Timill Platform Documentation

Configuring a Group

The longer walkthrough — item types, workflows, lists and cross-group links.

Configure and manage groups, item types, and team settings in Timill Platform.

Creating Groups#

  1. Navigate to Global Admin → Groups
  2. Click Create Group
  3. Enter group details:
    • Name
    • Description
    • Icon
    • Color
  4. Set initial members
  5. Create

Group Settings#

Basic Settings#

  • Name: Display name for the group
  • Description: Group description
  • Icon: Group icon
  • Color: Group accent color

Membership#

  • Members: Users with access to the group
  • Roles: Custom roles with specific permissions
  • Limits: Max users per group (instance setting)

Item Types#

Creating Item Types#

  1. Go to Group Settings → Item Types
  2. Click Create Item Type
  3. Configure:
    • Name (e.g., Tasks, Tickets, Orders)
    • Icon
    • Custom fields
    • Statuses
    • UI layout

Item Type Configuration#

SettingDescription
Name & IconVisual identity
Custom FieldsAdditional data fields beyond defaults
StatusesWorkflow states (Open → In Progress → Done)
UI LayoutHow item detail page is organized
Disabled FieldsDefault fields to hide
Field DefaultsPre-populated values for new items
Mandatory RulesConditional required field rules
Default Value RulesConditional auto-fill rules

Custom Fields#

Supported field types:

TypeDescription
TextSingle line text
NumberNumeric values
DateDate picker
SelectDropdown with predefined options
Multi-selectMultiple selection
UserUser picker
Multi-userMultiple users
CheckboxBoolean true/false
URLWeb link
EmailEmail address
PhonePhone number
HTMLRich text
Item ReferenceLink to another item
User ReferenceLink to a user

Workflows#

Setting Up Statuses#

  1. Go to Group Settings → Item Types → [Type] → Statuses
  2. Create statuses in order:
    • Backlog
    • To Do
    • In Progress
    • Review
    • Done

Status Configuration#

  • Name: Display name
  • Color: Visual indicator
  • Default: Set as default status
  • Can Move To: Define allowed transitions

Lists#

Lists are reusable dropdown option sets shared across item types:

  1. Navigate to Group Settings → Lists
  2. Create a new list (e.g., “Priority”, “Categories”)
  3. Add options with display names and values
  4. Assign to item types as custom field sources

Configure how items in different groups can reference each other:

  1. Go to Group Settings → Cross-Group Links
  2. Enable cross-group references
  3. Configure which groups can be linked
  4. Set link permissions

Integration with Other Features#

Forms#

Create public or internal forms that create items:

  1. Navigate to Group Settings → Forms
  2. Configure form fields
  3. Map to item types and custom fields
  4. Set visibility (public/internal only)

Scripts#

Automate group operations with backend scripts:

  • Auto-assign items based on rules
  • Send notifications on status changes
  • Generate reports on schedule

Pages & Dashboards#

Create visual reporting pages:

  1. Navigate to Group Settings → Pages
  2. Add widgets (charts, lists, custom)
  3. Configure data sources
  4. Set permissions

Best Practices#

Organization#

  • Use one group per team/project/process
  • Keep item types focused (don’t mix tasks with tickets)
  • Use lists for standardized dropdowns
  • Document custom field purposes

Permissions#

  • Follow principle of least privilege
  • Use roles for team-specific permissions
  • Review access regularly
  • Remove inactive members

Workflows#

  • Keep workflows simple (3-5 statuses max)
  • Define clear status meanings
  • Use mandatory rules to enforce data quality
  • Train users on status transitions

See also: