WordPress Editor User Manual
Contents
1. p Word count 0 Go Visual Text The editor is where you add new content or change existing content in your website The modules in the editor change according to which tool you are using form the sidebar On the dashboard screen there are seven modules In order from top to bottom our modules are 14 e Right Now e Recent Comments Incoming Links e Quick Links e WordPress Blogs and e Other WordPress News Each of these modules will be explained in more detail later on w Hint Many modules within the admin system can be picked up and moved around in order for you to better manage your work area 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 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 e Screen Options and e 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 ti2. o clann gs associates WordPress Editor WordPress Editors Guide A complete guide to Editors functions in WordPress W Username Password Remember Me Table of Contents A i 5 o e o E A E S A E T E eas 5 e oo o AP 6 Edit Add NON PEE e E adi van arr 7 Ed AEN ON POS E eene E EE TEE E E E EAEE 8 gt nn E A A 9 illa ai 9 We ef RR ados 11 The Admin Window Explained ee 12 CH 12 Lodato 13 WwW 14 A e coe EE oe 16 Bio e e E ere sere em eter tee ere ener eer emer e 16 WO 16 A ES a ps ns E A E N ET 16 I UU q A 17 da a PO II SAA 17 ATRIA iI AIA NI TTI A A 17 A o penna ee temenaa daauanceepaceauinwennecgadeear 18 E DR 18 NO ii O ER se aueeodens lt oupaeuetosasa aeasbeee ese EA 19 Ci 19 CORE 20 AP AT E IT ne 20 LAZ EEN 20 OO 21 WE ET 23 The GO 23 Je o A 25 Fullscreen or Distraction Free Writing Mode ee 28 TRUE 29 NI 31 Ed 31 34 es 34 Quek Edi Tas rana Os FRS os 37 LALA 38 KA Re e E AA 38 DRG 38 EC 38 WOW 39 SO 39 SU 40 AS o II 40 AP e o a E a 40 eyes 40 Ubi 42 JI 42 Restore Delete A Pinne 43 1 44 Add NC tica 44 45 POS zine iero O One 45 A ASA Sn 47 THE EXC eta iii it 48 Send UCI DOCS ad 48 Nan 48 ON 49 CICS A o Ue E e o o 50 LG E UE OA O A OS Po O O E 50 We 50 52 Res dre OF TI Ce EA 52 LEO E E O RR o 53 54 nn A eeaeaseunseanesip N AEA 54 SE T E E A A 55 Www ww 56 o A e A E o nis E E AE TEAT 57 CO RA Sr IA 57
3. New Howdy Editor Screen Options Help Tb Dashboard Posts AddNew gt Posts All aT Current page Search Posts All Posts Bulk Actions ap being displayed all categories _ Filter 1 item Add New Title Author Categories Tags Date Categories Hello world Editor Uncategorized 2014 03 Tags 24 Sidebar Widgets Publishe Library d flyoutwhen menu is hovered L Pages Add New i Author Categories Tags qa Date Comments Bulk Actions Apply 1 item ss Profile Tools Collapse menu Glick the arrow to expand or collapse the sidebar widget 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 9 Hint Widgets like Posts Media Links 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 e The Dashboard e Posts o All Posts o Add New o Categories o Tags e Media o Library o Add New 13 e Pages o All Pages o Add New e Comments Profile e Tools Each of these tools will be explained in more detail later on The Editor The editor looks like this 9 Add Media B I se
4. TO 59 e o O a ds pide cis natn ants E AAEE T E E 59 We 59 Add Media Directly Into A Page Or Post ee 60 A o A susan E E A 60 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 i 61 ANIMO 61 Ada Medid Front URL ai 63 Add Medid From Media LID a 63 nad Image TOMEN oroe E E E OAN E OEE O EEO AEE TER 65 Create Audio Or Video Plasticas 66 Poar ed TE A E T aaa 68 Adn Oer Med aere E E E E tse 70 EROE A 70 PP o II 75 o e oc Eee anion 77 OPPO a AA A 79 ee 80 RE 82 VW iui o E 82 acae NN OREA PE soca s 90taiceat ode aeeeuepecereesceseeoe O A A E E 82 COMIMENES sunrise NAAA AAN AA NARA ANA 83 OVER 84 Lib 85 ll 85 CUE BIG cda 86 ROD 87 A e ii 87 ee 87 Quick Start Login Username Password Remember Me Enter your Username and Password as supplied by your web developer or IT Department to log in to the administration system Once you re in you will see the Dashboard AY WordPress M New Howdy Editor PM Screen Options Help eee Dashboard Posts At a Glance Quick Draft Media 2 Posts Il 2 Pages WordPress News Pages Y 1 Comment Comments ss Profile Activity Tools Collapse menu Thank you for creating with WordPress The firs
5. the Comments screen in the admin system where you can view all the comments that have been made We ll cover Comments in more detail later on 16 Comments may not necessarily be enabled on your website If they are not enabled then just ignore the Recent Comments module Quick Draft The Quick Draft module allows you to quick note down any ideas you have for a post directly on the dashboard This will make sense once you have read the Add New Post section Just know that this is a handy tool for quickly jotting down ideas while they are fresh and before you lose your train of thought WordPress News The WordPress News displays recent entries by WordPress developers about the general ongoing evolution of the WordPress platform This may or may not interest you For day to day use you could safely turn off the WordPress Blog and Other WordPress News modules by clicking on the Screen Options button in the top right corner and un ticking the appropriate boxes Admin Bar Ifyou 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 contains links to WordPress updates WordPress site documentation support forums and feedbacks Then a link to the dashboard a link to Edit Comments a
6. 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 at The Editor section in the next few chapters of the manual 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 Editors Guide 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 youre 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 Edit Add New Posts AY WordPress New Howdy Editor MN Dashboard Add New Post Posts 9 of Enter title here Publish All Posts Save Draft Preview Add New e i 9 Add Media Visual Text Status Draft Edit ategories Tags B I se 06 m Visibility Public Edit O Media Mi Publish immediately Edit I Pages Move to Trash Publish W Comments ss Profile Format i Tools Categories 2 Collapse menu Tags 3 p INT ERIN Featured Image 4 Adding or Editing Posts functions much the same as Pages however ther
7. Dashboard The Dashboard The Dashboard screen also considered the home page of the admin system looks like this 11 WordPress New Howdy Editor Screen Options Help eee Dashboard Posts At a Glance Quick Draft Media 1 Post 2 Pages Title Pages Y 1 Comment What s on your mind Comments y Profile Activity Tools Recently Published Collapse menu Mar 24th 2 54 am Hello world Comments WordPress News From Mr WordPress on Hello world Hi this is a comment To delete a comment just log in and view the post s comments There you will have All Pending Approved Spam Trash The Admin Window Explained The Dashboard along with all of the screens you will come across in the admin system consists of the following four key elements e The Header e The Sidebar e The Editor e The Footer The Header The header looks like this i WordPress amp New Howdy Editor MM The header provides you with e A drop down list at o WordPress Logo that links you to WordPress information documentation forums and feedbacks o To visit your website For Adding New Post Media Link and Page o To the user currently logged where in you can view his her avatar if its available role and a link to Log Out of the system e Anda link to the Edit Comment page 12 These features will be explained in more detail later on The Sidebar The sidebar looks like this Y WordPress
8. Password and enter your password w 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 labeled Remember Me and the system will attempt to remember you to save you having to enter these details next time x 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 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 10 Please enter your username or email address You will receive a link to create a new password via email Username or E mail Get New Password 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 login When you have logged in you will be taken to The
9. e Username editor Usernames cannot be changed First Name Editor In the Profile screen you can change your personal options name and contact information 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 A Caution It is recommended that you do not tick this box unless you are an experienced html programmer and are familiar with WordPress 18
10. e are some additional information you need to enter 1 You can change the presentation of your posts by setting up Format 2 Youwill also need to assign the post to a category which will affect where and when the post appears on the website 3 On the right hand side underneath the Categories module you can add Tags to your post Tags are like 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 4 There is also an option to add a Featured Image to your post 8 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 Editors 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 Login By now you should have been given a username and a password by your developer or IT department The login screen looks like this Username Password Remember Me Simply type your username into the field labeled Username and then click in the field labeled
11. n Add New dropdown menu for Post Media Link and Page Across the right most part of the admin bar contains a small picture avatar of whoever is logged into the site Following the avatar is the username of the person logged in and Search icon that toggles to being the Search box once clicked The username is a dropdown list which consists of e Edit My Profile a link to Profile page e Log Out a quick way to log out your admin control The Admin Bar s left panel looks like this Y WordPress P New The right side of the Admin Bar looks like this Howdy Editor MM 17 Profile ss Profile You can access your profile by clicking on the Profile widget in the sidebar or clicking on your username next to the word Howdy in the header This Howdy reference is a way of letting you know that you are logged in under your username Some admin systems may have multiple users logged in at once so this is a useful tool for making sure you are logged in correctly The Profile screen looks like this Y WordPress P New Howdy Editor Help Dashboard Profile Posts Personal Options Media Visual Editor Disable the visual editor when writing Pages Comments Admin Color Scheme Default Light Blue Coffee Profile _ SS EE Doe 1 Tools NOCI Ectoplasm Midnight Ocean Sunrise Keyboard Shortcuts Enable keyboard shortcuts for comment moderation More information Toolbar Show Toolbar when viewing site Nam
12. ps for the screen you are in 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 15 be right here in this user s guide The Footer The footer looks like this Thank you for creating with WordPress 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 Dashboard Modules At a Glance The first module on the dashboard screen is called At a glance and provides you with a snapshot of the content in your website In the example there is 1 Post 5 Pages as well as 2 Comments We ll cover each of these in more detail later on You ll notice that the information in this module also links to the relevant sections of the admin system For example 1 Page links to the Edit Pages screen This provides easy navigation between admin sections Technical Themes widgets and version upgrades are tasks assigned to administrators As an editor you are not able to make these changes Activity The Activity module shows the most recent posts and pages that were published and also recent comments made by visitors to your website If you position the mouse over a comment a menu appears underneath it with the following options e Unapprove e Reply e Edit e Spam e Trash There is also a All link to
13. t thing you need to do is change your password to something more meaningful that you can remember Click on Profile towards the left hand menu Profile t WordPress New Howdy Editor IM Help Dashboard Profile Posts Personal Options Media Visual Editor Disable the visual editor when writing Pages Comments Admin Color Scheme Default Light Blue Coffee Profile a nl Tools ark Ectoplasm Midnight Ocean Sunrise Keyboard Shortcuts Enable keyboard shortcuts for comment moderation More information Toolbar Show Toolbar when viewing site 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 you should be using Pages or Posts read Pages vs Posts in the Content section Edit Add New Pages Add New Page Enter title here 1 Publish Save Draft 4 Preview 9 Add Media 3 Visual Text Status Draft Edit B I e 066 Ss 2 Visibility Public Edit i Publish immediately Edit Move to Trash 5 Publish Page Attributes Parent no parent Template Default Template Order 0 Need help Use the Help tab in the upper right of your screen p Word count 0 1 The first field you need to fill in is the page title 2 Then use the visual editor to enter the content for your page Hint Click on
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