WalkMe Menu Organizer

Last Updated February 12, 2024

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:

Please note:

  • The Console supports the latest browser versions of Chrome, Firefox, Safari & Edge Chromium
  • Mobile web is not supported

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.
Workstation Content Manager

You can duplicate items between systems by dragging the item into your Workstation Menu.

📌 Note: This feature is not available in the Menu Organizer and can only be used for the Workstation system.

  1. From the Workstation Content Manager, click the drop down next to Item List.
  2. Select the system that has the item you’d like to duplicate.
  3. Drag the item from the Item List to the Menu, just like any other item.

📌 Note: Items will also be duplicated in 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
    • Note: Tabs can be renamed and rearranged
  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
  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.

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.
Known Issues:

Menu search not returning correct results

  • For example, searching “item add” does not return “add item” in the results, or searching “add card” will return the correct item in the search but also shows other items from the rest of the list

Empty tab is visible to user

  • No content has been added to one of the Player Menu tabs (for example, Help or Tasks), yet the tab still appears on a Menu

If these occur, open a Support Ticket

Search only works per tab

  • Search across different menu tabs/display results from multiple tabs is not available (each search is specific to a tab)

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

Was this article helpful?

Thanks for your feedback!

Be part of something bigger.

Engage with peers, ask questions, share ideas

Ask the Community
×

Select account type

Close
< Back

Mobile account login

< Back