WordPress 4.0 Dashboard Basics

This is an update from a previous tutorial, it is a basic familiarisation of the WordPress dashboard using WordPress 4.0 which was released September 2014.  The intension is to show you how to edit pages and posts on your website and how to add images.

WordPress Login

fig 1

Firstly you will need to login. You website developer should have provided you with your login details usually the URL is yourdomainname.com/wp-login.php (replace the yourdomainname with your own site). If you have forgotten your password click on the link “lost your password” (see fig 1) and reset your password. If you are using your own computer you can check the “Remember Me” box and you will not have to login each time.

WordPress Dashboard

Once you are logged in you will see some navigation on the lefthand side of the screen. If you are not already on the Dashboard click the option on the navigation.

The Dashboard is your main control panel where you see recent comments and various other useful information. You can personalise the Dashboard if you wish by clicking on the “Screen Options” button on the top right of the screen below “Howdy”.

Depending on what theme you are using the way you use WordPress may vary but the basics are the same. Let me just quickly summaries the main options on the lefthand navigation.

Dashboard, the control panel of the WordPress user interface. Review comments and more.

Posts tend to be news items and new ones are created each time you have another news item.

Media is where you can upload pictures, videos and audio files must be no bigger than 20Mb.

Links are only used in certain themes, you can use this area to add individual website links. For more details read here

Pages are static pages that contain your copy. Instead of adding new ones you edit the content as and when you want.

Comments, if your website allows people to post remarks you can review them here and approve, respond or spam as required.

Depending on your admin rights, some users will not have access or even see all the options on the lefthand navigation.

Editing a Page / Post

Editing pages and posts is exactly the same but you will need to understand the difference between the two. Pages tend to be your static pages like “About Us” “Meet the team” etc. Post are articles and news items where new ones are written all the time. With Pages you would update the text but with Post you would create new one each time.

From the left hand navigation select “Pages” or “Post” then on the next page select the page/post you want to edit and click on the title. If you wish to add a new post click on “Add New” at the top of the page.

Once you have selected the page/post you wish to edit you should have something similar to below.

WordPress Sample Page

WordPress Sample Page

Add/edit your page title and content. You can use the general styling tools to add bold, bullets, alignment and links to other pages or websites. When you are ready to publish your page/post click the blue “Publish” button. Once your page has been published the button becomes “Update”. If you can not see all of the options on the general styling the second to last button on the first line of icons will reveal all the options.

WordPress Edit Tabs

On the right of the general styling icons there are two tabs.   Visual is the “what you see is what you get” (WYSIWG) text editor and Text allows you to edit the coding.

Adding an Image

WordPress Add MediaAdding images is relatively straightforward, however there are many options and variables. The basics are, place your cursor in the position you wish the image to be click the “Add Media” button, upload your image and click “Add to page”.  However before you upload an image it best to edit the image to the maximum size you wish it to appear on your website.

WordPress Upload File

WordPress Image Options

Once you have uploaded your image it is always a good practice to add a Title and Alt Text. Captions and Descriptions are optional and will appear differently depending on the template you are using.

You can align your image to the left or right where the text will run down the side of the image. Central will place the image in the centre of your page and none will place the image on the left but the text will start below the image.

Links can be created but the links to Media File and Attached Page can vary depending on your theme. The other options are “none” and “Customised URL” where you can put any URL you wish to use.

If you want to edit an image once it has been placed you can click on the image and then click on the pencil symbol that will appear in the top lefthand corner.

You can also edit the size of the image there are 3 preset images and a custom option.

For more information on adding media you can visit the WordPress Codex.


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