The Action Center is your central hub in Tuqqi for managing tasks, tracking items, and staying on top of your work. It brings together everything assigned to you—from documents to action items—into one organized view. This makes it easier to prioritize tasks, follow progress across different workgroups, and create custom reports that fit your workflow.
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.
General
Click on the "Action Center" button in the system menu on the main screen.
Upon entering the Action Center, three default reports will appear, each with different filters:
Agenda: Contains all your items, grouped by the due dates of each item.
To sign: This report will contain items sent to you for reading and signing.
To do: This report will contain all your items, grouped by your workgroups.
A group in Tuqqi is a collaborative workspace where you and your teammates can manage tasks, track processes, and share relevant information.
Click here to learn more about it.
Quick Action Buttons and Filters
Group By: Quickly organize items by categories like groups, due date, forms, rating, status color, or item members, displaying them in separate tables.
Collapse & Expand: Adjust the view by collapsing or expanding grouped items for better navigation.
3. Global filters apply to all tables in the Action Center, with additional filters available within each table. Changes are applied automatically when selecting options.
Item Members: View tasks and items assigned to other users.
Groups: Filter items by specific groups.
Forms: Select and filter by specific forms.
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.
Status Color: Display items based on their status colors.
Due Date: Show items within a specific date range.
Linked Items: Filter items connected to other items, like tasks related to a project.
4. Report Buttons
Save Changes: Click the floppy disk icon at the top to save changes to your current report.
Create New Report: Click the floppy disk with a pen icon (last icon) to create a new report based on the existing one.
Edit and Share: Use the gear icon to edit the report's title and description, and to share it with others.
Note: the default saved reports (Agenda, To Do, and To Sign) are not editables nor deletables, you can create new ones and play with them!
Customized Report Saving:
Customized Report Saving allows you to focus on specific items by using filters and grouping buttons. To create a customized report:
Filter by Group to view tasks related to a specific project.
Select the User to filter tasks assigned to a specific employee.
Define Status Colors to display relevant task statuses.
Customize the displayed table by choosing which columns appear and their order.
Save the Report using the save button.
Editing and Sharing an Existing Report
You can edit filters, change column order and width, and share an existing report. After making changes, click save changes. You can also edit the name and description via the report settings. System admins can share reports, allowing all organization members to view them.
In the settings, you can delete a report from your report list. Deleting a customized report only removes the display settings in the Action Center; the items themselves are not deleted.