Content tagging enables you to assign WalkMe content, such as ShoutOuts, Smart Walk-Thrus, and SmartTips, to Workflows and Tasks from our Workflows Catalog. Assigned content will reflect accordingly in the Active Workflows and Active Tasks sections.
Assigning content also allows you to create custom dashboards for the associated Workflows and Tasks. That custom dashboard can then be shared with business stakeholders so they can easily track the success of the Workflow implementation.
This article covers how to tag WalkMe content and how to create a custom dashboard.
How to assign content
You can also search for relevant tasking using AI Search.
To create a custom dashboard for a specific workflow, use the Insights app available in the console. This feature allows you to add metric widgets that extract data from the tagged WalkMe content to create a unique dashboard with valuable insights. The dashboard will then appear in the Workflows app for stakeholders to use.
Go to the My Dashboard page in the console under the Insights tab
US Database: WalkMe Console
Eu Database: WalkMe Console
Click Create Dashboard
You can also rename your Dashboard and add a description
Next, you'll need to filter your data by your Workflow. By doing so, you'll only see the WalkMe content that has been specifically tagged to that Workflow.
Lastly, you'll need to assign your dashboard to the desired Workflow which will appear in the Workflows app. Follow these steps:
To view the custom dashboard you created within the Workflows app, you can navigate back to the Workflow Insights tab. This will allow business leaders to conveniently assess the effect of DAP on the Workflow.
How to access Workflow Insights
Go to the Workflows App
Select a workflow
Click the Workflow Insights tab
Additional Capabilities
Time range filters: Allows you to display data over a specific period of time
Export: Export a pdf of the dashboard to share with colleagues
Hover: Hover widgets to see more detailed data