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Allegra User Manual

Getting Started

  • About this Manual
  • The basic principle: Items in workspaces
  • The first project
  • Structure of the User Interface
  • Onboarding for Project Managers
  • Onboarding for Team Members
  • Mapping your own processes

Managing Workspaces

  • Managing Workspaces
    • Creating a new workspace from scratch
    • Creating a Workspace by Copying
    • Create Workspace from Template
    • Assign Roles
    • Assign Accounts
    • Archive Workspace
    • Delete Workspace
  • Managing Phases/Releases
  • Workspace Specific Lists
  • Workspace-Specific Cockpits
  • Workspace-Specific Notifications

Managing Users

  • Users, Groups and Organizational Units
  • Manage User Profile
  • Managing Regular Users
  • Managing Guest Users
  • Managing Groups
  • Managing organizational units

Working With Items

  • Items: what needs to be done
    • Items and Workspaces
    • Item Types
    • Create Item
    • Create Item from Template
    • Attachments
    • Tab Permissions
  • The Item Browser
    • Navigator Left Area
    • Navigator right area
    • General Behavior in the Right Workspace
      • Item Context Actions
      • Keyboard Shortcuts
    • Item Context Actions
    • Editing a Set of Items
    • Copying a Set of Items
    • Keyboard Shortcuts
    • Configuration of Right Workspace
    • Managing Filters
    • Changing Column Width
    • Moving Columns
    • Table-based View Types
    • Export to an XML file
    • Linking Items
    • Printing
    • Creating a template-based report
  • Filters
    • Finding Items
    • Workspace Filters
    • The Allegra Query Language (AQL)
  • Item Browser Views
  • Importing and Exporting
  • List of Standard Attributes

The Cockpit

  • Working with the Cockpit
  • Changing the Cockpit Layout
  • Configuring Widgets
  • Cockpit Widgets
    • Activity Stream
    • Traffic Light Diagram
    • Meetings
    • Budget Overview
    • Average Processing Duration
    • Modified Files
    • Calendar
    • Filtered Item Overview
    • Manager List
    • Milestone Trend Analysis
    • My Filters
    • My Items
    • My Watchlist
    • Project Navigator
    • Project Overview
    • Release Notes
    • Quick Search
    • Version Control Activities
    • Status over Time
    • Two-Dimensional Project Statistics
  • Cockpit Templates

Reports

  • Creating Reports
  • Creating Reports with MS Power BI
    • The Allegra Power BI Connector
    • Data Sources
  • Creating Reports with JasperReports
  • JasperReports Report Templates
    • Report Template Repositories
    • Loading a Report Template
    • Adding JasperReport templates
    • Upload a Report Template
    • Removing Report Templates
  • Excel Report Templates
  • Accounting Reports

Applications

  • Task Management
    • Flat List
    • Tree View
    • Hierarchical View
    • Taskboard
  • Project Management
    • Project Management Terminology
    • Creating a New Project
      • Creating a new project from scratch
      • Creating a Project by Copying
      • Create a Project from a Template
      • Registration of Team Members
      • Creating a new project
      • Assigning Roles to Team Members
    • Project Planning
      • Prerequisites for project planning
      • Project Structure Plan
      • Enter Project Structure Plan
      • Creating a Schedule
      • Planning work time
      • Planning Resources
      • The Earned Value Method
      • Cost Centers and Accounts
      • Working with the Gantt Chart
      • Working with the Allocation View
    • Exchange with MS Project
      • Exporting a Project to MS Project
      • Importing Tasks from MS Project
      • MS Project Import Conflict Resolution Rules
    • Creating Release Notes
  • Scrum
    • Scrum Overview
    • Managing Users
    • Managing Scrum Teams
    • Managing Scrum Projects
    • Managing Releases
    • Working with Backlogs
    • Working with Sprints
    • Using the Task Board
    • Monitoring Projects with Burndown Charts
    • Scaled Agile Framework (SAFe)
      • Teams, Programs, Large Solutions, and Portfolios
      • Modeling Dependencies
      • Overview and Navigation
  • Customer Portal
    • Customer Portal Overview
    • Example of Customer Portal Integration
    • Handling Incoming Emails
    • Conversations
    • Email Filter Scripts for Customer Portal
    • Processing Emails with JSON Content
    • Email Templates for Customer Portal
    • Customer Portal Workflows
    • ITIL Mapping
  • Wiki
    • Wiki Overview
    • Creating Documents
    • Creating Document Sections
    • Editing Content
    • Multilingual Documents
    • Embedding Items
    • Embedding Attributes
    • Reading and Commenting on Wikis
    • Export Documents
    • Creating HTML Templates
    • Creating Word Templates
    • Embed Wiki into a Website
    • Version Management
      • Versioning Overview
      • Configure Versioning
      • Working with Document Versions
      • Working with Branches
      • Working with Baselines

Notifications

  • Notifications
  • Item-related notifications
    • Notification Triggers
    • Notification Conditions
    • Assignment of Notification Configurations
    • Automail for unregistered authors
  • Reminders
  • System-related Notifications
  • Notifications from Workflows
  • Email Templates

Administration

  • Basics
  • Version Control Systems
    • Git Version Control
    • Subversion Version Control
    • CVS Version Control
  • Manage Templates
    • Freemarker Context Variables for Item Templates
    • Wiki Export Templates
    • Wiki Inline Templates
    • Filters
    • Workspace Templates
    • Excel Report Templates
    • JasperReports Report Templates
      • Report Template Repositories
      • Loading a Report Template
      • Adding JasperReport templates
      • Upload a Report Template
      • Removing Report Templates
    • Managing Text Templates
    • Cockpit Templates
    • Managing Basic Calendars
    • Task Board Card Templates

Customization

  • Workspace Types
  • Lists
    • Lists for Standard Attributes
      • Manage Item Types
      • Manage Item Statuses
      • Managing Priorities
      • Manage Severity
    • Lists for Custom Item Attributes
      • Managing Custom Lists
      • Exporting Custom Lists
      • Importing Custom Lists
      • Import Rules for Lists
  • Item Attributes
    • Item Attribute Configuration
    • Item Attribute Types
    • Adding an Item Attribute
    • Overwriting Item Attributes
    • Changing Item Attributes
    • Deleting Item Attributes
  • Input Forms
    • Managing Input Masks
  • Roles and Permissions
    • Adding and Editing Roles
    • Deleting Roles
    • Restrict Access to Item Types
    • Restriction of Access to Item Attributes
  • System Roles & User Interface
  • Cost Centers and Accounts
  • Linking Items
  • System Object States
  • Workflows
  • Scripts
    • Workflow Activity Scripts
    • Workflow Condition Scripts
    • General Scripts
    • Parameter Scripts
  • Locales and Terminology
  • Adding Event Handlers
  • Applications
  • Configuring Versioning
  • Logos and Color Scheme
  • Tutorial Videos
  • Configuration Scenarios

Server Management

  • Server Configuration
    • System Information and License Data
    • Outgoing Email Connection
    • Incoming Email Connection
    • Full Text Search Configuration
    • LDAP Configuration
    • Various Settings
  • Server Operation
    • Broadcasting Emails to Allegra Users
    • Configuring Diagnostic Messages
    • Data Backup
    • Restoring Data from a Backup
    • Monitoring and Managing Server Status
    • The Boot Procedure
    • Cluster Operation
    • Migrate Server and Database System
  • Configuration
    • Configure Login Page Text
    • Configuring Diagnostic Messages
    • Configuration Files
    • Non-western Character Sets
    • Configuring Apache Tomcat
    • Using SSL and TLS Encryption on Email and LDAP Connections

Integrations

  • Manage Integrations
    • GitLab CI/CD
    • Slack Integration
    • Other Applications
    • Jenkins

Indices

  • General Index
  • Cockpit Widgets
  • Quick Search

Quick Search

Quick Search#

With the help of the “Quick Search” widget, you can create a filtered item list based on the criteria of workspace/project, item type, and condition.

../_images/quicksearch.png

This widget has no configuration other than the parameters set by the user.

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Release Notes

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Version Control Activities

© Copyright 2024 Alltena GmbH.

Last updated on 2024-06-21.

Release Notes
Version Control Activities
© Copyright 2024 Alltena GmbH .
Version 8.0