Bob’s Getting Started

Assuming you are signed in, you can get to the basic navigation panel by clicking on the WordPress symbol in the top bar (the bar that says “Howdy, [your_screen_name] at the top left.) If you don’t see it, you can always just type the home URL, https://lirstaging.dreamhosters.com/wp-admin/, to get back to the dashboard.

I will refer to the menu down the left side as the “dashboard navigation menu”. I’m not sure what it is called officially.

Most of the top-level items on this navigation menu have drop-down menus under them. For example, if you click on “Pages”, by default you get the list of All Pages, but also a menu item Add New. There is a little bit of help under the drop-down “help” tab at top right, and options for customizing the view under “screen options”.

Basic content consists of Pages, Posts, and Media. Create a new Page and file it under your XXX Demo Pages page by selecting that page as its parent (see “Add a new page”, below) when you want a canvas on which to experiment with different types of blocks and designs. If properly filed, you will see a link to it on your XXX Demo Pages page. Create a new Post and assign it to the category Web Site Committee when you want to report on your progress or something else. It will show up under Recent Posts in the sidebar of the Blog page and other posts, as well as in the Web Site Committee posts block on the page Front Page Options on the KC Demo Page (a work in progress.)

There are several ways to add to the media library. You can click on Media => Add New, which will get you to a screen where you can upload a file (usually an image or a PDF.) Or you can add an image block or a file block to a page or post, which will give you the option of using something already in the media library or uploading something from your computer, which will end up in the media library. Those are the two most common ways, but there are probably others. Basically, the media library consists of “attachments” that you can insert/embed in your posts and pages.

On the Dashboard navigation menu (that’s the left side), click on Pages then Add New. This brings up a blank page. You should see the top toolbar, with the WordPress symbol on the left (that will take you back to the dashboard) and a string of symbols (among which the List View might occasionally be useful), but more important are the things on the right. Initially these are Preview and Publish buttons (later you will others), a gear and a three-dot drop-down menu. The gear is a toggle switch that shows or hides a panel on the right. For now, be sure it is showing. It has two tabs, “Page” and “Block”.

Click where it says Add Title and type in a title. The Save draft button appears. But before you click on that, go down to “Page Attributes” in the right-hand panel, click on down-arrow to reveal the box that says “Parent Page”, and start typing your initials (all caps); when it comes up with XXX Demo Pages, click on that. Now click on Save draft.

Before we go on, look farther down the right panel at the Astra Settings. Here you can add a sidebar to this page only (by default, pages have no sidebars, except for the Blog pages and posts), change the container layout for this page only (the default is full width/contained), or remove certain sections.

All content is added in blocks. So before you go on, familiarize yourself with the available block types at https://wordpress.org/support/article/blocks/.

Where it says “type / to choose a block” you can:

• just start typing, in which case you will be creating the default block type, which is Paragraph;
• just type “/”, which will bring up a list of the most common block types; click on one to choose it;
• type “/” followed by one or more letters to get a list of suggestions; for example, typing “/c” brings up Columns and Cover, among other useful possibilities.

Go ahead, add a header; add a paragraph; add an image; make two columns. Try it out! Update your draft occasionally.

Since this is not a public site, you can publish your page any time; just click the Publish button. The main advantage to this is that a link to the page will now show up on your XXX Demo Pages page, which might make it easier for you to get back to it. You can still edit and update it.

So now you want to change something. There are two ways to get back into edit mode:

1. If you are already viewing the page, for example if you just updated it and then took the “view page” option that popped up on your screen momentarily, then hit “Edit page” in the top bar above the page.
2. Find the page under All Pages in the dashboard navigation menu (if you are the original author, it might be easiest to select only the pages that are “mine” at the top), and either click on the title of the page, or on the option “Edit” (NOT “Quick Edit”, which is different; that is discussed under “Duplicate a page” below) that appears when you hover over the title.

This is almost the same as adding a new page. Go to Posts => Add New in the dashboard navigation menu and add a title and blocks.

However, the options in the right hand panel under “Post” are a quite different. First, you should assign one (or, rarely, more than one) category to your post. You can add tags. And you can and should compose an “excerpt” or abstract that summarizes your post in about 50 words or less. This is what gets displayed on Blog archive pages (for example, on the Blog page). If you don’t write one yourself, WordPress will try to make one up. You can do it better.

So what’s the difference between categories and tags? It’s time for you to learn to use the WordPress support pages. Under that “W” for WordPress in the top bar of your dashboard near the left end there is a drop-down menu. Click on “Documentation”. This brings up the support page. Unfortunately, the search engine is your average terrible search engine. So to answer this question, it’s actually much better to google “categories tags WordPress” and the top page in the results will be what you want. I’m sure that if you type “categories tags” into the WordPress support page search window it’s there somewhere, but not near the top.

Posts don’t get organized into a hierarchy like pages. They are basically organized by date, author, and category. Categories can be arranged in a hierarchy, but you don’t want too many of them. At the moment there are three, top-level categories: Announcements, Blogs, and Web Site Committee. All of my posts so far are assigned to Web Site Committee, and probably most of yours will be too, but eventually things like messages from the president and creative writing from members of our writing groups could be Blogs. There is room for some subcategories. While I think there is no rule about the depth of the hierarchy, I would not go to a third level. A given post can be assigned to more than one category.

Tags can’t be organized into a hierarchy, and they can proliferate pretty much at will, but maybe you should look to see what already exists before creating a new one or they won’t be very useful for the purpose of creating archives.

While WordPress core is singularly lacking in good ways to display pages, it has plenty of ways to index posts into “Blog Archive” pages. These are pages that are not created and not editable. The page “Blog” is one such page. If you go over to the sidebar and click on “Web Site Notes” under “Categories”, you will get another archive page, but this one only shows the posts that have been assigned to the category “Web Site Notes”. Archive pages can be created like this, on the fly, by month or by tag or by author…

The great thing about web pages, of course, is the ability to add clickable links to steer people to other pages. There are several block types (Paragraph, Heading, Button…) that allow you to add links easily. For example, when you are just typing in a paragraph block, then one of the options in the tool bar above the paragraph you are working on is supposed to resemble a link in a chain, “(-)”. Here’s how you use it:

1. Type your paragraph or at least your sentence normally.
2. In another browser window, open the page you want to link to. Select the text in the URL bar and copy it to the clipboard. (In the FAQ above that text was “https://wordpress.com/support/posts/categories-vs-tags/”.)
3. Back in the window for the page you are editing, select the text that you want to be clickable. (For example, in the FAQ above this one, I selected the words “top page”.)
4. Click on the link icon and paste the copied text into the box that appears. While you’re there, it is probably also a good idea to turn on “open in new tab”.
5. Hit the “return” arrow, and behold! you have created a link.

Preview your page to test it and/or save or update the page and then test it. But test it!

This is where the List View mentioned under “Navigating WordPress” comes in handy. Go to a page you are curious about and get into edit mode. If it’s not your page, please don’t edit it until you are sure you know what you are doing!! You can clone it and play with that version; see next FAQ.

Click on the “List View” icon in the top bar (three horizontal lines.) You will see the complete list of block types that were used, in their hierarchy. Hover your cursor over an item in the list and to the right you will see the part of the page that block refers to (you may have to scroll.)

If you find a page you want to play with, make a copy and then make it yours. Here’s how:

Thanks to a simple plug-in (WP Duplicate Page), when you hover over a page or post in the dashboard view, one of your options is “Duplicate”. When you click on that, an identical new page with the same title is created, but it is a draft page.

Find that new page in the dashboard view. It is probably right above or below the page you duplicated (it was given the same parent page), but if you don’t see it, use the search function at the top of that view, or filter so that you are looking only at the draft pages, also at the top of that view. Hover your cursor over the page title and click “Quick edit”.

“Quick edit” allows you change the meta information. You might want to change the title; at least add the word Duplicate. If you make a more significant change to the title, you might want to change the slug to match. (The slug is the last part of the URL. Two pages with different parent pages can have the same slug, but two pages with the same parent can not. What the duplication process did was add something like “-1” to the original slug, so until you change the parent page you don’t want to just remove that.) You should change the author to yourself, using the drop-down menu, and you should change the parent page to your own XXX Demo Pages, which will be near the top of the drop-down menu, under the top-level Demo Pages. Finally, if you want, you can change the status to published, or you can leave it as a draft page for now. Click the Update button over on the right to save these changes.

Go to “Pages” => “All pages” to see the page in its new correct position in the page hierarchy. Now you can edit it to your heart’s content; it’s your page.

A fair number of the pages I’ve created, such as all of the XXX Demo Pages, are index pages that show all their children (no grandchildren though.) I’ve now set up all of those demo pages so that when you file a page under them it will show up there.

What you’ll see if you look at one of these pages in edit mode is a “shortcode” block with the shortcode (in square brackets) that was generated by the plugin Content Views. Content Views is a plug-in that put something on the navigation bar of the dashboard page, and if you click on Content Views => All Views you can find the view that generates that shortcode. You can edit it to see how it works; pretty straightforward.

You are welcome to edit your own XXX Demo Page. You can add other blocks; notes; whatever seems useful to you. Again, it’s your page.

Plug-ins are third-party additions to the core functionality of WordPress. As WordPress evolves, it sometimes incorporates some of the most useful functions that were first provided by plug-ins. However, in this respect as in some others, WordPress lags far behind the other major open-source Content Management System (CMS), Drupal. However, it is improving.

Plug-ins are near the bottom of the dashboard navigation menu. First take a look at the installed plug-ins. Some of these are active, some are not. Of those that are not, many were installed by dreamhost along with the WordPress core, including Akismet Anti-Spam, All-in-One-SEO, Jetpack. Also some of those that are activated were installed by dreamhost. A few were installed by BoldGrid; see my post here for an account of my trials and tribulations with BoldGrid. I have deleted most of those, and may soon delete the rest.

The ones I have added that I like and am using are: Content Views (used to build index pages), Lightweight Accordion (used to build this FAQ page), PDF Embedder (here’s one example, and here’s another; also a few notes in this post) and WP Duplicate Page (see above FAQ on duplicating a page.) For every plug-in that I have added and kept, I have thrown away at least two. So investigate them a bit before adding them, and test them to be sure they do what you expect them to do. And don’t pay for them. There is probably a better one for free; a lot of plug-ins are just “teasers” for the paid versions, and the free versions do almost nothing.

To explore the available plug-ins, click on Plug-ins => Add New and type in a likely search term (like “forms” or “clone”. You may have to look at some of the ones that come up to find a better search term.) You’ll get a list of related plug-ins. Be sure that any one that you choose to try out is compatible with WordPress 5.8, which was just released in July 2021. Many have not been tested with 5.8, and that is usually a bad sign, because 5.8 was a major update and compatibility is not guaranteed. Look at what kind of documentation is available. For simple plug-ins like WP Duplicate Page there is enough information on the WordPress plug-ins page, but for many plug-ins the WordPress page will have a link to additional documentation and you will want to look at that too.

If you see one you’d like to try, click on Install and then Activate. (Or just install it. You can activate it from the Installed Plugins screen.) Check if it has a settings page; after you have activated it, an option “Settings” may appear beneath its name. All settings have defaults which are mostly fine, but take a look anyway.

Figure out how to use it (if you can’t, then delete it!) and give it a whirl. If it doesn’t do what you want, deactivate and delete it. Unneeded third-party software is just one more security risk, even if it’s not much of one.

If it’s a keeper (even if it’s inactive) be sure to enable auto-updates. And tell us about it in a blog post.

With the exception of the annual WordPress themes (Twenty Twenty-One, Twenty Nineteen, etc.), themes are also third party software. In this case, the third-party options are greatly preferable to the fairly minimalist WordPress themes. But there is a huge spectrum of themes out there, and in my opinion most of them are not worth your time; they are designed for sites that are selling things, or artists primarily interested in making photo galleries, or people who just want a blog. They don’t allow you to customize things like the typography and other options are quite limited, at least in the free versions.

Click on Appearance in the dashboard navigation menu to see the installed themes. Only one theme can be active at a time.

I have activated Astra. It has far more customization options than your average theme, although maybe not quite so many as Customify (not installed here.) Blocksy has customization options fairly similar to Astra. I really think you should not be looking at other themes until you have decided that you just can’t live with Astra. Astra is well maintained and constantly improved.

Downloading and activating a theme is like downloading and activating a plug-in. But when you activate a new theme you also deactivate the current one, and since it will not have the same customization options as Astra, it will inherit only those options that are relevant.

Go to Appearance => Customize. You’ll get a page that shows the front page (currently “Welcome!”) on the right and the top level of the customization menu on the left.

The place to start is with Astra documentation. We have version 3.6.8 (some of the documentation is “before version 3.0” vs. “3.0+”.) But this is limited, and you will just have to experiment.

I have done very little customization and you are more than welcome to pitch in. Spend your time trying to make this theme do what you want it to do instead of looking for a new theme.