WordPress Tutorial for Beginners

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Logging Into WordPress

Let’s Get Started Making a Great Site

In order to get to the backend or Admin area of WordPress you have to Log In. There are generally 2 different url’s that will take you into your WordPress dashboard.

As an example, if your WP site is called mycatblog.com, you can login to your site at:

http://www.mycatblog.com/wp-admin or http://www.mycatblog.com/wp-login.php

What is the difference between the two? Essentially nothing – both will get you access to the screen below.

If your install is a typical WP install, you will see the following screen:

WordPress Login Screen - WordPress Tutorial For Beginners

Logging in is a simple process

  • Enter Your Username or Email address in the top field
  • Enter your password in the bottom field•
  • Click the blue ‘Log In’ button

If you are on a private device, (for example your home computer) you can check “Remember Me” and your login info will be saved on the device.

Power Tip

You should never have the word ‘admin’ as your login. Hackers are well aware of that default password and if they find your site has an ‘admin’ username, they can keep trying to login to your site until they gain access.

 

If you need to delete the admin user to secure your site click the tutorial below:

WordPress Tutorial:  Removing the WordPress admin user account

Intro To The Dashboard

What is the Dashboard in WordPress?

The Dashboard is the “Command Center” of WordPress. It allows you to configure all of your options such as what theme to use, plugins, and which pages are on your site. Only persons with a login can access the dashboard, site visitors will not have access to it.

Now that you’ve successfully logged in, you should be looking at your WordPress dashboard. Below is a screenshot of an Admin user dashboard.

The WordPress Dashboard is where you’ll administer your site

WordPress Tutorial - WP Dashboard Image

There are 3 main areas on a WordPress Dashboard – They are shown in the sections below:

 

  1. Admin Bar (Toolbar)
  2. Admin Menu
  3. Dashboard Meta Boxes

WordPress Admin Bar (Toolbar)

WP Admin Toolbar

1 – WordPress Links

This link provides shortcuts to the following:

  • WordPress.Org
  • Documentation
  • Support Forum
  • Feedback

2 – View Site Link

If you click the site title here, you will get a “Visit Site” dropdown that will allow you to go to the frontend of your site.

3 – Number of Updates

This icon shows how many WordPress Core, Theme, and Plugin updates are available. Clicking it will take you to the updates page.

4 – Number of Comments

These are the number of comments that you have for moderation (either editing, approving, declining, or deleting.)

5 – Quick Links

By clicking on “+New” you will get a dropdown showing shortcuts to create a new Post, Media Item, Page, or User

6 & 7 – User Information

This is where you can click to view/edit your profile information or Logout. Number 7 is where your gravatar picture is located if you have configured one.

Don’t forget the Toolbar Tabs!

The Screen Options and Help tabs underneath the toolbar in the upper right corner are extremely helpful. The content of these tabs changes depending on which screen you’re on in the WordPress Admin.

The WordPress Menu will have more icons added as you install plugins. As we’ll learn later, plugins are like “apps” for your WordPress site. Various plugins, such as contact form plugins, will place an additional icon on the left menu for easy access to the functions

Wait A Minute

My Menu doesn’t have all of those links.

The above menu is for someone who is at an administrator user role within WordPress. If you don’t see all of the above menu items, then you are probably logged in as a different user role. For more information about user roles click here.

WordPress Settings

Now that We’re in, we need to adjust basic settings

What does the Settings Tab do?

The WordPress Settings Tab is where you configure important items for your WordPress site – Things such as site title, whether or not people can register for your site, permalinks, etc… are configured here.

Settings are Generally Global

Things that you configure here are “global” in scope, which just means that it affects the whole site. For example the site title that is set in the general tab applies to the site as a whole.

Settings Can Be Extended by Plugins

Plugins can add, (or take away) settings on the WordPress site. Many plugins actually add functionality to this settings tab in order to keep everything in one area for the user.

Some examples of settings that are configured here:

  • Language that your WordPress blog/website uses.
  • Whether or not visitors can leave comments on blog posts or pages
  • The default sizes of images on your site.

General Settings Tab

Dashboard >> Settings >> General

Site Title

Pretty self-explanatory – The title of your site goes here

Tagline

This is a subheading for your site. Based on your theme, this may or may not show up on the front of your site

WordPress Address (URL)

This is the directory that WordPress’ core files are installed. In most cases, it is the root directory of your site, (example: mysite.com)

Site Address (URL)

This is the url of the site, it should only be different than the WP address if the directories are different, (generally this setting and the WordPress Address are the same)

Sometimes the WordPress files are installed in a different directory. For example, the website might be www.mysite.com, but the WordPress core files may be located at www.mysite.com/wp – This is perfectly fine, and in some cases enhances security, because hackers won’t necessarily know which directory WordPress is installed in. For the vast majority of WP sites, having the WordPress and Site Address URL’s the same is perfectly fine

Email Address

This is the default administrative email address and it will be used by the site to notify you of important things happening with the site, such as new user signups, or password changes. This email is also used as a default by many plugins when an alternate email address is not available.

Membership

Checking this box allows visitors to register on your site. For instance, if you have content that you want users to sign up for, you’ll have to check this button to allow registration access.

Default User Role

If membership is enabled, this is the user role that will be set for a new site member by default.

Timezone

Choose a city that is in your timezone to set WordPress time locally. If this is not set, the blog time will be based on the server WordPress is hosted on- For instance, if your server is hosted in California, and you are in New York, any admin emails sent from WordPress will have California time, this could be very confusing.

Writing Settings Tab

Dashboard >> Settings >> Writing

Formatting

Convert emoticons to graphics. This means WP will change semicolons, dash, and parenthesis to a smiley face icon. You can also have WP automatically fix certain XHTML issues,(coding issues) automatically.

Default Post Category

WordPress has categories that posts are placed into. When you create a new site, there is only one category named “uncategorized”. All of the new posts on your site will be placed in the default category listed here. You will have to add a new category in order to change this default category.

Default Post Format

There are multiple formats that WordPress has built in for posts. They can be described further on WordPress.Org.

Post via Email

You can post to your site by sending an email to an email address that is configured in this area.

Update Services

When you create a new WordPress post, you can have certain RSS feed services receive the news that you have posted. You can determine which services you want to be contacted.

Reading Settings Tab

Dashboard >> Settings >> Reading

Front page displays

WordPress by default shows your blog posts on the front page of your site. That is great if you’re running a blog. If you want to create an actual site, you’ll want to change the front page of your site to a page, (Home for example). In order to change from a blog page to a static page, just click “A static page” and from the dropdown choose a page for the front page. You can also choose a page that shows your post. Many people create a page named “blog” and set that as the posts page.

Blog pages show at most

This setting determines how many posts are shown on blog pages at a time. For instance, you may want to only show 5 blog posts at a time, this is where you would set that value.

Syndication feeds show the most recent

Syndication here stands for RSS, (really simple syndication). RSS feeds provide a way for other sites to be able to pull in your posts. You can control how many posts are in your RSS feed.

For each article in a feed show

Here is where you can choose whether to show your whole article or just a portion of the article in your RSS feed.

Search Engine Visibility

This is a very important checkbox. By checking this box, you are telling google, yahoo, bing and other search engines NOT to put your site in their index. This can be useful while you are building your site, but once you are done, you should uncheck this box so that it can be indexed by search engines.

WP Tutorial - discussion settingsDefault article settings

  • Attempt to notify blogs – This is used to send a message to any other WP blogs that you link to in your articles so that they’re aware of the link.  They may reciprocate that link if the author chooses to. (double check)
  • Allow link notifications…– This setting will allow you to know if another blog links to one of your articles.
  • Allow people to comment on new articles – This will allow people to post comments on your site.

Other comment settings

  • Comment author must fill out name and email – If someone wants to comment on your site, they must put in at least these two pieces of information – unchecking this box will allow anonymous commenting.
  • Users must be registered…. – Before someone can make a comment, they will have to register on your site and login.
  • Automatically close comments…. – This will keep people from posting new comments after the number of days set here.
  • Enable threaded (nested comments)…. – This sets how many levels you can set in the comments. Think of this as an outline – you can keep going until you have a set number of sub levels – for ex.
    • level 1
    • level 2
    • level 3
    • level 4 …. you can set how far that can go on this setting
  • Break comments into pages – If you get a hot topic, you may have a never-ending page of comments. This setting allows you to break the comments into pages based on the number of comments.

Email me whenever

  • Anyone posts a comment – you can be notified if a comment is posted on your site.
  • A comment is held for moderation – If you decide to look over comments before they are posted on your site, based on certain configuration settings, you’ll get an email.

Before a comment appears

Here you can choose manual or automatic approval based on if a person already has an approved comment.

Comment Moderation

Sometimes you’ll get persons who want to promote their own products/services on your blog. They generally have alot of links in the comments going out to places outside of your site. You can keep their comment from being posted if it has over the number of links that you set here. you can also set a list of words to keep it in moderation – for example “sale” or “buy”

Comment Blacklist

This is a list of words that will cause a comment to go straight to the trash.

Note: this matches inside words as well, so “food” would flag “dogfood”, so carefully think about the moderation and blacklist words.

Avatars

When making comments, a person’s avatar (an icon or graphic that they’ve chosen to represent themselves online at gravatar.com), can be displayed this allows it to be seen.

Maximum Rating

This allows you to give a maturity rating on your blogs content.

Default Avatar

If a person hasn’t created an avatar, but you have enabled avatars for your comments, this is the image that will be seen.

 

Media Settings Tab

Dashboard >> Settings >> Media

WordPress Media Settings Tab

Image Sizes

In WordPress there are 3 default image sizes, thumbnail, medium, and large. Every image that you upload to your site has 3 additional copies of the image made in these sizes. By changing these settings, you can change the default sizes of your images.

Note:  After adjusting the sizes here, you may need to use the regenerate thumbnails plugin in order to apply the new sizes to your images.

 

 

Uploading files

This checkbox allows you to upload images based on month and year – so the structure would be

www.mysite.com/wp-content/uploads/year/month/mypicture.jpg

so march of 2016 would be:

www.mysite.com/wp-content/uploads/2016/3/mypicture.jpg 

 

Permalinks Settings Tab

Dashboard >> Settings >> Permalinks

What are permailinks??

Permalinks are the permanent urls for your posts and pages. Essentially you can think of them as the website address for your content, or what someone linking to your blog post would put into their article. WordPress allows you to choose different formats for your permalinks so that it will be easier for others to find your content. This is also important for SEO ,(Search Engine Optimization). 

Common Settings

Each one of the permalink settings is shown along with an example of what your url structure would look like. For most websites, the “post name” structure is the best. As a matter of fact, certain plugins will not work if the “post name” structure is not chosen.

 

Appearance Settings

Now that We’ve set things globally, let’s spruce things up.

What Does the Appearance Setting Do?

The Appearance section allows you to change the way your site looks and feels, through special customization screens, widgets, menus, and header and background configuration.

The links shown on this tab can change

Depending on the theme and plugins you have installed on your site, you can have more or less links than what is shown by default.

 

Links can also change due to user roles

User roles also affect what you are able to see and configure in this tab. For instance, the editor selection is only available to an administrator level user role because it allows editing of the underlying php, css, html, and javascript code that make your website run. That is one of the reasons that not everyone should have administrator access to your site.
 

Many of these settings can also be changed via the “Customizer”

The customizer is a slideout menu that is designed to allow you to change the majority of the settings here in Appearance, however it is still good to know how to access the items from here as well in order to get more “fine-tuned” control of some items.

 

Themes

Dashboard >> Appearance >> Themes

The links shown on this tab can change

On the Themes Screen, you can use the search box to search for themes that are already installed on your site, or you can add a new theme. You can also see if your theme(s) needs to be updated.

If you click on one of the themes, you have the option to make the theme active, deactivate, or delete.

Links can also change due to user roles

User roles also affect what you are able to see and configure in this tab. For instance, the editor selection is only available to an administrator level user role because it allows editing of the underlying php, css, html, and javascript code that make your website run. That is one of the reasons that not everyone should have administrator access to your site.  

 

Customize Page

Dashboard >> Appearance >> Customize

Now We’re getting to the REAL Customizations!

Clicking on the customize section underneath appearance will bring you to the theme customizer. The customizer has a menu that allows you to change many of the items that affect the look of your site. 

The customizer changes based on the theme that you are using. The one shown here is for the default Twenty Seventeen theme. If you activate another theme however, you’ll see more or fewer options on this menu. By default, each theme will have at least the following:

  1. Site Identity
  2. Colors
  3. Header Media
  4. Menus

Again, the rest of the items are optional and may or may not show up depending on the theme you’re using.

The WordPress Customizer for the Twenty Seventeen Theme

Visual Editing Capabilities

The beauty of the theme customizer is that it allows you to see your edits “real-time” instead of having to make backend changes, save them, and then view the frontend. This gives you a much better idea of how your edits affect the look and layout of your site. 

Widgets Tab

Dashboard >> Appearance >> Widgets

Widgets

Widgets are pieces of code that can be inserted into Widget Areas. Various items such as post calendars, categories, and recent comments can be placed into certain predefined areas on your website.

Widget Area

Widget areas, (formerly known as sidebars), are pre-defined areas on your website that you can drop in widgets. Based on the theme you use, you can have multiple widget areas that can be in the header, sidebars, content areas, and even footers of your website. Widget areas are quick ways to add content to your website in certain areas without having to code,( or hire a coder).

As an example, you may need to add a search bar to your site, so that people can easily search your site’s articles. You can easily drag a search box from the available widgets to the widget area in order to allow the search bar to show up. The second way to do it is to click on “search” in the available widgets column and then choose which widget area you want the search bar to show up in.

Default WordPress Widgets

Below are examples of the Default WordPress Widgets. Based on the plugins and/or theme that you have installed, you may have more or less widgets than these.

Menu Settings Page

Dashboard >> Appearance >> Menu

Header Settings Tab

Dashboard >> Appearance >> Header

Clicking on Header will generally take you to the WordPress Customizer in most themes. In the 2017 theme for example, you will see the following:

  • The Header Video allows you to upload a video in mp4 format and have it play on your header’s background. Twenty Seventeen allows you to upload a video for the header, which is a popular website addition.
  • The Header image allows you to upload an image of a certain size to your header.  Depending on the theme, it can be a “fullscreen” header, or a “banner” style that goes across the top.
  • To change the header image, you click on “add new image.” You can then use the media library to add your desired image to your header.

 

The best thing about the customizer is you can see how your changes will look “real-time” before you publish them to your site.

Editor Settings Page

Dashboard >> Appearance >> Editor

Extremely Important!!

If you are not comfortable editing CSS, HTML, PHP, or Javascript – Do not change anything in the editor settings page. This is one of the easiest ways to break a WordPress site.

If you do not see this menu option, it means that you are not an administrator level user or your developer has “hidden” this option.

Administration Email Verification

Settings >> General

With the release of WordPress 5.3, a new screen appears after a website administrator logs in to the back end of a WordPress website. This will appear once every 6 months.

Four options will appear

  • The site’s email is verified as correct: After clicking “The email is correct” button, the user is taken to the Dashboard with an admin notice saying “Thank you for verifying”. The screen will be hidden for 6 months from all administrators.
  • The site’s email needs to be changed: After clicking the “Update” button, the user is taken to the Settings > General page where they can update the site’s email address. Administrators will be presented with the verification screen the next time they log in.
  • The user clicks “Remind me later ”: the user is taken to the Dashboard. Administrators will see the screen again after 3 days have passed.
  • The user clicks “Remind me later ”: the user is taken to the Dashboard. Administrators will see the screen again after 3 days have passed.

Image from WordPress Codex

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WordPress Tools

Let’s use WordPress utilities to take care of our site.

WordPress Tools

Dashboard >> Tools

The Tools page is where you can import and export information to and from your WordPress site. You can also grab portions of the web to publish to your WP site.

Press This

From the Description:

“Press This is a little tool that lets you grab bits of the web and create new posts with ease”

Think of it as a mini “bookmark” that can pull pieces of info from the web and then you can make a full blog post from it.

Import

You can import information from other platforms on this page. If you have a blog or website on one of the shown platforms you can import the data in this section.

Export

Sometimes you’ll need to move your website info to another host or location. You can export that information from this tab. The exports will be in .wxr format, which is just a WordPress specific .xml (data) file.

Administration Email Verification

Settings >> General

To protect yourself, your business, and the data of your website’s visitors it’s highly recommended to place a privacy policy on your website. Your privacy policy page needs to list all the ways your website collects user information. Many countries are required by law to disclose this information to their visitors. Some ways your site may collect user information are collecting email addresses, Google Analytics tracking. WordPress comes with a basic privacy policy page generator that anyone can use and edit for their business.

What is GDPR and COPPA?

GDPR

The General Data Protection Regulation (GDPR) is a legal framework that sets guidelines for the collection and processing of personal information from individuals who live in the European Union (EU).

COPPA

COPPA imposes certain requirements on operators of websites or online services directed to children under 13 years of age, and on operators of other websites or online services that have actual knowledge that they are collecting personal information online from a child under 13 years of age.

STEP 1:

First go to Settings > Privacy. WordPress provides a privacy policy page draft for you. You can either select to use the draft or generate a new version.

STEP 2:

You can edit the page like any other WordPress page. Make sure you list all the ways your website collects date and save it. Make sure to Publish this page when you’re finished editing this.

STEP 3:

Once you’re finished, make sure you list a link to your privacy page in your footer and/or main navigation.

Site Health Tool

Dashboard >> Tools >> Site Health

What is the Site Health Tool??

The site health tool is an error reporting system that will notify you if have any errors on your website. The report will provide a list of suggested improvements and detailed explanations.

To access your health check report you will need to go to WordPress Dashboard > Tools > Site Health. When you access the report you will see a list of tests performed and the results of each test. If you have any errors on your website, you will see a list of suggested improvements and detailed explanations on how to fix them. These detailed reports will help cut development time by providing detailed information to you, so you don’t have to spend time running multiple tests and audits. Not only will this tool fix current issues, it can also allow you to be proactive in preventing any future potential errors for your WordPress website (suggestions will be listed as recommended improvements).

Tips To Get A Good Site Health Score

  • Use good quality WordPress Hosting
  • Get a SSL certificate
  • Keep your WordPress plugins and theme updated
  • Use Latest version of PHP
  • Use latest version of MySQL

Recovery Mode

Sometimes you will face errors where you can’t access the backend normally. WordPress 5.2 introduced a feature called Recovery Mode. When a fatal error occurs, an email will be sent to the admin email address, informing the admin of the issue and will provide a secret link that will give you backend access. Once logged in, recovery mode will activate and you will be able to run tests to remove the fatal error. Once you believe you fixed the issue, you can exit recovery mode by clicking the orange “Exit Recovery Mode” button.

Intro to Posts And Pages

What is a WordPress Post?

WordPress Posts are a way to add “articles” to you website. They are normally linked together to create a “Blog”. Below are characteristics of posts:

  • Posts are listed in chronological  order on a blog archive page
  • Can use tags and categories

What is a WordPress Page?

WordPress Pages are static pages and not listed by date.

  • Do not use tags or categories
  • Can be found in the Archives, Categories, Recent Posts, and other widgets.

THE BLOCK ( Gutenberg ) Editor

What is Gutenberg?

Gutenberg is a codename that is being used for the replacement to the normal WordPress Editor. Starting with WordPress 5.0, Gutenberg will be the standard way to create and edit WP Content.

Gutenberg is based on “Blocks”

Gutenberg puts mostly everything in “blocks” of content that can be easily edited and manipulated. It is designed to give you a truly “What you see is what you get experience”.

Blocks can be re-arranged

Gutenberg blocks can be re-arranged on the page in order to allow you flexibility in your page layout. If you have an image for example, you can move its “block” up and down on the page based on where you need it.

More to come

  • Gutenberg is currently a plugin on WordPress.org – https://wordpress.org/gutenberg/
  • More development work is being done every week to make it as great as possible.
  • The Block Editor is now a part of WordPress since version 5.0

Block Editor Global shortcuts

The Keyboard shortcuts button when clicked gives you a list of short codes that you can use which are built in hot keys. Here are Some shortcuts you can use when your creating posts,(and pages) in the WordPress visual editor. The WordPress Shortcuts this list are from the official codex. You can find it here

Block Editor Global shortcuts:

Keys Action
Shift+Alt+H Display this help
Ctrl+S Save your changes.
Ctrl+Z Undo your last changes.
Ctrl+Shift+Z Redo your last undo.
Ctrl+Shift+ Show or hide the settings sidebar.
Shift+Alt+N Navigate to the next part of the editor.
Shift+Alt+P Navigate to the previous part of the editor.
Ctrl+Shift+Alt+M Switch between Visual Editor and Code Editor.

Selection shortcuts:

Keys Action
Ctrl+A Select all text when typing. Press again to select all blocks.
Esc Clear selection.

Block shortcuts:

Keys Action
Ctrl+Shift+D Duplicate the selected block(s).
Ctrl+Alt+Backspace Remove the selected block(s).
Ctrl+Alt+T Insert a new block before the selected block(s).
Ctrl+Alt+Y Insert a new block after the selected block(s). Change the block type after adding a new paragraph.

Text formatting

Keys Action
Ctrl+B Make the selected text bold.
Ctrl+I Make the selected text italic.
Ctrl+K Convert the selected text into a link.
Shift+Alt+S Remove a link
Shift+Alt+D Add a strikethrough to the selected text.
Shift+Alt+X Display the selected text in a monospaced font.

Moving a Block in the block editor

STEP 1:

First hover your cursor over the block you would like to move. When you hover a block, you will see arrows on the left side of the block. The arrows will allow you to adjust your blocks (clicking the up arrow will move it up by one space, click the down arrow twice will move the block down by two spaces).

Moving a WordPress Block

STEP 2:

You can also move you block by dragging it and dropping it to your desired location. First hover your cursor over the block you would like to move. When you hover it, your cursor will appear as an open hand icon. Click and hold on the block and place where you would like it to go.

While you’re holding the block you should also see a blue line. The blue line represents where the block will be placed after you let go of the mouse. The blue line will move as you move up or down the page within the Gutenberg editor.

Moving a WordPress Block 2WordPress Block Editor 3

Getting Article’s Word Count with the block editor

STEP 1:

Hover your mouse over the information icon (the circle with an “i” inside of it.). When you click on it, you will get information about your page (headings used, word count, paragraphs, etc.)

Adding Text with the block editor

STEP 1:

Hover your mouse over the Add Block icon (the plus sign in the upper left hand corner within the Gutenberg editor).

STEP 2:

Select Blocks. Then scroll to Common Blocks. Under that section you will see Paragraphs. Select Paragraphs.

Hint

You can also type “Paragraphs” in the search bar to quickly get to the button option.

STEP 3:

A paragraph block will appear within the editor. Enter your text within the editor. You also have other options to style your text (text alignment, bold text, underline, italicize, link, strikethrough). Also within the settings menu, there are other customization items for paragraphs (background color changes, text color, text sizes, adding css classes).

 

adding an image to the paragraph block

STEP 1:

Write Your paragraph(s) using the paragraph block.

STEP 2:

Create an image block using an image of your choosing.

STEP 3:

Using either the up and down keys OR dragging and dropping, move the image ABOVE the paragraph that you want the image to align into.

STEP 4:

On the image block , click the right align button, that will place the image inside of the paragraph block below it. The image will be on the right side of the text. If you want it on the left side of the text, then click the left align button.

STEP 5:

If you want to move the image to a different block, then click the align center button and then the image can be dragged to another block.

 

Using the Classic Block with the block editor

STEP 1:

Hover your mouse over the Add Block icon (the plus sign in the upper left hand corner within the Gutenberg editor). Scroll to Formatting. Select Classic.

STEP 2:

The classic block will appear. You’ll see the original toolbar with all the basic functions and formatting options.

Creating Content with the classic editor

You may have to work on a WordPress site that doesn’t have the new block editor enabled.  This section describes how to use the older editor, also called the classic editor.  If for some reason you have to disable the block editor, you can read our WordPress tutorial on disabling the block editor, or watch the video below:

 

Title — Enter a title for your post. After you enter a title, you’ll see the permalink below, which you can edit.

Post editor — Enter the text for your post. There are two modes of editing: Visual and Text. Choose the mode by clicking on the appropriate tab.

Visual mode gives you an editor that is similar to a word processor. Click the Toolbar Toggle button to get a second row of controls.

The Text mode allows you to enter HTML along with your post text.

You can insert media files by clicking the icons above the post editor and following the directions. You can align or edit images using the inline formatting toolbar available in Visual mode.

You can enable distraction-free writing mode using the icon to the right. This feature is not available for old browsers or devices with small screens, and requires that the full-height editor be enabled in Screen Options.

Keyboard users: When you’re working in the visual editor, you can use Alt + F10 to access the toolbar.

You can upload and insert media (images, audio, documents, etc.) by clicking the Add Media button. You can select from the images and files already uploaded to the Media Library, or upload new media to add to your page or post. To create an image gallery, select the images to add and click the “Create a new gallery” button.

You can also embed media from many popular websites including Twitter, YouTube, Flickr and others by pasting the media URL on its own line into the content of your post/page. Please refer to the Codex to learn more about embeds.

WordPress Post Editor Buttons (Classic Editor)

These are the buttons that you’ll see when creating content in WordPress

Bold Button

BOLD darkens the text

Italic Button

Italic – Slants the text

Strike-Through Button

STRIKETHROUGH Adds a line through the text

Bulleted List Button

The Bulleted List button adds bullets beside each row of text.

 

  • Bulleted List sample text
  • Bulleted List sample text 2

Numbered List Button

The Numbered List Button adds a number beside each row of text.

 

  1. Numbered List sample text
  2. Numbered List sample text 2

Block-Quote Button

Adds a block quotation to the left of text

SAMPLE BLOCK QUOTE TEXT

Horizontal Line Button

Adds a horizontal line under the text or paragraph

LEFT Align Button

Aligns the text to the left

Lorem ipsum dolor sit amet, consectetur adipiscing elit.

Align Center Button

Aligns the text in the center

Lorem ipsum dolor sit amet, consectetur adipiscing elit.

Align Right Button

Align the text to the right.

Lorem ipsum dolor sit amet, consectetur adipiscing elit.

Insert / Edit Link Button

Aligns the text in the center

Adds a link to a website,page, or document

Remove Link Button

Removes the link to a website,page, or document from the text. Text changes from blue to black.

Proofread Writing Button

The Proofread button searches for misspelled words.

Full Screen Button

The Full screen mode button allows you to view the whole page so that you are able to type without having to scroll down.

Toolbar Toggle Button

The Tool Bar Toggle Button enables a second row of editing buttons

Paragraph Button

The Paragraph Button also know as the styles button allows you to change the formatting of the text.

Add Underline Button

The add underline button adds an underline directly under the text

Justify Button

Justify aligns both sides of the text

Paste as text button

The Paste text button does a cleanup process that will remove any special formatting and HTML that would change the formatting of the text so that it can appear exactly as you expect it

Text Color Button

The text color button allows you to change the color of the text.

Special Character Button

The Special Character Button allows you to add special characters to your text

for example: ¥, Ä, ∑

Clear Formatting Button

The Clear Formatting Button removes any special formats from the text such as bold, italics, strike-through etc..

Increase Indent Button

The increase indent moves the text further to the right

Decrease Indent Button

The decrease indent button moves the text further to the left

Undo Button

The undo button undoes your last action

Redo Button

The redo button redoes your last action

Here are some other Block Editor (Gutenberg) Links:

Classic Editor Keyboard Shortcuts 

The Keyboard shortcuts button when clicked gives you a list of short codes that you can use which are built in hot keys. Here are Some shortcuts you can use when your creating posts,(and pages) in the WordPress visual editor. The WordPress Shortcuts this list are from the official codex.

Default shortcuts, Ctrl + letter:

Letter Action
c Copy
v Paste
z Undo
b Bold
u Underline
Letter Action
x Cut
a Select All
y Redo
i Italic
k Insert/edit link

Additional shortcuts, Shift + Alt + letter:

Letter Action
1 Heading 1
3 Heading 3
5 Heading 5
l Align left
r Align right
d Strikethrough
u Bulleted list
a Insert/edit link
m Insert/edit image
h Keyboard Shortcuts
p Insert Page Break tag
Letter Action
2 Heading 2
4 Heading 4
6 Heading 6
c Align center
j Justify
q Blockquote
o Numbered list
s Remove link
t Insert Read More tag
x Code
w Distraction-free writing mode

When starting a new paragraph with one of these formatting shortcuts followed by a space, the formatting will be applied automatically. Press Backspace or Escape to undo.

* Bulleted list
Bulleted list
1. Numbered list
1) Numbered list

The following formatting shortcuts are replaced when pressing Enter. Press Escape or the Undo button to undo.

> Blockquote
## Heading 2
### Heading 3
#### Heading 4
##### Heading 5
###### Heading 6
Horizontal line

Focus shortcuts:

Alt + F8 Inline toolbar (when an image, link or preview is selected)
Alt + F9 Editor menu (when enabled)
Alt + F10 Editor toolbar
Alt + F11 Elements path

To move focus to other buttons use Tab or the arrow keys. To return focus to the editor press Escape or use one of the buttons.

Media is more than just video

In WordPress media is considered to be audio, video, images and documents. There are certain file types that WordPress will accept for upload.

By Default, all media is stored in the Media Library

The media library holds all of the forms of media. Once you click into the library, you can see images, video, audio, and documents in the same area.

There is an upload size limit

There is a size limit for files uploaded to WordPress which is based on your web host and or server configuration. You can tell what that size is if you upload a file to the media library. There will be a message stating “Maximum upload file size: 1 MB”. This limit can be extended via plugins and/or php configurations.

Allowed Filetypes in WordPress

Images

  • .jpg
  • .jpeg
  • .png
  • .gif
  • .ico

Document

  • .pdf (Portable Document Format;Adobe Acrobat)
  • .doc, .docx (Microsoft Word Document)
  • .ppt, .pptx, .pps, .ppsx (MicrosoftPowerPoint Presentation)
  • .odt (OpenDocument Text Document)
  • .xls, .xlsx (Microsoft Excel Document)
  • .psd (Adobe Photoshop Document)

Audio

  • .mp3
  • .m4a
  • .ogg
  • .wav

Video

  • .mp4, .m4v (MPEG-4)
  • .mov (QuickTime)
  • .wmv (Windows Media Video)
  • .avi
  • .mpg
  • .ogv (Ogg)
  • .3gp (3GPP)
  • .3g2 (3GPP2)

Frequently Asked Question

Can you upload video to WordPress? 

Yes,  you can. The real question is should you upload videos directly into your WP install. Videos are generally large and if multiple people access the same video(s) at the same time, it may slow down your site. Using a video hosting service such as Youtube, Vimeo, Wistia, or others will generally yield better results.

Watch the video on how to add YouTube and Vimeo videos to WordPress

What is a Page in WordPress?

WordPress Pages are meant for more “static” content, or content that doesn’t change often. For example- “About us” and “Contact us” are generally created as pages. The monthly newsletter, however, is generally done as a post, because the information changes on a regular basis.

Pages are generally for “static” content.

When you think of a Page in WordPress think of the following types of pages – “About Us” , “Contact Us” , “Employee Directory” etc. Pages are what allow WordPress to be more than just a blogging platform, and allow it to be able to create full blown websites.

Pages are edited the same way posts are.

If you can create a post in WordPress, you can create a page. There are only a handful of different metaboxes, but the method to add text and media, or to publish it publically or privately are the same.

Examples of when you would use a page verus a post.

About Us, Contact Us, Events Pages

When you want to create private content.

All Pages View WordPress

All Pages shows a listing of your pages the same way all posts is listed. You can filter, edit and delete posts by using the “Bulk Actions” dropdown.

Classic Editor Add New Page Screen

Image from WordPress Codex

The WordPress Page Editor

If this screen looks familiar, there is a reason. This is essentially the same screen as the WordPress Post Editor.

The reason for this is that the WordPress folks maintained the “if it ain’t broke, don’t fix it” mentality. This also provides continuity.

Page Attributes

Parent

Pages in WordPress can be heirarchal. In other words, you can make pages into a main page or parent, and sub pages which relate to the main page in some way.

An example could be a page about the United States would be a parent page, and the sub pages or child pages would be the individual states.

This is really a great way to keep your pages organized and provide a good SEO structure for your site.

Template

WordPress Themes can have different page templates that create alternate layouts.

A common example of this is Default Template layouts, which generally have sidebars and Fullwidth layouts which have no sidebars at all. You can click the dropdown in order to use the different templates that your theme provides.

Let’s Publish All of Our Great Content!

Published Pages

A Published status means the page has been published on your blog (or website), for all to see.

Save Draft

Draft means the page has not been published and remains a draft for you. No one will be able to see it until you make it “published”.

Preview

You can preview changes made to your page before publishing it by clicking the “Preview” button. The button will open up the preview in a new tab.

Status

If you select a specific publish status and click the update page or Publish button, that status is applied to the page.

For example, to save a page in the Pending Review status, click Edit link of Status and select Pending Review from the drop-down box.

Next click OK to close the drop-down box and click Save As Pending button.

(You will see all pages organized by status by going to Pages > All Pages).

Visibility

This determines how your page appears to the world.

Public pages will be visible by all website visitors once published.

Password Protected pages are published to all, but visitors must know the password to view the page content.

Private pages are visible only to you (and to other editors or admins within your site)

Schedule

WordPress allows you to schedule when a post or page should be published.

To schedule a page for publication on a future time or date, click “Edit” in the Publish area next to the words “Publish immediately”.

You can also change the publish date to a date in the past to back-date pages. Change the settings to the desired time and date.

You must also hit the “Publish” button when you have completed the page to publish at the desired time and date.

WordPress Tutorial Articles for More Info

Creating a New Page in WP
Setting the Front Page of Your WordPress Site

Comments can be turned on or off.

If your site is a site that doesn’t need to take user comments, then you can turn them off altogether on your site.

Reduce Spam comments by using plugins

Certain spam comments can be reduced through the use of plugins such as Akismet. The use of recaptchas also help deter spammy comments on your site

Comments can be handled by external applications.

You can allow applications such as Jetpack and Disqus to handle comments for your site. It takes the load off of your hosting.

Pending

Pending comments are those that are waiting to be approved, classified as spam, or deleted. They don’t show up on the front end of your site.

Approved

Approved comments are those that you have deemed acceptable to be viewed publicly on the front end of your site.

Spam

Spam comments are those that have been flagged by WordPress for some reason or another, (too many outgoing links for example, or certain keywords) Spam comments are classified that way until approved, or trashed.

Trash

Of course, comments that are sent here are not seen on the site until you remove them from the trash and approve them. You can empty the trash which will permanently delete the comment from your WordPress database.

 

A red bar on the left means the comment is waiting for you to moderate it.

In the Author column, in addition to the author’s name, email address, and blog URL, the commenter’s IP address is shown. Clicking on this link will show you all the comments made from this IP address.

In the Comment column, hovering over any comment gives you options to approve, reply (and approve), quick edit, edit, spam mark, or trash that comment.

In the In Response To column, there are three elements. The text is the name of the post that inspired the comment, and links to the post editor for that entry. The View Post link leads to that post on your live site. The small bubble with the number in it shows the number of approved comments that post has received. If there are pending comments, a red notification circle with the number of pending comments is displayed. Clicking the notification circle will filter the comments screen to show only pending comments on that post.

In the Submitted On column, the date and time the comment was left on your site appears. Clicking on the date/time link will take you to that comment on your live site.

Many people take advantage of keyboard shortcuts to moderate their comments more quickly. Use the link to the side to learn more.

A note about SPAM

Spammers often like to target blogs in order to attempt to link to other websites to bolster their own web traffic. There are a number of plugins that can help combat the problem.

For more info – visit the codex here- https://codex.wordpress.org/Comment_Spam 

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WordPress Users

Let’s Manage who can log in and out of our site

WordPress Users

Depending on your site, you’ll have to have other people who can log in to your site. WordPress has a very robust user login system with different user levels and permissions.

By Default, WordPress Users are able to Login to your site

WordPress users have at minimum a username, email address, and password to log into your website. As we’ll see, they can also have other information such as a website, avatar, and other associated items with their Profile.

Users Have Roles

By Default in WordPress Users can have one of 5 different roles. Each role is given a certain levels of permissions in order to perform certain things on your website. The lowest level can just read content, while the highest level can change everything on your site up to deleting it altogether.

Multiple users can have the same role

For instance, if you are running a news-style site, you can have one editor and 5 contributor users. The contributors would write and submit articles, while the editor would be able to edit all of the contributor’s posts as well as delete them. The contributors would only have the ability to submit and edit their own posts.

Administrator

An administrator is able to edit every part of a WordPress site. They can change themes, plugins, and edit code. Additionally, they can create, update and edit posts. Administrators can also add and delete users. You should have as few users with administration permissions as possible for security reasons.

Author

An author can create, edit, and delete their own posts. They can also upload files.

Subscriber

A subscriber can read posts but have no ability to create or edit posts.

Editor

An editor can create, edit, and delete their own AND other’s posts. Additionally, they can upload files.

Contributor

Contributors can create, and edit their own posts, they cannot, however, publish their own posts. They also cannot upload to the site either. They need someone of the editor level to publish their posts for them. This level is good for those who will guest post on your blog, but you want to have someone else publish it to the world.

 

WordPress Plugins

Plugins are part of what make WordPress Great – Let’s learn how to use them

WordPress Plugins

WordPress Plugins are like “apps” for your WordPress site.

WordPress Plugins extend your website’s functionality

WordPress by default doesn’t come with certain functionality such as google maps, or calendars. This can be handled very easily by installing plugins.

There are 1000’s of plugins available for free or pay

The WordPress Plugin Directory has over 49k plugins to do pretty much anything you need. Many plugins are free or “freemium” and give you great functionality without having to hire a coder.

Plugins sometimes don’t play well together – look at reviews carefully

Plugins are developed by coders of varying experience. Sometimes a plugin can clash with another one giving unexpected results. You want to check reviews before installing them.

49K Plugins to play with

WordPress.Org is where the plugin repository is located. WordPress has a built in plugin installer that gives you access to those plugins without having to leave your WordPress install.

Installing a plugin

STEP 1:

First thing you need to do is go to your WordPress Dashboard area and click on Plugins » Add New.

STEP 2:

Find the plugin by typing the plugin name or the functionality you are looking for.

STEP 3:

Click the Install Now button to install it for your site.

STEP 4:

WordPress will now download and install the plugin for you. After this, you will see the success message with a link to Activate the plugin or Return to plugin installer.

Jetpack Use it or Skip??

Jetpack, the “Swiss Army Knife” of WordPress

Jetpack is a plugin by Automattic, that offers WordPress.Com functionality to your WordPress self-hosted site. Jetpack has cloud-based features for:

  • Image hosting
  • Image hosting
  • Over 100 free themes
  • Basic search analytics
  • Uptime Monitoring
  • Social Publicizing features

This is a massive plugin, but because it works on the cloud, it can possibly help take the load off of your shared hosting account. Click the logo on the left to get more info.

Some Essential WordPress Plugins

Here’s a list of the best WordPress Plugins for Beginners:

Disable Comments

https://wordpress.org/plugins/disable-comments/ 

Sometimes you don’t want,(or need) comments on your site, this plugin disables comments site-wide, so you don’t have to deal with “comment spam”

From WordPress.Org-

This plugin allows administrators to globally disable comments on any post type (posts, pages, attachments, etc.) so that these settings cannot be overridden for individual posts. It also removes all comment-related fields from edit and quick-edit screens. On multisite installations, it can be used to disable comments on the entire network.

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For more information on the Block Editor (Gutenberg) Please download our Block Editor Gutenberg ebook and/or visit our website

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