Everything you need to know about managing tasks, from creating and updating tasks, to keeping track of history, time, and documents.
The submenu found under the Tasks tab has a link for viewing recently updated tasks. Click the link to filter the task listing and show tasks that have had a recent change, comment, or document uploaded. The default view is changes in the last 24 hours, but you can change this to narrow in on […]
Intervals logs and keeps track of any changes on tasks via the action history. Whenever a task summary changes an email is sent notifying the task owners and assignees of the change. Intervals will markup what has been removed in red with a strike-through and anything new is highlighted in green. This functionality helps bring […]
Just say it with emojis! Many teams using Intervals are remote and when working remote, it can be challenging to express yourself effectively. Emojis allow for humor, sarcasm, or to lighten up a difficult task when more than just words are needed. Since this functionality was already available in Windows and macOS, it was a […]
If you’d like to be alerted of Tasks that are due today, you can sign up to receive the Daily Summary of Tasks email. In the email you will find: Milestones due today Notes on the calendar Tasks due today Links to tasks due this week and overdue tasks Here is an example of what […]
By default, the Advanced Editor is turned on. If you don’t typically use the Advanced Editor and prefer to have it turned off by default, there is an option under your account settings to disable this option. Please note: You can always toggle between plain text editing and the Advanced Editor within Intervals. This setting, […]
By default, only Administrator level users are allowed to edit and delete comments on tasks and milestones. Administrators can grant permission to Manager and Resource level users allowing them to edit and delete their own comments. Note: Administrator level users are the only users that can edit and delete ALL comments. To grant access: […]
Sometimes it’s helpful to see “tasks from the past” when working on specific projects. To easily add them to your current view of tasks, check the box “Include closed tasks,” located under the filter options in the left side bar. Note: this option will remain selected until it is unchecked. The “Clear filter” link does […]
If you are a resource level user, a task cannot be closed unless you are the owner of the task. The reason it works this way is Intervals enforces a workflow that allows a task to be closed only after the owner has verified the task. As a resource level user if you are BOTH […]
With Intervals you can create checklists that behave just like subtasks. Checklists are useful when converting an outline of actionable items into a list of tasks that complete a bigger task. You can create checklists anywhere you see the advanced editor. To add a checklist, enable the editor and then click the checklist button. For […]
The Task Snapshot Report can generate many different views into your tasks using the “View by” filter to segment your data, and the “Filter options” section to control which clients, projects, etc, should appear. The “View by” filter controls how the tasks are segmented along the vertical axis. For the horizontal axis, you have the option of selecting start date, […]