What is a Group?
A group in Tuqqi is a collaborative workspace where you and your teammates can manage tasks, track processes, and share relevant information. Think of it as a digital project room that helps organize work and communication around a specific topic, department, or initiative.
You can create a group to manage anything from a company-wide project to a small team’s internal workflow.
learn how to create a group here.
Group Settings Tabs
1. General Info
This is where you configure the group’s identity and structure.
Name & Description – Clearly define what the group is for.
Cover Image – Add a visual to help users recognize the group easily.
Default View – Choose how items appear by default:
Kanban
Feed
Table
Calendar
Scheduler
Gantt
Displayed Views – Control which of the above views are available to members.
Working Time – Set the operating hours/days to improve scheduling accuracy.
2. Access Level (Privacy Settings)
A group has two basic access levels:
Open Group
Visibility: Everyone in the organization can see the group.
Item Access: If co-working or default permissions are enabled, all items in the group are visible to everyone.
Items in Tuqqi help employees track tasks at any stage—new, active, completed, or in progress—and include features that make the platform flexible for any work environment.
learn more about it here.
When to Use: For cross-team projects, shared resources, or anything that benefits from transparency.
Closed Group
Visibility: Only members invited by an admin can access the group.
When to Use: Use this for sensitive information or specialized teams.
Permissions Within Groups
There are three permission models that determine how users can interact with group items:
Default Permissions
Admins can view/edit all items.
Other users can only edit items they created or have been granted access to.
Co-working
All users can view and edit all items, regardless of who created them.
Classified Group (Closed groups only)
In a classified group, even a system administrator (admin) who is a member will only see information based on their assigned permission level. If marked as a classified user, they will only have access to items they shared or that are linked to them.
There are two user types:
Classified user: Can see only items they are assigned to.
Non-classified user: Can see all items in the group.
You determine a user's type after adding them to the group.
A classified group is perfect for managing processes that require limited visibility:
Customer Inquiries – Admin sees all inquiries; members see only their assigned ones.
Service Calls – Manage calls with controlled access.
Leads – Sales reps see only their leads; managers see all.
Work Teams – Managers assign tasks down the hierarchy; employees see only their own tasks.
This setup helps keep information organized and visible only to the right people.
3. Members
Add individual users or entire teams (predefined groups of users working together).
A team in Tuqqi is a group of users working together toward a shared goal, enabling better collaboration and task tracking.
learn more about it here.
In default and co-working modes, all members have the same level of access.
In classified mode: all users start as non-classified and must be assigned their permission type.
Tip: Adding a team ensures all its members are kept in sync—additions/removals are automatic.
4. Forms (Inputs)
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.
Groups can accept one or more form types—these define the structure of the items created in the group.
Form Input Modes:
All Input Allowed: Any type of form can be used in the group.
Only Specified Inputs Allowed: Only selected forms can be used—ideal for groups with a specific purpose or structured workflow.
You can use:
Default forms provided by Tuqqi.
Custom forms created by your organization.
Important Notes:
If only one form is selected, you’ll be able to quickly create items directly from the Kanban view. This speeds up work for structured tasks.
If more than one form is allowed, Kanban quick creation is disabled. Use this when multiple forms are needed.
In Table view, you can still see all items with all associated data, regardless of form type.
5. Automations
Set up alerts for items with no activity after a specific time.
For your convenience, here’s a video outlining the entire process:
Managing Group Settings
After creating a group, in the settings screen, you can change the data of the group, the default view, and the users who are in it.
Main actions that can be performed on the settings screen:
Editing group details - name, description, default view, displayed views, cover photo, group working time.
View the group's permission settings
Adding and removing users from the group
Manage the type of datatypes (forms) that are allowed to be published in the group.
Adjust the indicator for unused items in Automations. - I think it's unnecessary, we don't get a lot of value from this explanation.
Delete a group
Please note that deleting a workgroup will also delete all the items that are inside it, so this must be taken into account when we want to do this.
Leaving a group
You can leave a group at any time. Simply open the menu on the left side of the screen, click on the three dots at the top, and select "Exit Group." This will remove you from the group immediately.
Moving Items Between Groups
To move an item:
Click the three dots on the right side of the item.
Select "Move".
Choose the target group and status (column).