Starting WordPress is a series I am doing on how to use WordPress in easy to understand terms. I found the Codex to be helpful but felt that it was very technical. These are my instructions in a more non-technical way. Visit the series page for a list of all the topics in this series.
Last time I explained what a page is for and what a post is for and told you about the different post formats that are available in WordPress. This week, I’ll be walking you through adding pages and posts.
To add a new page go to PAGES > ADD NEW or hover over +NEW and clicking PAGE.
You can then enter the name of your page, in the ADD NEW PAGE field. e.g., “About”.
WordPress automatically creates a permalink for your page, based on what you set in SETTINGS>PERMALINKS and the name you have given to your page. If you would like to change this you can click edit.
In the text editor, type up what information you want on this page.
Most of the tools above the text editor are standard is most text editors. However you will notice a drop down box that has “Paragraph”. By default your text will be formatted is “Paragraph” which is just plain text like these words are. However you can choose to format your headers using the pre-defined formatting [whether it came with the theme or you want to change it via CSS – more on that at a later date]. You can also choose Header 1 – 6, or preformatted. Preformatted is used to display code that you’re sharing in your post. This is how it would look.
You can add media to the page (either a video or an image) by clicking “Add Media”. You can create a contact form if you have contact forms enabled in Jetpack by clicking “Add Contact Form”.
You can set this page as a sub-page by assigning a parent page to it. You can also set a Featured image, although I have never used this so I’m not sure how it would look. I guess if you created a page archive it would be used then.
You can then publish your page or save as a draft. A draft is something that only you will see [or other registered users]. You can use this option if you are not ready to have visitors see the page yet. To publish means to make it viewable to everyone.
Add a new post by going to POSTS>ADD NEW or clicking on +NEW and clicking POST.
All of the sections available to create new pages are present in creating new posts except the option to add a parent page. In addition to these it has the option to add Tags and Categories. If you add your own custom taxonomies these would be here too. I use a custom taxonomy to create blog series such as this one. This groups all posts again to this taxonomy into one group where I have direct visitors to the taxonomy’s archive page [a page listing all post in this group]. You can do this for categories and tags [which are the default taxonomies offered in WordPress].
You add the name of your post. This is the name that will be shown at the top of your post on any page.
You can edit the permalinks, or leave them as is.
Enter your post text. If you would only like a portion of your post to be shown on the main page you can insert a read more tag [looks like an equal sign with dashes in the middle], immediate after the text you want to appear on the main page. E.g., I only want to show the image I have on the top of my page so I insert the read more tag immediately after my image.
You can add a featured image. This is used to display an image at the top of your post or as the main image for your post whenever it is displayed in a list. Some themes will automatically pull the first image so you can use this option to display a different picture as the featured image. If you have an image in your post, it may already be showing on the main page and adding a featured image may make this image display twice. If that is the case and you only want it once, either remove it from the post or remove the featured image.
You can allow comments and allow trackback and pingbacks on the post by checking the box next to the option in the discussion section. A trackback and pingback allows WordPress to send a notification to any sites that you link to in this post.If your theme has multiple formats enabled, choose the one appropriate for you post.
It’s a good idea to think about your categories beforehand. Especially if you have set your permalinks to include categories. e.g., www.yoursite.com/categoryname/postname. This is why I personally choose to use only the name. The catch with using only the name is that each post has to have a unique name. If you want to do an anniversary post every year then just add the year or number of years into the post name. This was your post URL will be www.yoursite.com/postname.
A category is like a group name. When you add a post to a category it gets grouped together with other categories and you can then display a list of all posts in a certain category. E.g., I have a category for WordPress and everything I will create related to WordPress will be added to that category.
You can even have sub-categories. You can add a new category directly from the post editor or you can manage categories from POSTS>CATEGORIES.
A post can have more than one category. Normally though, you will not create many categories.
A tag is like a keyword. You can add certain tags to a post to make it easier for visitors to find posts that contact similar tags. Unlike Categories, you could have many tags since most posts will have multiple tags. You do not get a list of the tags that exist, although when you start typing a tag it will bring up suggestions based on existing tags.
To view all posts in a category or that contain a certain tag, you can click on the category or tag whenever you see it displayed and it should take you to the post archives for that category or tag.
SAVING & PUBLISHING
WordPress automatically saves your post as a draft but it’s still a good idea to save your post as a draft while you are still working on it. Just in case something happens and you get kicked out of the editor, you can come back and finish your post. To do so, click “Save Draft”.
You can also preview what your post will look like when it’s published by clicking “Preview”
You can edit the status of a post by clicking “edit” next to the status. If you have a large blog or site you may have people who will enter new data but cannot publish, therefore you will have a status for Pending Review.
You can also set the visibility to private, password required or public.
You can set your post to be published at a date and time in the future by clicking edit and entering a future date and time.
The option to Publicize allows you to broadcast a new post on 6 different sites including Facebook and Twitter. This is a feature turned on via the Jetpack plugin which I recommended otherwise it will not be available. By default the post to these sites would be the name of the post and a link to the post. However if enabled [via SETTINGS>SHARING], you can click edit to change what will be posted to the sites. Only one wording is allowed for all sites but you can add in hash tags which work on most of these social media sites.
You can also delete a post by clicking “Move to Bin”, or Schedule, Publish or update a post. A three options are displayed as the same button but changes depending on the current status. It will say “Schedule” if this is still a draft and the publish date & time is set to be in the future. It will say “Publish” if publish time is set to immediately. It will say “Update” if the post is already scheduled or published.