Content Manager
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
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On the Content Manager main page, you can see all your folders in two views:
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Main view: Click on the folder to see subfolders and items inside
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Tree view: Click on the dropdown to see the subfolders
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Creating a folder
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To create a new folder, click on the Folder + icon in the upper right corner
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Select a name and a color for your folder
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Click Add Folder
Folder options
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Click on the Options menu next to the folder name to see the folder menu
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The following actions are available from the menu:
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Publish
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Rename
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Move to folder
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Share
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Change color
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Archive
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Manage access
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Delete folder
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Folder permissions
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Access management in Content Manager works the same as in the editor
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Changes to permissions done in Content Manager will be reflected in the editor, and the other way round
Item options
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Click on the Options menu in the item line to see the item menu
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The following actions are available from the menu:
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Publish
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Rename
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Duplicate
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Move to folder
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Share
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Archive
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Conversation
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Delete item
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Open in editor
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Item bulk actions
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To perform an action on an item or multiple items, select the items by checking the box next to them
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The following actions are available
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Assign segments
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Assign Workflow
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Move to
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Archive
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Export items & columns to CSV
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Delete
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Publish
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Segments
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To assign segments to an item, click on the item's segments information
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Click on the item's information in the Tagging column to assign or reassign a workflow to the item
Item preview
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If you click on a single item, you'll see:
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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
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For a Smart Walk-Thru, it'll be the images of the whole play sequence
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Shuttles, resources (videos and articles), and onboarding tasks don't have a preview
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Conversations: Comments that you and other builders left under this item
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You'll see the indicator showing the number of messages under each item next to its name in the table
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Blue indicator means that there are unread messages; grey color means there aren't any unread messages
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If you click on the indicator, the Conversations tab will open
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Version history: See the history of your item - when it was created/updated and by which user
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Filters
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You can filter your content by item type, workflow tag, segment, creator, and publish status
Notes
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In the Notes column you can see the builder notes left under this item
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They are the notes left on the item from its creation / settings screen in the editor
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Click on the note to edit it, or on the item line in the Notes column to add a new note
Item views
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You can create your custom views for content on the user level
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For example, to create a view to view all your launchers -
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Filter your items by item type “launcher“
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Click + Add View
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The default views are All Items and Recent Items
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Hover over the view name to see the Delete and Rename options
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Changes to filters when in a custom view will be autosaved
SmartTip set display
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Click on the SmartTip set to see all the SmartTips it has under it
Columns management
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Click on the Manage Columns icon to select which columns you want to be shown