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.