WalkMe Menu Organizer

Last Updated December 20, 2024

Download as PDF

Brief Overview

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:

• Add WalkMe content, including onboarding tasks, to the menu
• Categorize items in the menu
• Create new items

WalkMe Menu: Getting Started Guide

Access the Menu Organizer

You can access the menu organizer:

• In the WalkMe Console at console.walkme.com/menu
• From the apps shortcut in the WalkMe Editor

WalkMe Console

How It Works

The menu organizer is made up of two parts:

1. Left side panel: Displays all the WalkMe items that were built in the editor and can be added to the menu - Content here isn't visible to menu users
2. Right side panel: Displays the WalkMe items that are visible to users in your menu

This short introduction video will get you familiar with the menu organizer

Left side panel

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:

1. Item List
2. Search
3. Filter options, according to:
   • Item type
   • Publish status
   • Segmentation
   • Creator
     
     
     Tip

     If you filter the Item List according to segmentation, once you create a new item those segments will automatically be added to the new item.

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

Right side panel

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:

1. Menu tabs
   
   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 updates you made.

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
5. Add a new category
6. Segments: Displays which segments this item is available to
7. Item settings
   1. Show in Search Only: When selected, the item will not be shown in the WalkMe Menu unless it is searched for
   2. Remove Item: Click this to remove the item from the WalkMe Player

Use the arrows to expand/collapse all menu categories.

Use the "View As" dropdown to filter and see how specific 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 last segmentation applied. Meaning, the last filter you applied before you closed the menu organizer will appear on your next session. Clearing your cache will clear any previous segmentation filters.

How to Segment the WalkMe Widget

Technical Notes

• The menu organizer is available in English, Japanese, French, and German
• The Task tab in the menu only supports onboarding task items
  • Onboarding task items include: Smart Walk-Thrus and resources
  • Workstation systems can also create an onboarding task from a shuttle
• Item names will be visible to your menu users, keep this in mind when creating your WalkMe content
• When using screens with a minimum width of 1600 pixels and a zoom level greater than 100%, the container holding the icons on the right side of the menu organizer (Search, Add category) retains its original dimensions. The user interface will appear cut off, compromising the visibility of some of the icons. This kind of zoom responsiveness is planned to be supported in the future.