settings & Defaults can modify the default invoicing by navigating to Options > Settings & Defaults > Default invoicing. The default address, fine print, logo, invoice number and taxation can be modified. Intervals supports dual taxation if needed. To edit an invoice, click on the “Edit default invoicing” […]
Default Modules help keep your projects organized. It is helpful to think of Modules as a container or bucket where your tasks and time are held. These buckets can be used to run reports on your tasks and time and also manage your projects. Default modules can be customized by any Administrator who has access […]
Default Work Types help you quickly create projects. These defaults are copied into each project when you create a project. At the project level, you can customize the Hourly Rate and it will keep the association with the work type. This is useful if your hourly rates change per project, i.e. you give some clients […]
Task Statuses are the global listing of statuses that can be applied to your tasks. If you add a new status it will be immediately available to all of your tasks. If the trash can icon is grayed out , the task status on that line is being used by a task and cannot be […]
Task Priorities are the global listing of priorities that can be applied to your tasks. Any Administrator level user with access to Settings & Defaults can edit them, by navigating to Options > Settings & Defaults > Task Priorities. If you add a new priority it will be immediately available to all of your tasks. […]
Your Intervals account has a system wide time zone and locale setting that can be edited by any Administrator with access to Settings & Defaults by navigating to Options > Settings & Defaults and scrolling down to the “Regional Settings” section:
Custom CSS can be added by Administrator level users with access to Settings & Defaults. Navigate to Options >> Settings & Defaults, and click on the Try the Advanced Theme Editor link under the Advanced Theme Editor section. By adding custom CSS, it enables every page within the application to be fully customized to […]
Your Intervals account can be modified to better match your company’s brand. Any Administrator level users with access to Settings & Defaults are able to make these changes by navigating to Options >> Settings & Defaults. Note: The branding options apply to the overall account. Individual projects cannot be branded differently. Ways the interface can […]
The subdomain can be changed by Administrator level users with access to Settings & Defaults. Navigate to Options >> Settings & Defaults, under the General Info section. Note: When this field is updated all future outgoing emails are also updated. 1. In the subdomain field, enter the new desired subdomain. Note: The Intervals domain can […]