Items: what needs to be done

Items: what needs to be done#

Items are the central objects in Allegra. Every item belongs to a workspace. You access items through queries and filters.

  • Items and workspaces

    Allegra manages items in workspaces. Every item has a type — for example “Milestone”, “Bug report” or “Action item”. For each type you configure your own forms, permissions and workflows.

  • Item types

    After the initial installation, the system comes with a number of item types. You adapt them or add your own.

  • Creating an item

    You create an item using the button in the main menu — or, depending on the app, from the context menu in many places. When creating it, you specify the workspace and item type; Allegra derives both from the context, otherwise it asks for them.

  • Creating an item from a template

    You create an item from an item template. Any item of a workspace template can serve as a template. If the template has subitems, you take them over as well.

  • Attachments

    You can attach any number of attachments to an item. Text-based attachments — Word, Excel, PowerPoint, PDF, OpenOffice — can optionally be included in the full-text search.

  • Efforts

    You assign any number of efforts to an item.

  • Tab permissions

    What you are allowed to do on an item depends on your roles in the associated workspace and your relationship to the item.