Allegra User Manual#
Allegra is a web-based work management software for project, task and service management. With Allegra, you keep everything that needs to be done in one place. You can plan and carry out projects and also map ongoing processes and workflows such as help desks.
With Allegra
it is always traceable who did what and when
everyone on the team knows who has to do what and by when
communication within the team improves considerably, because unnecessary notifications are avoided
you involve your team in the project responsibility
you make optimal use of your resources, because you always have an overview of the workload
you can define access permissions down to the last detail
you can automate many workflows and map your own processes
you do not have to choose between classic and agile project management - Allegra offers full support for both
Getting Started
Managing Users
- Users, groups, and organizational units
- Managing your user profile
- Managing regular users
- Adding users
- Forgotten password
- Main menu and context menu
- Activating and deactivating users
- Assigning system roles
- Deleting users
- Setting the color scheme
- Setting the preferred language
- Sending a welcome email
- Assigning workspace roles
- Showing all workspace roles of a user
- Assigning filters
- Assigning a cockpit
- Exporting users to Excel
- Importing users from Excel
- Assigning licenses
- Setting user attributes via a link
- Managing guest users
- Managing groups
- System roles & user interface
- Workspace roles and permissions
- Managing organizational units
- LDAP configuration
Managing Workspaces
Working with Items
- Items: what needs to be done
- 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
- Importing and exporting
Forms & Attributes
- Managing item types
- Standard attributes
- Item attributes
- Item attribute configuration
- Item attribute types
- List of item attribute types
- Checkbox
- Cascaded selection list (parent-child)
- Cascaded selection list (parent-children)
- Cascaded selection list (parent-children-grandchildren)
- Simple selection list
- Multiple selection list
- Expandable selection list
- Expandable multiple selection list
- Radio group
- Date
- Floating-point numbers
- Integer
- Cumulative integer
- Short text
- Long text
- Person picker (general)
- Person picker (on behalf of)
- Rich text label
- Workspace picker
- Item picker
- Integer divisions
- Lead time
- Adding an item attribute
- Overriding item attributes
- Changing item attributes
- Deleting item attributes
- Forms
- Managing item statuses
- Managing priorities
- Managing severities
- Custom lists
The Cockpit
Reports
Applications
Filters
Notifications
Templates
Miscellaneous
Server Administration
Integrations