Content Manager

Brief Overview

The 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 It Works

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

• 1. There are two ways to create a new folder:

     1. Click the Folder + icon in the upper right corner

     2. Click the Options menu next to the main view

        • Click Add Folder

  2. Select a name and a color for your folder

  3. Click Add folder

Sort folders

• Click the Sort icon next to the main view

• Sort folders by:

  • Newest

  • Oldest

  • A-Z

  • Z-A

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

  • Create or add to view
  • Create Solution

Folder permissions

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

  • You can manage access to:

    1. Individual folders

    2. All folders

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

  • Create or add to view

  • Preview slides

  •  Create a Story

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

  • Create or add to view

Export content

Users can export content data from any view for offline analysis or sharing.

• Click the Export icon

• A CSV file will be saved to the user's computer

• The CSV report includes:

  • All data displayed in the current view

  • Full visibility of columns

• Exported files allow for any custom column selections and arrangements made by the user

Segments

Users can create, define, apply, and manage segments directly within the Content Manager. This functionality mirrors the capabilities available in the editor, enabling users to streamline their segmentation workflows.

To create a segment:

1. Click on + icon in the Segment column of the item line

2. Click the Create icon

3. The Create Segment condition builder will appear

   1. Learn how to use the condition builder here: Condition Builder

4. Click Done

To edit a segment

1. Click on + icon in the Segment column of the item line

2. Click the Edit icon

3. A popup will appear

4. Click Continue

5. The Edit Segment condition builder will appear

   1. Learn how to use the condition builder here: Condition Builder

6. Click Done

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

• Click on the item's information in the Workflow 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 the item, view its Insights data (from the last 30 days), and view any Stories related to it.
    Learn more: Insights Overview, Stories in Content Manager

• • Conversations: Leave and view all comments or comments from 'preview slides', and tag any user in the account under the items (when a user is tagged, a notification will be sent to them)

    • 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

Preview & Insights tab

To preview a screenshot of the item in the system:

1. Hover over the preview and click on the Slides preview icon

To expand the preview of the item:

1. Hover over the preview and click the Expand icon

Filters

• You can filter your content by:

  • Item type

  • Workflow tag

  • Segment

  • Creator

  • Publish status

  • Location

  • Comment status

  • Permalink availability
  • Last modified by

  • Status by environment

Advanced filters

Use advanced filtering options to view and analyze content based on specific criteria.

1. Click the Filter icon

2. Click Advanced filters +

3. Filter by:

   1. Column

   2. Condition

4. Click Apply

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

Search capabilities

• Easily navigate all your content with a comprehensive search feature

• Searches for content can be done by:

  • Item name

  • Item ID

  • Item type

  • Launchers

    • If you type launcher, all your launchers will appear

Item views

• The default views are

  • Flat view: View content in a single list without any hierarchy or levels of organization.

  • Tree view: View content in a hierarchical structure, with main categories, subcategories, and individual items.

Custom view

Users can personalize their workspace by saving custom views. This includes:

• Column configurations

• Filters

• Sorting preferences

To create views based on filtered content:

1. Filter your items

2. Click Save View at the top right of the page

3. A Save View popup will appear

4. Enter view name

5. Enter description

6. The filters and sorting options for the view are displayed

7. Click Save View

To add an item to a new or existing view:

1. Click on the Options menu in the item line to see the item menu

2. Click Create or add to view

3. A popup will appear to select either:

   1. New view:

      1. Enter view name

      2. Enter view description

      3. Click Save

   2. Existing view:

      1. Select a view under the Add items to existing view dropdown

      2. Click Save

To add multiple items to a new or existing view:

1. Select the items by checking the box next to them

2. Click on the Eye icon

3. A popup will appear to select either:

   1. New view:

      1. Enter view name

      2. Enter  view description

      3. Click Save

   2. Existing view:

      1. Select a view under the Add items to existing view dropdown

      2. Click Save

To remove an item from a view:

1. Click the Saved views dropdown

2. Click on the Options menu in the view line to see the view menu

3. Click Remove from view

To remove multiple items from a view:

1. Click the Saved views dropdown

2. Click on on the view

3. Select the items by checking the box next to them

4. Click on the Remove from view icon

Saved views options

• Click the Saved views dropdown

• Click on on the view

• Click on the Options menu in the view line

• The following actions are available from the menu:

  • Rename

  • Duplicate

  • Delete

Recent items

• View recently added items

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

Switch platforms

• Switch between web and mobile platforms, to easily view and manage items specific to each platform

Tip Tuesday Video