Basic Guides

click on thumbnails to bring up larger images

1.Logging into your site #

Go To Your URL: [yourwebsite]/wp-admin
example: www.countryroadgraphics.com/wp-admin

Username: Enter the User Name Provided
Password:
Enter the Password Provided

* You can click the “Remember Me” check box IF you are on your personal computer
Click the Log In Button

Login Screen Example

2.The Dashboard #

The Dashboard is where you’re taken after you log into your site. From here you can easily navigate through the capabilities of your site, and perform tasks such as editing pages, creating blog posts, adding slides to your slider, etc. Each dashboard will look slightly different depending on what capabilities your website has. Your various features are listed on the left-hand side of the Dashboard. We keep the menu on the left as clean as possible allowing you to edit the content on your site quickly. From here you can get to your posts, pages and media with one click.

Dashboard Example

3.View All Pages #

Go to Pages > ALL PAGES

All Pages

(A) When you hover over the title of the Page you would like to edit, a list of Page Options will appear: Edit, Quick Edit, Trash, View.

  • Edit: this takes you to the content editing screen (guide).
  • Quick Edit: options listed below.
  • Trash: deletes the page.
  • View: opens the page in the current browser window.

View All Pages Example

 

All Pages: Quick Edit

(A) Change the Title and Slug. Keep it short and to the point in order to capture the reader’s attention so they click on it to read more. This is what is typically shown when a post is shared via social media, so keep that in mind when creating a title. The Slug should be the same as the title without any punctuation (even apostrophes) and with dashes between the words.

(B) You can change the date the page was published on here.

(C) Parent. This dictates what (if any) parent page the page should fall under. This is a great tool for organization and the page’s URL will match this hierarchy.

(D) Template. If your website uses a template for page layouts you can select which one you’d like to use here.

(E) Status. Change your page status from published to draft.

(F) Click “UPDATE” to save your changes.

Pages Quick Edit Example

3.1.Add New Page #

  1. Go to Pages > ADD NEW
  2. Fill Out the Required Fields (same for pages and posts. See image below):
    (A) Title
    (B) Content (view the content guide)
    (C) Parent Drop Down (optional) – this will allow you to place a page in a drop down menu position at the top of your navigation or menu.
    For example, selecting “About” on the Parent Drop Down menu will automatically display your page UNDER the About Page (this is a great tool to organize your website).
    (D) Order Field (optional): you can fill out this field with a number.
    For example, if you want your page to be the second page under ABOUT, you would add the number “2”. This has no effect if your site is using custom menus instead of the menu automatically creating links for new pages added.
  1. (E) Click Publish or Update once complete.

New Page Example

4.View All Posts #

Go to Posts > ALL POSTS

All Posts

(A) When you hover over the title of the post you would like to edit, you will see a list of post options: Edit, Quick Edit, Trash, View.

  • Edit: this takes you to the content editing screen (guide).
  • Quick Edit: options listed below.
  • Trash: deletes the page.
  • View: opens the page in the current browser window.

View All Posts Example

 

All Posts Quick Edit

(A) Change the Title and Slug. Keep it short and to the point in order to capture the readers attention so they click on it to read more. This is also whats typically used when a post is shared via social media so keep that in mind when creating a title. The Slug should be the same at the title without any punctuation (even apostrophes) and with dashes between the words.

(B) You can change the date the post was published on here.

(C) Categories. Your posts will fall under specific categories (which is a great organizational tool for your ‘archive’ or posts). You can de-select or select additional categories here. If none are selected your default category is always selected (usually ‘Uncategorized’). For additional category options check out this guide.

(D) Tags. Tags can be used to also allow your readers to select posts that are tagged with the same tag. Try to use common tags in order to make this a more usable feature for your readers to select similar content. Some sites don’t use the tag system.

(E) Change your published/draft status here and sticky post option. A sticky post is a post that will stay at the top of the blog page even if there are newer posts. This is also sometimes used to make specific posts populate a certain area of the site like a featured product or featured story. Some sites don’t use this function at all. If it does it will be mentioned in your sites guide.

(F) Click “UPDATE” to save your changes.

Quick Edit Posts Example

4.1.Add New Post #

1. Go to Posts > ADD NEW from the Dashboard
(A) Enter the name of your post. Keep it short and to the point in order to capture the reader’s attention so they click on it to read more. This is also what is typically used when a post is shared via social media so keep that in mind when creating a title.

(B) Create the content in the edit content area (guide)

(C) Status Options: Draft, Pending review, Published (only shown after the post is published). Normally this isn’t used unless you have several people posting on the same blog with one person set to review and publish posts. If you want to retract an already-published post in order to edit it at a later time, then changing the status from ‘published’ to ‘draft’ will allow you to do that.

(D) Visibility options: 

(E) Publish options: Immediately, Set date/time.

  • Immediately: will make the post ‘live’ as soon as the publish button is clicked.
  • Set date/time: You can schedule a blog to be published at a date/time you set here.

(F) Categories. Categories allow the user to view posts in specific categories listed on your website. It’s a great tool that allows you to organize your posts and is used to show specific categories on certain areas of your site (if its built to do so). You can click “+add new category”  to add additional categories after your site is set up. You can set them in a hierarchy by selecting a parent category. (edit category guide)

(G) Tags. Tags can be used to also allow your readers to select posts that are tagged with the same tag. Try to use common tags in order to make this a more usable feature for your readers to select similar content.  Some sites don’t use the tag system.

(H) Set Featured Image. Your site might be set up to take advantage of this. If it is, it is a good idea to always use a featured image on your blog posts for consistency and visual appeal for your blog. These images are usually what is used when your blog post is shared via social media as well. Use an image size appropriate for your site (should be in your guide). If you don’t remember the size, search a featured image previously used in your media library and make note of that size. If you still need help, contact us and we can guide you as well.

(I) Publish (or Update if previously published). Click this button to publish immediately, update, or to publish on the date set in step E.

Add New Post

4.2.Add New/Edit Categories #

Categories are used to organize your posts and are also used by viewers of your site to find posts that are similar. these categories can also be used on websites to show certain content. For example having a section on your site where only the posts with the category ‘How-To’ are shown and not the ‘News’ category.

A) Name of the category for how it appears on your site.

B) Slug. This can be left blank because the site will automatically generate this when the category is saved.

C) Add a category as the parent category. Good for organization. Eg. a ‘Media’ category could be the parent category of ‘Photos’, ‘Videos’, ‘Documents’.

D) Click ‘add New Category’ to save.

E) Hovering over the category name in the list will bring up some options.  Edit will bring you to a page with the same options covered in A, B,C. Quick edit will allow you to change the name and slug. Delete will remove the category from the posts it was attached to. View will take you to a page as if you had clicked on the category link on the site.

F) Clicking on the number in the post count column will being you to a page with a list of all the posts associated to that category.

New/Edit Category Example

 

5.Add/Edit Content #

Adding and editing content for posts and pages is identical so you can use this guide for both.

  1. Go to Pages > ALL PAGES or POSTS (on the left side of the screen)
  2. Hover over the page (post) you wish to edit, and click the blue text, “EDIT” or “ADD NEW”
  3. (A) In the main content area you can type, delete or add text (much like a MS Word doc).
  4. (B) The drop down (defaulted as paragraph) is where you can set your heading levels. These will probably be styled differently for your site.
    Use these to create a visual hierarchy for your page and draw attention to different sections.
  5. (C)You may see some other icons here as well. These will add additional functionality to your editor based on what plugins are included on your site. See the plug-in guides for more information. The Add Media icon is always available and is included on this page.

You have access to a toolbar, similar to MS Word. You may need to open this “TOOLBAR TOOGLE”. You can do this by clicking on the icon that looks like a bunch of boxes (D)
REMEMBER: Remember to click the blue “Update” or “Publish” button (on the right (E)), once your changes are complete.

Content Editing Example

5.1.Add Images/Media #

On the edit content screen (pages or posts) click “ADD MEDIA” (A)

Add Media Example A

 

  1. A modal window will pop up. You can drag image files from your computer directly onto this window in order to upload (A).
  2. Select the image you want to change options to or to add to page (B).

Add Media Example B

 

After the image is selected you can modify the “Attachment Details”

  1. (A) This is the URL. You can copy this if you want to create a link (guide) to go directly to the image file location. This can also be used to link to documents like .pdf, .doc, .xls, etc.
  2. (B) The title section is initially populated by the file name. This can be changed to something more legible and descriptive.
  3. (C) Alt Text should be filled out every time. This is used for Google searches and this is the descriptive text used for screen readers for accessibility purposes. Text should be descriptive to the image and kept at a reasonable length.
  4. (D) Alignment. Options are: left, centre, right, none. Left and right will ‘float’ the image to either side of the page making any text flow on the other side. Centre will align the image to the centre of the page forcing text to be above or below. None allows the image to stay within the flow of text.
  5. (E) Link to. Options are: None, Media File, Attachment Page, Custom Url.
    1. Media file will add a link to the image that will allow the user to go to the image file directly (full size) or to open the image in a lightbox, depending on how your site is setup.
    2. Attachment page will open the image up on its own page as the only content on the page with your site’s header/footer.
    3. Custom URL will allow you to add a link that will take the user to the url you enter.
  6. (F) Size. Depending on how your site is set up, you will see a variety of sizes to choose from. Use the smallest one you can to achieve the results you want.
  7. Click “INSERT INTO PAGE”  to finish adding the image to your page.

Attachment Details Example

6.Add/Edit Menu #

Go to Appearance > Menus

(A) Select the menu you want to edit from the dropdown or click ‘create a new menu’.

(B) With a new menu enter the menu name here and save the menu so you can start adding menu items. On an existing menu you can change the name here.

(C) Add items to your menu from the column on the left. You can add pages, posts, custom links. You might be able to add other items from this column as well depending on the capabilities of your site. With your items selected click ‘Add to Menu’.

Edit Menu Example 1

 

(A) Once your menu items are added you can drag and drop them in the order or hierarchy you want. A dotted outline will show you where your item is going to be before you place it. Indented items will be ‘drop’ menus under the parent item.

(B) Select where you want the menu to go here. If nothing is selected you can use this menu in other areas of your site like widget areas (guide) or other areas we’ve created for you.

(C) Click ‘Save Menu’ when you are finished with all of your changes.

Edit Menu Example 2

7.Widgets - Overview #

Go to Appearance > Widgets

The widgets page is where you can edit the content thats found in the sidebars and footer of your website. Depending on how your site is setup there will be a different number of these areas available.

(A) Click on the widget area name to view the widgets used within. Each site will possibly have different widget areas depending on how the site is set up.

(B) Widgets. This is a list of widgets that you are able to add to your widget areas. The ones used often are mentioned in more detail in the next widget guide. There are some plugin specific widgets that will be shown in the plugin guides if applicable. These are added and placed in order through drag and drop.

(C) Widgets dragged into the widget areas can be re-ordered by drag and drop and are saved automatically in that order.

Below are some common WP widgets that can be used. Additional widgets could be found in the plug-in guide section. Typically the widgets that are already being used on your site are the only ones you need.

Widgets Example

7.1.Visual Editor Widget #

The visual editor widget allow you to enter content into your widget areas similar to the content area of a page or post (guide). Here we will show the options that are different.

A) Enter the title to the widget. This will be shown above the content on the site.

B) The content area can be used the same as that of a page or post (guide)

C) If checked overtime you hit the enter button on the keyboard a new paragraph will be made. If unchecked there will be a line break instead.

D) Click the save button to save your settings.

Visual Editor Widget

7.2.Search Widget #

(A) Change whats displayed as the search title. Defaults as “Search”.

Click “Save” in order to save your changes

Search Widget Example

7.3.Category Widget #

(A) Change what’s displayed as the search title. Defaults as “Categories”.

(B) Display the categories list as a drop down instead of a list of categories.

(C) Toggle the ability to show the number of posts in each category

(D) Displays the category list in the parent/child format instead of a single list.

Click “Save” in order to save your changes

Categories Widget Example

7.4.Archive Widget #

(A) Change what’s displayed as the search title. Defaults as “Archive”.

(B) Display the Archive as a dropdown instead of a list.

(C) Toggle the ability to show the number of posts in each month/year.

Click “Save” in order to save your changes

Archive Widget Example

Help Guide Powered by Documentor
Suggest Edit