Brief Overview

WalkMe Stories enables organizations to document, share, and collaborate on any workflow by automatically converting processes into step-by-step guides, thereby enhancing operations using WalkMe's capabilities.

Folder options

1. Click the Options menu to open a dropdown menu
2. Choose one of the following actions:
   1. Rename
   2. Delete

Filters & sorting

Apply filters to customize your view settings.

• Filter Stories by:
  • Apps
  • Authors
  • Includes WalkMe items
• Sort Stories by:
  • Newest first
  • Oldest first
  • A to Z
  • Z to A

Search capabilities

Easily navigate all your stories with a comprehensive search feature.

1. Search for stories using the Search bar

Tile options

1. Click on the Options menu on the top right of the story tile
2. The following actions are available:
   1. Share
   2. Duplicate
   3. Delete
   4. Export
   5. Open in new tab

Bulk tile options

1. Select the slide or slides from which you wish to perform supported actions
2. Choose one of the following actions from the floating toolbar:
   1. Delete
   2. Move to
   3. Export

How to create stories

1. Click the + New Story button in the top-right corner of the page
2. A popup will appear with three creation ways to choose from:
   1. Start from recording: Capture your screen to start creating
   2. Start from WalkMe item: Use pre-built WalkMe content to begin
   3. Start from scratch: Create and customize from a blank slide

1. Start from recording

1. Select which tab to record in the Create new story popup
   1. If the tab you want to record is not shown on the list, open a new tab and it will appear in the list below

2. Go through the process you want to capture in the story

3. While recording, you can:

   1. Pause

   2. Restart

   3. Delete

   4. Manually record screen

4. When finished, click the Finish recording button
5. Enter a Name for the story
6. Click Save

2. Start from WalkMe item

1. Select a system from the dropdown in the Add items to story popup
2. Select the items
   1. You can filter by items, status or system
   2. You can select a folder/multiple items
3. Click Select

3. Start from scratch

1. A blank story will open where you can create your story step-by-step by:
   1. Drag and dropping files
   2. Uploading files
   3. Using a blank slide

Stories editing overview

The stories editing page includes four main areas:

1. Stories slides panel
2. Top panel
3. Main canvas
4. Annotation toolbar

1. Stories slides panel

The slides panel appears on the left and shows the stories steps in order.

Display mode

1. In the panel header, select the Display mode icon
2. Choose one of the following:
   1. Thumbnail: Large image previews of each slide
   2. List: Compact view showing step numbers and titles

Slides options

Each slide includes an Options menu with tools for managing steps.

Available actions:

1. Change image: Choose a different image for the slide
2. Cut / Copy / Paste below: Move or duplicate slides
3. Duplicate: Create a copy directly under the current slide
4. Add new slide: Add an additional slide below
5. Hide: Exclude the step from playback without deleting it

Bulk slide options

To manage multiple slides:

1. Select slides using the checkboxes or select Select all slides
2. A blue toolbar appears with these actions:
   1. Delete
   2. Download
   3. Cut
   4. Export
   5. Copy

Reorder slides

• Drag a slide to a new position

Add a new slide

You can insert new slides anywhere in the story.

1. Hover between slides to show the + Create divider
2. Select Add Recording
3. Follow the capture flow to record new steps

2. Top panel

The top panel contains controls for managing the entire story.

Includes:

• Undo / Redo
• Comments
• Save
• Share
• Options menu:
  • Save as template
  • Version history
  • Export
  • Preview
  • Details
  • Delete

Edit story title 

1. Select the title field, type a new name, and press Enter

Undo/Redo

• Select Undo to revert your last change
• Select Redo to apply it again

Share

WalkMe Stories users can share slideshow presentations with other stories users.

Share Stories

1. Click the Share button near the top-right of the page
2. A Share story popup will appear
3. Add users:
   1. Enter one or more email addresses in the text field to share the story with specific users
4. People with access:
   1. View the list of users the story is currently shared with
   2. Click the Delete icon next to the person's name to remove their access to the story
5. Manage access:
   1. Choose an access level:
      1. Restricted: Only the story creator or users specifically shared with can access the story
      2. Everyone: All users within the account can view and access the story
6. Copy Link: Copy the story's link and share it manually
7. Click Done

Comments

Use comments to collaborate on story slides.

View comments

You can view comments of a slide in two ways:

1. Click the Comments icon, next to the heading of each individual slide

2. Click the Comments button at the top-right of the page

Add a comment

1. In the comments panel select + Add Comment
2. Type your feedback, then select Add

Manage Comments

1. In the comments panel, open the Options menu next to a comment
2. Select Edit Comment or Delete Comment

Resolve comments

1. When feedback is addressed, select the Check icon to mark it as resolved

Filter comments

1. Select the Filter icon to view:
   1. All comments
   2. Open
   3. Resolved

Save as template

1. Click the Options menu at the top right hand side of the page

Version history

1. Select Version History to view previous versions
2. The side panel shows:
   1. Version name
   2. Modified by
   3. Modified date

1. To restore, select a version and choose Restore
2. To rename, select the version name, type a new one, and press Enter
3. To delete, select versions and choose Delete in the floating toolbar

Export 

1. Click the Options menu at the top right hand side of the page
2. Select Export
3. Turn on Export with cover slide (optional)
4. Choose a format:

1. 1. PDF Document
   2. Word Doc
   3. PowerPoint
   4. Zip scorm (p3)
   5. Video
   6. HTML - embed stories in sites which support HTML formatting
   7. Markdown - embed stories in sites which support Markdown formatting (i.e. github, notion, sharepoint)

Embed

1. Click the Options menu at the top right hand side of the page
2. Select Embed
3. Choose a format to share the story:
   1. Copy to Source Code
   2. Copy HTML
   3. Copy Markdown

Details

1. Click the Options menu at the top right hand side of the page
2. Select Details
3. The story details appear in the right-hand panel

3. Main canvas

The main canvas displays the currently selected slide at full size for review and editing.

Edit step info

1. Click the Edit step info button at the top right of the slide
2. Update the title and description as needed

4. Annotations toolbar

Use the annotations toolbar at the bottom of the page in demo mode to add visual guidance to a slide.

Available annotations:

1. Captured element: Highlighted captured UI element to show where to click or type
2. Shapes: Add boxes, arrows, or pointers
3. Text: Add short instructions or labels
4. Pencil: Draw freehand marks
5. Blur: Hide sensitive content
6. Zoom: Adjust your view
7. Clear all: Remove all annotations

Captured element

1. Select Captured Element in the annotation toolbar
2. Use the inline toolbar to adjust:
   1. Overlay: Dim everything except the highlighted element and choose a shade
   2. Stroke: Set the outline color

Shapes

1. Select Shapes in the annotation toolbar
2. Choose a shape:

   1. Balloon

   2. Launcher

   3. SmartTip

   4. ShoutOut

   5. Straight arrow

   6. Curved arrow

   7. Rectangle

   8. Circle

3. Use the inline toolbar to adjust:
   1. Fill: Background color (balloon, rectangle, or circle)
   2. Stroke: Border or line color
   3. Width: Set the border thickness

Text

1. Select Text in the annotation toolbar
2. Click on the slide and type your instruction or label
3. Use the inline toolbar to apply the following formats:
   1. Font
   2. Font size
   3. Color
   4. Format text: Bold (B), Italic (I), Underline (U)

Pencil

1. Select Pencil in the annotation toolbar to draw freehand on the slide
2. Use the inline toolbar to adjust:
   1. Stroke: Line color
   2. Width: Line thickness

Blur

1. Select Blur in the annotation toolbar
2. Drag to draw a blur box
3. Resize or move the box as needed (optional)

Zoom

1. Click Zoom in the annotation toolbar
2. Use the slider to zoom in or out

Demo Video

Technical Notes

• German and French are supported

• Stories is enabled on the account level, and switching between systems and environments there is not supported. However it is possible to create stories from the Content Manager, where systems and environments are available.

Prerequisites

• Creating stories from recording requires the WalkMe Editor Extension installed on the browser

Tip Tuesday Videos

Customizing a WalkMe story

Stories in action