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How to Sign Up and Set Up Your Workspace

Learn how to sign up and create your first workspace in Tuqqi—from personal info to choosing a Starter Pack

אבישי avatar
Written by אבישי
Updated over 5 months ago

Signing up in Tuqqi is quick and designed to personalize your experience from the start. The process takes just a few minutes and helps us set up your workspace with relevant templates.

The sign-up flow is divided into three clear steps:

Step 1: Tell Us About You

In the first screen, we ask for basic personal information:

  • Your name

  • Your role (e.g. C-Level, Team Leader, HR, etc.)

  • Preferred language (used to personalize your experience)

This helps us tailor some of the guidance and Starter Pack suggestions based on your role and language preferences.

Step 2: Your Organization

In the second screen, we collect details about your company:

  • Organization name

  • Industry (e.g. Logistics, Construction, Education, etc.)

  • Team size (to better adjust initial setup)

This information is used to personalize the onboarding experience and may also help us offer relevant templates in the future.

Step 3: Choose a Starter Pack

This is the most important step. Here you’ll select a Starter Pack, which is a bundle of ready-to-use work groups tailored to a specific use case. Each pack includes preconfigured forms, automations, statuses, and optional sample items.

You can choose one that matches your core need—like Sales, Support, HR, Procurement, etc.—or start from scratch if you prefer to build everything manually.

Some of the available Starter Packs include:

  • Tasks & Team Collaboration: Ideal for managing ideas, tasks, and team workflows

  • Support Tickets & SLAs: Great for organizing support requests and service tracking

  • Training & Students Tracking: Perfect for training programs or academic operations

  • Leads & Sales Tools: Built for managing client pipelines and sales processes

  • Build it your way (blank): Best for advanced users who want to start from zero

You can browse, search, and preview short descriptions before making your choice.

Note: Starter Packs can only be selected during sign-up. Once you’ve finished the flow, you won’t be able to go back and choose a different one.

After Sign-Up

Once you’ve completed these three steps, Tuqqi will automatically:

  • Create your workspace

  • Set up your selected Starter Pack (with groups, forms, and items)

  • Redirect you to your new dashboard, ready to start working

From there, you can invite teammates, customize your groups, or explore additional features at your own pace.

Tips for Getting Started

  • You can always create new groups later using templates or from scratch

  • Visit the Help Center to explore guides for each use case and Starter Pack

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