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Overview

Get to know the Tuqqi format

Carolina Esses avatar
Written by Carolina Esses
Updated over 2 months ago

Tuqqi is a platform designed to centralize everything an organization needs in an accessible, organized, and easy-to-use way. With Tuqqi, every member of your organization will stay up-to-date with the latest developments and know exactly what tasks they need to complete. But more than just task management, Tuqqi enhances collaboration, making sure your teams are always connected and working together. The platform adapts seamlessly to your specific use case, and you can easily configure your preferences. That’s why Tuqqi is known as an all-in-one platform.
In this document, we’ll break down each feature in detail.

What makes Tuqqi stand out?

  • Enhanced Collaboration: Teams stay aligned with real-time updates and shared views, so everyone is on the same page, whether it’s a project update or a task completion.

  • Customizable Workflows: Users can tailor Tuqqi to fit their unique business processes, whether that’s sales pipelines, HR onboarding, or product development.

  • Improved Accountability: Task assignment, notifications, and progress tracking ensure that nothing falls through the cracks.

  • Time Savings: With all workflows, files, and communications centralized, teams spend less time hunting for information and more time doing meaningful work.

Feed

Like any social network, the feed is where the interesting stuff appears. For each user, the feed is different. What interests one person may not interest another.

The feed shows a preview of an item with some data, so it’s easily recognizable, and also includes some actions that can be taken on the item. The reason an item appears in your feed can vary, but trust this: if it’s there, it’s for a reason. It might be because someone commented on an item assigned to you, or someone changed the status of an item you’re watching, or someone completed a task in an item within a group you manage.


Action Center

Once you’ve seen all the updates, it’s time to get to work. What better than finding all your pending tasks in one place? This is the Action Center. You’ll find tables, or better put: table views. This means each view will contain multiple tables.


By default, you’ll see three views: To-do, Agenda, and To-sign.

In the To-do view, you’ll see all the items assigned to you that are not yet completed, grouped by the group they belong to. In the Agenda view, you’ll see all the items assigned to you that are not completed and have a due date, grouped by the due date. In To-sign, you’ll see all the items pending your signature (Read & Confirm).

Preferences can be set so that the view adapts to each user’s needs: how the tables are grouped, the filters, the columns. You can also set preferences to make each table ideal: column order, filters, column selection. These configured views can be saved so that every time you return to the Action Center, you’ll find them and won’t have to set everything up again. If you’re an administrator, you can share these views with the company: keep in mind you’re sharing the organization method, not the content itself.

Library

The Library’s purpose is to explain how things work in your organization to your entire team. All users will have access to the library. There you’ll find the organization’s org chart, calendar, contacts, and more categorized articles you can create to explain workflows, processes, documentation, and knowledge articles.

The org chart is automatically built when you define who a user’s supervisor is.

The calendar includes your team’s and contacts' birthdays, as well as public events everyone should be aware of, like the launch of an important project, national holidays, or any corporate event.

Contacts are all the people or organizations that have been added as public contacts of the organization: an important supplier, a major client, or an external consultant.

You can also create articles. These must be within a category to make them easy to find and to provide context. Within the category, you can define who these articles are relevant for—not everyone needs access to all information. We take information security seriously.


Groups

A group is where items are. Each group can be, for example, where tasks, projects, or the client database are stored.

There are settings to tailor groups to each use case: default views, allowed views, permissions, access levels, members and their roles, and what types of items (or forms) can be created within the group.

Regarding views, there are several options: Feed, Kanban, Gantt, Scheduler, Calendar, Table, and Map.

Feed

Similar to the main feed. It’s ideal for showing updates and changes on items.

Kanban

Clumns represent states. Each item has a preview with its title, label, and icons to help recognize elements (number of comments, due date, number of completed tasks out of total, creation date). You can change the state by simply dragging the item.


Gantt

Ideal for project planning. You can group items by “task groups” and change their start and end dates by dragging. You can also quickly assign dates to undated items.


Scheduler

Ideal for assigning work to group members. Each group member will appear as a row with a timeline. You’ll see which item each member has assigned on this timeline. You can assign dates and responsible parties to unassigned items with just a few clicks.


Calendar

In this view, you can see each day, week, or month for items with due dates or start and end dates. You can easily assign dates here as well.

Table

One of the most used and adaptable views for all use cases. From the table view, you can see all items with all their properties, and edit them without opening the full view. You can also filter, group, sort, and select the columns to display. One of the most used feature here is the "one-action-in-many-items"


Map

A common use case is when you have your client or supplier portfolio in a group, and each has an address or location. In this view, you can see where they are geographically.

Item

An item is the unit of work. An item can be a task, a project, a client card, or an interview. An item can take any form necessary depending on what you’re managing with it.

An item is a form: it has fields of different types and configurations.

Each item, regardless of its fields, can include: one or more assignees, one or more watchers, a group, a state, a start date and an end date, a due date, tags, a rating, a checklist, attachments, comments, and linked items.

- Group: where the item is located. A group can be, for example, a specific project. See more about groups.

- State: represents the status of the item. Each state is represented by its name and color.

- Start and end dates: the dates when work begins and ends on the item, for example, a task.

- Due date: the specific date when the task is expected to be completed. This may or may not coincide with the end date.

- Tags: used to categorize and filter items. There are organization-wide tags as well as group-specific tags.

- Rating: another way to categorize and evaluate items. These are unique values from 1 to 5.

- Checklist: an item can have one or several checklists. Within a checklist, there are tasks to complete (which can be converted into items, files can be attached, and planning dates set).

- Location: in an item, you can assign a specific address or location. This is useful, for example, for a “client card” type of item.

- Attachments: although a specific field can be added for attachments, this section is more general for adding whatever is necessary to the item itself.

- Links to other items: this functionality is crucial for accessing another item from an existing one, or even creating items that will be linked.

We also have draft items. These are useful for creating items quickly, but that may not be complete or lack information. As long as an item is a draft, its capabilities are limited. For example, until it becomes an item, it cannot be commented on, shown in the feed, or generate notifications. Draft items will have a tag indicating this.

Chat

It's a feature we love. It's each user's inbox, where you can find your chats like any messaging tool but within Tuqqi. Messages with teammates or with the team group. The most interesting thing is that the comments of the items you are assigned to or that you observe are also found here. Keep in mind that if they mention you, you will automatically see it in Tuqqi Talk.

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