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The WalkMe Menu Organizer is your workshop for building and managing your WalkMe Menu. The menu organizer displays all of the resources, onboarding tasks, and Smart Walk-Thrus that are in your editor.
With the Menu Organizer, you are able to:
You can access the menu organizer from the Menu app in the WalkMe Console or from the Apps shortcut in the WalkMe Editor.
The menu organizer is made up of two parts:
You will see the Items List in the left side panel. This displays all the WalkMe content that was created in the editor and can be added to the menu using drag and drop capability.
The left side panel includes:
For Desktop/Mobile systems only, you can duplicate items between systems by dragging the item into your WalkMe Menu.
Note: Items will also be duplicated in the Editor.
The right side panel shows content that has been added to your menu. These will be displayed to your menu users.
The right side panel includes:
Change display name
Set display conditions
Prioritize in tab
Add to My Widgets page
Add to sing-in page
Remove item
In the right panel you will also find the View by segment dropdown to filter and see how a specific segment or a number of segments will view the menu
The Menu will save the segmentation for the next time you access it. Meaning, the last filter you applied will appear on your next session.
Segmentation filters will clear should you clear your cache.
You can use the arrows to expand/collapse all menu categories in one click
To create a new tab:
Click on the Create new icon
Select the type—Help or Task
You can also create a new tab by duplicating an existing tab:
Click on the Options menu at the right side of the tab you'd like to duplicate
Select Duplicate
An identical tab will be created with all it's content and categories
The automatic name will be “copy of {source tab name}”
For example, if you copied a tab called “Help”, the duplicated tab name will be “copy of Help”
To rename a tab:
Click twice on the current tab's name
or, in the Pro menu also:
Click on the Options menu
Select Rename
To reorder your tabs:
Hover over the selected tab
Click on the 6 dots—the cursor will change to hand
Holding it will allow you to drag and drop the tab to the right place
Failing to reorder will re-instate the tab in it's original place
You can set a tab as default while keeping it in the same location. The end user will see the default tab as active tab by default in their menu. To set a tab as default:
Hover over the tab
Click on the Options menu
Select Set as default
This action will:
Add a “star” icon next to the tab
To delete a tab:
Hover over the tab
Click on the Options menu
Select Delete
A confirmation modal will show—confirm you want to delete the tab
Menu supports up to 3 levels of category layer: Category → Sub-category → Sub-sub-category.
To add a sub-category:
Click on the Options menu icon on the category level
To add items into a sub-category:
Hover over the item
Click on the 6 dots—the cursor will change to hand
Holding it will allow you to drag and drop the tab to the right place
You can hide an item from the menu if you don't want your users to see it. It will still be available via search.
To hide an item:
Click on the eye icon—the eye will close to indicate the item isn't shown in the menu
Click on the eye icon again to bring it back
To rename a category, click on the name field
Type in the new name
To delete a category:
To remove an item from your menu, click on the Remove icon
You'll be able to add this item again from your items list
To access an item's settings, hover over the item and click the Options menu.
Available settings
Change display name: Rename how the item appears to end users in the menu, without changing the original item name in the editor
Set display conditions: Control when and to whom the item is visible based on specific conditions. Set your conditions in the condition builder. Display conditions will apply to this item in the menu. If the item appears more than once, the same conditions will apply to all its appearances. To edit or delete existing conditions, click the Options menu on an item that already has conditions set
Prioritize in tab: Pin the item to the top of the tab so it's always visible to users without scrolling. Set conditions in the condition builder to control when the item is prioritized
Add to My Widgets page: Add up to two items in the desktop and mobile menu's My Widgets page for quick access
Add to sign-in page: Make the item visible on the sign-in page so users can access it before logging in
Remove item: Remove the item from the menu. The item will still be available in the left panel item list and can be re-added at any time
Multi-select items in the Menu Organizer for applying bulk actions across multiple items.
Select all the items you want to perform a bulk action on
Select a bulk actions:
Remove items: Remove selected items from the menu
Assign segments: Apply segments to all selected items at once
Show only in search: Hides selected items from the menu view; they remain accessible via search only
Show only in tab: Moves selected items back into the menu tab view if they were previously marked as Show only in search
Prioritize in tab: Pins selected items to the top of the tab so they're always visible to users without scrolling
The Version History feature lets you preview previous versions of the WalkMe Menu before deciding to publish or revert changes.
How to use:
Click Version History in the Menu Organizer header bar
Select the version you want to preview
Browse the menu layout as it appeared in that version
To restore that version, click Restore Version
To exit without making changes, click Exit Mode
Up to 9 tabs in total can be added (5 Help, 4 Tasks) for Pro menu type