Content Manager

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Brief Overview

Content Manager simplifies the management of WalkMe content by providing a modern interface, advanced project management and collaboration tools, and deep links into the editor, improving the user experience compared to the grid view.

How to Use

Folders

• On the Content Manager main page, you can see all your folders in two views:

  • Main view: Click on the folder to see subfolders and items inside

  • Tree view: Click on the dropdown to see the subfolders

Creating a folder

• To create a new folder, click on the Folder + icon in the upper right corner

• Select a name and a color for your folder

• Click Add Folder

Folder options

• Click on the Options menu next to the folder name to see the folder menu

• The following actions are available from the menu:

  • Publish

  • Rename

  • Move to folder

  • Share

  • Change color

  • Archive

  • Manage access

  • Delete folder

Folder permissions

• Access management in Content Manager works the same as in the editor

• Changes to permissions done in Content Manager will be reflected in the editor, and the other way round

Folder Permissions

Item options

• Click on the Options menu in the item line to see the item menu

• The following actions are available from the menu:

  • Publish

  • Rename

  • Duplicate

  • Move to folder

  • Share

  • Archive

  • Conversation

  • Delete item

  • Open in editor

Item bulk actions

• To perform an action on an item or multiple items, select the items by checking the box next to them

• The following actions are available

  • Assign segments

  • Assign Workflow

  • Move to

  • Archive

  • Export items & columns to CSV

  • Delete

  • Publish

Segments

• To assign segments to an item, click on the item's segments information

• Click on the item's information in the Tagging column to assign or reassign a workflow to the item

Item preview

• If you click on a single item, you'll see:

  • Preview & Insights: Preview of the item and its Insights data (from the last 30 days)
    Learn more: Insights Overview

    • In the preview, you'll see an image of the balloon as it will appear to your users

    • For a Smart Walk-Thru, it'll be the images of the whole play sequence

    • Shuttles, resources (videos and articles), and onboarding tasks don't have a preview

• • Conversations: Comments that you and other builders left under this item

    • You'll see the indicator showing the number of messages under each item next to its name in the table

    • Blue indicator means that there are unread messages; grey color means there aren't any unread messages

    • If you click on the indicator, the Conversations tab will open

• • Version history: See the history of your item - when it was created/updated and by which user

Filters

• You can filter your content by item type, workflow tag, segment, creator, and publish status

Notes

• In the Notes column you can see the builder notes left under this item

• They are the notes left on the item from its creation / settings screen in the editor

• Click on the note to edit it, or on the item line in the Notes column to add a new note

Item views

• You can create your custom views for content on the user level

• For example, to create a view to view all your launchers -

  • Filter your items by item type “launcher“

  • Click + Add View

• The default views are All Items and Recent Items

• Hover over the view name to see the Delete and Rename options

• Changes to filters when in a custom view will be autosaved

SmartTip set display

• Click on the SmartTip set to see all the SmartTips it has under it

Columns management

• Click on the Manage Columns icon to select which columns you want to be shown