📝What is a Work Process?
A work process is a series of actions aimed at achieving a specific goal. In an organization, it often involves multiple employees collaborating to complete tasks efficiently and consistently. A well-defined work process helps teams stay organized, reduces errors, and ensures that work moves smoothly from start to finish.
Planning Your Work Process
Before setting up your process in Tuqqi, it’s important to plan and clarify the workflow.
🔍 Assess Current Tools
Review the tools you’re currently using to manage tasks and processes. Identify what works and what could be improved.🛠️ Define Process Steps
Map out the stages of your process. Determine the statuses needed to track progress and create a common language for your team.
A customer onboarding process might include:
Lead → Contacted → Demo Scheduled → Onboarded → Follow-Up
You can learn more about creating and managing statuses in our Statuses Article.
3. 📋 Identify Key Information
Decide what information should be collected at the beginning, during, and at the end of the process. Consistent data capture makes tracking and analysis easier.
Example Fields:
Text: Customer name, task description
Number: Order amount, priority level
Date: Follow-up date, deadline
Dropdown: Status, category
Checkbox: Completed, approved
Learn more about Custom Form Field Types in Tuqqi.
4. 👥 Determine People Involved
Identify the team members responsible for each step. This ensures accountability and clarity.
💡 Tip: Use the Teams feature in Tuqqi to automatically assign members to tasks. Learn more about Teams.
5. ➡️ Plan Follow-Up Processes
Consider what happens after this process is complete. For example, after onboarding customers, you may need to manage:
Follow-ups
Referrals
Transactions
You can link these to additional Groups in Tuqqi to track related processes efficiently.
Groups in Tuqqi are centralized, flexible workspaces that organize teams, tasks, and information to make collaboration easy and effective. To learn more click here.
💡 Tip: Some tasks in your workflow may have due dates or deadlines. These are best visualized in Gantt, Scheduler, or Calendar views in Tuqqi, giving your team a clear overview of timelines and dependencies.
Setting Up Your Work Process in Tuqqi
Once you’ve planned your process, you can create it in Tuqqi step by step.
Step 1: Create Teams from Existing Office Teams
Turn an existing office team into a ready-to-use Tuqqi Team. This allows you to add all members at once with a single click, saving time, reducing repetitive tasks, and ensuring the right people are always included.
Step 2: Create a Group
Create a group to organize your team, tasks, and process in one place, with a Kanban board to track progress visually.
The Kanban view is a visual project management tool that organizes work into cards and columns. Each card represents a task or item, while columns define how those items are grouped. Learn more about it here.
Step 3: Build a Custom Form
Create a form that captures the exact information your process requires. This ensures consistent data entry and simplifies analysis. Once built, set it as the default form for your team.
Forms in Tuqqi help structure information and workflows. While default forms are available, admins can create and customize additional ones to suit specific needs. Learn more about it here.
💡 Tip: If your process involves structured data - like multiple attributes per task (priority, customer info, status) - using Table views makes it easy to track, sort, and filter information efficiently.
Step 4: Set Automatic Steps and Rules
Use automation rules to handle routine actions at each stage of your workflow.
Automatically assign tasks, send notifications, or move cards when a status changes.
Step 5: Create Follow-Up Process Groups
Set up additional groups to manage related processes, keeping tasks and information connected for easy tracking over time.
💡 Tip: Use Table views to track data with multiple columns efficiently, especially for complex processes.
Tuqqi Support
At Tuqqi, we’re here to help you optimize your work processes. Our support team can guide you in tailoring workflows, setting up automation, and ensuring your processes run smoothly.