Everything you need to know about managing tasks, from creating and updating tasks, to keeping track of history, time, and documents.
When a task is complete it should be closed. This signals to your team that the work has been completed. In addition, Intervals will push closed tasks to the background to avoid cluttering your list of current tasks. There are four different ways to close a task. Task profile view Click on a task to […]
The task list is the default view when clicking on the Tasks tab. This page can be filtered in any number of ways to narrow down the listing. However, this page also includes a few shortcuts that can be used to update and review tasks without having to click through to each task first. The […]
Video Introduction to Using Images Inline This video introduces how to use images in your worfkow. You can paste images or drag and drop images inline with tasks, milestones, the work request queue, and project notes. Images used with email integration will also maintain their order and formatting. If you are new to Intervals you […]
Tasks that have an estimate entered on them will report the amount of time remaining. To use this feature, enter an estimate into a task. Intervals will take over from there, keeping track of the remaining time as people add time to the task. The amount of time remaining will appear on the task […]
We received this feedback from a customer. Really would be nice if the advanced editor did not skip a line every time you hit the enter key. This is presently possible. With the editor if you hold SHIFT and hit ENTER it will move to the next line. The editor uses a hard return (skip […]
We received the following question from an Intervals customer. How do I stop resources from assigning time to a task they are not assigned? By default, manager and resource level users see all tasks for the projects that they have been granted access (Administrators see all projects and all tasks). As an administrator you can […]
There is not a way to add an expense directly to a task, but there is one option that usually accomplishes the goal. When adding an expense there is a note field. The note field can be used to reference the task. If you need to track the person that the expense is associated with […]
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 […]
When viewing tasks on the task listing, on a milestone, or via the home page calendar you may have noticed an eyeball icon appears some times. The eyeball icon is a notification that someone else has worked on the task and you are yet to see the work. The task may have had a recent […]
We recently received the following email from a customer. How to handle departments? We have several departments in our company, and we are trying to find a way to mark each task with a department code. Is that somehow possible? There are a few different options on this front. When Intervals is used primarily as […]