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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 Releases, Backlogs, Sprints, and Milestones (Phases)
  • 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
    • 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

Reports

  • Creating Reports
  • Creating Reports with MS Power BI
    • The Allegra Power BI Connector
    • Data Sources
  • Creating Reports with JasperReports
  • Berichtsvorlagen erstellen
  • 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
  • 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
    • 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
  • The Item Browser
  • Navigator right area

Navigator right area

Contents

  • Flat List
  • Hierarchical Representation
  • Gantt Chart (Time Line)
  • Tree Representation
  • Board View

Navigator right area#

The right area of the item overview offers a variety of different view types depending on the app, such as a flat list, a Gantt view, or a task board.

You can switch the view type with the corresponding selector A:

  • Flat list view, table-based

  • Tree view, table-based

  • Hierarchical representation (work breakdown structure, product structure), table-based

  • Agile Board (card view)

../../_images/view-modes.png

In some apps, you can get additional view types via icons in the main menu bar on the far left (C):

  • Gantt view

  • Resource view

  • Agile board view

Flat List#

The flat list view mode allows you to see items across all workspaces without considering their hierarchical order. This allows you to group and sort by many attributes. This mode also supports splitting the item list across multiple pages (pagination).

Hierarchical Representation#

The hierarchical representation mode shows items in workspaces. You can drag items to any new position within a workspace and determine the position within the same hierarchy level. This is essentially the same behavior you know from structuring text documents or from tools like MS Project.

You would use this mode when you need to structure items into a hierarchy, and the order of the items is important.

Gantt Chart (Time Line)#

The Gantt view mode is similar to the hierarchical representation mode, but it gives you an additional workspace where you can see and change start and end dates, work progress, and dependencies between items graphically and can display the critical path.

You would use this mode when creating or revising project plans.

Tree Representation#

The tree view mode allows you to see items across all projects including their hierarchy. This view also allows you to see the change history, comments, and the full description. You can drag items to other places in the tree, but you cannot move them on the same hierarchy level. The order within the same hierarchy level is determined by the sorting criteria you applied.

Board View#

The Agile Board mode displays items as “cards”. The items are organized in columns. You can set the property for the columns, such as status, responsible, etc. You can also select which values from the available values for the columns you want to display, such as only some states or some responsible persons.

You would use this view as a Scrum Board or Kanban Board when working with agile methods.

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Navigator Left Area

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General Behavior in the Right Workspace

Contents
  • Flat List
  • Hierarchical Representation
  • Gantt Chart (Time Line)
  • Tree Representation
  • Board View

© Copyright 2025 Alltena GmbH.

Last updated on 2025-05-13.

Navigator Left Area
General Behavior in the Right Workspace
© Copyright 2025 Alltena GmbH .
Version 8.0