New Editor Design

The new WalkMe Apps menu offers a central place to access your WalkMe apps, divided into the following categories: Apps, Data, Admin

Previously, several of these were available from the options menu.

The revamped Create + button is similar to the old one, with a few key changes:

1. You can now create any item type using the + button, even when filtering to view specific items types
2. Two new create options were added: “New Folder” and “Segment”
   • These additions do not replace existing creation methods from other locations
3. The list has been simplified and certain names were changed
   • “Resources” has been replaced with more intuitive options: “Video” and “Article“
   • “ShoutOuts” has been split into “ShoutOut” and “ShoutOut Classic” for easier access without the need to hover

The pop ups for naming and renaming an item were updated.

Now if the name is taken an error message will be shown.

The existing pop up was updated to align with the new Editor main screen design.

A description was added, indicating that multiple segments assigned to one item will have an “Or” relationship between them.

The user menu is a new concept, designed to provide a more personalized experience for the builders.

Within the user menu, users can access actions and information tailored to their specific user profile.

During the Beta phase, users will be able to switch back to the old design from here.

Previously, many of these options were found in the Editor options menu.

The settings menu serves as a centralized hub for all configurations within the Editor, including global system settings.

In the previous design, these settings were found in different locations in the Editor, in the footer, header, and within the options menu. We consolidated them all in one location for improved user experience.

Several notable changes:

1. Integrations moved from the “All items” dropdown menu to the Settings Menu. We consider them as global, system-level settings, which led to this repositioning.
2. The feature previously known as “Customize” and located in the Editor footer has been relocated to the Settings Menu, now referred to as “Customize content style.”
3. We have removed the direct link to the Snippet screen. Instead, users can access the “System settings” from the Settings Menu and find the new Snippet tab there.
4. Onboarding settings, previously available only through the “All items” dropdown menu when viewing Onboarding exclusively, have now been placed in the Settings Menu. This change allows users to access this system-level setting regardless of their item list filtering.

Filters remained the same with one major upgrade: users can now also filter by item type.

This will replace the functionality of the old “All items” dropdown.

It will also introduce a new functionality, to display more than one item type in the list.

For example, users can now choose to view only Smart Walk-Thrus and Launchers together.

Preview will now be displayed only when an item or multiple items are selected.

Previously, the option to preview published content was only available when no items were selected in the list. We have improved this feature by providing clearer explanations and incorporating it into the preview options that appear when items are selected.

The following apps were previously only, or mainly, available from the “All items” menu:

• ActionBot
• Shield
• Engaged Elements
• Element Library
• Search integration
• Live Chat
• Help Desk

These apps got a new look and will now be available from either the “WalkMe Apps” menu or the “Settings menu”.

The following appear temporarily in the new design:

• Open browser state
• Upgrade now
• Switch to old design – has a correlating option in the old design to allow users to move to new

Open browser and upgrade options have new design, but no functionality or logic change.

Item states

Before: 

1. Item icon combined with the color indicating the state of it (published / not published)
2. Segment icon on the left

After: 

1. Item icon and the status indicator are separated. Status icon color changed to a color from the accessible palette
2. Segment icon moved to the right

Status indication

Before: 

1. Published: Item icon colored green
2. Published and modified: Item icon colored green with an asterisk 
3. Draft: Item icon colored orange
4. Archived: Item icon colored grey

After: 

Item Icons (Old vs. New)

Launcher

Smart Walk-Thru Walk-Thru (old)

SmartTip

ShoutOut

Resources

Resources (Article)

Resources (Video)

Onboarding Task

Shuttle

Survey

Shield

Engaged Element

Notification