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What Is WordPress (In A Few Sentences)?

In its most simplistic terms, WordPress manages and displays web content immediately after it is entered and saved using the WordPress “Dashboard” or “Backend.”

The content, styling, and settings are all stored on a database. The “Front-end” of WordPress retrieves the data from the database, converts it to HTML, and displays it as a web page.

The WordPress “theme” you choose (and there are many to choose from) is the template that determines how your site content appears.

Getting Started

After  you’ve created a site on the Commons (see “How To Create A Site“), what next?

You now have a URL that points to the front-end of your site. By convention, it will look like this:

http://yoursitename.commons.cuny.edu

You might want to bookmark this URL to keep it handy.

By default, everyone who has access to the web can see your new site. But you are just starting out and not ready for prime time. You’ll probably want to temporarily make your site private so only you can see it.

This might be your first encounter with the WordPress Dashboard.

How to Access the Dashboard (aka the 'back-end' of your site)

The dashboard is where you control everything about your site. Here you will enter content as “pages” or “posts,” and control how that content is displayed. You’ll probably set up widgets in your sidebar, add images, videos, and menus.

To get to your dashboard, you will need to be logged into the Commons. There are several ways to get to your dashboard:

  • Click on your avatar in the top right hand corner, select My Sites, and click on your site. This method takes you directly to your dashboard.
  • Simply go to your site’s front end. Above it will be a black toolbar like below:

In this example, “Canvas Testing” is the name of the site. If I click on that, I will be taken to the Dashboard. If I click on “New,” I can create a new page or post. If I click on “Edit Page” I will be taken to the edit screen for the current page. All these take you to the Dashboard, but to different places. (We will talk about “Customize” later. That will not take you to the Dashboard.)

  • Finally, the third way you can go to the Dashboard is by appending “/wp-admin” to your URL – http://yoursitename.commons.cuny.edu/wp-admin

So now you see the WordPress dashboard – don’t let it intimidate you. There are many options, but you will get familiar with them quickly.

Making Your Site Temporarily Private

The site you just created is under construction – so you’ll probably want to make it private until you get familiar with how content is created. Go to Settings>>Reading and you should see something like this:

Under “Site Visibility” choose the last option. When your site is ready to launch, come back to this setting and choose an option that is more appropriate.

Blog or Website (or both)?

While we are on the “Reading Settings” screen, look at the first option called “Your Homepage Displays.” Here you decide what your home page will look like. Will it be a dynamic collection of posts (i.e. a “blogroll”) that appears in reverse chronological order? Or will your homepage be a static page which you design?

If you choose the latter, you can still create a dynamic page that shows your blogroll, but it will not be your homepage. It could be an option on your menu – maybe called “Blog.” In this case you would have a website that also includes a blog. To do this, create a empty page (Pages>>Add New) and name it “Blog.” Then select it as the “Posts page” in the drop down, above.

Full Text or Summary?

When your posts are displayed as a collection (i.e. in your “blog roll”) do you want your readers to see the full article, or do you want them to see a summary of the article (i.e. an “excerpt”) ?

This setting depends on your theme. For example, for the “Twenty Seventeen” theme, it has no effect. Other themes will will display the first 20 or so words in your post, or the “Excerpt” that you enter on the edit post screen.

You can also specify the max number of posts that should be displayed in your post collection.

How to Create A Post The Quick Way

The easiest way to create a post is to click on the “+ New” link on the black toolbar at the top of your site. (You can explicitly choose “Post” although it is the default. You can alternatively choose “Page” or “Media” to create other content types) No matter if you are on the front-end or back-end of your site, clicking on “+ New”  will take you to a form where you can enter your Post Title and Content. Click on “Add Media” to add an image. Be sure to click “Save as Draft” or (if you are done) “Publish.” To view your post, click on the “View Post” hyperlink at the top of the page. To edit your post, click on the “Edit Page” button on the black toolbar.

Posts, Pages, What’s the Difference?

There is really not much difference between a post and a page. They are both ways to add content to your site.

  • Posts are date-driven, much like a diary or journal
  • Posts have categories and tags
  • Posts can be aggregated, filtered and displayed as a collection, according to categories and tags
  • Pages can be aggregated, filtered and displayed as a collection too – but only with the help of a plugin (“Add Categories to Pages”)
  • Pages tend to have static content
  • Posts tend to be serial – they are often displayed as a collection

When you set up your site, by default WordPress generates one sample post (“Hello World”) and one sample page (“Sample Page”). You should eventually delete this content, but before you do, let’s experiment with content.

More About Adding Content

In almost all respects, posts and pages have identical functionality – you can add text, images, featured images, videos, links, tables, and maps to both.

Just start typing to add content, and remember to save your changes. You can “Save as a Draft” or “Publish.”

If you “Publish,” and then make changes, you can “Preview Changes” without clicking on “Update.” But please remember to click on “Update” to finalize your change.

Click on “View page” to go to the “front-end” to see what your saved new content looks like.

Here is the what the screen looks like when you are editing “Sample Page.”

The middle circle shows the WordPress toolbar. Here you can bold or italicize text, create bulleted or numbered lists, center text, or flush it left or right. On the “Sample Page” or “Hello World” post, experiment with what you can do. When you highlight a section with your mouse, see what each of these options do.

How to Create a Hyperlink

To create a hyperlink:

  • first copy the link URL into your clipboard.
  • Edit your page or post
  • Highlight the word or words where you want the link.
  • Click on the the link icon in the toolbar. A popup should appear.
  • Paste the URL into the text box. Click the arrow. You should now see your link.
  • Save your changes.

Watch the process below:

Inserting An Image

The most common scenario is that you typing in text and all of a sudden want to add a picture. So that picture could wrap around your text on the the right or left, or break your text and appear in the center. Those are your options.

This scenario assumes that you have rights to the image and that the image is compressed. Click on “Add Media.” You will be asked if the image already exists in your Media Library or if you want to add a new one.

If you want to add a new one, you will need to locate it on your computer and upload it to your site. Most normally you do this all in one shot:

  • On edit page, position your cursor where you want the image to display
  • Click on “Add Media” button
  • Upload File>> click on “Select File”
  • Find and select the image on your computer
  • Wait for it to upload
  • Add optional caption
  • Add optional “Alt” tag
  • Choose image size from dropdown
  • Select alignment – center, left, or right

To have text wrap around the image, choose left or right alignment. When centering an image, use large or original size. If too big, WordPress automatically resizes it to your post or page width. Text will not wrap around a centered image.

Watch the process below:

Reordering Your Posts

As we noted before, your posts will display in reverse chronological order. If you want to order them differently, you can use the “Publish” option on the edit post screen and change the publish date of your post.

You can also make a post “sticky” so that it always appears as the first post in your collection. You can also change the status of posts – switch them back to draft status, for example, or make them private or password protected. (You can also use a plugin called “Simple Custom Post Order” to adjust the order of posts.)

Featured Images

Each page or post has one optional “Featured Image.” You set this featured image on the edit screen. See below:

Where this featured image is displayed is theme dependent. For example, the “Twenty Seventeen” theme displays it as a full screen image above your page or post. Some themes display it as the small “thumbnail” image when you list your pages or posts. Some display it in the summary or “excerpt” of your post.

You might want to experiment with your theme to see where featured images appear.

Customize

Now that you are familiar with WordPress’ front-end and its dashboard, you may wonder where the “Customize” option fits in. The Customize view is a hybrid of the front-end and dashboard view. It lets you make changes that you see immediately, but which are not saved yet.

Depending on your theme, you may or may not be able to control many dashboard settings here. You still need to go to the Dashboard to enter content, but the “Customize” option is great to use to change options without saving, and preview what your changes look like. If you like what you see, you can then click to save.

Customize is also great to use when looking at different themes.

Discussion (i.e. Comments)

Do you want your readers to be able to comment on your content? You can control this globally on the Dashboard at Settings>>Discussion (see screenshot below). Please ensure that you don’t allow comments to be entered without moderation (i.e. an Admin’s approval). You may become a victim of unpredictable spam.

Discussion on Specific Pages or Posts

You can also individually enable discussion on a page or post by using this setting on the edit screen:

 

What are trackbacks and pingbacks? See below:

Trackbacks (from WP Codex)

  • Person A writes something on their blog.
  • Person B wants to comment on Person A’s blog, but wants her own readers to see what she had to say, and be able to comment on her own blog
  • Person B posts on her own blog and sends a trackback to Person A’s blog
  • Person A’s blog receives the trackback, and displays it as a comment to the original post. This comment contains a link to Person B’s post

Pingbacks (from WP Codex)

  • Person A posts something on his blog.
  • Person B posts on her own blog, linking to Person A’s post. This automatically sends a pingback to Person A (when both persons have pingback enabled blogs.)
  • Person A’s blog receives the pingback, then automatically goes to Person B’s post to confirm that the pingback did, in fact, originate there.

Visual vs. Text vs. Distraction-Free

There are three ways of looking at WordPress content on the edit screen – Visual, Text, or Distraction-Free. As a beginner, you will probably want to keep your editing on “Visual.” “Text” displays your content in HTML, and if you are comfortable with this markup language, this option may be very useful to you. “Distraction Free” displays a clean page without any Dashboard options. Click on the icon right below “Text” for distraction free editing. This is useful if you feel all the options are annoying.

Classic Editor vs. Block Editor

In 2019, WordPress introduced the “Block” Editor, with the intention that it would replace the “Classic” Editor. On the Commons, we give you the choice of which to use. See below:

To use the Block Editor, you need to think of everything in a page or post as a block – paragraphs, images, lists, embeds, short codes, columns, cover images, etc. – and each block has numerous properties that determine how it appears on the page. Blocks can be moved up and down or added anywhere you want without the use of custom code. The Block Editor opens up many possibilities, but it may take a little time to get used to it. See more about Block Editing.

The good news is that you can always fall back on the Classic Editor.

Images

When you are writing for the web, images are crucial. You need to break up your text with some interesting images to keep your audience engaged. Here are a couple preliminaries:

  • Make sure you have the rights to images. (A great source for free images is https://www.flickr.com/creativecommons/by-2.0/ or https://unsplash.com)
  • Make sure you have compressed your image. No one want to wait for a large image to download onto their browser. Try to keep image size less than 250 KB, and optionally under 100 KB.
  • Use “alt” tags for accessibility.

Image Compression

Most image editors have the ability to compress images – often called “Save for the Web.” Compression will not usually affect image quality on the Web – on most monitors and devices, you won’t be able to tell the difference.

To fine tune your image handling, the Commons has a plugin called “WP Smush,” which optimizes your site’s image sizes for the Web.

WordPress Media Library

When you upload an image to your site, the image (depending on its original size) is saved in up to four different sizes – original, large, medium, and thumbnail. You can control images sizes for each in Settings>>Media or just use the default values. When uploaded, images reside in the Media Library. When you insert an image, you can choose alignment (left, right, center) and size. You can also add a caption – perhaps to credit the photographer.

You can also edit images in the Media Library – crop, resize, provide captions and “alt” tags.

Videos

You do not upload videos to the Media Library. Instead use hosting platforms such as YouTube or Vimeo and embed the video into your page or post. In edit mode, simply paste in the URL onto a new line and it should automatically embed.

PDFs and Google Docs

You can embed both of these file types, but you will need to use plugins (“PDF Embedder” and “Google Docs Shortcode”).

See other third-party content you can embed.

Menus

Navigational menus are essential for modern websites, and WordPress lets you set up any number of menus. However, most themes only display two or three.

Go to Appearance>>Menus to get started. You should see something like the screenshot below.

To get started with Menus, create a new one. Give it a name of your choosing and save. Now you have a menu to work with. Where should this menu appear?

The “Twenty-Seventeen” theme we are using provides two “Display locations” (see “Menu Settings’) : “Top Menu” and “Social Links Menu.” For now, check the Top Menu and Save.

Now you have a menu, but with no items in it. What do you want to add?

Notice that there are there are five main types of menu dropdowns: Pages, Posts, Custom Links, Categories, and Tags. When you click on anyone of them, you will see the content that you have that can be added to the menu.

So for example, if you click on “Pages” you will see something like this:

In this example, we’ve checked “Home” and “Blog” and they have been added to the Menu Structure. Posts work the same – you will see all the posts you have and you can add any of them by checking the box and clicking on “Add to Menu.”

Custom Links let you enter any URL that you want, give it a title, and it will appear in the menu. This could be a page or post on your site, or a link to an external site.

The Categories and Tags dropdowns are great ways to automatically segregate your content. Suppose you create a category (or tag) called “Assignments” and another called “Reflections.” You can create a menu item that shows all posts that have been categorized or tagged in that way.

Ordering Menu Items

Menu items can have sub-items and those sub-items can also have items beneath them. (It is best not to have too many levels of nesting.)

To re-order and “parent” menu items, just drag and drop.

Watch the process below:

Social Links Menu

We are using the “Twenty-Seventeen” theme and it has a menu that appears on the bottom of each page. If you add “Customer Links” that go to places like Facebook or Twitter, it automatically creates social media icons for these menu items.

Other Menu Options

Most themes come with a Menu Widget that can display in your sidebar or footer. Drag that widget to the area you want and select the menu you want to display. This is another way to provide navigation to your site.

Tags and Categories

Remember when we said posts can be aggregated by tags and categories? Not sure what that really means?

Posts each display the Tags and Categories that you select. These are actually hyperlinks. If you click on a tag or a category, your list of posts will be filtered by that term.

This works for Author as well, if your site has multiple authors. Click on Author name and your list of posts will only show what that author has posted.

Widgets

Widgets are blocks of static or dynamic content that can be placed in your sidebar or your footer. On your Dashboard, go to Appearance>>Widgets to see the list of those available.

Find a widget that you like and drag it to a “widgetized” area. The number of widgetized areas you have, and their placement, depends on your theme.

Here we chose to display the five most popular groups on the Commons on the post sidebar:

And here is what is now displayed:

Themes

The Commons offers over 50 themes. Themes can drastically change the appearance of your site. Be sure to choose a theme that is “responsive,” i.e. looks good on all kinds of devices.

To change your theme go to “Appearance>>Theme.”

It is good to create a couple sample pages and posts on your site before you go shopping for themes, as well as a menu. WordPress lets you “Customize” your site – switch themes and many other settings to preview what your site might look like without saving the changes,

Users

Your site can have many users. You can assign different privileges to each user:

  • Administrator – has access to all the administrative duties
  • Editor – can publish posts, manage posts as well as manage other people’s posts
  • Author – can publish and manage their own posts
  • Contributor – can write and manage their posts but not publish post
  • Subscriber – can read comments, and receive comment and newsletters

Plugins

Plugins extend the functionality of WordPress. The Commons has over 300 plugins to choose from. Use the Commons Plugin Director to find a plugin for your needs.

Once you find a plugin, you need to activate it. Often this action will add options to your Dashboard or to your edit toolbar. Plugin setting vary greatly.

Good Luck! Feel free to contact us for help!