How To Organize the Player Menu

Updated on December 20, 2018
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Brief Overview

You can customize the Player Menu your end-users will see when WalkMe loads on your website/application.

How Does it Work?

You can organize your items through the Menu Organizer in the WalkMe Editor.

  1. Click the Publish icon in the Admin Bar                 
  2. In the Menu Organizer tab, drag items from the left column to the right column.
  3. In the left column, drag and drop items into the order you’d like them to be displayed.

 

From the Menu Organizer in the WalkMe Editor, you can also organize your Onboarding Tasks.

  1. Click the Tasks button above the right column to access your task list.
  2. Then, in the left column, drag and drop items into the order you’d like them to be displayed.
  3. You can further customize the menu by determining which tab (Help or Tasks) will appear by default when opening the menu. Use the Drop Down in the left column to determine which tab will open by default. Both tabs will always be accessible.

Note that even published items may not appear in the WalkMe Player Menu on every page because of Segmentation Rules. If the Segment is false, the item will not appear in the Player Menu, but the order of all the other items will remain the same.

Edit your tab names

Another way to edit the content in the player menu is to edit the titles of the tabs themselves. If you have added Onboarding Tasks, users will see two tabs when they open the player menu. You can edit these names by clicking on the pencil icon next to the name of the tab you would like to change.

Categories

Another way to organize items in the Menu is with the use of Categories. Categories allow you to create folders within the menu and place items within them.

Interested in adding categories (i.e. folders) into the Player Menu? This is an enabled featured, contact your Customer Success Manager to request this.

Once enabled, navigate to the Publish button in the Editor to see the Menu Organizer screen below.  An extra button will appear on the right side of the Menu Organizer, allowing you to add new folders. To add a Walk-Thru to a folder drag it until it’s indented underneath the folder.

Although this may decrease the overall usage of your Walk-Thrus (since it requires more clicks to start a Walk-Thru) it is very useful in cases when there are many items in your Player Menu and it seems very cluttered. At this time, it is not possible to nest Categories.

Contact support@walkme.com to enable this feature.

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