WordPress Basic How-to Guides

These are guides to some of the basic steps in using the Default Editor of WordPress

Basic WP Posting    View/Download PDF

Inserting images   View/Download PDF  

Media Library   View/Download PDF

Links and URLs   View/Download PDF

Categories   View/Download PDF

 

Managing and Finding Posts (Articles)

As the Complement grows, it can become harder to manage the larger number of posts and find what you are looking for. These steps will make it easier.

Start by going to Posts > All Posts

You will only need to do this first step once, but each user (each separate login) will need to do it.

  • In the upper right click Screen Options
  • Check all boxes except Tags and Stats
  • Change Number of items per page  to 999
  • Click Apply
  • Now all the posts will load without the need to go to the next page

Finding the post(s) you need to find

  • A few of the blue links on top may be useful
    • Mine – shows all posts published by the user currently logged in
    • Private will bring up posts like this one that are only meant to be seen by the editorial team
    • The rest are self explanatory and probably less useful
  • Sort by Category and/or date
    • Choose the category and/or date range from those two drop-downs then click Filter
  • Click the column “Title” column heading to sort posts alphabetically by title
    • Click again to again to change from ascending to descending or vise versa
  • Click the column “Date” column heading to sort posts by date published
    • Click again to again to change from ascending to descending or vise versa

 

Ordering Articles on Collection Pages (Prepare, News & Views, etc.)

The Masonry element organizes and displays the articles for Prepare, News & Views, Arts & Info, etc. Here are some setting that might come in handy. Note: we are talking about the “Masonry” element under “Content Elements.” There is also a “Masonry Gallery” element under “Media Elements” that is used to create a gallery grid of images.

  • Edit the page that contains a collection of posts and open the “Masonry” element
  • “Select Entries” is where you choose the category or categories of post that will be displayed
    • Hold Command to select more than one category
  • Open “Sorting” then “Order by” to change the post order
    • You will probably use “Date” or “Page Order” if you want to order the posts manually
  • For “Date,” “Descending order” means newest posts will be on the top.
  • For “Page Order,”  “Ascending order” means the posts will be in the same order as they are when you go to All Posts
    • Remember, from All Posts you can filter by category and drag and drop posts to reorder.

There are a lot of other settings for this element but I will leave it at that for now.

 

Font Styles and Sizes

Use this for reference and ask David to change any of these styles site-wide

Managing and Finding Images in the Media Library

The Media Library does not have a lot of options that will help you organize files but here are some things that will make it easier to find what you need

Right below “Media Library” you will find two icons. Use these to switch from grid view to list view or vise versa

You will only need to do this first step once, but each user (each separate login) will need to do it.

  • Go to the list view
  • In the upper right click Screen Options
  • Check all boxes
  • Change Number of items per page  to 999
  • Click Apply
  • Now 999 files will load without the need to go to the next page

Use the search box to search for files by their file name. If it is easy to find the image you want on the front end of the site, hover over that image for a few seconds and the title will pop up as a tool tip. Type this into the Media Library search box.

Sorting the file(s) to find what you need. 

  • Go to the list view
  • Sort by media type, files uploaded by you, and/or date
    • Choose media type or files uploaded by you, and/or date range from those two drop-downs then click Filter
  • Click the column “File” column heading to sort files alphabetically by title
    • Click again to again to change from ascending to descending or vise versa
  • Click the column “Date” column heading to sort files by date uploaded
    • Click again to again to change from ascending to descending or vise versa
  • Click the column “Author” column heading to sort file by who uploaded them
    • Click again to again to change from ascending to descending or vise versa

 

How to post a pdf

A pdf file can be linked from a post in two slightly different ways — with very different results

This post is intended to step through the two, using screen grabs to illustrate the key differences

To start with, you upload your pdf to the media library.  We are going to use the RVM Snow route figure as an example

go to Media library (or upload)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

You will get the following page

 

If you paste in the permalink,

SNOW ROUTE

You will get this when you use the link

if you paste in the file URL

SNOW ROUTE

You will get this

Tutorial videos