WalkMe Menu Organizer

Last Updated September 23, 2024

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Brief Overview

The Menu Organizer is your workshop for building and managing your WalkMe Menus. 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:

• Add items to the Player Menu
• Add Onboarding Tasks to the Player Menu
• Categorize items in the Player Menu
• Create new items

How It Works

Watch this short Introduction Video to get familiar with the Menu Organizer:

How to Access the Menu Organizer

The Menu Organizer lives on the Console and can be accessed via console.walkme.com/menu. You can also access it via the Editor by clicking on the apps icon and selecting Menu Organizer:

Menu Organizer Overview

Let's take a look at the layout of the Menu Organizer. The Menu Organizer is made up of two parts:

1. Left Side Panel - This side displays all the items that were built in the Editor and can be added to the Menu Player. Items here are not available to the end-user.
2. The Right Side Panel - This side displays the items that will appear to the end-user in the Player Menu.

Left Side Panel

Items in the Left Side panel are the content that has been previously created in the Editor and can be added to the Player Menu via drag and drop. The Left Side panel includes:

1. Item List
2. Search for an item
3. Open filter options:
   • By Item type
   • According to Publish status
   • According to Segmentation
   • By Creator
     
     
     Pro-tip

     If you have filtered the Item List based on Segments, when you create a new item those Segments will automatically be added to that item. You don't have to search for them again!

4. Refresh Items list
5. Open the Editor
6. Add a new Item
   • Note: Adding Smart Walk-Thrus or Onboarding Tasks will redirect you to the Editor.
     

Right Side Panel

Items in the Right Side panel are what will be displayed to the end-user in the Player Menu. The Right Side panel includes:

1. Menu tabs
   
   Did you know?

   • You can rename and rearrange the tabs

2. Action buttons: Undo, Redo, Discard, Save, Publish
   
   Note

   Checking the "Publish all menu items" box will also publish any menu design update you may have.

3. Categories: Items are arranged within designated categories, similar to folders
   Note

   Content cannot be duplicated within the same category. It can be present multiple times in the same tab, but only if it is placed in separate categories.

4. Search for Items in the Menu
5. Add a new category
6. Segments: Displays which segments this item is available to
7. Item Settings:
   a. Show in Search Only: Click this so the item will only appear when searched for
   and will not display in the WalkMe Player
   b. Remove Item: Click this to remove the item from the WalkMe Player

You can use the arrows to expand/collapse all Menu Categories in one click.

You can also use the "View As" dropdown to filter and see how a specific segment or a number of segments will view the Menu.

Folders

• Expand folder by default: Hover over a folder to set which folders will be displayed to users as expanded by default

Segmentation

Segmentation is available both in Items list and in the Menu.

The Menu automatically saves the segmentation for the next time you access it. Meaning, the last filter you applied before you closed the Menu Organizer will appear on your next session.

• Segmentation filters will clear should you clear your cache.

To get started building your Menu, check out the WalkMe Menu: Getting Started Guide.

Technical Notes

• Japanese language is supported
• The Task tab in the menu only supports Onboarding Task items
  • In a Workstation menu, it is possible to create an onboarding task from a shuttle
  • In a WalkMe Menu, it's only possible to create onboarding tasks from Smart Walk-Thrus and resources