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Frequently Asked Questions

What's a team?

A team is a digital workspace where you and your teammates can collaborate in Wellsite. You can belong to one or multiple teams.

What's a channel?

Channels provide 1:1 and group messaging that features integrated voice/video conferencing, file, image, and link sharing, rich markdown formatting, and a fully searchable message history.

With Wellsite Channels, you can keep all of your team’s communications in one place and remove information and organizational silos.

Everyone who joins a Wellsite team is automatically added to two default channels: Town Square and Off-Topic.

Join a channel
To join a public channel, select the + symbol at the top of the channel sidebar, then select Browse Channels. Search through the list of public channels you can join, then select Join.

To join a private channel, you need to be added to the channel by a member of that channel.

Leave a channel
Select the channel name at the top of the center pane to access the drop-down menu, then select Leave Channel.

Any team member who leaves a private channel must be re-added by another channel member if they wish to rejoin. Team members will not receive mention notifications from channels of which they are not members.


What's a workflow?

A workflow is a checklist of the tasks that make up your processes. These tasks can range from at-mentioning a team member, to using a slash command to start a Zoom call. Tasks can be assigned to users, they can be given due dates.

There are other parts of a workflow, such as automation settings, and metrics. But the very first thing you’ll want to set up is a checklist.

Each time you use the process you’ve documented, such as onboarding a new customer, the workflow is used to start a run - a discrete single use of the process - and that run is captured in a dedicated channel.

Setting up a workflow includes configuring how the workflow manages the creation of its channel as well as how stakeholders are notified. To open a workflow and view its statistics, select the workflow name. To begin a run using a specific workflow, select Run beside that workflow’s name.

Creating a workflow from scratch can be daunting, even if you have the process mapped out. One way to get started quickly is to use one of the pre-configured templates available. These templates are populated with content and settings to provide guidance and are customizable.

Workflow templates are basic workflows that you can use to get started quickly. As you learn more about your workflows, you can customize them into specific workflows.

What’s a run?
To access runs, select the product menu in the top-left corner of Wellsite, then select Workflows. In the runs list, you can select a run to view more details, such as the overview and retrospective. This is an easy way to assess all the active runs to which you have access.

View run details
When you’re in a channel with an active run, select the Toggle Run Details icon in the channel header to open the right-hand pane to view the run details. Information such as run name and description can be edited in-line, and the checklists can be collapsed and filtered based on their status.

What's a board?

Boards provides tight integration between project management and Wellsite to align, define, organize, track, and manage work across teams.

Using Boards begins with selecting the type of board you want to use. A board contains cards, which typically track tasks or topics, and views, which define how to display the cards, or a subset of them. Views can display cards in a board, table, or gallery layout, optionally filtered and grouped by a property (e.g., priority, status, etc).

To add a new board, select + Add Board in the bottom left corner of the screen.

To rename a board, select the title area to edit it.

To display or edit the board description, hover over the board’s name to activate the show/hide toggle.

Boards and cards are created with random icons by default. To change or remove icons, select the icon then choose the appropriate action.

Select the headers to sort them or insert new properties.

All changes you make to boards and cards are saved immediately.

What's a slash command?

You can execute commands, called slash commands, by typing into the text input box to perform operations in Wellsite. To run a slash command, type / followed by a command and some arguments to perform actions.

What's a webhook?

A webhook is a way for one app to send real-time data to another app. In Wellsite, incoming webhooks receive data from external applications and make a post in a specified channel. They’re great for setting up notifications when something happens in an external application.

Outgoing webhooks take data from Wellsite, and send it to an external application. Then the outgoing webhook can post a response back in Wellsite. They’re great for listening in on channels, and then notifying external applications when a trigger word is used.

How do I invite team members?

Direct invites are invitation emails sent from Wellsite directly to the invited person’s email address. A link within the invitation directs them to an account creation page. Invitation links sent by email expire after 48 hours and can only be used once.

  1. Select the Team menu at the top of the Navigation Panel.
  2. Select Invite People.
  3. Enter the email address of the person you want to add. You can add multiple email addresses at a time.
  4. Click the Invite button

How do I make a audio/video call?

You can also neatly link video, audio and screensharing solutions, like Zoom and Skype for Business, to channels.

  1. Click the Start Zoom Meeting on the top right side panel.
  2. Follow the instructions to link your Zoom account

Have more questions?