Creating a workflow in Tuqqi is simple. A workflow is made of two parts:
You can create workflows using templates or from scratch. Here’s how.
Option 1: Create a Workflow from a Template (Recommended)
Templates give you a ready-to-use workflow with a group, form and suggested fields.
Click Create Group from the top bar menu.
Go to the Templates tab.
Choose a template that matches your process (e.g., Sales Pipeline, Helpdesk, Invoices).
Click Use Template.
Tuqqi will automatically create your workflow.
You can immediately start adding items or adjust the group settings if needed.
Option 2: Create a Workflow from Scratch
Click Create Group from the top bar menu.
Define the basic group settings
You don’t need to configure everything—just the essentials.
Basic Details: Name and description of the process and which views the group should display (Table, Scheduler, Gantt, Map, Calendar, Feed,)
Privacy - Tuqqi has two layers of privacy:
Access Level (who can access the group): Open -anyone in the organization can see and join the group- and closed -only invited members can access.
Permission Level (what members can see/do inside): co-working, default permissions, classified
Members: Add users or teams who should participate in the group.
Forms: Choose if this workflow uses one specific form or allows multiple forms. If the form that you are looking for doesn't exist, you can ask an admin to create it!
Inactivity Indicator: Set alerts for items with no activity after a certain number of days.
3. Create the group.
Your workflow is now ready to use.
That’s it!
Creating a workflow in Tuqqi is fast: choose a template or build your own group + form, set basic privacy and views, and start adding items.
Later or, you can create statuses, group of tasks, labels, automations, and different connectors such as external links.
Using Your Workflow
Once your workflow is created
Click Create to add tasks, requests, clients, or any work unit.
Move items through statuses, dates and views.
Switch between views depending on what you need: table, scheduler, calendar, gantt, kanban, map, feed.
Use comments, attachments, checklists, watchers and the activity log to collaborate.