Login:

1. Go to: https://vanguard.intervalsonline.com
2. Enter username & password
3. You will be directed to the Dashboard, showing this week’s tasks

Tasks

1. Click on the “Tasks” tab at the top left of the page
2. Here you will see all tasks associated with your active projects

3. Filter tasks:

   1. In the left sidebar, use the dropdowns to filter tasks
   2. Filter options include:

• • • Project (your monthly retainer or other projects)
    • Milestone (groupings/categories of tasks)
    • Module (work type, such as web, writing or PR)
    • Status (closed=complete, open=in progress, pending client=something needed from you)
    • Priority (ongoing=no due date, standard=normal task, showstopper=needs to be completed ASAP)
    • You can also use the “search tasks” bar to type in a keyword to search for a specific task

4. Read & make task comments:

   1. Click on an individual task title to open the task information
   2. Information includes project, module, start & due date, milestone (if any), status and priority
   3. Comments tab: Shows information you need to know regarding the task and allows you to “Add Comment” to ask questions, make notes or add information (be sure to click “Save” when you finish adding your note)
   4. Documents tab: Shows uploaded documents and allows you to upload documents such as Word documents and photos

5. Export or save task list:

   1. Use the email, PDF, spreadsheet or print button at the top right of your screen if you wish to email a copy, save and print a copy in PDF format, download list into an excel file to save or print or just print a copy of the page you are viewing (including current filter settings)

Submit a request

1. Click the Tasks tab
2. Use the “Submit a Request” button to add a new task to the list, setting the title, client (you), project (your monthly retainer or another project), priority and requested due date
3. Make sure to add appropriate notes in the task description
4. Click the “Save Request” button to submit the new request to Vanguard staff for assignment and completion
5. You can also submit a new request without logging in to Intervals by emailing “[email protected]”
6. Learn more about using “[email protected]” instead of normal email

7. View your pending requests:

   1. Click the “Pending Requests” link when you are on the Tasks tab, or
   2. Click the “Pending Requests” menu item when you hover over the Tasks tab

Profile

1. From the Home tab (account Dashboard), click on the “Edit my account” link in the top right corner of your screen near your photo and name
2. Here you can edit your contact information, updated your password, change your photo and view your recent activity (task comments, etc.)