Quick Start Guide
We’re excited to have you on board! Here is a few tips to help you and your team get the most out of Exigo.
Step 1: Set up your Profile.
When we communicate in person, it’s nice to see a smiling face. It’s the same in Exigo, so once you’ve logged in for the first time, click on the profile icon at the bottom of the left-hand menu and upload a professional picture of yourself. Most people use the same picture they have on LinkedIn. If you’re having trouble finding it, just head to your LinkedIn page and download it from there.
After you’ve uploaded your profile picture, you can include a few more details such as your job title and mobile phone number to help the rest of your team get in touch with you if needed.
Step 2: Create a post
Most communication in Exigo happens with posts. Posts can be seen by everyone in your team and this helps you share ideas and knowledge without overflowing your email inbox. In order to organize these posts, so that you don’t have to, Exigo uses Asset tags. A set of Assets have already been set up for you and can be included in your post by simply typing “@” followed by the first few letters of the Asset you’d like to tag. Assets might include physical assets such as Rigs, Wells or Fields, but could also include Projects, Disciplines, Topics and other types of Assets relevant to your team. When you tag an Asset, (project, topic, well etc) your post will now appear on that Asset’s Timeline.
Tip: Unlike email, there’s no need to sign your name at the end of your posts because everyone can see that you are the author of the post. Keeping your posts limited to the content you want to share allows more posts to be displayed in Activity Feed or Timeline.
You can also tag other People in your post by typing ‘@’ followed by their name. When you tag another person, they’ll be notified about your post. You would typically tag another person if you want to make sure they don’t miss your post. For example, if you need a reply from a particular person, you might choose to tag them in your post to ensure they know you’re expecting them to reply.
You have to tag at least one Asset in your post so that we know what to do with it once you click “share”.
How to use Asset Tags: some people choose to add the tags at the start of their post followed by a colon, some include tags in the body of their post and some will add them at the end of the post. All three work so feel free to add Asset tags to your post where ever feels right to you.
Uploading files: You can upload almost any file you’d like to share with your team by clicking on the “upload” button below the new post window. Once you’ve selected the file you want to upload, include a short message about the file to let your team know what it is, and tag any relevant Assets so that Exigo can organize it for you. We’ll also search through the content of your file and automatically tag any Assets that are mentioned in the file, to save you the trouble of doing so, but you’ll need to tag at least one Asset in the Post that accompanies the uploaded file.
Replying to a Post: You can reply to any post by simply clicking on it and replying in the box below. Remember, if you want to notify the author of the original post, then make sure you tag them in your reply. You can also upload files, pictures, and videos in your reply. You aren’t required to tag an Asset in a Reply as we already know where to organize the discussion, but you’re more than welcome to tag additional Assets in your reply.
Step 3: Check out an Asset’s Timeline
Once a post is created, the Assets that are tagged within that post become links to the Timeline for that Asset. The Timeline includes all posts that have mentioned that Asset as well as posts related to any parent or child Assets. For example, a well’s timeline would also include posts that mention the Field that the particular well belongs to. This history of discussions is present along with any relevant maps or charts that your team Admin has set up for that Asset. You can also click on the info tab to see any relevant meta-data related to that Asset.
Step 4: Send someone a direct message
Sometimes we want to send a message in private. This might be because the content is confidential or because it’s just not interesting to the rest of your team. For example “Hey John, are you up for lunch today?” is better sent as a direct message. We call these messages Conversations, and you can start a new one by clicking on the speech bubble icon in the left-hand menu. Once you’re in Conversations, click on the “+” button to start a new conversation with someone on your team.
Step 5: Search for Something
When you first get started, there might not be a lot of content to search, but over time that will change. At the top of the screen, you’ll always find the Search box. This will search not just the content of Posts and Conversations but also the content of any files that have been uploaded to Exigo, making it quick and easy to find what you’re looking for.
Step 6: Download the mobile app
We know you want to be able to communicate with your team on the go, that’s why we created the Exigo Mobile app. Click here to download the right app for your phone or just search for “Exigo Mobile” in the App Store or Play Store.
Quick Navigator: You can quickly navigate to any Asset’s Timeline by clicking on the two arrows at the bottom of the left hand menu or by pressing Ctrl+K on your keyboard.
Star a post: Hover over any post and you’ll see a star icon at the top of the post. Click on this to star the post so that you can find it easily later on. You can click on the Star at the top of your screen to see all of your starred posts.
Set up a WatchList: Sometimes we want to be notified whenever someone mentions a particular Asset. You can do this by clicking on your profile picture in the left-hand menu then selecting “Watch List”. Click on “Select Assets” at the top to add Assets to your Watch List. Now anytime mentions that Asset, you’ll be notified.
Create an Asset List: When you’re in Timeline, you’ll notice that Assets are assigned to a specific type, called an Asset Class. These Classes might be “Projects”, or “Topics” or anything else that your Team Admin has set up. Within each Asset Class, you can set up an asset list so that you can quickly cycle through a short-list of Assets when you’re in Timeline. To do this, click on your profile picture in the left-hand menu then select “Asset Lists”. Then pick an Asset Class from the available list and you’ll be able to create a new list at the top of the screen. Name your list, hit enter then select the list to add Assets to that list.