WordPress Training Worksheet CLIENT: State College of Florida Foundation JOB: SFF-19008 DATE: April 20, 2020 Document Key • Blue & Bold signifies main left side of WordPress navigation • Orange signifies action words/buttons/clickable links Access Information https://dev.scf-foundation.org/ https://dev.scf-foundation.org/wp-admin • Domain: • Admin URL: § User Name: § Password: Section 1: Daily Tasks 1.1 Text Changes to Existing Pages Pages tab • Navigate to the page and click Edit In Elementor in the header menu In the PAGES list, hover over a page’s title and click Edit In Elementor • Click the element you want to edit • Use the editor in the left column to make changes • Preview Changes by clicking on the Eye Icon ( ) • Click Update to save and publish changes • SAFETY: To restore a previous version of a page, click , then click Revisions, click previous version, click Apply 1.2 Add/remove URL Link to Text • Copy destination URL to your clipboard • Edit the page (1.1) • Select text • Click link icon in top strip of icons • Paste URL into Link URL • Determine Target (usually in a new window) • Click Insert • To remove link, insert cursor in linked text and click break link icon Continued Page 2 Grapevine Communications – Creative. Strategic, Accountable. 1 5201 PAYLOR LANE – SARASOTA, FLORIDA 34240 – Tel: (941) 351-0024 – Fax: (941) 351-0034 Grapevine Communications maintains ownership and copyright of all concepts and materials specified herein, and transfers ownership only upon the receipt of full payment for all fees and costs. Any dissemination or copying of this document and attachments is prohibited and the content enclosed or attached is considered privileged and confidential.
WordPress Training Worksheet CLIENT: State College of Florida Foundation JOB: SFF-19008 DATE: April 20, 2020 1.3 Adding Images and Documents to Library Media tab • Click Add New • Drag and drop files to the upload section 1.4 Adding Image/Document to Page Edit Page • Image Element o Click and drag the Image element onto the page o Click Choose Your Image in left column o Select the image from the image browser o OR upload a new image using on the Upload tab • Image in Text Element o Click the text element o Click the Add Media button o Select the image from the image browser o OR upload a new image using on the Upload tab 1.5.1 Adding Page Pages tab • Click Add New • Add a page TITLE • Select Elementor Full Width from the TEMPLATE dropdown in the right column • Complete SEO Title and Meta Description at the bottom of the page • Save by clicking Publish or Save as Draft • Click Edit with Elementor to add content elements • Add elements as needed by dragging and dropping from the left column into the main content area. • Click Publish or Save Draft to save Appearance tab • Click Menus • In Pages pane, select newly created page and click Add to Menu • Drag newly added page title bar to desired location, in order required • Click Save Menu • Return to new page Continued Page 3 Grapevine Communications – Creative. Strategic, Accountable. 2 5201 PAYLOR LANE – SARASOTA, FLORIDA 34240 – Tel: (941) 351-0024 – Fax: (941) 351-0034 Grapevine Communications maintains ownership and copyright of all concepts and materials specified herein, and transfers ownership only upon the receipt of full payment for all fees and costs. Any dissemination or copying of this document and attachments is prohibited and the content enclosed or attached is considered privileged and confidential.
WordPress Training Worksheet CLIENT: State College of Florida Foundation JOB: SFF-19008 DATE: April 20, 2020 1.5.2 Adding Post (Blog – Not active) Posts tab • Click Add New • Type Title • Determine Discussion setting • Set the Categories to News • Click Publish 1.6 Modify Existing Menu/Custom Link Appearance tab • Click Menus • Select the menu item title from Menu tabs • Click Down arrow on the Link you want to update • Update the LINK TEXT • Click Save Menu located at the top 1.7 Create New Custom Link (i.e. PDF/URL) Within Existing Menu Media tab • Upload new PDF (See Adding Image to Library) • Copy File or Web Page URL Appearance tab • Click Menus • Select title from Menu tabs • Paste File URL into URL field in left-hand Custom Links floating tab • Add relevant Title • Click Add to Menu • Click Down arrow on newly created Custom Link • Modify Navigation Label (match formatting if required) • Select Link Target • Click Save Menu located at Menu tabs Continued Page 4 Grapevine Communications – Creative. Strategic, Accountable. 3 5201 PAYLOR LANE – SARASOTA, FLORIDA 34240 – Tel: (941) 351-0024 – Fax: (941) 351-0034 Grapevine Communications maintains ownership and copyright of all concepts and materials specified herein, and transfers ownership only upon the receipt of full payment for all fees and costs. Any dissemination or copying of this document and attachments is prohibited and the content enclosed or attached is considered privileged and confidential.
WordPress Training Worksheet CLIENT: State College of Florida Foundation JOB: SFF-19008 DATE: April 20, 2020 1.8 Remove Custom Link Within Existing Menu Appearance tab • Click Menus • Select title from Menu tabs • Click Down arrow on Custom Link that you want to remove • Click Remove at bottom left-hand corner • Click Save Menu located at the top of the page 1.9 Add/Edit Event (Admin Area) Events tab • Click Events • Click The Event Title OR Add New • Use the Wordpress editor to add content to the event detail page • Use the Event Details form to set the date, time, location, event color etc. • Click Update 1.10 Creating Elementor Templates (Admin Area) Templates tab • Click Add New • Select the Template Type (i.e. Section) • Enter a name for the template • Click Create Template • Use the Elementor editor to place content as needed. Same as editing PAGES • Click Update to save Section 2: Weekly Tasks 2.1 Back-up Tools tab • Click Tools > Export, ensure All Content radio button is selected • Click Download Export File Continued Page 5 Grapevine Communications – Creative. Strategic, Accountable. 4 5201 PAYLOR LANE – SARASOTA, FLORIDA 34240 – Tel: (941) 351-0024 – Fax: (941) 351-0034 Grapevine Communications maintains ownership and copyright of all concepts and materials specified herein, and transfers ownership only upon the receipt of full payment for all fees and costs. Any dissemination or copying of this document and attachments is prohibited and the content enclosed or attached is considered privileged and confidential.
WordPress Training Worksheet CLIENT: State College of Florida Foundation JOB: SFF-19008 DATE: April 20, 2020 Section 3: Monthly Tasks 3.1 Full Back-up • Click Akeeba Backup • Click Backup Now and follow the on-screen instructions • Click Manage Backups to download the backup file Section 4: As required 4.1 Plugin/WordPress Updates Often, updates to plugins and the WordPress software are released by the developer. Upon log-in, WordPress will display a number in a circle (beside the Dashboard and Plugin tabs). This indicates that an update has been issued and requires action. After performing a full back- up (see 3.1 Full Back-up), click Plugins tab and click the Update link under the plugin(s) required. Section 5: Software Help Guides • Akeeba Backup - https://www.akeebabackup.com/ • Elementor Documentation - https://docs.elementor.com/ Elementor Video Tutorials - https://www.youtube.com/elementor • EventOn - https://bit.ly/2XUilnJ • WordPress - https://codex.wordpress.org/ End Grapevine Communications – Creative. Strategic, Accountable. 5 5201 PAYLOR LANE – SARASOTA, FLORIDA 34240 – Tel: (941) 351-0024 – Fax: (941) 351-0034 Grapevine Communications maintains ownership and copyright of all concepts and materials specified herein, and transfers ownership only upon the receipt of full payment for all fees and costs. Any dissemination or copying of this document and attachments is prohibited and the content enclosed or attached is considered privileged and confidential.
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