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How to handle departments?

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...

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What does the eyeball icon mean on a task?

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...

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How to implement a task approval workflow

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...

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Is there a way to add an expense to a task?

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...

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Can I restrict a resource to their own tasks?

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...

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Is there a way with the advanced editor to hit enter and have it NOT skip a...

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...

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How to view time remaining on a task

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...

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Using Images Inline (pasting & dragging)

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,...

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How to close a task

When a task is completed 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...

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Task List Shortcuts

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...

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