Activity Board
Brief Overview
The Activity Board app in the Console, accessible at console.walkme.com/activity-board, provides key data to understand and analyze the performance of your WalkMe content. The Activity Board provides users with weekly “at a glance” insights that they can effectively act on in order to optimize their WalkMe content as part of their weekly workflow.
Key characteristics:
- Quick access to key insights
- Data is visualized and easy to digest
- Updates weekly
- Easily subscribe, share, and export with others
Use Cases
- Get a quick overview of account status (number of systems, number of items in production, number of team members)
- Identify what’s working and what’s not, and leverage learnings to optimize content
- Identify what content is broken and why
- Understand what content is unused and should be cleaned or updated
How It Works
General Metrics
- Date range
- Shows the dates the dashboard is showing information on
- Currently limited to fixed weekly view – not editable
- Export and Subscribe buttons
- Export a .png or .pdf with dashboard information
- Subscribe to weekly WalkMe activity updates for board views
- Views header
- To edit a view, hover next to the name and click the options menu
- Note: You cannot delete a view if it is your only one.
- + Add View button
- Selected Systems
- Lists the systems that are displayed on the board view
- The default is for all assigned systems to be selected
- Clicking the systems opens the Modify Board View panel
- Systems on WalkMe
- Shows the total number of systems for the account and % of change in number of systems since last calculation
- Hovering over the widget lists the new systems added since the last week
- Clicking on the widget opens admin.walkme.com/systems to manage systems
- Note: Even if the Board view is modified, you will continue to see all systems for the entire account here
- Items in Production
- Shows the total number of items published to production and % of change in number of items since last calculation
- Hovering over the widget lists the new items added since the last week
- Shows % of change in number of items since last calculation
- Note: Includes all types of WalkMe content
- Team Members
- Shows the total number of team members on the account and % of change in number since last calculation
- Hovering over the widget lists the new team members added since the last week
- Clicking on the widget opens admin.walkme.com/users-and-roles/users to manage users
- Note: Even if the Board view is modified, you will continue to see all team members for the entire account here
- Unused Items
- Shows the number of “unused items” that have been published to production for at least 30 days, and have engagement of 0 during this period
- Shows % of change in unused items since last calculation
- Hovering over the widget lists the new unused items since the last week
- Note: Includes all types of WalkMe content
Shows Smart Walk-Thrus, SmartTips, ShoutOuts, and Launchers with the highest weekly engagement (not unique). Clicking on the widget opens a table with top 100 items.
- System type and name
- Number of unique users
- Number of interactions
- Opens a table with the top 100 most engaged items that can be customized by adding or removing columns and then exported
- % of change from previous week’s engagement
Least Engaged Workflow Content
Shows Smart Walk-Thrus, SmartTips, ShoutOuts, and Launchers with the lowest weekly engagement (not unique). Clicking on the widget opens a table with top 100 items.
- System type and name
- Number of unique users
- Number of interactions
- Opens a table with the top 100 least engaged items that can be customized by adding or removing columns and then exported
- % of change from previous week’s engagement
WalkMe Feature Utilization
Shows a heat map to indicate whether systems have completed defined objectives related to feature utilization.
- System name
- Identification
- Defined objectives:
- UUID defined
- Defined objectives:
- Automation
- Content
- Measurement
- Defined objectives:
- Tracked Event created
- Defined objectives:
- Integrations
- Defined objectives:
- Integration set up complete
- Defined objectives:
- Heat map scale
- 🟢 Green = Utilization done
- 🟠 Orange = Utilization partially done
- 🔴 Red = Utilization not done
Smart Walk-Thrus to Fix
Shows Smart Walk-Thrus and Walk-Thrus with the highest number of errors (not unique) for the week of calculation. Clicking on the widget opens a table with top 100 items.
- System & Smart Walk-Thru name
- Opens a table with the top 100 broken Smart Walk-Thrus that can be customized by adding or removing columns and then exported
- Number of errors
Most Searched Terms
Shows menu search terms with highest weekly number of searches (not unique). Clicking on the widget opens a table with top 100 items.
- System & item name
- Number of searches that resulted in action
- Opens a table with the top 100 most searched items that can be customized by adding or removing columns and then exported
- Number of searches
Add Board View
You may wish to create new board views to see relevant system data grouped together. For example, all systems related to your Sales department.
- Click + Add View to add a new board view
- Give your view a name and then can select which systems you want to see data on in that view
- Click Save
Edit Board View
- Edit View actions
- Edit – opens a side panel to edit the board view
- Duplicate – opens a side panel to create a duplicate view that can be modified
- Delete – delete this view
- Selected Systems
- Clicking the systems also opens the Edit Board View panel
- View Name
- Edit your view name
- Choose Systems
- Select or deselect systems you want to see data on from those assigned to you
- Select All / Unselect All
- Select or deselect all of the systems you are assigned to
- Reset View
- Resets view to the last saved or default (all assigned systems selected)
- Cancel / Save
- Cancel or save the edited view
Subscription Email
You can subscribe to get weekly email updates for your Activity Board views.
Emails are sent every Monday at 9:00 am UTC time.
- Click the Subscribe button
- Select which Activity Board views you want to receive updates on
- Note: You will receive a separate summary email for each view you select.
- Click Subscribe
- Enjoy your weekly updates
Limitations
- Maximum of 10 Board Views is possible
- Weekly timeframe, unable to customize
- Shows all assigned systems for each user
- Production environment data only, no other environments supported
- You can only delete a view if you have more than one
- English and Japanese languages are supported
- Email subscription is available in English and Japanese
- Weekly subscription emails are sent on Mondays at 9AM UTC
- Currently, there is no way to change the time subscription emails are sent