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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
Modeling your own processes
Configuration basics

Managing Users

Users, groups, and organizational units
Managing your user profile
Managing regular users
Managing guest users
Managing groups
System roles & user interface
Workspace roles and permissions
Managing organizational units
LDAP configuration

Managing Workspaces

Managing workspaces
Releases, sprints & backlogs
Workspace templates
Workspace types
Workspace type categories
Workspace states
Release states
Workspace-specific lists
Workspace-specific cockpits
Workspace-specific notifications

Working with Items

Items: what needs to be done
The item browser
Filters and views
Importing and exporting

Forms & Attributes

Managing item types
Standard attributes
Item attributes
Forms
Managing item statuses
Managing priorities
Managing severities
Custom lists

The Cockpit

Working with the cockpit
Changing the cockpit layout
Configuring widgets
Cockpit widgets
Cockpit templates

Reports

Creating reports
Creating reports with MS Power BI
- The Allegra Power BI connector
- Data sources
Creating reports with JasperReports
Creating report templates
Accounting reports

Applications

Task management
Project management
Scrum
Customer portal
Wiki

Filters

Working with filters
Filter repositories
Configuring filters
Sharing filters

Workflows

Workflows

Notifications

Notifications
Item-related notifications
Reminders
System-related notifications
Notifications from workflows
E-mail templates

Templates

Managing templates
Freemarker context variables for item templates
Excel report templates
JasperReports report templates
Managing text templates
Email templates
Wiki inline templates
Wiki export templates
- Creating HTML templates
- Creating Word templates
Cockpit templates
Board card templates
Managing base calendars
Workspace templates

Miscellaneous

Cost centers and accounts
Account states
Linking items
Scripts
Adding event handlers
Configuring versioning
Tutorial videos
Configuration files
SSL and TLS encryption

Email

Incoming email connection
Outgoing email connection
Cleaning up e-mail content
Filtering reply e-mails

Server Administration

Server status
Data backup
Restoring data
Broadcasting emails to Allegra users
Configuring diagnostic messages
Directories
Miscellaneous settings

Global Settings

Configuring the login page text
Configuring full-text search
Miscellaneous settings

Integrations

Managing integrations
Webhooks
GitLab CI/CD
MS Azure integration
MS Teams integration
OpenAI integration
Slack integration
Other applications

Customization & License

Translations
Logos and background image
License data

Indices

General Index

Configuring...

Configuring versioning

Configuring versioning#

See Configuring versioning for detailed instructions.

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Adding event handlers

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Tutorial videos

© Copyright 2026 Alltena GmbH.

Last updated on 2026-06-09.

Adding event handlers

Tutorial videos

© Copyright 2026 Alltena GmbH .

Version 9.0