Managing item types#

sysman sysadmin

Every item belongs to an item type — for example “Improvement suggestion”, “Milestone” or “Problem report”. You can delete, change or add the available item types. Item types are defined globally; for each workspace type you decide which item types are actually available in a workspace.

You must be logged in as a system manager or system administrator.

You need different item types when you want to:

use items with different forms
assign different workflows to items
restrict access to specific items on a role-based basis
distinguish items — for example a problem report from a bug (not every problem report is caused by a bug)

Allegra ships with a set of standard item types. Delete or rename the ones you do not need — you can still do this later. If you delete an item type that is in use, Allegra reassigns the items to a replacement type that you specify.

Item type	Description
Task	Plannable items — for example from a work breakdown structure with many tasks or work packages. Each responsible maintains the status of their package; the project manager uses this to determine the current project status and to quickly spot overdue packages.
Action item	Non-plannable items created within the organization — for example from meetings.
Ticket	Non-plannable items created outside the organization — for example support requests.
Problem report	Someone has a problem with something that is not specified in more detail. This can be a know-how problem, a problem with the user interface or a bug.
Meeting	Document for a meeting with links into task management.
Requirement	List of requirements for requirements engineering and tracing. Since every item can have attachments, you can supplement requirements with figures, source code or other documents.
Document folder	Folder for organizing documents.
Document	A single wiki page. Based on a template, you export it as a Word document.
Document section	Subordinate part of a document. Exports as a paragraph into a Word document. Document sections can contain other document sections.

The list of item types is global. For each workspace type you decide which item types are actually available in workspaces of that type (see Workspace types).

Go to Administration > Items > Item types.
Change, add or delete item types. You can assign each entry an icon (16 × 16 px, GIF or PNG) and a CSS style for the item overview. Each item type carries a type flag:

General: standard type for items with no special behavior.
Task: only item types with this type flag appear in the Gantt chart. Example: Task.
Document folder: item types with this type flag appear as folders in the wiki. Example: Document folder.
Document: item types with this type flag appear as documents in the wiki. Examples: Document, Requirements, Meeting.
Document section: item types with this type flag appear as sections in documents — for example in meetings or requirements.
Epic: type flag for epics.
User Story: type flag for user stories.

Attention

When you rename an entry, the change may not appear in the user interface. This happens when localizations exist for the selection entries — which is the case for all predefined entries. Allegra then shows the localized value, not the label you assigned.