This glossary will help you quickly learn the key terms and concepts used throughout the platform.
Fundamental Terms
Term | Definition |
A single unit of work — like a task, project, record, or process. Every item is built from a form and contains various fields and item details. | |
A container that holds items. Groups can represent teams, processes, departments, or databases (e.g., "Sales Leads" or "HR Requests"). | |
The template that defines the structure of an item (which fields appear, what kind of data is collected). | |
Field | A specific data point in a form — like "Client Name" or "Priority." |
A customizable label used to organize or filter items, like Urgent, VIP, or Internal. | |
Status | Indicates the current stage of an item in the workflow, like Open, In Progress, or Completed. |
Item Details & Features
Term | Definition |
Assignee | The person responsible for completing or handling the item. |
Watcher | A user who is subscribed to updates on a specific Item. This means they will receive notifications about any activity related to that item. |
Start/End Dates | Time boundaries for the work period on an item (not the same as the due date). |
The target date for completing the item. Can trigger notifications and appear in views like Agenda or Calendar. | |
A to-do list inside an item. Items in a checklist can be converted into full items later. | |
Attachment | Files or documents uploaded to the item. |
Link to Item | A reference connection between two related items — useful for building relational workflows. |
Location | A field where a geographical address can be added — especially useful for client- or field-based records. |
A preliminary item saved in a limited mode. It doesn’t appear in the feed or trigger notifications until published. |
Knowledge & Context
Term | Definition |
A centralized knowledge center with Articles, Org Chart, Calendar, and Contacts. Meant to support onboarding, reference, and team knowledge. | |
Article | A document inside the Library that explains processes, policies, or internal information. |
A hierarchy auto-generated based on supervisor fields across users. |
Communication
Term | Definition |
The integrated chat system for both item comments and direct/team messages. | |
Tag a teammate to notify them and include them in the conversation. Appears in both the chat and their feed. | |
A discussion thread embedded inside each item — used for updates, clarifications, or decisions. |
Access & Customization
Term | Definition |
Controls who can see or edit items/groups/forms. Defined per group or role. | |
User-level access configuration (e.g., admin, viewer, contributor). |
Other Useful Terms
Term | Definition |
A personalized command center that aggregates your tasks and items needing your attention. | |
A system-generated list in the Action Center showing items requiring confirmation or approval. | |
Agenda | A view in the Action Center showing items with due dates, organized by day. |
One-Action-in-Many | A bulk-edit feature in Table View that lets you apply the same change (e.g., tag or state) to multiple selected items at once. |
👋 Final Tip for New Users
Keep this glossary handy as you explore the platform. You don’t need to memorize everything right away. As you work in Tuqqi, these terms will quickly become second nature.