WordPress

Contents

1. The Media Library

2. How to embed media from other sources

3. Editing and adding new pages

4. How to add new Media to your library

5. How to delete images in your Media Library

6. Post/Blog Comments (In-Depth Guide)

7. How to Crop Or Scale An Image

8. Editor's Guide

9. WordPress Posts (In-depth Guide)

10. Post Categories

11. Maintaining a WordPress website

12. Keyboard Shortcuts

13. The Admin Bar

14. Media (In-Depth Guide)

15. Logging in to your WordPress account

16. Deleting and restoring a Post

17. Adding a new Post (Blog post)

18. Editing and adding new Posts

19. Useful Video Tutorials (Quickstart)

20. The WordPress Editor (In-depth Guide)

21. Pages Vs Posts

22. Your WordPress profile

23. Inserting or Edit Links in Posts

24. Post Block Types

25. How to reply to comments on your website

26. How to set a Featured Image

1. The Media Library

The Media Library can be accessed from the Media widget:

         

By default, the Media Library lists all the media that has been uploaded into the system in a Grid View.

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You can toggle between the view options from Grid View to List view by clicking the icons above

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The Media Library lists all the media that have been uploaded into the system. Whether you upload media directly into pages or posts or into the media library, once any media has been uploaded into the system it will be available for you to use in the media library. Once the media is in the media library it can be used on any page or post throughout the site.

At the top left of the Media Library screen, your media is sorted into type and tallied to give you a quick reference as to how much media, and what type of media, are available for you to use. Clicking on any of these headings will filter the list to media of that type only. At the top right of the screen there is a handy Search bar allowing you to search the Media Library for any files containing particular words. Underneath the Search bar is the number of Items the Media Library currently have.

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Technical: This search function will search the file names, titles and descriptions of all files in the library.

 

Directly beneath the media type headings and search bar is the Bulk Actions drop down menu, which essentially allows you to delete multiple files at once as previously explained. Next to the Bulk Actions menu is a date filter that allows you to filter the media list to media uploaded in a certain month. Simply choose the date you require from the drop down list and click on the Filter button.

Below the bulk actions and filter tools is the list of media. The list displays a thumbnail of the media file, the file name and type, the author who uploaded the media, any pages or posts the media file is currently attached to, any comments on those pages or posts, and the date the media were uploaded. Media that are not an image will show a generic thumbnail for that media type. For example, Audio will show a thumbnail of musical notes, and Video will show a thumbnail of a clapperboard with a play button.

Clicking on the page or post in the "Attached to" column will take you to the Edit screen for that page or post.

Clicking on the comments icon will take you to the Edit screen, which is covered in more detail later.

Placing the mouse over the media file thumbnail or name will display the Options menu, allowing you to Edit or Delete Permanently the media file or View the media file as its own post.


Edit

Clicking on Edit, or in fact the media file name or thumbnail, will take you to the Edit Media screen, which looks like this:

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At the top of the Edit Media screen, you will find a larger thumbnail of the media file, the file name, type, and the date when it was uploaded.

Click on the Edit Image button (button shown below), and it will lead you to an image editor. This section is further explained when you click on the Next link below.

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The fields you can edit are the TitleCaption and Description.

Once you are happy with your changes, click on the Update Media button.

2. How to embed media from other sources

You can easily embed video, images, and other content into your WordPress site from the following sites:

·         YouTube

·         Vimeo

·         Twitter

·         blip.tv

·         Flickr (both videos and images)

·         Viddler

·         Hulu

·         Qik

·         Revision3

·         Scribd

·         Photobucket

·         PollDaddy

·         Google Video

·         WordPress.tv (only VideoPress-type videos for the time being)

There are three simple ways to do it.

First is by placing the cursor of the mouse to whichever part of the post or page you want the embedded video to appear. Then click Add Media and choosing From URL tab.

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Paste in the URL of the video and put a title in which you wanted that URL to be link in.

And click Insert into Post button, the result of this will be a link leading to the video URL you have just entered.

The second is by using the Embed tag. It supports videos, images, text, and more.

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To do it, just copy and paste in the URL of the video that you want to embed and wrap that URL in the [embed] shortcode

Lastly, you can simply paste in the URL of the video on its own line.

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The system will automatically convert this URL to an image, video, slideshow, or status update depending on the type of media it is.

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Remember to copy only the video or image URL with no links attached.

The end result of this is the actual video embedded in your page or post.

When done editing you may hit Update, to save the changes you have done.

3. Editing and adding new pages

Click on the Pages tab on your WordPress dashboard and click on 'Add new'  The image below is what you will see.

1.    The first field you must fill in is the page title.

2.    Then, use the visual editor to enter the content for your page. By default, the first block is a paragraph block. This allows users to start writing right away.

3.    Gives you access to page settings. This includes information like publish date, permalink, featured image and page attributes.

4.    When you are happy with your page, click on the Preview button found at the top right corner of the Publish module on the right-hand side of the page. This will give you a preview of how your page will look on your website.

5.    Once you're happy with your page, click on the Publish button at the top of the Page settings. If you are editing an existing page this button is called Update.

Classic Editor

 

1.    The first field you must fill in is the page title.

2.    Then, use the visual editor to enter the content for your page.

 

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Hint: Click on the Full-Screen button:

This allows you to edit your page in full-screen mode, giving you greater control over your work area.

 

NB: Learn more about the Full-Screen Mode or Distraction-Free Writing Mode in The Editor article

 

3.    Add Media allows you to add media such as images, audio and video and assign titles and descriptions to media files. For more detailed information about this process, read the Media section in the Editor's articles.

4.    When you are happy with your page, click on the Preview button found at the top right corner of the Publish module on the right-hand side of the page. This will give a real-life preview of how your page will look on your website.

5.    Once you're happy for your page to go public, click on the Publish button at the bottom of the Publish module. If you are editing an existing page, this button is called Update.

4. How to add new Media to your library

Add New

You can add new media directly to the media library by clicking on Add New in the Media widget:

The Add New Media, or Upload New Media screen looks like this:

To add new media either click on the Select Files button or drag and drop the media file that you wanted to upload. This functions exactly the same as adding media directly to a page or post.

Once you have uploaded your file you will be able to set the Title, Caption and Description for the file:

Enter the TitleCaption and Description into the appropriate fields and click on the Save all changes button to save your changes in the media library.

5. How to delete images in your Media Library

Delete

Clicking on the Delete Permanently option under any media file title will delete the media file permanently.

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Caution: Once a media file has been deleted, you cannot get it back.

6. Post/Blog Comments (In-Depth Guide)

Comments

 

Visitors to your site can make comments on pages or posts. Comments are a good way to encourage user contributions to your site and help foster a sense of community. Comments may or may not be enabled on your site depending on how it has been developed.

NB: If you are unsure about whether or not comments are enabled, consult with your web developer or IT department.

If comments are enabled then you can viewedit and reply to comments by clicking on the Comments widget in the sidebar. You can also mark comments as spamapprove or unapprove them and delete them.

The Edit Comments screen looks like this:

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This screen displays any comments made by visitors on your website. At the top left of the screen your comments are sorted into status and tallied. At the top right is the Search tool. Under the Search tool is the Total number of Comments.

Underneath the tally headings are the familiar Bulk Actions and Filter tools. The filter tool allows you to view commentspings or both in the table list.

The table of comments displays the Author, that is the actual visitor to your website who made the comment, the comment itself and the post or page the comment was made on.

Placing the mouse over any comment in the list will display a menu of options. The comments menu options are:

·         Approve/Unapprove

·         Reply

·         Quick Edit

·         Edit

·         Spam, and

·         Trash

Approve/Unapprove

If a comment is approved it will be visible to the public on your website. Depending on the nature and/or subject matter of the comment you may want to prevent it from being displayed on the website until further consideration by yourself or a colleague. If you "Unapprove" a comment it will marked as pending. This means the comment remains in the system but is not published on the website until it is approved.


Spam

If a comment is considered spam it may automatically end up in the spam section, depending on how your site has been developed. If you think a comment is spam and it has been approved, or is marked as "pending", you can mark it as "spam" and the system will hold the comment in the spam section until further action. From the spam section you can approve comments to be published or delete them. This works in a similar way to the spam filters in many popular email programs.


Trash

Clicking on the Trash option under any comment will move that comment to the Trash link located above, next to the Spam link.       

Click the Trash link to locate all the items that you have deleted for the past 30 days.

Hover your mouse over to the title of the comment that you want to delete or restore, and a sub-menu of options will appear below.

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Choose Restore to recover back your deleted comment or choose Delete Permanently to delete the comment forever.


Edit

The Edit Comment screen looks like this:

This screen allows you to edit the comment, including the author's nameemail and URL, as well as the body of the comment. You can also change the status of the comment by using the radio buttons in the right-hand side Status widget.

To save your changes, click on the Update Comment button or click on the Move to Trash link to move the comment to Trash.


Quick Edit

The Quick Edit comment screen looks like this:

This screen allows you to edit the author's nameemail and URL as well as the body of the comment from within the comments list table, without loading a whole new page.


Reply

The Reply To Comment screen looks like this:

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This screen allows you to reply to any comment on your website. Simply enter your reply in the bottom half of the editor and click on the Reply button or the Cancel button to cancel your reply. Once you submit a reply it will be published on your website for the public to view.


7. How to Crop Or Scale An Image

The Edit Media Toolbar

Crop

Rotate Counter Clockwise

Rotate Clockwise

Flip Vertically

Flip Horizontally

Undo

Redo

To crop an image, click and drag the mouse to the image to select the desired part. If satisfied with the desired part, click the crop icon in the Edit Media toolbar.

You may click the help link beside the image crop title to help you with cropping the image.

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When you wish to scale an image, click Scale Image on the right part of the page.

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Change dimensions according to your desired size and hit the Scale button.

When done editing, you may hit Save and Update Media, to save the changes you have made.

8. Editor's Guide

Welcome to the administration system that manages all of the content for your website. You have been made an Editor within the system, which means you have been granted access to create new content and edit existing content. This guide will walk you through the steps involved.

The first task you have to do is to log in to the system so you can make changes or add content.

The login screen looks like this:

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Simply type your username or email into the field labelled “Username” and then click in the field labelled “Password” and enter your password.

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Hint: You can also use the “tab” key on the keyboard to move into the “Password” field and make it active.

 

Take care to make sure the details you enter into both of these fields exactly match the details you have been supplied. The username is usually case-sensitive (meaning that uppercase and lowercase letters are different), and the password is always case-sensitive.

You can place a tick in the box labelled "Remember Me", and the system will attempt to remember you to save you from having to enter these details next time.

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Technical: These details will be stored in the system memory until you empty your internet browser's memory or clear your history. It doesn't matter if you don't understand this all; what is important is that if you tick this box, it can save you time in the future.

 

Once you have entered the correct details, click on the "Log In" button, or hit the "enter" key on your keyboard.

If you have forgotten your password , click on the text that reads "Lost your password?" and you will be taken to this screen:

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Type your username or email address into the field and click on the "Get New Password" button. A new password will be emailed to you.

Once you have your new password, log in.

When you have logged in, you will be taken to The Dashboard.


The Dashboard screen, also considered the home page of the admin system, looks like this:

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The Dashboard, along with all of the screens you will come across in the admin system, consists of the following four key elements:

1) The Header

The header looks like this:

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The header provides you with:

·         A drop-down list at:

o   WordPress Logo/ company name – that links you to WordPress information, documentation, forums and feedback.

o   To visit your website

o   For Adding New PostMediaLink and Page

o   To the user currently logged in – where in you can view his/her avatar if its available, role and a link to Log Out of the system

·         And a link to the Edit Comment page.

 

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2) The Sidebar

The sidebar looks like this:

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The sidebar provides you with a comprehensive list of tools that allow us to perform functions in the admin system. Each set of tools is grouped into what we call "widgets".

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Hint: Widgets like PostsMediaLinks, and Pages has a drop-down arrow in the top-right corner, which allows you to expand or collapse the widget.

You can also expand or collapse the entire sidebar by clicking on the Collapse Menu, which appears as the last link on the sidebar.

This is useful for saving space on your screen.

 

In order from top to bottom, our widgets are:

·         The Dashboard

·         Posts

o   All Posts

o   Add New

o   Categories

o   Tags

·         Media

o   Library

o   Add New

 

·         Pages

o   All Pages

o   Add New

·         Comments

Profile

 

·         Tools

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3) The Editor

The editor looks like this:

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 The editor is where you add new content or change existing content on your website. The modules in the editor change according to which tool you use from the sidebar.


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Hint: Many modules within the admin system can be picked up and moved around for you to manage your work area better.

 

To move a module position, move the mouse over the grey bar at the top of the module until the mouse becomes a cross with arrows like this:

 

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Then hold down the mouse button and move the module to its new location.

 

If a module is unable to be moved or cannot be moved to the location you chose, it will automatically return to its original position.

 

Modules can also be expanded and collapsed by clicking on the down arrow in the top-right corner of each module

 

In the top-right corner of the editor, you will find two buttons:

·         Screen Options, and

·         Help

If you click on the Screen Options button, a module will slide open, allowing you to hide or show any of the modules in the editor. This gives you greater control over your work area.

Clicking on the Help button will slide open the Help module and provide tips for the screen you are in.

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Technical: This help module is designed more for developers and the IT department, so more than likely, you will not need it. All the help you need should be in our articles.

 

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4) The Footer

The footer looks like this:

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The footer contains a link to the WordPress website and the version number of WordPress you are running. The footer also provides a visual cue for you that you are at the end of the page.


9. WordPress Posts (In-depth Guide)

You can access the Posts screen by choosing All Posts from the Posts widget in the sidebar

The Posts screen looks like this:

 

This screen functions exactly like the Pages screen with the following additions:

·         Next to the Bulk Actions menu there are two filter options that allow you view posts according to either date or category. Simply choose your desired option from the drop down menu and click on the Filter button. This is useful if you have many posts in the system and gives you greater control over your work area.

·         On the far right of the filter options there are two buttons allowing you to view posts in List View (the default setting) or Excerpt ViewExcerpt View displays an excerpt of each post giving you more information about your content so you can make an accurate decision about the post you wish to edit. Next to it is the Total number of posts that you already created.

·         In the list of posts that are available to edit you will also notice two additional columns, Categories and Tags. These will be explained in greater detail later on.

As in the Pages screen, clicking on the post title will take you to the Post screen as described in the next section. Clicking on the author will filter the posts in the list to posts written only by that author. Clicking on the category will filter the posts in the table to posts belonging only to that category. Clicking on a tag will filter the posts in the table to posts assigned that tag.


Edit Post

The Edit Post screen looks like this:

 

 

 

This screen functions exactly like the Edit Page screen with the following additions:

·         All references to Page are now to Post

·         In the Publish section under the Visibility setting there is an option to stick the post to the front page of the website

·         Instead of Attributes you will find FormatCategories, Tags and Featured Image on the right hand side underneath the Publish section.

As in the Edit Pages screen, clicking on the post title will take you to the Post screen as described in the next section. Clicking on the author will filter the posts in the list to posts written only by that author. Clicking on the category will filter the posts in the table to posts belonging only to that category. Clicking on a tag will filter the posts in the table to posts assigned that tag.


The Excerpt

The Excerpt field is a summary of your post which may be used on your website to entice users to click through to read more. This is similar to splitting a page or post with the more tag, however the excerpt allows you to grab any section of the post and use it as a summary of the content, whereas the more tag just uses the content that comes before it.  If you can not see the excerpt field then you must enable it in the screen options.


Send Trackbacks

This field allows you to notify other blogs that you may have referenced in your post of your content. For example: if you have quoted an article written on another blog in your post you can enter the address of the other blog in this field and they will be notified of your post. This is useful for building incoming links to your site. If you enter more than one web address (or URL) separate them with a space.

NB: You should consult your web developer or IT Department before using trackbacks.


Sticky Post

In the Publish section, under Visibility, there is an option to stick the post to the front page of the website. This means that this post is ranked as highly important and will always show on the front page of the website regardless of any other content being displayed. This functionality may or may not be utilized in the development of your site.

NB: You should consult your web developer or IT Department before using the sticky post function.


Format

Format, or sometimes called Post Format, allows setting a post as a certain format. Some example formats are standards, aside, gallery, link, status, image and quote. This will allow themes to style these posts according to format.

Setting a post format will change the way posts are being displayed into the site.

For example if you set your post to have aside format, when you view the list of your posts on your actual website you will notice titles are gone.

Once you set up your post to have a definite format option. You will notice its post format is indicated next to the title of your post.

NB: You should consult your web developer or IT Department before using format.


Categories

Content on your website is more than likely divided up into several categories relating to subject matter. For example: a financial planner’s website may be divided into the categories"shares""superannuation" and "property". Assigning a post to a category will determine where exactly on the website the post will be displayed.

To assign a post to a category, simply place a tick in the box next to the category name. You can assign a post to more than one category. If you do not assign a post to a category it will be assigned to the "Uncategorized" category by default.

To add a new category, click on the link that reads "+ Add New Category" and enter the name of the new category.


Tags

Tags allow you to assign one or more tags, or keywords, to a post. If your website has been developed to display tags they can help your users navigate to other posts containing similar information or keywords. For example: a post about catering for a wedding may contain the keywords “catering” and “wedding”. Clicking on the tag “wedding” may take the user to other posts assigned the tag “wedding” like booking a wedding photographer, or finding wedding cars.

To add a tag to a post, enter the tag in the Add new tag field and click on the Add button. The tag will appear below immediately with the heading Tags used on this post:

To remove a tag from a post, click on the “x” next to the tag in the list.

To choose from a list of the most widely used tags in the site, click on the link that reads “Choose from the most popular tags” and a list of tags will appear for you to choose from. Simply click on the tag(s) you want to use and they will automatically be linked to this post.

NB: You should consult your web developer or IT Department before using tags.


Quick Edit

Placing the mouse over a page or post title in the Edit Pages or Edit Posts screen gives you the option to EditQuick EditDelete or View the page or post. 

The Quick Edit Page screen looks like this:

From this screen you can make quick changes to the page without editing the actual content of the page.

On the left hand side you can change the title, the slug, the date of publication, the author and the visibility, that is whether or not the page is password protected or private.

On the right hand side you can edit the page parent, the order of the page in the main menu, the template assigned to the page as well as allowing or disallowing comments and/or pings and finally the publication status of the page.

You can cancel your changes at anytime by clicking on the Cancel button or you can save your changes by clicking on the Update Page button.

The Quick Edit Post screen looks like this:

From this screen, you can make quick changes to the post without editing the actual content of the post.

On the left hand side you can change the title, the slug, the date of publication, the author and the visibility, that is whether or not the post is password protected or private.

On the right hand side you can edit the categories the post belongs to, the tags assigned to the post as well as allowing or disallowing comments and/or pings and finally the publication status of the post including whether or not the post is sticky.

You can cancel your changes at anytime by clicking on the Cancel button or you can save your changes by clicking on the Update Page button.


Trash A Post

Clicking on the Trash option under any page or post title will allow you to move that certain page or post in a Trash bin and you could confirm this action soon as a confirmation message shows above saying that your page or post has been moved to trash with an Undo link.

 

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Hint: Once a page or post has been moved to Trash, you can recover it back (see Next link below).


Restore Or Delete A Post

If a Trash link exists, located next to the All link, you may want to click it to locate all the posts that you have deleted for the past 30 days.

Hover your mouse over to the title of the post that you want to delete or restore, and a sub menu of options will appear below.

Choose Restore to recover back your deleted post or choose Delete Permanently to delete the post forever.

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Caution: WordPress will empty the trash every 30 days.


Post Revisions

What happens when you decide you need to go back and retrieve that version of the page you edited three days ago, or three weeks, or three months?  On the edit post screen, there is a revisions box which lists a different version of the posts in the system.  Click on the version of the post you want to review. 

On the compare revisions screen, you can use the timeline slider to compare the changes of the post over time.  You can also use the “next” and “previous” buttons to move through the timeline.  The redbox on the left, indicates what was changed in the previous version and the greenbox on the right shows the new changes in the latest version. 

 

If you want to compare the difference between two specific revisions, tick the compare revisions check box and position the two markers on the timeline to specify the revisions that you wish to compare.  To restore the post to a previous version, untick the compare revisions check box, move the marker along the timeline to the revision you want and then click the “restore” revisions and click the update button to save your changes.


View

Clicking on the View option under a page or post title will take you to the page or post on your website so you can see how it appears to the rest of the world.


Add New Post

You can access the Add New Post screen by choosing Add New from the Posts widget in the sidebar

     

The Add New Post screen looks like this:

This screen functions are exactly like the Edit Post screen with the exception that the "Update Post" button is now the "Publish" button because the post has never been published. Once the post is published this button will become the "Update Post" button.

There is no content on a new post so you are free to be creative and design your own post from scratch.


Tags

You can access the Tags screen by choosing Tags from the Posts widget in the sidebar

The Tags screen looks like this:

Add New Tag section is at the top of the screen. To add a new tag enter the Tag name and Tag slug and click on the Add Tag button. The tag name can be the full name of the tag to be used, for example "wedding". The slug will be a search engine friendly version of the tag. If you do not enter the slug the system will automatically create one consisting of all lowercase words separated by a hyphen, for example "wedding ".

On the right of the screen is a table that lists all of the tags in the system. Clicking on the tag name will take you to the edit tag screen for that tag. Clicking on the number under posts will take to you to the Edit Post screen with a list of posts assigned with this tag.

Placing the mouse over the name of a tag in the list displays a menu of options as previously explained.

The Bulk Actions menu functions as previously explained.


Edit Tags

The Edit Tag screen looks like this:

Simply edit the tag name and tag slug and click on the Update Tag button to make your changes.


Quick Edit

Quick Edit allows you to edit the name and slug of the tag only.


Categories

You can access the Categories screen by choosing Categories from the Posts widget in the sidebar

The Categories screen looks like this:

Directly beneath the popular categories list is the Add a New Category section. Popular Categories are listed at the top of the screen. Clicking on a category in the list will take you to the Edit Categories screen, which is described in the next section.

To add a new category enter the Category Name and Category Slug, choose a Category Parent from the drop down list, enter the Description for the category and click on the Add Category button.

The category name can be the full name of the category to be used, for example "wedding". The slug will be a search engine friendly version of the category. If you do not enter the slug the system will automatically create one consisting of all lowercase words separated by a hyphen, for example "wedding ".

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Hint: Categories can have a hierarchy. For example, "Weddings" may be a parent category for the sub-categories of "catering""photography" and "cars". If the category you are adding is a sub-category, choose the parent category from the drop down list.

 

On the right of the screen is a table that lists all of the categories in the system. Clicking on the category name will take you to the edit category screen for that category. Clicking on the number under posts will take to you to the Edit Post screen with a list of posts assigned to this category.

Placing the mouse over the name of a category in the list displays a menu of options as previously explained.

The Bulk Actions menu functions as previously explained in the Edit Pages section

You do not have access rights to use the category to tag converter so just ignore this option.


Edit Category

The Edit Category screen looks like this:

Simply edit the category name, category slug, category parent and description and click on the Update Category button to make your changes.


Quick Edit

Quick Edit allows you to edit the name and slug of the category only.









10. Post Categories

Categories

You can access the Categories screen by choosing Categories from the Posts widget in the sidebar

The Categories screen looks like this:

Directly beneath the popular categories list is the Add a New Category section. Popular Categories are listed at the top of the screen. Clicking on a category in the list will take you to the Edit Categories screen, which is described in the next section.

To add a new category enter the Category Name and Category Slug, choose a Category Parent from the drop down list, enter the Description for the category and click on the Add Category button.

The category name can be the full name of the category to be used, for example "wedding". The slug will be a search engine friendly version of the category. If you do not enter the slug the system will automatically create one consisting of all lowercase words separated by a hyphen, for example "wedding ".

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Hint: Categories can have a hierarchy. For example, "Weddings" may be a parent category for the sub-categories of "catering", "photography" and "cars". If the category you are adding is a sub-category, choose the parent category from the drop down list.

 

On the right of the screen is a table that lists all of the categories in the system. Clicking on the category name will take you to the edit category screen for that category. Clicking on the number under posts will take to you to the Edit Post screen with a list of posts assigned to this category.

Placing the mouse over the name of a category in the list displays a menu of options as previously explained.

The Bulk Actions menu functions as previously explained in the Edit Pages section

You do not have access rights to use the category to tag converter so just ignore this option.


Edit Category

The Edit Category screen looks like this:

Simply edit the category name, category slug, category parent and description and click on the Update Category button to make your changes.


Quick Edit

Quick Edit allows you to edit the name and slug of the category only.

11. Maintaining a WordPress website

Maintaining a WordPress website requires regular updates and attention to ensure that it remains secure, fast, and functional. Here are some key steps for maintaining a WordPress website:

  1. Keep WordPress and your plugins and themes up to date. WordPress and the various plugins and themes that you use on your website are regularly updated to fix bugs and vulnerabilities. It's important to keep your WordPress installation, as well as all of your plugins and themes, up to date to ensure that your website remains secure and functional.
  2. Monitor and manage your website's security. WordPress websites are vulnerable to security threats like malware and hacking, so it's important to take steps to protect your website. This can include installing security plugins, regularly backing up your website, and using strong, unique passwords.
  3. Optimize your website's performance. A slow-loading website can be frustrating for visitors and can negatively impact your search engine rankings. To ensure that your website loads quickly and efficiently, you should regularly optimize your images, reduce the number of plugins you use, and use a caching plugin to speed up your website.
  4. Monitor and manage your website's content. To ensure that your website remains fresh and up-to-date, you should regularly review and update your website's content, including your blog posts, pages, and product listings. You should also monitor and manage any user-generated content, such as comments and reviews, to ensure that it is appropriate and relevant.

By following these steps, you can help to maintain a healthy and functional WordPress website that can continue to serve your business and its customers effectively.

12. Keyboard Shortcuts

You can create headings and lists without having to use the editor toolbar. For a heading all you have to do is simply type in the editor:

## This is a sample heading

 

This will create a heading one (the largest heading). To create a subheading, for example - a heading three, just type:

### heading three

#### heading four

##### heading five

 

To create a numbered list all you need to do is type:

1. first item

2. second item

3. third item

The editor will automatically change this to be a numbered list.

 

To create a bullet list simply type:

* first item

* second item

* third item

The editor will automatically change this to be a bulleted list.

13. The Admin Bar

If you enable the admin bar in your profile, you will see the Admin Bar as a solid black bar that appears at the top of the page. The admin bar can be switched on or off on the “live” website in your profile settings.

Starting from the left, the admin bar contains a small WordPress logo drop-down menu, which includes links to WordPress updatesWordPress sitedocumentationsupport forums and feedback. Then, a link to the dashboard, a link to Edit Comments an Add New dropdown menu for PostMediaLink and Page.

Across the rightmost part of the admin, the bar contains a small picture (avatar) of whoever is logged into the site. Following the avatar are the username of the person logged in and the Search icon that toggles to the Search box once clicked.

 

The username is a dropdown list which consists of the following:

·         Edit My Profile - a link to a Profile page.

·         Log Out - a quick way to log out of your admin control.

The Admin Bar's left panel looks like this:

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The right side of the Admin Bar looks like this:

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14. Media (In-Depth Guide)

Add Media Directly Into A Page Or Post.

If you want to add media into a page or post, the easiest way to do this is to simply drag an image from your desktop directly onto the editor.

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Add Media

Clicking on the add media button will open a pop up dialog box that looks like this:

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There are three locations you can choose to add an image from.

1.        From your computer

2.      Another webpage (From URL)

3.       Media Library

Once you have added media to your page you can also add it to a gallery, which will display thumbnails of your media on the page and provide links to the individual files. This is handy if you’re using multiple images on the one page for example. This is covered in greater detail in the

Add Image To Gallery section.

Add Image From Computer

To add an image from your computer, you can either click on the Select Files button or drag the media inside the big dotted square.

After you have uploaded your images into the system you will be able to add titles and descriptions as well as set the size and alignment of the image on your page:

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The uploader will now show you a thumbnail (small, cropped version) of the image you uploaded. Enter a title for your image as well as a caption and a description. Depending on the way your website has been developed, the caption and/or description may appear below the image on your page. Entering a title and caption for each image will help your webpage become more visible to search engines like Google and Yahoo!

If you want the image to link to another page, enter a URL in the Link URL field. You can also use the File URL button to have image link to itself (which will display the image on its own page) or the Post URL button to have the image link back to the same page we are already on. This may help people find your webpage who are searching the internet using an image search tool like Google Images for example.

The alignment setting allows you to align the image to the left of the text, in the center or to the right. Any of these settings will force the text to wrap around the image. A setting of none will place the image on its own line and the text will appear above and below it but not next to it.

The size of the image can also be set by choosing thumbnailmediumlarge or full size. Be aware that choosing thumbnail may crop your image and display the center of your image so you may lose information towards the edges. The image will appear on your website very similar to the thumbnail that appears on this very screen.

When you are happy with your settings, click on the Insert into Post button to insert the image into your page.

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Hint: The Add Media functionality is identical for adding media to a page or a post.

 

Add Media From URL

The Add Media From URL screen looks like this:

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To add media from a URL, enter the full URL into the URL field, the media title into the Title field and a caption into the Image Caption field.

Then choose the alignment of the image as NoneLeftCenter or Right as previously explained.

Finally choose a link for the image and click on the Insert into Post button.


Add Media From Media Library

At the top right of this screen, a search bar allows you to search for specific media. At the top left your existing media is displayed by type, (AllImageVideoAudio) to give you a quick reference as to how much media you have at your disposal.

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Clicking on any image will bring up its properties to the right:

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These options are identical to the options given when you Add Media From Computer. When you are happy with your settings, click on the Insert into Post button to insert your image inside your post or click to Use as Featured Image link to use the image as the main representation of your post. If you wish to make changes to the settings for the files in the media library without inserting any media into your page or post, click on the Save all changes button. This will remember the changes you have made for the next time you access the media library.

Alternatively, if you wish to delete the file from your media library, click on the Delete permanently link.

 

Add Image To Gallery

The Add Image To Gallery screen looks like this:

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Any media you add to a page or post is automatically included in a Gallery for that page or post.

You can sort the order of media in the gallery by clicking on any media file, holding down the mouse button and dragging it to a new position in the list. You can also manually enter the order for each media file in the Order box.

Clicking on the Show link will show you the options as previously explained in the media library section.

The gallery settings on this page allow you to link the thumbnails of your media files to either the image file (displayed on its own in the web browser) or the attachment page which looks and feels like a normal post on your website but contains only the media file.

You can also choose to display the images by menu order (as they appear in the list above) by name or date. Choosing descending will reverse the order you have chosen. Gallery columns will organize the gallery into the number of columns you specify. For example, if you specify three columns and you have five images on the gallery, the gallery will display a row of three thumbnails followed by a second row of two.

Once you are happy with your settings, click on the Insert gallery button to insert the gallery into your page or post.


Create Audio Or Video Playlist

To create a audio or video playlist, simply start by adding audio files to your media files as explained above. Audio and Video files are treated in the same way as image files.

Click on Create Audio Playlist. Then select the audio files you want to be part of the playlist.

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Then click on create a new playlist, and you can now reorder the tracks. After you are happy with the order of the tracks click insert audio playlist.

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The playlist will appear when you publish your page.


Featured Image

Featured Image Panel looks like this:

To set a featured image for a post or page, scroll to the bottom right of the edit screen, and click featured image.

You can either, upload an image from your computer, from a URL, if you already have uploaded image to this page or post, then you can choose one from the Gallery, or you can choose from the Media Library.

Once you have chosen an image, you can edit the titlealternative textcaption and description.

Scroll down and click - Use as featured image.

Your Featured Panel will now look like this:

Then click update button to save all changes.

If your website has been set up to use this feature then this image will be used represent this page or post.



Adding Other Media

Adding other media (video, audio, pdf files, word documents) directly into a page or post will display a link on the page to the media you have added. If a user clicks on the link their browser will then display the media using the settings they have specified. Adding video, audio and other media content works exactly the same regardless of the type of media being added.


Embed Media

You can easily embed video, images, and other content into your WordPress site from the following sites:

·         YouTube

·         Vimeo

·         Twitter

·         blip.tv

·         Flickr (both videos and images)

·         Viddler

·         Hulu

·         Qik

·         Revision3

·         Scribd

·         Photobucket

·         PollDaddy

·         Google Video

·         WordPress.tv (only VideoPress-type videos for the time being)

There are three simple ways to do it.

First is by placing the cursor of the mouse to whichever part of the post or page you want the embedded video to appear. Then click Add Media and choosing From URL tab.

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Paste in the URL of the video and put a title in which you wanted that URL to be link in.

And click Insert into Post button, the result of this will be a link leading to the video URL you have just entered.

The second is by using the Embed tag. It supports videos, images, text, and more.

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To do it, just copy and paste in the URL of the video that you want to embed and wrap that URL in the [embed] shortcode

Lastly, you can simply paste in the URL of the video on its own line.

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The system will automatically convert this URL to an image, video, slideshow, or status update depending on the type of media it is.

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Remember to copy only the video or image URL with no links attached.

The end result of this is the actual video embedded in your page or post.

When done editing you may hit Update, to save the changes you have done.




The Media Library

The Media Library can be accessed from the Media widget:

         

By default, the Media Library lists all the media that has been uploaded into the system in a Grid View.

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You can toggle between the view options from Grid View to List view by clicking the icons above

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The Media Library lists all the media that have been uploaded into the system. Whether you upload media directly into pages or posts or into the media library, once any media has been uploaded into the system it will be available for you to use in the media library. Once the media is in the media library it can be used on any page or post throughout the site.

At the top left of the Media Library screen, your media is sorted into type and tallied to give you a quick reference as to how much media, and what type of media, are available for you to use. Clicking on any of these headings will filter the list to media of that type only. At the top right of the screen there is a handy Search bar allowing you to search the Media Library for any files containing particular words. Underneath the Search bar is the number of Items the Media Library currently have.

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Technical: This search function will search the file namestitles and descriptions of all files in the library.

 

Directly beneath the media type headings and search bar is the Bulk Actions drop down menu, which essentially allows you to delete multiple files at once as previously explained. Next to the Bulk Actions menu is a date filter that allows you to filter the media list to media uploaded in a certain month. Simply choose the date you require from the drop down list and click on the Filter button.

Below the bulk actions and filter tools is the list of media. The list displays a thumbnail of the media file, the file name and type, the author who uploaded the media, any pages or posts the media file is currently attached to, any comments on those pages or posts, and the date the media were uploaded. Media that are not an image will show a generic thumbnail for that media type. For example, Audio will show a thumbnail of musical notes, and Video will show a thumbnail of a clapperboard with a play button.

Clicking on the page or post in the "Attached to" column will take you to the Edit screen for that page or post.

Clicking on the comments icon will take you to the Edit screen, which is covered in more detail later.

Placing the mouse over the media file thumbnail or name will display the Options menu, allowing you to Edit or Delete Permanently the media file or View the media file as its own post.


Edit

Clicking on Edit, or in fact the media file name or thumbnail, will take you to the Edit Media screen, which looks like this:

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At the top of the Edit Media screen, you will find a larger thumbnail of the media file, the file name, type, and the date when it was uploaded.

Click on the Edit Image button (button shown below), and it will lead you to an image editor. This section is further explained when you click on the Next link below.

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The fields you can edit are the TitleCaption and Description.

Once you are happy with your changes, click on the Update Media button.


Cropping Or Scaling An Image

The Edit Media Toolbar

Crop

Rotate Counter Clockwise

Rotate Clockwise

Flip Vertically

Flip Horizontally

Undo

Redo

To crop an image, click and drag the mouse to the image to select the desired part. If satisfied with the desired part, click the crop icon in the Edit Media toolbar.

You may click the help link beside the image crop title to help you with cropping the image.

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When you wish to scale an image, click Scale Image on the right part of the page.

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Change dimensions according to your desired size and hit the Scale button.

When done editing, you may hit Save and Update Media, to save the changes you have made.


Other Editing Image Icons

Other editing icons for images include rotating counter-clockwise and clockwise, flipping vertically and horizontally, undo and redo.

You may rotate an image, either counter-clockwise or clockwise, with the help of the second and the third icon from the left of the editing image toolbar.

And you may flip an image, either vertically or horizontally, with the help of the fourth and fifth icon from the left of the editing image toolbar.

While the two other icons left were helpful, if you wish to undo or redo an editing action that you have just made.

Thumbnail Settings gives you an option on where do you want to apply the changes you made with the image.

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When done editing, you may hit Save and Update Media, to save the changes you have done.


Delete

Clicking on the Delete Permanently option under any media file title will delete the media file permanently.

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Caution: Once a media file has been deleted, you cannot get it back.


View

Clicking on View will show you the media file as its own post on your website.


Add New

You can add new media directly to the media library by clicking on Add New in the Media widget:

The Add New Media, or Upload New Media screen looks like this:

To add new media either click on the Select Files button or drag and drop the media file that you wanted to upload. This functions exactly the same as adding media directly to a page or post.

Once you have uploaded your file you will be able to set the Title, Caption and Description for the file:

Enter the TitleCaption and Description into the appropriate fields and click on the Save all changes button to save your changes in the media library.



15. Logging in to your WordPress account

You should have received a username and a password from your developer.

Go to either one of the links below:

https://yourdomain.com/login

https://yourdomain.com/wp-admin

The login screen looks like this:

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Simply type your username or email into the field labelled “Username” and then click in the field labelled “Password” and enter your password.

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Hint: You can also use the “tab” key on the keyboard to move into the “Password” field and make it active.

 

Take care to make sure the details you enter into both of these fields exactly match the details you have been supplied. The username is usually case-sensitive (meaning that uppercase and lowercase letters are different), and the password is always case-sensitive.

You can place a tick in the box labelled "Remember Me", and the system will attempt to remember you to save you from having to enter these details next time.

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Technical: These details will be stored in the system memory until you empty your internet browser's memory or clear your history. It doesn't matter if you don't understand this all; what is important is that if you tick this box, it can save you time in the future.

 

Once you have entered the correct details, click on the "Log In" button, or hit the "enter" key on your keyboard.

If you have forgotten your password , click on the text that reads "Lost your password?" and you will be taken to this screen:

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Type your username or email address into the field and click on the "Get New Password" button. A new password will be emailed to you.

Once you have your new password, log in.

When you have logged in, you will be taken to The Dashboard.

16. Deleting and restoring a Post

Clicking on the Trash option under any page or post title will allow you to move that certain page or post in a Trash bin and you could confirm this action soon as a confirmation message shows above saying that your page or post has been moved to trash with an Undo link.

 

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Hint: Once a page or post has been moved to Trash, you can recover it back (see Next link below).


Restore Or Delete A Post

If a Trash link exists, located next to the All link, you may want to click it to locate all the posts that you have deleted for the past 30 days.

Hover your mouse over to the title of the post that you want to delete or restore, and a sub menu of options will appear below.

Choose Restore to recover back your deleted post or choose Delete Permanently to delete the post forever.

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Caution: WordPress will empty the trash every 30 days.


17. Adding a new Post (Blog post)

You can access the Add New Post screen by choosing Add New from the Posts widget in the sidebar

     

The Add New Post screen looks like this:

This screen functions are exactly like the Edit Post screen with the exception that the "Update Post" button is now the "Publish" button because the post has never been published. Once the post is published this button will become the "Update Post" button.

There is no content on a new post so you are free to be creative and design your own post from scratch.

18. Editing and adding new Posts

Click on the Posts tab on your WordPress dashboard and click on 'Add new'  The image below is what you will see.

1.    The first field you need to fill in is the post title.

2.    Then use the visual editor to enter the content for your post. By default, the first block is a paragraph block. This allows users to start writing right away.

3.    Gives you access to post settings. This includes information like publish date, categories & tags, excerpt, featured image.

4.    When you are happy with your post, click on the Preview button found at the top right corner of the Publish module on the right hand side of the post. This will give you a preview of how your post will look on your website.

5.    Once you're happy with your post, click on the Publish button at the top of the Post settings. If you are editing an existing post this button is called Update.

Classic Editor

Adding or Editing Posts functions much the same as Pages; however, there is some additional information you need to enter.

1.    You will also need to assign the post to a category which will affect where and when the post appears on the website.

2.    On the right-hand side, underneath the Categories module, you can add Tags to your post. Tags are keywords that visitors may use to search for related articles. For example, adding the tag "wedding" to a catering article and a photography article may help your visitors find related content on your website.

3.    There is also an option to add a Featured Image to your post.

You can preview and edit posts in the same way as you do for pages. When you want to publish or save your changes, click on the Publish or Update button.

19. Useful Video Tutorials (Quickstart)

Useful Video Tutorials

  1.  The WordPress Dashboard
  2.  The WordPress admin bar
  3.  The WordPress editor
  4. WordPress Posts
  5. WordPress Media Library
  6. WordPress Login Page


You can find the complete playlist on this link

20. The WordPress Editor (In-depth Guide)

The Toolbar

Above The Editor rectangle, there is a toolbar containing standard tools for formatting your content. Similar to some word processing programs like Microsoft Word, the standard tools are, from left to right:

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Bold – to make text bold.

Italic – to put text in italics.

 

Strikethrough – to mark text as deleted

 

Bullet List – also known as an unordered list:

·         This is an item in a bulleted list

·         This is a second bulleted item.

 

Numbered List – also known as an ordered list:

1.        This is an item in a numbered list

2.      This is the second item in a numbered list.

 

Blockquote – used for quoting somebody in an article.

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Horizontal line – adds a horizontal line that can separate content.

 

Justify left – align the text in the paragraph left.

 

Justify Center – align the text in the centre.

 

Justify Right – align the text right.

 

Link – insert a link to another webpage (also called a hyperlink).

Unlink – remove the hyperlink.

Insert the ‘More’ Tag – this splits the page into two parts. This may result in your website displaying the content before the ‘More’ tag and placing a “read more” link for users to click through and read the entire page

Fullscreen allows you to edit your page in full-screen mode, giving you greater control over your work area.

 

NB: See below to learn more about the Fullscreen mode

Toggle Toolbar – this button turns on or off the extra buttons available on the toolbar.


Insert/Edit Link

To add a link to your page or post, highlight the word that you want to link.

Then click on the insert/edit link button.

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A pop-up window will allow you to edit your hyperlink according to what page or site you want to link to.

Type the URL of the external site your want to link to and click the apply button to create the link.

If you want to link to a page or a post on your website, type the name of the page and bar and a drop down will appear which lists the matching pages. Click the relevant page or post and click the apply button to create the link.

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Click on the link options button will open a popup window.

URL is where you enter the address of the website or page to where you want to link to.

The title is the title of the link. Users will see this when they hover their mouse over the link.

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If you want to link to an existing page or post on your site you have two options. One is to search for the title of the page or post,

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Or choose a page from the list of recent pages or posts automatically displayed at the bottom of the pop-up window.

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Using the search box or choosing one of the recent pages or posts will generate the URL and title for your link.

Once satisfied with your changes, click the Save Link or Add Link button.


Fullscreen or Distraction-Free Writing Mode

Clicking the Fullscreen icon at the formatting tool will change your WordPress admin page to look like this:

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To view the sidebars, move the mouse out of the editor area, and it will appear.

 

Distraction-Free writing will remain on till you unclick the button. This means that if you add a new page, you will be in distraction-free writing mode as soon as you start writing.


The Kitchen Sink

With the kitchen sink button turned on, the toolbar looks like this:

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The following tools are now available to you, from left to right:

Format – this option formats the selected text as a paragraph, address, preformatted, heading or sub-heading.

Underline – to underline text.

Justified – to justify text both left and right.

Text Color – to change the colour of the text.

Paste Plain Text – when clicked, this button will remove the formatting from any text that is about to be pasted.

 

NB: It is advisable to use this button if you are copying text from a text editor like notepad or Microsoft Word as the system will format the text into correct html for your website. Avoid pasting text directly into The Editor.

Remove Formatting – remove all formatting from the selected text.

Custom Character – this button will open a pop up dialog box allowing you to insert custom characters such as diacritics for words like café and façade as well as various currency and legal symbols.

 

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Simply click on the symbol to insert into your page.

Outdent – removes the indent from the start of a line in a paragraph.

Indent – indents the start of a line in a paragraph.

Undo – this reverses, or “un-does” the last thing you did in The Editor. If you hit the undo button more than once it will undo your previous actions in reverse order.

NB: You cannot undo an action once you have Updated the page or Saved it as a draft

 

Redo – this reverses the undo, or “re-does” the last thing you un-did in The Editor. So if you hit the undo button by mistake you can re-do with this button.

Help – this button open a pop up dialog box with some more information on the functions of the Visual Editor

 

NB: There may be additional installed buttons on your toolbar than those listed above. If this is the case, consult your developer for explanations.

Use the tools available to you in the toolbar to design your page the way you want it.


Add Media

Directly above the toolbar there are four buttons that allow you to add media to your page.

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These functions are covered later in the Media section. However, there may be an image already in your page that you want to edit.

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Technical: This help module is designed more for developers and the IT department so more than likely you will not need it. All the help you need should be right here in this user's guide.

 

Other media like videoaudio and pdf files cannot be edited once they are inserted into a page, they must be deleted and re-inserted.


Edit Image

You can edit images to change the way they appear on your page.

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To edit an image, click on the image to reveal the Edit Image and Delete Image buttons:

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To resize the image simple grab one of the handles and drag the image to the desired size. The aspect ratio will remain intact.

The Delete Image button will delete the image from the page immediately.

The Edit Image button will open the following pop up dialog box:

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Edit the alignment by choosing NoneLeftCenter or Right. You can also change the TitleAlternate TextCaption and Link URL of the image.

There are more detailed settings under the Advanced Settings tab that may affect the way your image is displayed on your website.

NB: You should consult your web developer or IT department about whether or not to use these settings.

When you are happy with your settings, click the Update button or choose the Cancel button to cancel your changes.

Blocks:

Paragraph Block

Every page or post starts with a paragraph block. After you begin to type, you will see a toolbar appear above your text. Every block has a toolbar which contains tools which are particularly relevant to that block. The paragraph block has the following tools:

Paragraph Block

Paragraph BlockJustify Center – align the text in the center.

Paragraph BlockJustify Right – align the text right.

Paragraph BlockBold – to make text bold.

Paragraph BlockItalic – to put text in italics.

Paragraph Block Justify left – align the text in the paragraph left.


Insert/Edit Link

To add a link to your page or post, highlight the word that you want to make the link. Then click on the insert/edit link button.

Paragraph Block

A pop up window will appear allowing you to edit your hyperlink according to what page or site you want to link to.

Type the URL of the external site your want to link to and click the apply button to create the link.

If you want to link to a page or a post on your own website, type the name of the page and post and a drop down will appear which lists the matching pages. Click the relevant page or post and then click the apply button to create the link.

Paragraph Block

Click on the link settings button (the three dots). You now of the option to make the link open in a new tab.

Once satisfied with your changes click the Add Link button.

These are the basics of how to add content to your page or post.



Paragraph Block Sidebar

The paragraph block sidebar contains more settings for the block, which are only accessible in the block sidebar.

Paragraph Block

In the Text Settings panel, you can change the font size for the whole paragraph block. You can add a Drop Cap, which means the first letter of the paragraph will appear larger than the other letters.

The Color Settings panel allows you to change the background color of the paragraph block, and also the test color.

Paragraph Block

The Advanced Settings panel will contain options that you should consult with your Web Developer about before you make any changes.


Adding a new Block

The Return Key

If you are using a paragraph block, the easiest way to add a new block is simply by pressing the Return key on your keyboard. Another paragraph block will instantly appear below where you were writing. You can continue to write your page or post without having to do anything else.

The Return Key

Add a New Block From The Editor’s Toolbar

The most common way to add a new block is by clicking the plus icon on the Editor’s Toolbar.

Add a New Block From The Editor’s Toolbar

This contains all the different types of blocks available, and they have been categorized as fol- lows:

 

You can also search for the block name if you already know which block you plan to use. The Most Used category will change over time to reflect which blocks you have used the most. To add the block, simply click on it and it will be added to the end of your page or post.

Add a New Block From a Block’s ‘More Options’

On every block’s toolbar, at the far right, there is always a More Options button. From here you can duplicate a block, remove a block, or Edit the block as HTML if you wish. You can also insert a new block, either before or after the current block.

Add a New Block From a Block’s ‘More Options’

By default, it will always insert a paragraph block.


Add a New Block by Inserting it Between Existing Blocks

If you are using a paragraph block, the easiest way to add a new block is simply by pressing the Return key on your keyboard. Another paragraph block will instantly appear below where you were writing. You can continue to write your page or post without having to do anything else.

Add a New Block by Inserting it Between Existing Blocks


Changing a Block Type

It is possible to transform an existing block into a different type of block. The kinds of block you can transform to, depend on the type of block you are using. A paragraph block can trans- form to:

Clicking on the paragraph icon will allow you to see the transform options available.

Changing a Block Type


Remove a Block

To remove a block, simply click on the options link, and then select Remove Block. It will be deleted. Any blocks below will move automatically upwards.

Changing a Block Type

Block Types

1) Text Blocks

Heading Block

Introduce new sections and organize content to help visitors (and search engines) understand the structure of your content.

Heading Block

List Block

You can only create one type of list within the block, either bulleted or numbered. You can in- dent the list to create a sub list using the indent list item button.

List Block

Quote Block

You can add a quote and a citation. In the block Styles, you can choose between Regular and Large.

Quote Block

Code Block

It is unlikely you are going to need to use the Code Block, as it for displaying code snippets on your page or posts.

Code Block

Classic Block

If you have used an older version of WordPress you will be familiar with the classic editor, and the Classic Block allows you to recreate the old editor.

Classic Block

Preformatted Block

Preformatted blocks are very similar to code blocks. The main difference is that they do not use the HTML element, and have slightly different styling options.

<img src="https://vum.s3.amazonaws.com/wp/manual/5-7/0309/en/new_editor/formatting_preformatted.jpg" alt="Preformatted Block" width="600" style="margin-bottom: 20px;">

<br>

Pullquote Block

A Pullquote is similar to a normal quote however it is usually used to quote your own article. It is used to add more emphasis to a quote.

You can change the main color and the text color of a pullquote.

Pullquote Block

Table Block

When you first add a table block, you will be asked how many rows and columns you wish to add. Don’t worry you can change the table at any time in future, but in order to first see the table, you need to click the Create button.

You will now see your table with empty table cells.

You can format the contents of the table cells using the toolbar. If you want to change the alignment of a cell, it will change the alignment of the whole column rather than just a single cell.

The Edit Table icon in the center of the toolbar allows you to:

 

You can not delete the table from this toolbar; if you want to do that you will need to delete the Table block, which is available in the More Options.

In the Table Block settings, you can select a Striped style, which will make the odd rows a grey color.

You can also make the table cells a fixed with, meaning that the width will not grow any larger or smaller based on the content you add to the cell.

Table Block

Verse Block

The verse block is used for writing poetry. It will display all spaces and line breaks exactly as you enter them. The paragraph block will format the spaces and line breaks automatically, which is perhaps not what you want.

Verse Block




2) Media Blocks

Images Block

If you want to add a single image to content, use the Image Block. You can either:

Once you have inserted an image it will look like this: Images Block

Resizing the Image

There are number of ways you can resize the image. The easiest way is using the Image Dimen- sions which appear in the block settings. You can either select 25%, 50%, 75% or 100%. Or if you want to be very specific you can type the number of pixels in the width or the height. It will automatically maintain the image’s aspect ratio, so if you add a height number, the width number will change automatically. You can also select from the Image Size dropdown, as this may contain specific predefined im- age sizes you use for your website.

Finally, you can use the blue circles that appear to the right and the bottom of the image. This allows you to drag the image. This may be useful if you are trying to wrap text around the im- age.

 

Alt Texts and Captions

You can add a caption directly below the image which is useful if you want to describe an im- age. You should be adding Alt Text (Alternative Text) to all of your images which will be used to describe the image for people who can’t see it. It can also be useful for Search Engine Opti- mization.

 

Link Settings

You can change where the image links to by choosing from the dropdown. It is fine to leave this as none, or you may want it to link to the Media File.

 

Changing the Image

To change the image, click the Edit Image icon in the toolbar.

Images Block

From here you can select another image from your image library. If you want to actually edit the image, to crop it for example, you can click the Edit Image link in the Attachment Settings. This functionality is covered later in the manual.

Images Block

 

Remove Image Block

If you need to delete an image, you do so by removing the image block.

Images Block

Gallery Block

To add multiple images to your page or post, use the Gallery Block. The Gallery block is not limited to using just images, it can use any type of media.

When you add the Gallery block, you can either upload images from your computer or you can select them from your Media library.

Select the images you want to appear, and a tick icon will appear next to them. If you change your mind, you can deselect them by clicking on them again. Or you can use the Clear link in the bottom left hand corner.

Gallery Block

When you are ready, click the Create New Gallery button in the bottom right hand corner.

You can now Edit your Gallery. You can reorder the images by dragging and dropping them into the order your prefer. If you have changed your mind, you can delete the images by click- ing on the remove icon. You can also add a caption to each of the images.

Gallery Block

Now click Insert Gallery. The gallery will now appear in your content.

Gallery Block

In the block settings, the number of columns will match the number of images you have in- serted.

By default it will automatically crop the thumbnail images to fit the space and make them ap- pear aligned with each other. This does not crop the full image, only the thumbnail image. You can turn this off if you prefer.

As with the image block, you can change where the images link to.


Audio Block

You can embed a simple audio player on your page or post. After you have added the Audio Block, you then need to choose an audio file for it to play. You can either upload an audio file, or select one from your media library. To change the audio file, click on the pencil icon.

In the Audio Settings you can set the audio to Autoplay (this may not work in all web brows- ers), and you can set it to Loop.

If you select the Preload None, the track duration will not display until you hit the play but- ton. This may not be the best user experience for visitors to your website.

Preload Auto means the audio will be loaded entirely when the page is loaded. This might be unnecessary if most of your visitors will not listen to the audio.

Preload Metadata will use the metadata contained in the audio file to display the track in- formation without loading the audio.

Audio Block


Cover Block

A Cover block is an image or video with a text overlay. If you want to add a heading to your page or post, consider using a Cover block to make it more interesting. To change the media, click the pencil icon.

You can change the cover settings to be a fixed background. This gives the effect of the text moving over the background when you scroll up or down.

You can also change the overlay color and opacity. By default, it is set to black and at 50.

Cover Block


File Block

Use the File Block if you want to provide a link to download a file like a PDF. After you add a file block, you then need to select the file from your media library or upload a new file.

In the Text Link Settings you can link it the Media File (recommended) or the Attachment Page. You can also make the link open in a new browser tab.

By default, WordPress will add a Download Button. You can turn this off if you prefer.

File Block

Media & Text Block

If you want to add two columns, with media in one column and content in the corresponding column, then this block provides a simple way of doing this.

The content will appear in a larger font-size, when compared to paragraph text.

You can switch the content and text around using the blocks toolbar.

In the media’s block settings, there is an option to “Stack on mobile”. This means that when a user is visiting your page on a mobile device, the image will appear above the content, or vice versa.

Media & Text Block

Video Block

You can embed a simple video player on your page or post. After you have added the Video Block, you then need to choose a video file for it to play. You can either upload a video file or select one from your media library. To change the video file, click on the pencil icon.

In the Video Settings you can set the video to Autoplay (this may not work in all web brows- ers). You can set it to Loop the video. You can Mute the video, so by default it would play without a sound. You can also toggle the Playback Controls.

By default, it will be set to Preload Metadata. This means the video player will use the metadata contained in the video file to show how long the video is to the visitor.

Preload Auto will load the entire video when the page is loaded. This is not recommended. Preload None will not display any video information till the visitor clicks the play button.

Preload None will not display any video information till the visitor clicks the play button.

Poster Image will replace the video with a background image. This can be useful if you want to create a specific thumbnail image to represent your video.


3) Design Blocks

Button Block

The button block can be used when you want to prompt a user to take action. You first need to add the text that will appear on the button. Then add the URL of the location where you want to take the visitor.

In the block settings, you can change the style or the block. You can also change the back- ground color and the text color.

Button Block

Columns Block

The column block allows you to display content in multiple columns. When you first add the block it will show 2 columns. If you wish to have more columns, go the block settings and change the number of columns.

Columns Block

More Block

If you only want an excerpt of your blog post to appear, then you need to add a More Block, to mark where that excerpt ends. Any content before the more block will be shown in your ex- cerpt on your archives page.

You can edit the text that says Read More and change it to whatever you wish.

When a visitor is reading your full post, the More block would not be visible.

It is possible to hide the teaser in the block settings. This means that the excerpt would not appear in the full post. This is not recommended as it assumes that the person has already read the excerpt. If they have not, they will most likely be confused.

More Block


Page Break Block

If you want to separate a page or post into multi-pages you can use the page break block. This allows you to edit all the content in the one place, but by adding in page breaks, the visitor will experience the content on multiple pages. You can add as many page breaks as you like.

Page Break Block



Separator Block

A separator will create a horizontal break in your content. This can be useful when you want to emphasize different types of content.

In the block settings you can change the style to be:

Separator Block

Spacer Block

If you want to add some white space between your blocks to make you page look a bit nicer, try using the separator block. You can select the height of the white space by either dragging the blue circle, or typing the pixel height in the settings.

Spacer Block

4) Embed Blocks


All embed blocks, YouTube, Facebook etc., work in exactly the same way. Choose the type of embed block you want to include in your content; in this example we are going to use YouTube.

Paste the full YouTube URL in to the field, and then click Embed. The YouTube video will appear in your page or post.

All the other 30 embed blocks, work in exactly the same way.

Embeds Block


Keyboard Shortcuts


You can create headings and lists without having to use the editor toolbar. For a heading, all you have to do is simply type in the editor:

## This is a sample heading

 

This will create a heading one (the largest heading). To create a subheading, for example - a heading three, just type:

### heading three

#### heading four

##### heading five

 

To create a numbered list all you need to do is type:

1. first item

2. second item

3. third item

The editor will automatically change this to be a numbered list.

 

To create a bullet list simply type:

* first item

* second item

* third item

The editor will automatically change this to be a bulleted list.



Views

View Options

Click on the Show More Tools and Options icon in the editor toolbar and it will expose new menu options which allow you to customize how the edit page is arranged.

Verse Block

 

View – Top Toolbar

Selecting this option will place the toolbar permanently at the top of the editor. The toolbar will change depending on which block you are using.

Verse Block

 

View – Spotlight Mode

Selecting this option will mean that only the block which is in focus will be visible, the other blocks will fade into the background till you click on them. This can be useful if you want to focus on blocks individually.

Verse Block

 

View – Distraction-Free Writing Mode

Clicking the Full screen icon at the formatting tool will change your WordPress admin page to look like this:

Verse Block


21. Pages Vs Posts

The admin system provides two ways of creating content for your website:

·         page, or

·         post.

To determine which is the best option for your content, you need first to understand the difference between the two.


Page

A page includes an overall structure for presenting information on your website. For example, a page will include the header (the top part of the page usually containing a logo and navigation menu), a section for the main content of the page and a footer (the bottom part of the page usually containing some legal information, copyright notices and other links). A page may also include a sidebar on the left or right-hand side containing links to other sections of the site

Pages are not generally updated or changed regularly; however, some of the content on a page, including posts, may be updated regularly.

Think of a page as you would if you were reading a newspaper. The one page can be broken up into many different sections for a feature article, related stories and advertisements.

Pages are generally accessed by the main navigation menu on your website.

Examples of pages on your website might include About UsContact DetailsMission StatementProducts and Services and Legal Information.

(Please consult your developer when you want to edit these)


Post

Considering the newspaper model, a post can be considered essentially one article. It is written and published at a given point in time about a particular subject in a specific category and posted on a certain page. The sports page, for example, may contain several posts from the sports category.

Posts are primarily written as part of a blog (web-based log of events - or journal). However, posts have multiple functions and using them creatively can give you greater control over the management of the content of your website.

Posts belong to one or more categories and can be sorted and displayed in all sorts of ways on your website.

Examples of posts on your website might include press releasesproduct fact sheetsgeneral news articles and blog entries.

spanner.jpg

Technical: Posts can live on pages – in the main content area. Pages cannot live on posts.

 

The following screenshots may help to explain the difference between a page and a post.

A page:

http://vum.s3.amazonaws.com/wp/manual/3-1/wp-online-manual-doc-images/page.png

A post:

http://vum.s3.amazonaws.com/wp/manual/3-1/wp-online-manual-doc-images/post.png

If you are updating your site or adding content regularly, it is more than likely you will be using posts.

NB: If you are still unsure whether to use a page or a post for your content, consult your web developer or IT department.

22. Your WordPress profile

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Here you can update any of your personal information, including your password, which is found at the bottom of this page. Click on the Update Profile button when you're done.

Now it's time to add some content or edit some existing content. If you are unsure whether to use Pages or Posts, read Pages vs Posts in the Content section.


Personal Options

The Visual Editor is what you will use when writing or editing posts and pages in the website. Disabling the visual editor means you will only be able to write posts and pages using html and will have no visual representation of the content you're working with.

warning.jpg

Caution: It is recommended that you do not tick this box unless you are an experienced html programmer and are familiar with WordPress.

 

The Admin Color Scheme allows you to change the colour scheme of the admin system to your preference.

Keyboard Shortcuts allow you to navigate and perform functions in the comments screen. This is useful if you receive many comments from visitors to your site. If you do not have comments enabled, please ignore the following paragraph.

Briefly, if the keyboard shortcuts box is ticked, you can move up and down through your list of comments by using the keys "k" and "j" respectively. Once a comment is selected (as shown by a light blue background), you can use the following commands on the keyboard:

·         a – approves the comment

·         s – marks the comment as spam

·         d – deletes the comment

·         u – unapproves the comment

·         r – replies to the comment, and

·         q – allows for a quick edit of the comment

More information is available in the official documentation for WordPress:

http://codex.wordpress.org/Keyboard_Shortcuts

Your Name

Your username is set when you are established as a user in the system by the administrator and cannot be changed. You can change your first namelast name and nickname as well as how your name will be displayed on the website. Depending on how your website has been designed, your name may be displayed as an author of posts or pages that you have contributed. The option labeled "Display name publicly as" is where you can determine how you want your name displayed to the public.


Contact Info

Your email address is required and is entered when the administrator establishes you as a user in the system. If your email address is incorrect or changes, update it here. You can also enter more optional personal information like your website address, AIM (AOL Instant Messenger) name, Yahoo Instant Messenger name and Yabber/Google Talk name, as well as a brief biography. Some of this information may be shown publicly on your website, depending on how it has been set up.

NB: If you are unsure about any of this, consult with your web developer or IT department.

If you have been assigned a password that you did not set, you can change your password here to one that you will remember. Measure the strength of your password with the strength indicator. Maintaining a strong password ensures you are the only person logging in and making changes under your username.

warning.jpg

Caution: Strong passwords are at least seven characters long and contain a combination of upper and lower case letters as well as numbers and symbols such as !@#”?$%^&*()

 

When you have made all of your changes, click on the “Update Profile” button, and all of your personal profile details will be updated in the system.




23. Inserting or Edit Links in Posts

To add a link to your page or post, highlight the word that you want to link.

Then click on the insert/edit link button.

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A pop-up window will allow you to edit your hyperlink according to what page or site you want to link to.

Type the URL of the external site your want to link to and click the apply button to create the link.

If you want to link to a page or a post on your website, type the name of the page and bar and a drop down will appear which lists the matching pages. Click the relevant page or post and click the apply button to create the link.

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Click on the link options button will open a popup window.

URL is where you enter the address of the website or page to where you want to link to.

The title is the title of the link. Users will see this when they hover their mouse over the link.

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If you want to link to an existing page or post on your site you have two options. One is to search for the title of the page or post,

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Or choose a page from the list of recent pages or posts automatically displayed at the bottom of the pop-up window.

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Using the search box or choosing one of the recent pages or posts will generate the URL and title for your link.

Once satisfied with your changes, click the Save Link or Add Link button.

24. Post Block Types

Block Types

1) Text Blocks

Heading Block

Introduce new sections and organize content to help visitors (and search engines) understand the structure of your content.

Heading Block

List Block

You can only create one type of list within the block, either bulleted or numbered. You can in- dent the list to create a sub list using the indent list item button.

List Block

Quote Block

You can add a quote and a citation. In the block Styles, you can choose between Regular and Large.

Quote Block

Code Block

It is unlikely you are going to need to use the Code Block, as it for displaying code snippets on your page or posts.

Code Block

Classic Block

If you have used an older version of WordPress you will be familiar with the classic editor, and the Classic Block allows you to recreate the old editor.

Classic Block

Preformatted Block

Preformatted blocks are very similar to code blocks. The main difference is that they do not use the HTML element, and have slightly different styling options. 

<img src="https://vum.s3.amazonaws.com/wp/manual/5-7/0309/en/new_editor/formatting_preformatted.jpg" alt="Preformatted Block" width="600" style="margin-bottom: 20px;">

<br>

Pullquote Block

A Pullquote is similar to a normal quote however it is usually used to quote your own article. It is used to add more emphasis to a quote.

You can change the main color and the text color of a pullquote.

Pullquote Block

Table Block

When you first add a table block, you will be asked how many rows and columns you wish to add. Don’t worry you can change the table at any time in future, but in order to first see the table, you need to click the Create button.

You will now see your table with empty table cells.

You can format the contents of the table cells using the toolbar. If you want to change the alignment of a cell, it will change the alignment of the whole column rather than just a single cell.

The Edit Table icon in the center of the toolbar allows you to:

 

You can not delete the table from this toolbar; if you want to do that you will need to delete the Table block, which is available in the More Options.

In the Table Block settings, you can select a Striped style, which will make the odd rows a grey color.

You can also make the table cells a fixed with, meaning that the width will not grow any larger or smaller based on the content you add to the cell.

Table Block

Verse Block

The verse block is used for writing poetry. It will display all spaces and line breaks exactly as you enter them. The paragraph block will format the spaces and line breaks automatically, which is perhaps not what you want.

Verse Block




2) Media Blocks

Images Block

If you want to add a single image to content, use the Image Block. You can either:

Once you have inserted an image it will look like this: Images Block

Resizing the Image

There are number of ways you can resize the image. The easiest way is using the Image Dimen- sions which appear in the block settings. You can either select 25%, 50%, 75% or 100%. Or if you want to be very specific you can type the number of pixels in the width or the height. It will automatically maintain the image’s aspect ratio, so if you add a height number, the width number will change automatically. You can also select from the Image Size dropdown, as this may contain specific predefined im- age sizes you use for your website.

Finally, you can use the blue circles that appear to the right and the bottom of the image. This allows you to drag the image. This may be useful if you are trying to wrap text around the im- age.

 

Alt Texts and Captions

You can add a caption directly below the image which is useful if you want to describe an im- age. You should be adding Alt Text (Alternative Text) to all of your images which will be used to describe the image for people who can’t see it. It can also be useful for Search Engine Opti- mization.

 

Link Settings

You can change where the image links to by choosing from the dropdown. It is fine to leave this as none, or you may want it to link to the Media File.

 

Changing the Image

To change the image, click the Edit Image icon in the toolbar.

Images Block

From here you can select another image from your image library. If you want to actually edit the image, to crop it for example, you can click the Edit Image link in the Attachment Settings. This functionality is covered later in the manual.

Images Block

 

Remove Image Block

If you need to delete an image, you do so by removing the image block.

Images Block

Gallery Block

To add multiple images to your page or post, use the Gallery Block. The Gallery block is not limited to using just images, it can use any type of media.

When you add the Gallery block, you can either upload images from your computer or you can select them from your Media library.

Select the images you want to appear, and a tick icon will appear next to them. If you change your mind, you can deselect them by clicking on them again. Or you can use the Clear link in the bottom left hand corner.

Gallery Block

When you are ready, click the Create New Gallery button in the bottom right hand corner.

You can now Edit your Gallery. You can reorder the images by dragging and dropping them into the order your prefer. If you have changed your mind, you can delete the images by click- ing on the remove icon. You can also add a caption to each of the images.

Gallery Block

Now click Insert Gallery. The gallery will now appear in your content.

Gallery Block

In the block settings, the number of columns will match the number of images you have in- serted.

By default it will automatically crop the thumbnail images to fit the space and make them ap- pear aligned with each other. This does not crop the full image, only the thumbnail image. You can turn this off if you prefer.

As with the image block, you can change where the images link to.


Audio Block

You can embed a simple audio player on your page or post. After you have added the Audio Block, you then need to choose an audio file for it to play. You can either upload an audio file, or select one from your media library. To change the audio file, click on the pencil icon.

In the Audio Settings you can set the audio to Autoplay (this may not work in all web brows- ers), and you can set it to Loop.

If you select the Preload None, the track duration will not display until you hit the play but- ton. This may not be the best user experience for visitors to your website.

Preload Auto means the audio will be loaded entirely when the page is loaded. This might be unnecessary if most of your visitors will not listen to the audio.

Preload Metadata will use the metadata contained in the audio file to display the track in- formation without loading the audio.

Audio Block


Cover Block

A Cover block is an image or video with a text overlay. If you want to add a heading to your page or post, consider using a Cover block to make it more interesting. To change the media, click the pencil icon.

You can change the cover settings to be a fixed background. This gives the effect of the text moving over the background when you scroll up or down.

You can also change the overlay color and opacity. By default, it is set to black and at 50.

Cover Block


File Block

Use the File Block if you want to provide a link to download a file like a PDF. After you add a file block, you then need to select the file from your media library or upload a new file.

In the Text Link Settings you can link it the Media File (recommended) or the Attachment Page. You can also make the link open in a new browser tab.

By default, WordPress will add a Download Button. You can turn this off if you prefer.

File Block

Media & Text Block

If you want to add two columns, with media in one column and content in the corresponding column, then this block provides a simple way of doing this.

The content will appear in a larger font-size, when compared to paragraph text.

You can switch the content and text around using the blocks toolbar.

In the media’s block settings, there is an option to “Stack on mobile”. This means that when a user is visiting your page on a mobile device, the image will appear above the content, or vice versa.

Media & Text Block

Video Block

You can embed a simple video player on your page or post. After you have added the Video Block, you then need to choose a video file for it to play. You can either upload a video file or select one from your media library. To change the video file, click on the pencil icon.

In the Video Settings you can set the video to Autoplay (this may not work in all web brows- ers). You can set it to Loop the video. You can Mute the video, so by default it would play without a sound. You can also toggle the Playback Controls.

By default, it will be set to Preload Metadata. This means the video player will use the metadata contained in the video file to show how long the video is to the visitor.

Preload Auto will load the entire video when the page is loaded. This is not recommended. Preload None will not display any video information till the visitor clicks the play button.

Preload None will not display any video information till the visitor clicks the play button.

Poster Image will replace the video with a background image. This can be useful if you want to create a specific thumbnail image to represent your video.


3) Design Blocks

Button Block

The button block can be used when you want to prompt a user to take action. You first need to add the text that will appear on the button. Then add the URL of the location where you want to take the visitor.

In the block settings, you can change the style or the block. You can also change the back- ground color and the text color.

Button Block

Columns Block

The column block allows you to display content in multiple columns. When you first add the block it will show 2 columns. If you wish to have more columns, go the block settings and change the number of columns.

Columns Block

More Block

If you only want an excerpt of your blog post to appear, then you need to add a More Block, to mark where that excerpt ends. Any content before the more block will be shown in your ex- cerpt on your archives page.

You can edit the text that says Read More and change it to whatever you wish.

When a visitor is reading your full post, the More block would not be visible.

It is possible to hide the teaser in the block settings. This means that the excerpt would not appear in the full post. This is not recommended as it assumes that the person has already read the excerpt. If they have not, they will most likely be confused.

More Block


Page Break Block

If you want to separate a page or post into multi-pages you can use the page break block. This allows you to edit all the content in the one place, but by adding in page breaks, the visitor will experience the content on multiple pages. You can add as many page breaks as you like.

Page Break Block



Separator Block

A separator will create a horizontal break in your content. This can be useful when you want to emphasize different types of content.

In the block settings you can change the style to be:

Separator Block

Spacer Block

If you want to add some white space between your blocks to make you page look a bit nicer, try using the separator block. You can select the height of the white space by either dragging the blue circle, or typing the pixel height in the settings.

Spacer Block

4) Embed Blocks


All embed blocks, YouTube, Facebook etc., work in exactly the same way. Choose the type of embed block you want to include in your content; in this example we are going to use YouTube.

Paste the full YouTube URL in to the field, and then click Embed. The YouTube video will appear in your page or post.

All the other 30 embed blocks, work in exactly the same way.

Embeds Block


25. How to reply to comments on your website

 

Visitors to your site can make comments on pages or posts. Comments are a good way to encourage user contributions to your site and help foster a sense of community. Comments may or may not be enabled on your site depending on how it has been developed.

NB: If you are unsure about whether or not comments are enabled, consult with your web developer or IT department.

If comments are enabled then you can view, edit and reply to comments by clicking on the Comments widget in the sidebar. You can also mark comments as spam, approve or unapprove them and delete them.

The Edit Comments screen looks like this:

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This screen displays any comments made by visitors on your website. At the top left of the screen your comments are sorted into status and tallied. At the top right is the Search tool. Under the Search tool is the Total number of Comments.

Click on reply

Reply

The Reply To Comment screen looks like this:

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This screen allows you to reply to any comment on your website. Simply enter your reply in the bottom half of the editor and click on the Reply button or the Cancel button to cancel your reply. Once you submit a reply, it will be published on your website for the public to view.

26. How to set a Featured Image

Featured Image

Featured Image Panel looks like this:

To set a featured image for a post or page, scroll to the bottom right of the edit screen, and click featured image.

You can either, upload an image from your computer, from a URL, if you already have uploaded image to this page or post, then you can choose one from the Gallery, or you can choose from the Media Library.

Once you have chosen an image, you can edit the titlealternative textcaption and description.

Scroll down and click - Use as featured image.

Your Featured Panel will now look like this:

Then click update button to save all changes.

If your website has been set up to use this feature then this image will be used represent this page or post.