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 workflow in Tuqqi, take a moment to outline how it should function:
Assess Current Tools
Review your current methods for managing tasks and processes. Identify what works well and what needs improvement.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 this 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 Roles and Responsibilities
Clarify who will be responsible for each part of the workflow to ensure accountability and smooth execution.
💡 Tip: Use the Teams feature in Tuqqi to automatically assign members to tasks. Learn more about Teams.
Creating Your Work Process in Tuqqi
Setting up a workflow in Tuqqi is straightforward. Only three steps are required to get started:
Step 1: Create a Custom Form
Build a form that captures all information needed for your process. This ensures organized and consistent data entry.
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.
Step 2: Create a Group
Use a group to centralize your team’s tasks and track progress visually.
The Kanban board helps you see status changes and workload at a glance.
Groups in Tuqqi are centralized, flexible workspaces that organize teams, tasks, and information to make collaboration easy and effective.
👉 To learn more click here.
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: Define Your Statuses
Add and adjust statuses to match your process stages.
This provides structure and a clear path from start to finish.
After completing these three steps, your workflow is ready to use.
Statuses show the current stage of an item in a process - whether it’s just starting, in progress, waiting for review, or completed.
👉 To learn more click here.
Optional: Enhance and Automate Your Workflow
Once the essentials are set, you can expand your workflow for greater efficiency:
Teams: Assign responsibilities automatically and ensure the right members are involved
Automations: Trigger actions like notifications or status changes
Labels: Categorize work for easier filtering
Follow-up Groups: Connect related workflows such as post-onboarding processes
Advanced Views (Gantt, Table, Scheduler, Calendar): Better visualize timelines and structured data
These features help scale and optimize your processes as your needs grow.
Tuqqi Support
Our support team is here to help you maximize your workflows in Tuqqi.
We can guide you in designing processes, configuring automation, and tailoring your setup for long-term success.