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WordPress Basics

Logging In

How to log into WordPress will be covered in your training session.

The WordPress Dashboard

The WordPress Dashboard

The WordPress Dashboard

After logging in, you will be taken to the WordPress dashboard for your site. From here you can access all the various settings and edit screens.  It will also display a change log of recent changes on your site, and news from WordPress.

If you have access to edit multiple sites, hovering over “My Sites” will allow you to switch between sites.

Next to “My Sites” is the site you are currently on, and the “+ New” button will allow you to easily  choose between adding a new post or page.

WordPress “New” Shortcut

WordPress “New” Shortcut

Pages & Posts

WordPress allows you to create “posts”,”pages” and “attachments.” They each have different features which are explained in depth here. At their simplest, pages are meant to be static and hierarchical (pages should have parents and/or children) and posts are organized by date and category. Attachments are media files attached to either pages or posts.

Pages

Clicking “Pages” in the WordPress dashboard will take you to the “Pages” screen, which allows you to view all pages that have been published, as well as pages in draft or pending mode (if you are an editor, any new pages you create will be pending until the web team reviews them).  From the “Pages” screen you can also perform “Bulk Edits” on multiple pages and “Quick Edits” on a single page.

Quick Edit a page from the Pages screen

Quick Edit a page from the Pages screen

Bulk Edit pages from the Pages screen

Bulk Edit pages from the Pages screen

Posts

Clicking “Posts” in the WordPress dashboard will take you to the “Posts” screen, which allows you to view all posts that have been published, as well as posts in draft or pending mode (if you are an editor, any new posts you create will be pending until the web team reviews them). From the “Posts” screen you can also perform “Bulk Edits” on multiple posts and “Quick Edits” on a single post.

Quick Edit a post from the Posts screen

Quick Edit a post from the Posts screen

Bulk Edit posts from the Posts screen

Bulk Edit posts from the Posts screen

Page/Post Editor

You can access the “Post/Page Editor” several ways. The most common ways is to visit the “Pages” screen, and click the page you would like to edit. You can also navigate to the page using your browser while logged into the WordPress. On the page, you should see a button in your toolbar that says “Edit,” clicking the edit button will also bring you to this screen.

The WordPress WYSIWYG/Visual editor for pages & posts

The WordPress WYSIWYG/Visual editor for pages & posts

The WordPress text editor for pages & posts

The WordPress text editor for pages & posts

Appearance: Customize, Menus, Widgets

Hover over “Appearance” in the WordPress dashboard to access the “Customize”, “Menus”, and “Widgets” screens.


Customizer

The WordPress Theme Customizer screen

The WordPress Theme Customizer screen

“Customize” opens the site “Customizer” which gets you access to various theme options, such as the site banner image, what google calendar you would like to connect to your site, what google analytics account you would like to set up, etc.


Menus

The WordPress Menu screen

The WordPress Menu screen

The “Menus” screen allows you to modify the menus that appears in your site’s navigation areas. The menus are discussed in depth in the menu tutorial.


Widgets

The WordPress Widgets screen

The WordPress Widgets screen

The “Widgets” screen is where you can edit what appears in your widgets and sidebars. This is will be explained in depth in the Widgets tutorial.


Plugins

We have various plugins installed on our site; some of them add functionality for all users, and some require a web intern or Web Services to configure them for use on your site. How to use these features will be explained in another tutorial.

Editors can use:

  • column shortcodes
  • page restrict
  • meta slider
  • simple history

Web interns and Web Services can add the following features for you:

  • Forms
  • Video Galleries
  • Link Library
  • Custom CSS