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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
    • Adding and editing roles
    • Deleting roles
    • Restricting access to item types
    • Restricting access to item attributes
  • Managing organizational units
  • LDAP configuration

Managing Workspaces

  • Managing workspaces
    • Creating a workspace from scratch
    • Creating a workspace by copying
    • Creating a workspace from a template
    • Assigning roles
    • Assigning accounts
    • Archiving a workspace
    • Deleting a workspace
  • 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
    • Items and workspaces
    • Item types
    • Creating an item
    • Creating an item from a template
    • Attachments
    • Efforts
    • Tab permissions
  • The item browser
    • Item browser left area
    • Item browser right area
    • General behavior in the right area
    • Item context actions
    • Editing a set of items
    • Copying a set of items
    • Linking items
    • Keyboard shortcuts
    • Split view of the right-hand area
    • Adjusting the column width
    • Moving columns
    • Sorting and grouping
    • Exporting to an XML file
    • Printing
    • Creating a template-based report
  • Filters and views
    • Finding items
    • Item browser views
    • Workspace filters
    • The Allegra Query Language (AQL)
    • Managing filters
  • Importing and exporting
    • Exporting to an Excel file
    • Importing items from Excel
    • Exporting in the Allegra format
    • Importing from Allegra installations
    • Exporting to a CSV file

Forms & Attributes

  • Managing item types
  • Standard attributes
  • Item attributes
    • Item attribute configuration
    • Item attribute types
    • Adding an item attribute
    • Overriding item attributes
    • Changing item attributes
    • Deleting item attributes
  • Forms
  • Managing item statuses
  • Managing priorities
  • Managing severities
  • Custom lists
    • Custom lists
    • Exporting custom lists
    • Importing custom lists
    • Import rules for lists

The Cockpit

  • Working with the cockpit
  • Changing the cockpit layout
  • Configuring widgets
  • Cockpit widgets
    • My items
    • My watch list
    • My filters
    • Quick search
    • Activity stream
    • Filtered item overview
    • Project overview
    • Project navigator
    • Manager list
    • Budget overview
    • Release notes
    • Calendar
    • Meetings
    • Version control activities
    • Traffic light chart
    • Average processing time
    • Milestone trend analysis
    • 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
  • Creating report templates
  • Accounting reports

Applications

  • Task management
    • Flat list
    • Tree view
    • Hierarchical view
    • Board
  • Project management
    • Project management terminology
    • Creating a new project
      • Creating a project completely from scratch
      • Creating a project by copying
      • Creating a project from a template
      • Registering team members
      • Assigning roles to team members
    • Project planning
      • Prerequisites for project planning
      • Work breakdown structure
      • Entering the work breakdown structure
      • Creating a schedule
      • Planning working 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
  • Scrum
    • Scrum overview
    • Managing users
    • Managing Scrum teams
    • Managing Scrum projects
    • Managing releases
    • Working with backlogs
    • Working with sprints
    • Using the board
    • Monitoring a project 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 a customer portal integration
    • Handling incoming emails
    • Conversations
    • Email filter scripts for the customer portal
    • Processing emails with JSON content
    • Email templates for the 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 the wiki
    • Exporting documents
    • Version management
      • Versioning overview
      • Configuring versioning
      • Working with document versions
      • Working with branches
      • Working with baselines

Filters

  • Working with filters
  • Filter repositories
  • Configuring filters
  • Sharing filters

Workflows

  • Workflows

Notifications

  • Notifications
  • Item-related notifications
    • Notification triggers
    • Notification filters
    • Notification rules
    • Automail for unregistered authors
  • 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
    • Report template repositories
    • Loading a report template
    • Adding JasperReport templates
    • Uploading a report template
    • Removing 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
    • Workflow activity scripts
    • Workflow guard scripts
    • General scripts
    • Parameter 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

Index

A | B | C | E | F | G | I | M | N | O | P | R | S | T | U | V | W

A

  • activity
    • Workflow
  • app
  • applications
  • archiving projects
  • Assigning accounts
  • Assigning roles

B

  • Backlog
  • Backlogs
  • backlogs
    • manage

C

  • common releases
  • condition
    • Workflow
  • Container release
  • copying
    • set of items
  • create
    • project
    • workspace
  • Create workspace
  • current view

E

  • editing
    • set of items

F

  • Filter
    • Workspace
  • filter-view assignment
  • find
    • items
  • First sign-in

G

  • Guard
    • Workflow
  • guard
    • Workflow

I

  • item
  • item browser
  • items
    • find
    • search

M

  • manage
    • backlogs
    • phases
    • releases
    • sprints
  • managing
    • Release
  • Managing filters
  • Modeling
    • Processes
    • Workflow, [1]

N

  • Notifications
    • workspace-specific

O

  • Onboarding
    • Project manager
    • Team members

P

  • Phase
  • phases
    • manage
  • Process modeling
    • see also Workflow
    • Workflow modeling
  • Processes
    • Modeling
  • project
    • create
  • Project manager
    • Onboarding

R

  • Release
    • managing
    • Scrum
    • shared
  • releases
    • manage
  • role

S

  • Scrum
    • Release
  • search
    • items
  • Self-registration
    • Registration
  • set of items
    • copying
    • editing
  • shared
    • Release
  • shared releases
  • Sign-in
  • Sprint
  • Sprints
  • sprints
    • manage
  • State transition
    • Workflow

T

  • Team members
    • Onboarding
  • Trigger
    • Workflow, [1]
  • triggering event
    • Workflow

U

  • UI structure
  • user interface

V

  • view
  • view types

W

  • Workflow
    • activity
    • condition
    • Guard
    • guard
    • Modeling, [1]
    • State transition
    • Trigger, [1]
    • triggering event
  • Workflow modeling
  • Workspace
    • Filter
  • workspace
    • create
  • Workspace filter
  • workspace-specific
    • Notifications

© Copyright 2026 Alltena GmbH.

Last updated on 2026-07-02.

© Copyright 2026 Alltena GmbH .
Version 9.0