Embed Size (px)
Citation preview
WORD PRESS Quickstart Guide
2
WORD PRESS Quick Start Guide
Captovate is committed to supporting you as you develop your online presence into the future, ensuring that your website not only starts out great, but stays that way.
Email: [email protected] Phone: 08 8941 6888
CONTENTS
Logging in 4
Dashboard 5
Managing content on your site 6
Adding and editing posts (blog or news item) 8
Adding and editing pages 12
The editing toolbar 16
Uploading or inserting images, media & files 18
Linking text to an existing PDF or Word file 20
Creating sub-pages and ordering pages 22
Quick editing 24
Managing comments 25
3
LOggiNg iN
Depending on your site design, there may be a login link located somewhere on the homepage (usually at the bottom).
Otherwise you can type in the address of the login page directly by typing in /wp-admin after your website address e.g. www.websiteaddress.com.au/wp-admin
A login screen will appear for you to enter your user details.
Enter the user username and password that have been supplied to you.
4
WORD PRESS Quick Start Guide
Loggin in
DASHBOARD
For reference, we have highlighted a few key areas below.
The dashboard is what you see when you first log in. It allows you to quickly post a news item and see everything at a glance.
At a Glance This panel shows you how many pages, posts, categories and tags you have in your site. It is an overview of your site.
This area of the dashboard is the most frequently utilised. These buttons link through to the content in your site. You click on these buttons to edit, create and view site content.
Log out
5Dashboard
MANAgiNg CONTENT ON yOuR SiTE
An example of a Page.
An example of a Post.
6
WORD PRESS Quick Start Guide
Managing content on your site
Pages versus Posts
In WordPress, you can write either posts or pages.
In general, pages and posts are very similar in that they both have titles and content and can use your site’s presentation templates to maintain a consistent look throughout your site.
Basic descriptions of the two types of site content are as follows:
Pages
You create a Page when you want to create a webpage on your site that is not a news item or blog.
When creating a Page, you are creating content such as ‘About Me’, ‘Contact Me’, ‘What We Do’ etc.
This is content that is likely to remain constant on your site.
Pages are for content that is less time-dependent than Posts.
Pages create the main content of your site.
Posts
When you want to write a regular news item or blog item, you create a Post.
Posts are ordered chronologically and automatically appear in reverse chronological order on your home page (newest appears first).
They can be archived by assigning them into categories such as ‘Year’, ‘Month’, ‘Issue’ etc.
Once assigned to such categories, Posts can appear as a list in the post archives.
Visitors can browse through your Posts in chronological order.
An example of Page items displayed in a menu.
An example of Post items that have been categorised and displayed in a menu.
7Managing content on your site
ADDiNg AND EDiTiNg pOSTS (BLOg OR NEwS iTEM)
1
2
3
4
5
6
8Title goes here
Content goes here
7
9
11
8
WORD PRESS Quick Start Guide
Adding and editing posts (blog or news item)
1. Log in to your WordPress Administration Panel. (See ‘Logging In’ on page 4)
2. Click the Posts tab.
3. Click on Add New.
4. Type in the title for your post.
5. Insert the content into the main editing area. You can either type it in directly or copy and paste from a Word document. (If pasting from Word, please refer to step 11). Use the tool bar to add formatting and images to your post, expand the toolbar to reveal more options by clicking on the kitchen sink icon. (See ‘The Editing Toolbar’ on page 16 for more detail).
6. If your site has been set up to use categories, add tags, this is where you create/edit them.
7. When you are ready, click Publish.
Other alternative steps:
8. If you wish to preview the page before publishing, click on Preview.
9. If you wish to save it as a draft without publishing it live, click on Save Draft.
10. Adding an attachment. (See “Uploading and inserting images, media and other files” on page 18).
11. To copy and paste from Word and remove all formatting: Open the Word document Copy the text you need Click on the ‘Paste as Plain Text’ icon Paste into the pop up window. Click ‘Insert’ Format the text using the tools in the formatting pallette. (See ‘The Editing Toolbar’ on page xx for more detail). If you want to keep the formatting that appears in the Word document, copy the text and click on the ‘Paste from Word” icon and continue with the steps above.
Creating a post:
9Adding and editing posts (blog or news item)
1
23
4
10
WORD PRESS Quick Start Guide
Adding and editing posts (blog or news item)
1. Log in to your WordPress Administration Panel. (See ‘Logging In’ on page 4)
2. Click the Posts tab.
3. Click Edit.
4. Find the post you want to edit and click on it to begin editing.
5. Make the required changes.
6. If you wish, preview changes by clicking Preview Changes.
7. When you are ready, click Update Post.
Editing a previously published Post or Saved Draft Post
5
7
6
11Adding and editing posts (blog or news item)
ADDiNg AND EDiTiNg pAgES
The process is very similar to adding a posts as above. The interface is very similar except for some minor differences to the left of the screen.
Creating a new page
1. Log in to your WordPress Administration Panel. (See ‘Logging In’ on page 4)
2. Click the Pages tab.
3. Click on Add New.
4. Type in the title for your page.
5. Insert the content into the main editing area. You can either type it in directly or copy and paste from a Word document. (If pasting from Word, please refer to step 11). Use the tool bar to add formatting and images to your post, expand the toolbar to reveal more options by clicking on the kitchen sink icon. (See ‘The Editing Toolbar’ on page 16 for more detail). If required, edit the attributes to the right of the main editing area. For example, select the parent of the page if it is a page within a section of the site. This is also where you can specify the order of the page.
6. When you are ready, click Publish.
Other alternative steps:
7. If you wish to preview the page before publishing, click on Preview.
8. If you wish to save it as a draft without publishing it live, click on Save Draft.
9. Adding an attachment. (See “Uploading and inserting images, media and other files” on page 18).
10. To copy and paste from Word and remove all formatting:
• Open the Word document
• Copy the text you need
• Click on the ‘Paste as Plain Text’ icon
• Paste the text you copied into the popup window that appears
• Click ‘Insert’
• Format the text using the tools in the formatting pallette. (See ‘The Editing Toolbar’ on page xx for more detail). Paste into the pop up window.
If you want to keep the formatting that appears in the Word document, copy the text and click on the ‘Paste from Word” icon and continue with the steps above.
12
WORD PRESS Quick Start Guide
Adding and editing pages
12
3
4
5
6
8Title goes here
Content goes here
7
10
13Adding and editing pages
12
3
4
14
WORD PRESS Quick Start Guide
Adding and editing pages
1. Log in to your WordPress Administration Panel. (See ‘Logging In’ on page 4)
2. Click the Pages tab.
3. Click Edit.
4. Find the page you want to edit and click on it to begin editing.
5. Make the required changes.
6. If you wish, preview changes by clicking Preview Changes.
7. When you are ready, click Update Page.
Editing a previously published Page or Saved Draft Page
5
7
6
15Adding and editing pages
THE EDiTiNg TOOLBAR
2 3 41 7 8 95 6
11 12 14
1513
16
17
18
19
20
21 23
2422
25
10
TOOLBAR
EXPANDED TOOLBAR
The editing toolbar16
WORD PRESS Quick Start Guide
Use the editing toolbar to add basic formatting to your post or page.
Click the kitchen sink icon to expand the toolbar and all available options as above.
Click on the HTML tab (See number 25 below) if you wish to edit the content in HTML mode.
Some of the functions are obvious but you may be unfamiliar with some of them. Please refer to the diagram and list below for more information.
1. Bold Italic Strikethrough Underline
2. Bullet list Numbered list Outdent Indent
3. Align left Align centre Align right
4. Add link Remove link (Highlight the text in the main editing area and then click on the link icon to turn the text into a link or click on the remove link icon to remove a link) Insert picture *Edit CSS style
5. Insert ‘more’ tag Insert page break
6. Spell checker
7. Find
8. Full screen mode
9. Kitchen sink (Expand the toolbar)
10. Create table and format
11. Font size
12. Style selection (Paragraph, H1,H2 etc.) These styles define the text formatting of your site pages.
13. ‘Paste as plain text’ (Use this if you want to remove all formatting and styles when copying content from a word document ) ‘Paste from Word’ (Use this if you want to retain formatting and styles when copying content from a word document).
14. Remove formatting
15. Insert special character
16. Print
17. Text colour selection
18. Select background colour
19. Insert emoticon
20. Superscript Subscript
21. Insert/embed media (Used to insert video into your post or page. Your video must have already been uploaded to your website using the Media manager)
22. Undo Redo
23. *Insert/edit attributes
24. Help
25. *Edit HTML
*Please note: Items marked blue with an asterisk are for advanced users only. Captovate will provide specific training in the use of these if necessary.
The editing toolbar 17
upLOADiNg OR iNSERTiNg iMAgES, MEDiA & FiLES
2
3
41
To upload or insert an image, movie, PDF, Word document or other type of file click on the approriate button as indicated below.
1. Upload image
2. Upload movie
3. Upload sound
4. Upload other file eg. PDF, Word etc.
5
6
Uploading or inserting images, media & files18
WORD PRESS Quick Start Guide
8
9
5. Click “Select Files”
6. Locate on your computer the file you want to upload and click “Select”
7. Enter a title of the image
8. Enter a caption if required (This will be used for the ALT text of the image which is required for efficient site Accessibility and Search Engine Optimisation).
9. Enter a description
10. If you wish the item to link to something, make sure you fill out the URL link field.
11. If you are uploading a PDF or Word document, click “File URL” to create a link to the file.
12. Select the alignment and display size of the image. (Note: If you select
‘Thumbnail’, a thumbnail of the image will be placed on the page which when clicked on a larger image will load.
13. Click “Insert into Post” to finish.
14. If you decide you don’t want to use the image, click delete.
7
13 14
10
11
12
Uploading or inserting images, media & files 19
LiNkiNg TExT TO AN ExiSTiNg pDF OR wORD FiLE
1. Highlight and copy the text that you want to link the file to.
2. Click the 4th star burst shaped upload/insert icon as indicated.
3. Click “Media Library” to view uploaded files.
4
Uploading or inserting images, media & files
2
1
3
To link to a PDF or Word document that you have already uploaded to your media library:
20
WORD PRESS Quick Start Guide
6
Uploading or inserting images, media & files
5
7
4. Find the file you wish to link to and click “show”.
5. Paste in the link text that you copied in step 1.
6. Click “Insert into Post”.
7. The link will now appear in the page.
21
CREATiNg SuB-pAgES AND ORDERiNg pAgES
4
Creating sub-pages and ordering pages
3
12
22
WORD PRESS Quick Start Guide
5
Creating sub-pages and ordering pages
1. The “Attributes” panel is where you edit the parent and order of a page.
2. Select the parent page from the drop down menu in the ‘Attributes’ panel. In this case the parent page will be “Publications & reports”.
3. Select the order in which you would like the page to display. We want this on to be at the top of the sub navigation so we gave it the order of 1. If we want it to be third in the list we would give it the order of 3.
4. When you have finished editing your post, click “Publish”.
5. As you can see, we created a page which appears as a link in the left navigation for “Annual reports” in the “Publications & reports” section. You will also notice that it is ordered in first position in the sub menu.
You can use the Attributes panel to order all pages within your site.
Note: If you want a page to display in your main or top navigation then it doesn’t have a parent. Select “Main Page (no parent)” from the parent drop down list.
To make pages of your site that come under a section is really easy!
In this example, we create a page called “Annual reports” which will be a sub-page of the section “Publications & reports”.
To begin, create a new page as per the instructions on page 12 then follow these three easy steps.
23
QuiCk EDiTiNg
Quick editing
2
3 45
67
Some basic quick edits can be made at anytime by utilising the “Quick Edit” panel.
1. From the dashboard, click on “Pages” to display a list of all pages in your site.
2. Hover your mouse over the page you want to edit and select “Quick Edit” This panel allows you to do the following:
3. Edit/change the title of the page
4. Change the parent of the page
5. Edit/change the order of the page
6. Change the status of the page
7. Once the edits are completed click “Update Page” to publish the changes
In the example below the page called “About” will be re-named “About us”, it has no parent so it is top level navigation, it will appear as the third item and it has been published so is currently live on the site.
1
24
WORD PRESS Quick Start Guide
MANAgiNg COMMENTS
One of the most exciting features of Wordpress is the comments.
This highly interactive feature allows users to:
• comment on article posts and pages
• link to your posts
• comment on your posts and
• recommend your posts.
Captovate will not automatically enable comments for pages or posts in your website design, but these can be incorporated if you wish.
When enabled, comments will appear underneath the post or page that it was submitted.
Administration of Comments
To administer these comments, login to the Wordpress administration area and click on the Comments tab on the left hand side. You will be able to view all the comments that have been made in chronological order.
Comment Moderation
Comment Moderation is a feature which allows the website owner and author to monitor and control the comments on the different article posts, and can help in tackling comment spam. It lets you moderate comments, and you can delete unwanted comments, approve cool comments and make other decisions about the comments.
Comment Spam
Comment Spam refers to the annoying trend of useless or unwanted comments (or trackbacks, or pingbacks) to posts on a blog. These are often irrelevant to the context value of the post. They can contain one or more links to other websites or domains. Spammers use Comment Spam as a medium to get higher page rank for their domains in Google, so that they can sell those domains at a higher price sometime in future or to obtain a high ranking in search results for an existing website.
Spammers are relentless; because there can be substantial money involved, they work hard at their “job”. They even build automated tools (robots) to rapidly submit their spam to the same or multiple weblogs. Many webloggers, especially beginners, sometimes feel overwhelmed by Comment Spam.
There are however solutions to avoiding Comment Spam. WordPress includes many tools for combating Comment Spam. With a little up front effort, Comment Spam can be manageable.
It is worth noting the Google and other search engines now have sophisticated ways of identifying comment spam and penalising pages accordingly, making it a largely ineffective exercise.
Managing comments 25
28 Austin Lane, Darwin NT 0800 | 08 8941 6888
www.captovate.com.au
