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:
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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
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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Export content
Users can export content data from any view (recent, grid, or custom) for offline analysis or sharing.
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Click the Export icon
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A CSV file will be saved to the user's computer
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The CSV report includes:
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All data displayed in the current view
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Full visibility of columns
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Exported files allow for any custom column selections and arrangements made by the user
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
Search capabilities
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Easily navigate all your content with a comprehensive search feature
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Searches for content can be done by:
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Item name
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Item ID
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Item type
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Launchers
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If you type launcher, all your launchers will appear
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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