The Menu Organizer consists of two main panels: Items List (left side) & End User Experience View (right side).
We'll cover the two different sides of the panel in detail along with the different features and functionality of each.
The figure shows the Menu Organizer showing items from the Editor on the left and the end user facing Menu on the right
Left Side Panel (Items List)
The left side panel contains all the items we’ve created in the Editor that can be added to the Menu. All new items created in the Editor that can be added to the Menu automatically appear here.
The figure shows the components of the left side panel (items list).
Here is the table to learn more about each component of the left side panel (items list):
| Components | Description |
|---|
| Looking for a specific item? Use the Search to filter down the list in real-time as you type. Any folder or WalkMe item that contains your search terms will show up. |
| Items - Filter by Type of content, such as Smart Walk-Thru, Shuttle, Article, or Video. Status - Filter by publish statuses: Published, Published & Modified, Archived, or Draft. Segments - Filter by Segments that have already been created (i.e., Sales, Customer Success, Engineering, Marketing, etc.). |
| Items in the Editor not appearing? You may need to refresh the items list, especially if you just added something new while the Menu Organizer was open. |
| Clicking this icon will return you to the Editor, and the Menu Organizer console will close out. |
| If any Segments are applied to a piece of content, a segment icon will appear in the item's row. |
Right Side Panel (End User View)
On the right is a list of items that will appear in the Menu for end users once the items have been published. This is what shows up in the end user experience.
The figure shows the components of the right side panel (end user view).
Here is the table to learn more about each component of the right side panel (end user view):
| Components | Description |
|---|
| 1. Menu Columns | Name - The name of your WalkMe item or Folder that you have created to organize your content Segments - Shows what Segments (if any) are applied to each item View As - Clicking on this will allow you to select a Segment and view what WalkMe items are attached to the Segment and see how the Menu will appear to that type of end user |
| 2. Menu Tabs | Help - This contains Smart Walk-Thrus, Resources, and Shuttles. Tasks - If you have Onboarding Tasks, they will be in a separate Tasks tab. Plus (+) - This will allow you to add an additional Help tab. Note By default you have 2 tabs, Help and Tasks. You can rename these tabs by double-clicking and typing in your desired name. The Help tab is open by default when users first open the Menu. |
| 3. Action Items | Search - Search for any WalkMe item or Folder by name. Folder - Create a New Folder/Category to further organize your WalkMe Items. |
| 4. Remove Item | To remove an item from the Menu, simply hover over it and click the remove item icon (circle with minus symbol) on the right. This removes the item from the Menu but does not delete it from your Editor. |
| 5. Menu Actions | Undo/Redo Arrows- Undo or redo your last action Discard- If you don't want to Save any changes you've made to the Menu, you can discard them. This includes any items dragged over from the Left side panel, any WalkMe items moved up or down, and any items moved into Categories in the Right side panel. Save - Save the changes you've made. Publish - Publish your changes. While you might have Saved and made changes, this doesn't take effect until you Publish for your end users to see! |
| 6. Environment Dropdown | You can use the environment dropdown in the top right to change the environment and see the publish status of your items for each environment (discussed below). |
Note
When adding the 3rd tab, it can only be a Help menu and NOT an additional Onboarding Task list.
In the Menu Organizer, the circle icon to the left of the content name will appear orange until it is published, and then will turn green once published.
Examples of the publish status icons in the Menu Organizer.
Watch the video to know more. Note that the video doesn't support audio.
Moving Items into the Menu Organizer
In order to move items from the Editor into the Menu, simply drag and drop the item from the left to right.
To change the order that items appear in the Menu, click and drag them up or down to move items to the desired spot or into a category in the right side panel. Items at the top of the Menu are usually clicked more often, so it’s important to consider item order.
The experience of dragging and dropping an item in the Menu.
Watch the video to know more. Note that the video doesn't support audio.
Adding Multiple Items
If we'd like to add multiple items to the Menu at once, this can be done as well! Follow these steps:
Select the checkbox to the left of each item you want to add.
Click + Add to Menu at the top.
Select where these should be placed in the Menu.
Click Add.
Example of adding multiple items to the Menu.
Watch the video to know more. Note that the video doesn't support audio.
