Task management functions

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

In Allegra, you can display your tasks and other processes in the intuitive board view and reassign or change the status via drag & drop.

For large volumes of tasks, you can use the various list views that you can easily adapt to your needs.

Discussions

Keep all information and discussions of a task together in one place. No more searching for emails. All participants are always well-informed and can easily join the discussion.

Hierarchy

Keep an overview with hierarchical structures of projects and tasks. You can manage even large amounts of tasks and extensive projects.

Use hierarchy to assign permissions and make sure that everyone can see what they need, but not anything more.

 

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Templates

Create new projects in the blink of an eye from project templates. Save com­pleted projects as tem­plates for later use.

Use text templates for quick response to tickets. Store templates for the project docu­men­tation and make it easy for your team to create all the necessary docu­ments.

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Personal dashboards

Compose your own dashboard or use one from the template catalog. Utilize the diverse tiles and charts so that you have the most important information for you at a glance.

Automation

Save a lot of time and automate

  • Reminders and follow-up of regular tasks
  • Response to tickets
  • Creation of sprints
  • Forwarding of approvals
  • Escalations
  • Closing of outdated tasks

and everything you want to control externally via the Rest-API.

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Base Functionality

These are the basic functions and features provided by the Allegra platform.

Task Management

Track all types of operations and tasks in one place. Resubmission, recurring deadlines, Getting Things Done: it's all here!

Hierarchical Processes

Processes (tasks, open items, etc.) can be structured hierarchically as deep as you like, so you always have an overview.

Hierarchical Workspaces

Workspaces (projects) can be subdivided hierarchically into subareas. So, you can also manage large projects with many activities.

Custom Input Masks

Decide for yourself which fields are arranged on your input screens and how. Show everyone only the fields that they need.

Custom Attributes

Choose from a wide variety of attribute types that you need for each type of operation.

Complete Action Log

All changes to a process are fully documented. This makes it possible to track what has happened at any time.

Attachments

Assign any number of attachments to a task, either directly or as a URL (link). Attachments are also taken into account in the full text search.

Cockpit

View all project details in one place in real time. Quickly see where deadlines and budgets are being exceeded.

Multilingual

All user interface texts can be localized in an update-safe manner and are available in several languages.

Branding Customization

Integrate the service portal into your existing websites and adapt it to your corporate identity guidelines.

Portfolios

Keep track of all tasks with project-spanning queries and reports.

Role-based Access Control

Use role assignments to control who can see and change what. Use RACI methodology for assigning rights for specific processes.

Delegation and Resubmission

Delegate tasks and put them on resubmission. You have access to the list of delegated tasks at any time.

Item links

Create relationships between items, such as "is a duplicate of". Define as many custom relationship types as you like.

Recurring Tasks

Define recurring tasks once to make sure nothing is forgotten.

Favorites

Mark frequently used operations as personal favorites and keep them in a separate list.

Workflows

Save a lot of time by automating workflows such as release processes or customer support.

Getting Things Done

Improve your personal and team productivity by using the time-tested Getting Things Done method.

Follow Ups

Give tasks to team members and set a personal deadline for follow ups.

Excel Import & Export

Export operations to Excel documents and import existing Excel spreadsheets into Allegra.

Responsibilities

Allegra helps you with the RACI-Method, which makes responsibilities transparent to everyone at all times.

Dependencies

Link tasks that depend on each other, e.g. those that cannot be started until the predecessor is completed.

Time Tracking

Record the time spent on important processes and create customer-specific activity tracing.

Diagrams and Reports

Find out anytime about the current status of your work with the help of clear diagrams and meaningful reports.

Your Tasks

With just one click, you get a list of all your tasks. Mark frequently visited tasks as favorites.

Table View

In the table view, you can display a large amount of information about your tasks in a compact and structured way.

Boards

Organize your work like sticky notes and track your tasks at every stage. Boards help to make your work processes more transparent.

Timelines

Visualize relationships between project tasks and compare the original plan with the current plan in the interactive Gantt chart.

Workload

Plan your resources so that no one is overworked or underutilized.

Portfolios

Keep track of all tasks with project spanning requests and reports.

Reports und KPIs

Create meaningful reports together with Microsoft Power BI and improve your processes based on KPIs.

Cockpit

View all key data for your project in one place in real time. Quickly see where deadlines and budgets are being exceeded.

Excel Export

Export any project data to Excel files and prepare them there for the desired representation.

Communication

Ensure an optimal flow of information so that everyone in the team is provided with exactly the information they need at all times.

RACI

With the help of the RACI-based communication scheme, you ensure that everyone gets exactly the information they need– no more, no less.

Followers

Add team members as readers or editors to tasks so they can see or even edit them and be notified of changes.

Chat Integration

Using our Slack or MS Teams integration, you can be informed and participate in discussions without being logged into Allegra.

Reminders

Get automatic reminders of due and overdue tasks via email or a chat program.

In-App Notifications

If you already receive too many emails, get notified by the message feature within Allegra.

Text Templates

With the help of text templates, you can quickly create standard responses to standard requests.

Likes

Evaluate processes such as tasks, documents or discussion contributions with positive or negative feedback.

Discussions

Discuss with team members, partners and customers via integrated comment function, email or chat systems like Slack and Teams.

Follow-Ups

Give tasks to team members and set a personal deadline for follow-ups.

Document and Track Meetings

Document your project meetings effectively and instantly.

  • Track to-dos from previous meetings in real time.
  • Create tasks with task management directly while writing meeting minutes.
  • Create new minutes from templates or previous documents.
  • Automatically create Jour Fixe minutes.
  • Make minutes available online or as PDFs.

Administration

Manage teams, guest users, projects, and service desks, and make sure everyone gets the information they deserve.

Users

Give users roles in your projects and grant them permissions. Synchronize users with your Active Directory or LDAP directory server for easy user management.

Guests

Work with customers, external vendors, contractors and partners in Allegra.

Groups

Organize users into groups and thus simplify general user management and the assignment of permissions.

Organizations

Assign users to departments or companies. Organize departments hierarchically for appropriate permissions in resource planning.

Two-Factor Authentication

Increase access protection with two-factor authentication via email or one of the popular 2FA apps for cell phones.

Permissions

You assign permissions in projects via freely definable roles. You use system roles to define who is allowed to do what in the system. The hierarchical basic structure allows you to distribute the responsibility among many people.

Project Management

Archive inactive projects and keep the overview. The data can be reactivated at any time.

Data Protection

Export all data of individual areas or a whole server including all configurations and import everything on another server.

Safeguard Your Investment

Update even more than 10 years old versions including all configurations and data and bring them up to date.

Mobile Apps

With our mobile apps for Android and iOS, you're always up to date, even when you're on the go.

iOS

Track your work in progress even on the go and stay up to date no matter where you are. With our mobile app, you can create tasks, have discussions about them, and enter and receive updates on their progress.

Android

Track your work from your Android device even when you're away and stay up to date. You can create tasks, discuss them, and enter and receive updates on their progress wherever you are.

Integrations

Link Allegra to other tools you use. This way it will be easier for you to oversee all your work from one place.

Rest API

The Rest API gives you access to all your Allegra data to integrate with other tools and automate operations.

Slack

Post updates to a Slack channel when there are changes to your Allegra tasks. You can also create, comment, mark as done and edit tasks via Slack.

Send Emails to Allegra

Send or forward emails to Allegra to create tasks or start discussions. This way, you can convert emails into executable actions and you won't lose any important information.

Gitlab

Link your Gitlab commits to tasks to keep your team informed about the latest code changes.

MS Power BI

Easily create complex reports based on your Allegra data with Microsoft Power BI.