EliteBoxx Website Dashboard Instructions:
- Logging into your WordPress Dashboard
To login to your dashboard, go to www.yourdomain.com/admin. The username and password should be provided by your designer.
- Home Screen
Once you login you will be directed to the home screen. This first screen you see will be mostly useful for shortcuts and quick editing options. The layout can customized by going to “screen options” on the top right. I don’t use this screen much because the majority of your edits will be using the menu bar on the left-hand side.
Hover over the options on the left menu and get to know where everything is. This is really the main section of your dashboard, and this guide should be in a similar order as this menu (from top to bottom).
- Adding Pages/Posts
To add a page, hover over “Pages” on the let menu to find the “add new” tab. Or for other options including editing your pages, click on “all pages”. You will come to screen where you view all pages and hover over a page to edit, view, and delete it.
The same steps are used for posts. In fact, the main difference between pages and posts is that you can use categories and tags in posts. Of course posts can also have comments, and other features you wish to use in your WordPress blog.
- Learning the WordPress Visual Editor
The visual editor in WordPress is where you add and edit most content. It’s similar to editor in Microsoft Word but specifically designed for editing a website. Learning how to use the WordPress content editor is key to making your website look good. I recommend learning how to use it as best you can
Below are some of the main components of the visual editor:
Use the “Add Media” button to upload photos and other files from your computer. Then click “insert into post”. If you’re using images from another website, you can download the image then upload it to your website. You can also copy the image URL from the website and use the “insert from URL” button – just be sure you have permission to use that image.
4.2. Image margins, borders, captions, titles
When you add an image, you can click on it and hover over a little button that says “edit image”. See the fields and you can also click “advanced settings”. I wouldn’t using the image resizing feature here because it either pixelates the image if you enlarge it, or it scrunches the image which will increase your page load time. Instead, edit images in the “media” sections or use another program.
4.3. 1 Font Size
Change the size of your font, but don’t use font size for headings – use headings.
Heading help organize pages and makes content easier to read. H1 is the largest heading and should usually be only used for your page title, while H6 is the smallest heading. For headings other than your page title, I would use H3.
4.5. Font color
The option you see on the left changes the font color while the option on the right changes the font background. If bold or italics won’t do the job, colors can be a great way to get main points across.
Use lists to differentiate how your content looks and make it easy to read.
4.7. Downloadable forms
Need to add a link that downloads a document when clicked? Use the “Add Media” button to upload a Word Doc, PowerPoint Presentation and other documents. Then click “insert into post.”
If it doesn’t insert a link into the post, you will need edit the image in your media library (use the left menu). Edit the image and you will see the URL of the document shown below. Copy that and go back to your visual editor. Highlight the text you want to use as a link, click the link icon, then paste the URL in the correct field.
4.8. Previewing/reverting changes
Note: if you’re using “page builder” there is no way to preview changes you make.
But if you’re using the content editor, you can preview changes before they go live with the “preview” button on the top right. I don’t think I need to explain what the “save draft” and “publish” buttons do.
There are two ways to revert changes after you publish a page or post.
1st method: In your content editor, scroll all the way down until you see your list of revisions. Click on the revision you want to revert to and it will show a long line of HTML. Copy the entire line of code. Go back to the content editor and you will see a “Visual” and “Text” tab. You want Text. Delete everything in the editor and paste the code, then preview changes. You should see your original page.
2nd method: Simply click on the “Text” tab in the visual editor before you publish changes. Copy and paste the code your see into notepad or a similar program. Don’t use Microsoft Word because it butchers the format.
4.9. Featured Images
Featured images are used to show featured thumbnail images for blog posts and slider images. Check to see your specific dimensions under settings –> media. Or view a template image that might have come with your WordPress themes. Then go to the visual editor and you will see a section on the right to set the featured image.
- Adding Posts
Adding posts to your blog is easy with WordPress. Just click on the “posts” sections to the right. Like I described earlier, blog posts use categories and tags to organize your articles.
Categorize blog posts by common topics you write about. Posts are categorized (and can be added) when you’re writing posts – look on the right.
Tags are just like categories but they describe posts in more detail. For example, I might label this post in my “WordPress” category with these tags: WordPress dashboard, website design, how to use WordPress,
- Page layouts/sidebar widgets
To change a page layout with include a sidebar, or set as fullwidth, select a page to edit. On the right you will see a see an option that says “Template” or “Page Layout”. Choose from your WordPress theme’s layouts.
Widgets populate content in sidebars and often footers too You will access them on the left menu under “Appearance” –> “Widgets.” Most WordPress themes are widget ready and come with a variety of pre-built widgets. You still need to configure them.
On the right of the widgets screen, you’ll notice you can expand a widget. When expanded, you can drag and drop widgets from the left section and add them to the section on the right.
The more popular widgets I’ve seen are:
- recent blog posts
- email subscriptions
- social media widgets
- link menus (you will need to create a new menu under “appearances”)
- blog Categories
WordPress Plugins are used to add additional features to your website. This can be anything from contact forms to Google Analytics. The plugin market is kind of like the App Store for Apple – there’s a LOT of plugins out there. I’d take a few minutes to look over some of the best plugins.
Shortcodes are specific to each WordPress theme, but some are also the same. The trick is where to find them in your specific theme.
Chances are one or more of your sample pages have a list of shortcodes. Copy and paste them as needed. If you don’t have a page that lists your shortcodes, there might be a button in your content editor with the full list.
- Setting your gravatar
Your Gravatar is associated with your WordPress website and blog. Follow that link I provided and fill out the info. When you’re done, go to “Users” on the left menu in your WordPress dashboard and fill out your information there too.
- Upgrading WordPress
WordPress themes, plugin, and WordPress itself are all updated frequently. If you don’t want to worry about updating these yourself then install the automatic updater plugin. Even if you install this plugin, still check to make sure it’s working once in awhile.