The table view will allow you to manage data, lists, and track your processes easily.
To switch to table view, click on the "Table" button in the group's Views menu.
The report view will look like this:
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.
The table view can primarily be used for:
Viewing item details in a table format, including creation/modification data, labels, status, reminders, and more.
Filtering information by item type (e.g., article, link, file).
Sorting data by different columns.
Exporting data to Excel or CSV.
Choosing selected columns to focus on specific data based on content type.
Regular use of personalized reports for consistent tracking.
How to organize items in the table view:
Forms (or Datatype): Choose the form to display all fields in the table columns by clicking the "Datatype" button in the top-right corner of the table.
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.
Group By: Organize items by predefined categories (e.g., due date, status, item member) by clicking the "Group By" button.
Columns: Select and arrange the columns in the table by dragging and dropping them. You can also fix a column to the left (the "Title" column is fixed by default).
Filter: Click the filter button in the top-right and select your desired filter for specific columns.
Sorting: Sort data within columns in ascending order (A-Z, high to low, nearest to farthest) by clicking the arrow next to the column header. Each click will toggle the sort order, and you can sort by multiple columns at once.
Additional actions:
Saving and Editing a Custom Report:
Arrange the table with your preferred parameters, filters, sorting, grouping, and columns to be displayed.
Click the "New left" button in the top-right corner of the screen (next to the "save" button).
Define a title and description for the report.
Click "Save".
Your report is now saved and will appear in the list of reports at the top-right of the screen for easy access.
Managing Reports:
Editing: When you open a saved report, you can adjust how the data is displayed. Click "Save Changes to Report" to preserve the updated view.
Deleting: Deleting a saved report removes the custom display layout from the table, but the items themselves are not deleted.
Sharing: Group admins can share a saved report so that the configured layout is visible to everyone in the group.
Exporting Reports to Excel
To export the saved tasks into a report, follow these steps:
Navigate to the table view in the desired group.
Click the download button and select the preferred format (Excel or CSV).
If you chose Excel: Select the data type filter you want to apply in the export (None, Subtask, Inquiry).