Tips and tricks showcasing how Intervals can (and does) go beyond the basics when tracking time, managing tasks, running reports, and more.
When you export an invoice to PDF, Intervals will apply the colors, fonts, and formatting from your current theme. While that works for most scenarios, there are times when you may want to customize the look of an invoice when saving it as a PDF. For example, some of our darker themes will produce a […]
You do not have to leave your Intervals account to search the help documentation. From within your account you can search the help articles directly. You can also contact our support team directly form within your account. Click on the help icon to launch the contextual help menu. The help articles that are suggested will […]
When logging in to your Intervals account you have the option to stay logged in after closing your browser. To enable this, check the box labeled “Keep me logged in” when you log in. This feature is ideal for those who don’t want to re-enter their username and password every time they access their Intervals […]
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 […]
If you are using your Intervals account and the experience is less than optimal, it is a good idea to reset the cache on your account to rule out any cache related issues. We use various caching mechanisms and on occasion the cache has to be force cleared. Here are instructions to put your account […]
When deleting a project there is a confirmation step that shows what is about to be deleted. This confirmation step is in place to help pause and make sure that the deletion is intentional, but accidental deletions still happen. If you happen to delete a project (or task, or time) only to realize that it […]
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 […]
If you have questions about the best way to use Intervals for your business and need some hands on help no problem. We use GoToMeeting so that we can share screens and walk through any questions. To get a demo scheduled, please complete this demo request form. Since Intervals is used by a lot of […]
Video Introduction to Saving and Scheduling Reports This video introduces how to save a report and schedule it for automated delivery. Saving a report allows you to run the report again in the future with a single click, and scheduling the report allows you to deliver a PDF or CSV version of the report to […]
We received the following question from an Intervals customer. I am new to Intervals and trying out the basic plan. What does “active projects” exactly mean in the Basic plan? If you are trying Intervals after using other software that is based on the number of users, the active project limits may be a little […]