Task Management Software Features
With Allegra, you can lead project portfolios, projects with sub-projects, classic, agile, and hybrid projects to success. Because it's always clear who does what by when.
Kanban Boards
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Render work items in the intuitive board view -
Reassign or change status by drag & drop -
For large amounts of tasks, use the various list views -
Adapt views flexibly to your needs
Discussions
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All information and discussions about a work item in one place -
No more searching through emails -
Everyone involved stays informed at all times -
Join the conversation without losing context
Hierarchy
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Stay in control through hierarchical structuring of projects and tasks -
Even large initiatives with many work items remain manageable -
Use the hierarchy to grant permissions -
Everyone sees exactly what they need — and nothing more
Templates
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Spin up new projects from project templates in no time -
Save completed projects as templates for later reuse -
Use text templates to answer tickets quickly -
Store templates for project documentation so the team has every required document at hand
Personal Dashboards
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One of the most useful features: build your own cockpit -
Pick from the template catalogue or design your own -
Combine a wide variety of tiles and charts as needed -
The information that matters most to you, at a glance
Automation
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Reminders and follow-ups for recurring tasks -
Answering tickets, creating sprints, forwarding approvals -
Escalations and closing stale tasks -
Anything you want to control externally via the REST API
Core features
These features come built into the Allegra platform.
Task management
All kinds of work items in one place. Follow-ups, recurring dates, Getting Things Done — it's all there.
Hierarchical work items
Structure work items (tasks, open items, etc.) as deeply as you want and keep the overview.
Hierarchical areas
Break projects into sub-areas as deeply as you like. Even very large projects stay manageable.
Customisable forms
Lay out fields yourself and show each role only what they need.
Customisable attributes
Pick exactly the attribute types you need from a wide variety, per work-item type.
Complete audit trail
Every change is recorded, so it's always traceable what happened.
Attachments
Attach as many files as you like, directly or as URL. Full-text search includes them.
Dashboard
All key project data in one place, in real time. Spot deadline and budget overruns instantly.
Multilingual
All UI texts are update-safe localisable and available in multiple languages.
Branding
Integrate the service portal into your existing websites and align it with your corporate identity.
Portfolios
Keep an overview of all tasks with cross-project queries and reports.
Role-based access control
Use role assignments to control who can see and edit what. RACI methodology for item-level access.
Delegation & follow-up
Delegate work items and set them aside for follow-up. The delegated list is always at hand.
Item relationships
Create relationships between items, e.g. "is duplicate of". Define your own link types freely.
Recurring tasks
Define recurring tasks once and make sure nothing gets forgotten.
Favourites
Mark frequently used items as personal favourites and access them in a dedicated list.
Workflows
Save serious time by automating workflows — approval processes, customer support, and more.
Getting Things Done
Improve personal and team productivity with the proven Getting Things Done method.
Follow-up
Hand work items to team members and set a personal date for follow-up.
Excel import & export
Export work items to Excel and import existing spreadsheets into Allegra.
Dependencies
Link tasks that depend on each other. Successors only start once the predecessor is finished.
Time tracking
Record time spent on important items and produce customer-specific activity reports.
Views and reports
Visualise tasks the way that fits your working style.
Your tasks
One click brings up the list of all your tasks. Mark frequently-visited items as favourites.
Table view
Show large amounts of task information compactly and clearly.
Boards
Organise work like sticky notes and track tasks through every phase. Boards make processes more transparent.
Timelines
Visualise relationships in the interactive Gantt chart and compare plan with actuals.
Workload
Plan resources so no one is overloaded or underused.
Portfolios
Keep an overview of all tasks with cross-project queries and reports.
Reports & KPIs
Create meaningful reports with Microsoft Power BI and improve processes based on KPIs.
Dashboard
All key project data in one place, in real time. Spot deadline and budget overruns quickly.
Excel export
Export project data to Excel and prepare it there in the format you need.
Communication
Everyone gets exactly the information they need.
RACI
With the RACI-based communication scheme, each person gets exactly the information they need — no more, no less.
Followers
Add team members as readers or editors of tasks. They can see or edit and get notified of changes.
Chat integration
With the Slack or MS Teams integration, stay informed and join discussions without logging into Allegra.
Reminders
Get automatic reminders via email or chat for due and overdue tasks.
In-app notifications
When you're getting too many emails, switch to Allegra's in-app notifications.
Text templates
Use text templates to answer standard questions with standard responses, fast.
Likes
Rate work items, documents, or discussion contributions with positive or negative feedback.
Discussions
Talk with team members, partners, and customers via built-in comments, email, or chat systems like Slack and Teams.
Follow-up
Hand tasks over and set a personal date for follow-up.
Document and track meetings
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Document project meetings effectively and immediately -
Track to-dos from earlier meetings in real time -
Create tasks directly while writing the minutes -
Spin up new minutes from templates or earlier documents -
Generate Jour Fixe minutes automatically -
Publish minutes online or as PDF
Administration
Manage teams, guest users, projects, and service desks. Everyone gets the information they're entitled to.
Users
Give users roles in your projects and grant permissions that way. Sync with Active Directory or LDAP for easy user management.
Guests
Collaborate with customers, external suppliers, contractors, and partners inside Allegra.
Groups
Organise users into groups to simplify user management and permission assignment.
Organisations
Assign users to departments or companies. Organise departments hierarchically for matching resource-planning permissions.
Two-factor authentication
Raise access security with two-factor authentication via email or any of the common 2FA mobile apps.
Permissions
Grant project permissions via freely definable roles. System roles set what is allowed system-wide. The hierarchical structure supports distributed administration.
Project administration
Archive inactive projects to keep the overview clean. Data stays reactivatable at any time.
Data security
Export single areas or whole servers including all configurations, and re-import them on another server.
Investment protection
Update even 10+ year-old versions — configurations and data included — to the latest release.
Integrations
Connect Allegra with the tools you already use.
REST API
Access all of your Allegra data via the REST API, integrate it into other tools, and automate work items.
Slack
Post updates to a Slack channel when Allegra tasks change. Create, comment, complete, and edit tasks from Slack itself.
Send email to Allegra
Send or forward emails into Allegra to create tasks or start discussions. Turns emails into actionable items so nothing important slips through.
GitLab
Link your GitLab commits to tasks so your team stays informed about the latest code changes.
MS Power BI
Build complex reports on your Allegra data with Microsoft Power BI.