WordPress Manual

working with WordPress ❤

Hello,
you have chosen one of the most user-friendly, secure and accessible content management systems in WordPress. It will not take you long to get used to the admin interface and get into the swing of updating your site. If you are already happily working with Wordpress, then this manual may serve as a refresher or reminder.

If you are completely new to working with WordPress and have never seen the admin at all - this manual is written for you. We cover the main interface and common tasks and aim to give a good overview of how to work with WordPress as installed initially, using a basic theme.

Please bear in mind that the admin options can vary. Some themes will add additional functions to the interface, others will make customisation available via the customiser. This manual focuses on the core functions available by default only.

Note to our clients,
this manual is the introduction to the main functions only. You will also receive an additional custom manual from us on hand-over of the project. We will cover the bespoke options and functions which were designed and developed for your site specifically.

site admin

logging in/out

As your website runs on WordPress as CMS it has 2 views, one public view—which is what your site visitors will see—and the admin view which only you can access via your login. To edit the site's content for updates, edits or changes - you will need to login to use set admin functions.

We would recommend that you try to establish a comfortable workflow for your work on the site. One popular method is to work in different browser tabs as you edit your site, or 2 different windows if you prefer. One tab/window for the admin, the other to view the public site. You can work in the admin window for the edits, save your edits and then go to the public site to refresh the page and see your changes immediately. This will allow you to check whether your changes display as intended and proof read your text once more.
If you need to un-do a change - you will be able to go back via the revisions panel in your post's editor.

The link to your admin interface will depend on your installation on the server. If installed in the main directory, your link would be your-domain.com/wp-admin.

WordPress login screen

If you ever do forget your password - this is also where you can request a password reset. You will need to make sure to use the correct email for your user in order to receive the email.

You can log out via your profile link in the top right corner in the admin section.

WordPress logout link

dashboard

Once logged in - you will see the dashboard which gives a quick overview of the site's content. All admin options are displayed within the left side panel, organised by content type and available options. The right panel gives you a quick overview of the site and published content.

WordPress logout link

You can customise this screen by dragging the panels into your preferred order. You can also hide and show the given content blocks, via the screen options tab in the top right corner.

dashboard menu options

The main menu options and their usage are:

Dashboard
your site's overview, the first screen once you log in
Posts
all posts published across your site, organised into categories
Pages
your websites' pages
additional settings & options
Media
lists all uploaded media files, such as photos and other media files
(files types: jpg/gif/png/pdf/doc)
Comments
if enabled, any submitted comments will be listed here, for moderation by you
Appearance
shows the settings available for your site, including widgets and site options
(available options will depend on your active theme)
Profile
your account and profile settings - including password reset
Tools
shows available website management tools
(import content from other sources, export your content)

content types

Before you can start editing the existing content or add a new piece - a quick word on the different content types used for the website. All are editable and are made to fit your purpose.

Depending on the requirements of your content structure and site design, this use may change, be customised and extended much further.

A typical default WordPress setup works with 2 different types of content:

Posts

Post are typically articles, reviews, opinion pieces and media content. Regular updates and new additions to the site are typically published as posts.

For example: Your site might include a 'news' section. You are writing blog posts about additions to your services, updates on ongoing projects and promotion for seasonal offers.

Pages

Pages are usually used for content which is fairly static and does only occasionally get updated. You can include any content you wish, text, images and video.

For example: A typical page would be the 'about' page of your site. It gives information about you, your organisation, company or business and is expected to serve as an introduction. Updates might be done every few months, maybe once or twice a year only.

updating existing content

Regular updates and content edits will keep your site fresh and add incentive for site visitors to return. It will also benefit SEO to keep content updated.

editing posts

To edit post content - click on Posts which will drop down 4 options.

All Posts
will show all existing posts, ordered by date.
Add New
will allow for adding a new post.
Categories
will show categories used on your site, also new categories can be created here.
Tags
can be used to further categorise content.

When hovering over a post's panel within the listing - you will see the edit options appear underneath the post title.

edit post
Edit
click to access the text editor with all options
Quick Edit
click to edit details only, such as publish date, category, author or page status
Trash
click to move post into the trash (will not be permanently deleted, merely moved and kept in the Trash)
View
click to view the post as seen by site visitors

Once you click 'Edit' - you will be taken to the post's editor. Here, you will be able to change the content, add new text or images to the existing content, and update the current post.

post editor

WordPress will autosave in the background but to save your edits permanently, make sure to save as draft, or update as fitting.

editing pages

To edit the content of any of the pages - click on Pages which will drop down 2 options.

All Pages
will show all existing pages, ordered by date
Add New
will allow for adding a new page

The edit options are the same as for the posts previously ↑

Once you click 'Edit' - you will be taken to the page's editor. Here, you will be able to change the content, add new text or images to the existing content, and update the current page.

post editor

Both posts and pages allow you to set a publication date. Past dates can be edited and content can be scheduled for automatic publishing at a future date via the 'Published on' settings.

publishing new content

post categories

On installation, WordPress will include one example of each content type - the default post is assigned to the category of 'Uncategorised', ready for you to edit as fitting your site. Post categories allow you to organise your content into suitable topics which in turn can become site sections and be added as links to the menu.

post categories

For example: You might sell physical goods on your website. You could use the post categories to present your products in distinct sections, or to filter by specific criteria.

adding new posts

To add new post - access the 'Posts' menu and click Add New. Write you post, make sure to include a fitting title, add media files, set the appropriate category - and click Publish when done to publish to the website. Your post will be visible on the public site.

add new post

adding new pages

Adding new pages is similar to adding new posts - click Add new from 'Pages' menu, enter page title and content, and click Publish button to publish new page.

add new page

If your site's theme includes design/layout for specific pages, you can apply the available template via the drop-down options here.

working with media

media: settings

Before uploading any media - check on the settings for sizes used. You can then edit your images to fit the largest size and ensure the right layout on your site. If you need to edit and change the settings here, it will be important to set the required size at the very start, before you add your content.

media settings

NOTE: it is vital to optimise any images before upload. For example—by default—most high quality digital photographs will be too large in size/dimension (often larger than needed, too large at over 3000px) and too heavy (often more than a few MB) which will cause longer loading times.

media library

All uploaded files are stored in the Media Library. It offers an overview of all media, search and filtering options and access to edit the file's details.

media library

image details, best practice

Images can be given additional information, such as captions and descriptions. Be aware that your active theme will control whether and, if so, how this text is displayed on the website.

There is one detail which is required for all content images: the alternative text. This text consists of a short summary of the image content and serves the following purposes:

media details

Creating galleries

To add more than one image to a post, page or new gallery post - you can use the built-in gallery feature which allows for different presentations of all images as collection. Customisation options on a default setup include number of columns, image size and order.

Step 1: new gallery

To insert new photo gallery into your page / post, click the Add Media button, on top of your editor. Choose Create Gallery and proceed to upload your files. Upload all images to be shown as part of the gallery.

upload files to gallery

Step 2: edit settings

Next, use appropriate settings for your gallery: Link to media file, choose columns according to image count and select your chosen image size. Make sure to add the required alternative text to each of your images.
Click Insert gallery button and update your post.

insert gallery

happy editing

We hope this manual is useful as general introduction to the admin interface of a standard WordPress setup. Please do feel free to get in touch if you get stuck or have any further questions - always happy to help :)