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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
Managing Phases/Releases
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
The Item Browser
Filters
Item Browser Views
Importing and Exporting
List of Standard Attributes

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
JasperReports Report Templates
Excel Report Templates
Accounting Reports

Applications

Task Management
Project Management
Scrum
Customer Portal
Wiki

Notifications

Notifications
Item-related notifications
Reminders
System-related Notifications
Notifications from Workflows
Email Templates

Administration

Basics
Version Control Systems
Manage Templates

Customization

Workspace Types
Lists
- Lists for Standard Attributes
- Lists for Custom Item Attributes
Item Attributes
Input Forms
- Managing Input Masks
Roles and Permissions
System Roles & User Interface
Cost Centers and Accounts
Linking Items
System Object States
Workflows
Scripts
Locales and Terminology
Adding Event Handlers
Applications
Configuring Versioning
Logos and Color Scheme
Tutorial Videos
Configuration Scenarios

Server Management

Server Configuration
Server Operation
Configuration

Integrations

Manage Integrations

Indices

General Index

Search

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© Copyright 2024 Alltena GmbH.

Last updated on 2024-06-21.

© Copyright 2024 Alltena GmbH .

Version 8.0