WordPress Training Resource

How to Use WordPress

Quick tip: Click any image to view full-size in a new tab.

Logging in

To log in go to https://stmikes.utoronto.ca/wp-admin/

You should see the following screen:

wp-login
Click to enlarge

Please enter your username and password.

If you do not remember your username or password

  • Click Lost your password? Located underneath the white log in box.
  • Enter your email address
  • You will receive an email from wordpress@stmikes.utoronto.ca titled: [University of St. Michael’s College] Password Reset‏
  • It will contain your username, and a link to reset your password
  • The link will take you to the following screen:
  • wp-pw-reset
  • If you are happy with that password (wordpress likes them complicated) you can click reset password.
  • If you would like to set a different password than the one provided, you can erase the text and enter a password of your choosing.
  • You should now be able to log in with your username and new password.

 

Dashboard

It may be useful to keep this open in a new tab for reference. The following section will discuss different aspects of this image. Click the image to open in a new tab.

Here we have the WordPress Dashboard. This is where you arrive after successfully logging in.

As you can see some important areas have been highlighted.

Underlined in red we have the “home” link, it will take you to the homepage (stmikes.utoronto.ca)

Notice the admin bar at the top appears on every page, when you are logged in, not just the dashboard:

If you are on any page in the site, the link underlined in red will take you to the dashboard, if you are on the dashboard, it will take you to the home page.

 

Underlined in green we have the New button, moving your mouse over it gives you the options to create a new post, add new media files, create a new page, and create a new event.

These options also appear under each of their respective links underlined in brown.

Underlined in orange is the events link, It contains options to View Calendar, Add an Event, Edit events, or Import events. Again, these options also appear under Events underlined in brown.

Underlined in purple we have screen options, this only appears on Admin pages. On different pages it has different options, it allows you some degree of customizability, you can choose what you’d like to see, how much of it etc.

(Click screen options on different pages and select/deselect different options)

Circled in pink 3 boxes:

  1. At a Glance: Lets you know how many published pages/ posts exist on the site as of now.  (Published pages/posts exclude drafts and scheduled pages/posts)
  2. Quick Draft: Provides you an interface to quickly create a draft post, clicking save draft does not post anything, it simply saves something for later editing.
  3. Activity: Lets you know what posts have been published recently. No information about events or pages published recently.

P.S You can change what you see on the Dashboard using Screen Options (purple underline)

Underlined in brown we have options for Posts, Events, Media and Pages located in the Dashboard Sidebar. We will explore these in detail below.

Pages, Posts and Events

There are many similarities between Posts, Events, and Pages.

Anything audience facing content will one of the following: a page, a post, or an event.

Events and Posts show up on the homepage, in reverse chronological order.

Events and Posts have categories which we will discuss in detail in their respective sections.

Pages can be reached by using the navigation bar under the USMC logo. They direct audiences to their respective gateway, where all the links to pages are arranged in a logical fashion, related links area collected on a ‘card’ to speed up finding what is needed.

A list of all published pages cant be found at stmikes.utoronto.ca/sitemap

Adding new pages/posts/events

This is the interface for adding new pages/posts/events, we will discuss the highlighted sections.

adding-content
You may want to keep this open for reference as we will refer to the different colored boxes often.

Highlighted in red is the title box, you enter the title here, by default the permalink (address to your page/posts/event) will be the title, hyphenated. More on permalinks below

Highlighted in orange is the Add Media button, this is for adding pdfs/images from your computer to your page/post/event.

More on Adding Media below

Highlighted in green are the familiar text formatting buttons, many of these are the same you would see in Microsoft Word or Google Docs. Move your mouse over each one to see what it does.

Highlighted in brown is the visual editor. Enter your main content here, be it text, links, images, or video (copy pasting a youtube link will embed a video onto the page).

Highlighted in purple is the “Publish” box.

Here we have options to:

  • Save Draft: Clicking this will save your work so far, but not publish it for the public to see.
  • Preview: Preview what your work will look like before publishing, preview and view page can show 2 different results if you have not published changes.
  • Publish: Publish your work for the public to see.
  • Move to Trash: Trash your work,, it will no longer be publicly accessible. This is like moving a file to your recycle bin on your computer. (See trashing vs. deleting)

As well as information like:

  • Status: It will either be published (available for public consumption), or a draft (work in progress, hidden from public view).
  • Visibility:
    • Private: Only people logged into WordPress can view this
    • Public: Anyone can view this.
    • Password: People will need a password to view this.
  • Publish time: By default this will be publish immediately, alternatively, if you’ve perfected your post early, you could schedule for it to be published at a later date/time

Editing pages/posts/events

The interface for editing a page/posts/events is similar to the interface for adding them.

The differences include: the permalink option, the Publish box which has an additional option called Revisions, and the bright blue button now says Update instead of Publish.

editing-content

Revisions tracks the differences between successful saves, so when you hit update, or save as draft, each version is saved in wordpress so you may revert to a previous one easily.

Posts

Posts have the following unique fields located under the publish box.

post-additional

You can safely ignore tags and format.

All posts need a featured image, so they display properly on a home page, Clicking Set featured image brings up the familiar Add Media interface.

Categories decide where the post will be displayed, and how its sorted on the site.

For example, if we select Undergraduate News as the category, It will appear on the home page (and it will say it is an Undergraduate News item under the title) It will also appear on the Undergrad student Gateway.

Both locations all students to view “All student news” which will take them here:

https://stmikes.utoronto.ca/category/undergraduatenews/

Where they can view every post made to that category.

As a courtesy if you are not from a department, ask before posting to their category. (Example, if the Web Office wanted to post something for Alumni to see, we should ask Alumni before posting in their category)

Some categories do not show up on the homepage, because they may not be relevant to everyone e.g Residence.

Events

Events, like posts, have categories. Also like posts you should always set a featured image for an event.

Event categories reflect the audiences invited, and if they are part of a series of events (e.g Michaelmas or Advent)

All events show up on the homepage.

The visual editor should be filled with text that incentivizes people to attend your event, event details can be entered directly below the content area.

You don’t have to fill out all the Event details fields, but fill out as much as you can so interested parties well informed.

Pages

Page attributes is the only unique field to Page, it is located under the Publish box.

You can safely ignore Order.

The only 2 templates you should select are Default (If you want side navigation)

and Page no sidebar (If you do not want side navigation)

Please refer to this excellent article on Page Attributes.

 

 page-additional

Media

Name your pdf or image so it is easy to find in the Media Library.

Keep “informational” pages easy to read and fast to load. Please do not add images to “informational” pages.

Adding media into a post/page/event

When you select add media inside a post/page/event this will be the screen that comes up.

You can select an image/pdf from the media library either by scrolling through it, or using the search bar to search for an image.

If you have images/pdfs on your computer, you can select Upload files, and upload multiple images/pdfs.

insert-media

 

insert-media 2

After selecting uploading a new media file, you should see it selected (blue box around it, with a tick in the top right corner)

Make sure to fill out the alt text field, with a description of what it is, this is for Accessibility reasons and is a legal requirement in Ontario.

Caption appears under the image when inserted on a post/page/event.

You can choose alignment, what the image/pdf links to, and size, under Attachment Display Settings. (You can also modify these from within the text editor)

Click Insert into post when done.

 Adding media for future use

If you have media that you want to store in the library for future use, but do not want to enter into a post/page/event.

Go to the Dashboard, click Media in the dashboard sidebar, click add new.

You will now see the same interface for adding media into your post/page/event. Follow the same steps you did for them, and the item will be added into the media library.

Naming your media well is important so it’s easy find later!

Moving a page/post/event to trash

We showed you how to move a page/post/event to trash when discussing the Publish Box. Moving something to trash does not permanently delete it, it is like putting something in your recycle bin, you can retrieve it.

Permanently deleting a page/post/event

To permanently  delete a page, you must go to trash, to do this, go to either Posts, Events or Pages from the side-bar in the dashboard.

trash

We can see trash is the last option there. Pages and Events have an almost identical interface there.

Once in there, you will have the option to permanently delete a post.

What is a permalink? How do I edit it?

A permalink is what others will type into the browser to find your page.

It is the address to the page, this is what you would include in emails to direct people to a specific part of the website.

Examples:

When a page is created, its permalink is its title, hyphenated.

To edit a permalink, go to edit page(or event, or post):

permalink-editing

Note: When editing the permalink of a new page (or event, or post), if you cannot find the permalink option, try saving as draft first, the page should reload and you show now see a permalink option.

Why is there a number at the end my permalink?

When you trash an item, its permalink is still reserved (in case you un-trash it).

If you trash a post, page or event, and want to re-create a new one, make sure to permanently delete it, so that the permalink is available again.

Correctly Adding Links in WordPress:

If linking to another website, enter the URL in the URL field, also its a good idea to check Open link in a new window/tab when linking offsite or to a pdf.

If linking to another page/post/event on the St. Mike’s website, type the title into the search bar, and select the page (this way, if the permalink changes, WordPress will automatically make sure the link stays in-tact)

insert-edit link

Posts vs. Pages, when to use which:

This is a great guide explaining the differences between posts vs. pages

Clear your cache

http://www.refreshyourcache.com/en/home/