Instructions

General

Please review the general WordPress documentation on my website, then refer to the specific instructions below for your site, originally all written for the Classic editor. For most of what you do, the “Classic” editor is sufficient and frankly more straightforward: paragraphs, links, lists, images. The place “Block” will be more useful is when re-ordering existing content and on image pages. As the WordPress shift to the Block editor continues, I will tailor the instructions for specific cases when reminded or requested. There is always the risk these instructions are out-of-date. Note: your existing theme is “twentyeleven” and the Genesis notes do NOT pertain. Your new theme will be a Genesis theme.

https://www.madriverweb.com/client-pages/wordpress-basic-documentation/
https://www.madriverweb.com/client-pages/wordpress-basic-documentation-blocks/

I suggest opening three tabs or windows: the public site, the admin, and these instructions. Reason: speed, ease of additional updates without additional navigation and page changing. Once you have saved some changes, switch to public tab and refresh.

  • Most common work will be within Pages and Posts.
  • Within either, images and slide shows may be added, and a featured image can be attached to the top. (Otherwise, pages, posts and categories show a random image at the top.)
  • Media can also be managed independently within Media and Meta Slider and then utilized in multiple locations.
  • Main/upper navigation is managed within Appearance Menus.

NOTE: I have enabled switching between Classic and Block editing, so the Page and Post list will have more options. To retain editing in the existing Classic format, click on the name of the page or post you wish to open or the Edit (Classic Editor) below it. If you open in Block editor by accident, back out without saving. Once a page or post is converted to Block, it can be converted back to Classic, but it retains some extraneous Block code. (I will not venture to summarize particular comments on consequences at this time although I believe them to be minimal.)

Posts

  • Best if you type the post right in the admin. Copy and paste can have some formatting consequences, especially if copying from Word.
  • If you make a long post, suggest adding a “more” tag, also located in the top row of the formatting bar. This will keep your post short on summary pages.
  • Please DON’T FORGET to categorize your post at right, multiple categories allowed.
  • You can add images to the body of your post, or attach files.
  • If you feel additional categories are warranted, add them.
  • Note that if you change a page or post title after creating it, you should edit the Permalink immediately below it.
  • Post dates can be adjusted under the Publish field.

Note: NEVER allow trackbacks and pingbacks. Although they were good in concept, the abusers have totally thwarted their usefulness and they result in huge amounts of spam.

Images (Classic)

  • You may add an image inside your post (and page). Put your cursor where you want it and click “Add Media” above the text window. You can upload an image from your hard drive. The system will save it in multiple sizes. You’ll most likely want the medium or small size. I suggest you align small images to right or medium images to none (center). You can give it a caption if you’d like.
  • Any time you are inserting an image from the Media Library, you can select the one you think you want and verify its size at right.
  • Multiple images can be uploaded at once into Media Library–those not destined to be headers (needing scaling or cropping). It stores multiple sizes.

Pages

Click Edit or Add New.

  • Page Attributes
    • Choose placement in navigation hierarchy.
    • Use Default Template. I have not styled Showcase or Sidebar.
    • Do not change Order.
  • Featured image if desired, below.
  • See other possibly helpful bullets above under Posts and Images.

Specifically for Updating Agendas and Minutes

Instructions for existing system and archive pages. See below for new method set up as “Meetings.”

  • Click to the appropriate 2nd level page.
  • Place your cursor “somewhere” inside the desired column, and use the arrow key to move it to the beginning of the first line (below the year).
  • Use Shift Enter to create a single line (rather than a new paragraph), and arrow up to that line.
  • Type your text, highlight, and “Add Media.”
  • Upload the desired file. In the right column, Attachment Display Settings should be set to “Media File,” not “Attachment Page.” Click Insert into Post.
  • Before leaving the new line, click Insert/Edit Hyperlink, and check the box “Open in a new window/tab.”
  • Check your work on the live page, and click on the link.

Specifically for Updating Officers List on Contact Us

  • Save the Excel spreadsheet as PDF while in Excel. (You already have it set up well—it saves as three pages nicely separated in PDF.) I suggest you save the PDF with a date in the file name. (Even though your subject date shows 4/4, I assumed it would be most accurate with today’s date, and I like that you have 12/6 at the bottom of the spreadsheet/PDF.)
  • Login to website admin. Upload to Media Library.
  • Go to Contact Us page.
    • In upper right, click inside the link. Remove link with the broken link icon that pops up.
    • Click Add Media, select latest file. While that box is open, change the Title to say “Official List as of (today’s date).” Also make sure in lower right it links to Media File. Insert into Page.
    • Then fix the wording on the page as needed.
    • Lastly, click inside the link again. Click the pencil icon to edit. Click the gear icon for link options. Near top, check box “open in new window.” Save.

Featured Media (current live website)

There are three places where you can upload the featured images.

1) Appearance Header. The process is:

  • Browse to select file, Upload. Chose area to be cropped, save.
  • When you’re done, under Uploaded Images, select random, Save Changes.
  • If you don’t want this in the rotation, hover over it and click the X. (Don’t select Hide Image.)
  • This will save it twice in media, as the original with multiple sizes, and as the featured image shape.

2) If you need to make image modifications, or if you don’t want the image in the random Headers, go to Media instead. Click Add New at the top.

  • Browse to select file or drag and drop, click Edit.
  • Move and size the cropping area as desired (making sure to end up with 1000 X 288 at right under Image Crop).
  • Then click Save. (This method may only save this shape.??)
  • Optional: change file name, add caption, alt text, description.
  • Then click Update.
  • Then go to either 1) Appearance Header and choose this image from the media library (it will be the first one) if you want it in the random rotation, or 2) set as featured image within a post or page.

3) Featured/Header images can also be uploaded within a page or post by clicking “Set featured image” to the lower right. You can choose from the uploaded media or upload a new one. If you upload, you will NOT have the chance to scale and crop it; it will take a slice through the middle of the image for the featured image, although it will also save the other sizes for use elsewhere.

(No real disadvantage to either of the 2nd or 3rd methods except you end up with a duplicate if you want to also set it as a random Header image.??)

Featured Media (new site)

The new size is 1600 x 800, so crop to that size. You will notice that the images display a bit differently, showing more or less width and height depending on the size of the browser window or device. I will show you in our next Zoom if you’d like. Any images that you specify means fewer that I need to attend to. In the new theme, any page without its own featured image will default to the default which is now the snowy town hall.

If you upload an image and don’t crop it, not a problem as long as it looks good on all devices and sizes. There are some configurations, however, that will only show a horizontal section through the middle, so try to get the most important content in the middle of your pictures.

Meetings

Click Meetings upper left for the new method of adding agendas, documents (packets, packages), and minutes.

  • You may click on your department to filter your own meetings.
  • When adding new, I suggest a naming protocol of department abbreviation and date as year-month-day, i.e. SB 2021-03-17. Although tedious, this will help you find the newest at the top of the list.
  • At right, add the Meeting Type so you don’t forget it. If you forget it, it simply won’t show on the public page and you can go back and add it.
  • Copy the date into the date field, or use the date picker.
  • Add an Optional Meeting Type if necessary.
  • Add an agenda that you may have already uploaded to the Media Library, or add it directly from your computer.
  • Go back to this same meeting when you need to add documents or minutes.

Navigation

  • Go to Appearance > Menus
  • If you don’t see a page you want to add under Recent, click the View All Pages tab, select any additional pages, click Add to menu, then drag and drop to correct location and indentation.
  • Save

Slideshow

  • Go to Meta Slider. Settings at right should be Flex Slider, 720 max X your preference, Fade, Arrows, Hidden or Dots your preference, Auto play, Smart Crop or Disabled, Hover pause, 6000, 800, Print CSS, Print JS. These will stay like this for new sliders and can be modified as desired.
  • Click one to edit or click + to create new.
  • Name it to match the page (for convenience).
  • Add Slide(s). Captions may attach to the image in/from other places, i.e. in other sliders or use of the image, so double-check this.
  • Go to page or post, place curser, select Add slider. This will insert the shortcode. The shortcode can also be copied and pasted (metaslider ID#).

Miscellaneous, One-Time or Advanced

  • In every admin panel, there are Screen Options at the upper right. We set these during our meeting.
  • For Posts, un-check Slug, Custom Fields, Send Trackbacks, Excerpt, Format; these will be out of your way in the future. (We are only using the Standard Format, no excerpts, no pingbacks or trackbacks, leave the slug alone.)
  • For Pages, un-check Author, Slug, Comments, Custom Fields; these will be out of your way in the future. (We are only using the Default Template.)
  • In the formatting bar, expand “Show/Hide Kitchen Sink” near right end to see more formatting options.
  • Switch to “Text” tab (upper right), and get used to reading the html. Sometimes copy and paste is easier in this mode, then clean up under “Visual” tab.
  • Feel free to use Tags on Posts, optional. (I prefer to stick with Categories.)
  • You may Comment on Posts while logged in.