Content Manager

Last Updated November 19, 2024

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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 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

  • 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

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

• 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, and publish status

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.

To create 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

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

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

• The default views are Tree view and Flat view

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

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