Our website is comprised of web pages in a software platform called WordPress. Every page has three main sections:

• a Header (the top bar with the logo and menu),
• a Body (where the main content of the page is) and
• a Footer (additional links and info at the bottom.)

The header and footer, and styles of elements throughout the site, are built into the WordPress software and remain consistent on all pages. When we create and edit pages, we are simply working with the Body Content, which is comprised of a Title, Headlines, Paragraph, Images, Links, and other elements.

Each element is considered a block: Headline block, Paragraph Block, List Block, Image Block, etc. A block can be moved up or down relative to other blocks. This will be explained more later.

Each block type has a default style (e.g. size & color) and various attributes can be customized. e.g. Headlines are larger type, and display on the page in a different color, than Paragraph text. View Text Styles here

When you create a block, like a paragraph, you will se a rectangular box pop up with icons. Hover over the icons to display a tooltip describing each attribute: Type of block, move tools, alignment, bold, italic, link, etc. Available attributes vary based on the type of block.

Individual words can be bolded, or italicised, for emphasis—or both. Individual words or images can be turned into links to other pages. Additional customization can be done in the Settings section to the right side of the screen. Do not underline text for emphasis. Underlines are reserved for links only.

The sections below contain instruction on how to use the editing tools. They are simple to use once you get familiar with them, though they may seem confusing at first. There is often more than one way to do things. But if you want to understand the interface better click the following link:

This is a link to a set of good general WordPress lessons. Even if you have experience with WordPress, please view it if you are not clear on what blocks are. You can use a browser to search for the phrase “how to edit blocks in WordPress” to find more detailed instruction. If you get stuck, contact the webmaster.

Comparison and Usage of Post Types

Posts are more temporary, such as the daily / weekly announcements and happenings. They can also be permanent. Most new events and content will be in posts.

Pages are also posts, but are typically more structural and permanent. Most of the items under the top menus are Pages. Post excerpts can be displayed on Pages in a Post Grid displaying a featured image and limited bit of text which link to the full post. New pages are rarely created except by the webmaster or main administrator, though often content will need updates at times.

More detail about the differences of posts and pages:

Instead of uploading documents to the website media library, keep them on Google Drive and link to them from the appropriate post or page.

This would apply to the following types of documents: Agendas, Meeting Minutes, Governance Docs, Financial Reports, Lists (such as Fair Trade offerings, Group Administrator contact info). Might work for Soul Matters / Monthly Theme PDFs, though there are copyright issues that must be addressed so these are not published publicly.

BENEFITS:

• Space: Docs on Google Drive won’t clutter the website media library.
• Organization & Archiving: Docs remain archived and organized on Google as the website changes.
• Staff, Board Members, and volunteers can keep current on Google Docs without having to log into the website.

SEE ALSO /design-examples

Write complete, concise, and accurate text in the post first, and be sure it is well organized before adding images and other elements. i.e. Get information across, before making it pretty.

The website automatically adds styling/formatting for headings, paragraphs, lists, links and other elements, which should typically not be changed. Specific items can be emphasized with Bold and Italics to bring the eye to important info. Additional design is not necessary but for those with the right skills, it can make the page flow better as long as it is kept simple. The idea is function over form. View text styles here

Once text and headlines are cleaned up, you can work improve the layout of the page to make it feel better and point to the things you want visitors to know or to do. You don’t have to do much of this, but it can help if you know what you are doing. Having a standard format helps copy and paste content from the post into the calendar, emails, flyers and other collateral.

TEXT CONTENT

• Proofread text in your favorite text editor for spelling, grammar, punctuation, paragraphs, continuity, and accuracy before you copy and paste it into a post.
• Be aware that styling from other applications will probably be removed when you copy and paste. That includes underlines, bold, italics, color. It’s better to style that after it is in the page, but the default styles should be good for most things.
• Never underline text for emphasis. Underlines are reserved for links only and automatically are underlined when you make it a link.
• Use bold and italics for emphasis.
• Do not double space between sentences. Many of us learned it for typewriters, but it makes text harder to read on digital devices.
• Using short paragraphs— two or three sentences—makes it easier to read online.
• Organize text into sections using headings. Typically use H2 or H3 headings for emphasis, paragraphs,
• Bulleted or ordered lists (similar to typical text editors) to add order, separation.
• Text lines typically should be no more than 70 characters across. Use columns and other narrowing styling to avoid long lines of text which can cause visual fatigue, especially on longer pages or sections.

VISUAL CONTENT

• Stick to Theme Colors (see section on Notes page) – If you have to emphasize, do it simply. Text will automatically be displayed on the actual page in predefined colors.
• Paragraphs are a dark gray
• Headings are in the theme color.
• The class .card can be used to add the Theme’s secondary color as a background to an area to emphasize it, as well as to add padding.
• In addition to headlines, italics, bold, and the use of colors, you can add spacers, separators, buttons, columns and other elements to make you page look pretty.
• More advanced features include shortcodes and embeds (for videos, audio, etc- not recommended without some expertise.)
• Good quality images, preferably cropped tight to focus the story.
• Legibility and ease of use – Don’t stylize too much unless it serves a purpose.

The block editor allows you to add lots of other things. Keep it simple for now. There will be more opportunities to learn going forward.

Have fun!

As a site editor or administrator, you will probably begin with editing existing content, or might create new posts.

TERMINOLOGY

CONTENT

Content refers to headlines, text, images, links and other media in the body of each web page. These elements are is entered into posts and pages, which are combined with a header, footer, menus and other elements that make a web page.

POST TYPES

There are three post types that you will be managing: Posts | Pages | Simple FAQs. Each of which differ in functionality, options, and pros and cons, but most of which look and work identically in the editor interface.

Individual Posts and Pages look mostly the same when browsing the website, though they function differently for content organization. Simple FAQs are used for the dropdown sections on the Ministries & Activities page.

FIND AN EXISTING POST or CREATE A NEW POST:

Method 1 – Through the top Admin Bar:

To edit an exisitng Post or Page: Navigate through the website to a Post (or Page) that you want to edit. In the admin bar at the top of the page, hover over the link that says Edit page and click the link to open the Page Editor for that post.

To create a New Post or Page, you can be on any page in the site. In the admin bar at the top of the page, hover on the link that says +NEW and you will see a dropdown menu with optionos to create New Post, New Page, and other options which you can ignore. Click on New Post or New Page and the Page Editor interface will open with no content in the window.

Method 2 – Through the left side Admin Bar:

This may be the best way if you don’t know where a post is because it provides lists of all posts, Pages, and Simple FAQs with search and filter functions. it also allows Quick Edit functionality to edit post attributes without opening the editor – for example finding all the posts of a certain category and easily unchecking it for that post.

Access to post types is on the left side of the admin Dashboard, as shown in Fig A, just under the Dashboard options. You probably won’t edit any other menu items in the dashboard, at least for a while.

Hovering your cursor over these menu items displays a flyout sub-menu with options, detailed below, depending on the post type. New posts can also be created from the admin bar at the top of the page.

When you click on a menu item it goes to the list of posts and shows the options below the main menu item.

Post-type Sub-menu Options:

All Posts displays a list of all the posts already on the site. If you click the menu item, Posts, instead of hovering, it will also go to All Posts.

Add New creates a new Post, Event, Page, or Simple FAQ.

Categories allows you to add/edit categories for Posts and Simple FAQs. Categories Categories are not available for Pages. Categories can also be added/edited while creating or editing a post, which is usually more convenient. Categories assigned to one post type do not transfer to others, i.e. if you assign the category “Monkeys” to Posts, it won’t show up in Simple FAQs, unless you add it separately.

Tags are unimportant at this time, as are most of the other options under other post types.

Another way to edit an existing post, page, or event, is to navigate to that page through the browser. There is a link in the top admin bar, and usually one toward the bottom of the post content area as well.

Now that I am in the editor, what do I need to create my post?

• To add a Post or Page all you need is a Title and some Text, but you can add images, links and more if you are ready. Headlines, separators and other blocks will help organize and bring attention to important info.
• You can add forms, tables, Title, Date, Time, Description. You can add a Contact or Organizer, Links, Venue, Maps and more.
• FAQs can have text, images, links to events or other pages, but should be kept brief.

You can add links, images, videos, tables, and many other media to any post type.

INTRO: Posts and Pages are both actually types of Posts, though they have functional differences and are organized as separate lists in the Admin Menu on the left side of the WordPress Dashboard.

Basically, when we create a new post, an editor window opens and we add content there. We can save a draft, preview what it looks like, and keep editing it until it is right. When it is ready we can Publish Private, so other staff can review it but the world cannot see it. When the post is fully published, and it is added to menus, the post can be seen on the site.

Create Publishing options. TBD

Posts are typically shorter length, are more temporary, and more specific on a focused topic. They may expire or be removed as time passes. Pages are more permanent and may contain a lot of related content in different sections. There are no hard and fast rules, but most of he items under the Top Menu on the site are pages. Adding content is the same for both. The main difference is more important for organizing information than for what the content is.

WAYS TO ADD POSTS OR PAGES

Top Admin Bar has a button called [+NEW]. Pressing it gives a dropdown that includes the various post-types including Posts, Pages, and Simple FAQs.

To add a page or post, there is an “Add New” button in the top admin menu. Click this and you will get a new post or page to start editing. Be sure you know which one you want. Then add content to the page…

Admin Sidebar Menu has a section for each post type with “Add New” as an option.

TO EDIT AN EXISTING POST:

From Top Bar: Navigate to a post, page, or event that you want to edit through the main menu and click on “Edit this post” in the top admin menu.
From Admin panel: Posts, Pages, Events, and Simple FAQs have their own areas on the left side of the admin area. Click ‘All’ to see a list of existing posts and click on the one you want to edit, or click on ‘ADD NEW’ to make a new post.

ADD CONTENT TO A NEW PAGE OR POST:

• Enter a title. Keep it short but descriptive. 2-4 words is more concise and useful than a sentence.
• A “slug” will be automatically generated for the page. eg if you enter the title. Economic plan for 2026″ the slug will be: /economic-plan-for-2026. This is what shows up in the URL after the website address
• Enter your content. Headlines, paragraphs, images and other elements. Every element is considered a block. MORE NEEDED HERE
• For Posts, it is good to have a featured image.

Text and buttons can be linked to jump to various targets or destinations.

• Pages within this website – most common link type. Does not require full URL, only a slash with the slug e.g. /instructions
• External websites – After entering the URL, check the boxes: “Open in New Link” and “No Follow”
• Content somewhere else on the same page (Uses an Anchor link). This is rare and more complex. See ANCHORS. Normally done by the webmaster rather than office admin or editors.

How to add a link

• Type the text to be linked. e.g.: HOME
• Locate the URL of the destination page, website, or target anchor. Copy it to your clipboard.
• Select the word to be linked, and an attributes box will pop up.
• Click on the chain icon in the attributes which denotes LINK. Another box will pop up to enter the URL (web address). Paste the URL into the box and press Return or Enter. The link should be underlined and look like this: HOME
• Never underline any text in your document unless it is a link. This helps avoid confusion

ANCHORS – TBD LATER

Images can be added to posts directly uploading from your computer, or from the Media Library (items that are already uploaded.) In order to not make the site oversized, images should not be uploaded more than once. If you upload an image and find an error and upload another version, or if you do not end up using it, please delete the unused image!

File Names for Images and other media:

• If files are named consistently, it makes them easier to search.
  • e.g. feature-filename-640×480.jpg is a naming format that works for all feature images and explains the function, individual name, and resolution of the file.
• Filenames can be descriptive and simple. eg. feature-chalice-640×480.jpg or chart-income-2025.jpg
• No special characters except dashes or underscores – or _) , Do not use commas, colons; or slashes/ because browsers may have problems.
• Filenames must have a suffix after a dot – e.g. .jpg, .png, .gif
• Spaces in the Filename are often okay, but will be replaced with dashes on upload. Better to learn to put in your own dashes before upload.
• Rename screen grabs before upload because “Screen-Shot” has no meaning. Screen shots also contain times (eg 3:00) which include punctuation that cause problems. Screen shots tend to be large files, as well so they

Image Size & Resolution

Images should have small file sizes to keep the site lean and fast, but should be high enough resolution to look good on all devices.

• File size max. preferably under 100k. Try not to exceed 200k. Optimally 50-80k for most uses unless it is a big banner image that goes across a whole page.
• Larger images can cause the site to load slower, and make it more difficult to maintain.
• File size is determined by the resolution, the amount of compression, and the content of the image. Compression can be done with a photo editor like Photoshop or various image compression programs online, such as https://tinyjpg.com/. Too much compression can add unattractive artifacts.
• MIN resolution is typically 640 x 480 px, but that would only be optimal for a fairly small image, no more than a third to a half the width of the page on a desktop or tablet. Typically 1280 x 960 px for moderately large images that might appear full width across the screen, or more than half the page. MAX resolution: Please don’t upload images more than 1920px wide or 1080px high.
• Image file formats are: .jpg, .png, .gif
• Other media include videos, pdf files. Typically these should be external links. Post videos on YouTube or Vimeo and embed the link in the site. PDFs can be hosted on the PUUF Google drive.
• Important: Media should be deleted from the Media Library if not used in order to save space.

Image Upload Procedure:

Images may be uploaded through the MEDIA panel, or using the Media Uploader from within a post. The latter is most ideal, but not required. The advantage is that the image is attached to the page, making it easier to tell if, and where, images are used throughout the site.

You can upload one or more images to the Media Library at the same time to use later.

To upload rom Inside a post: Add an image block and select the image from the Media Library, or Upload from your computer.

• Text in emails and on website should not be underlined unless it is a link. This helps avoid confusion. Use bold and/or italics to add emphasis – not underlines.
• Do not double space between sentences. That was for old typewriters, not computers. Computer fonts have been designed for single spaces siince the 1980s.

Adding the category “Home Feature” to a post will make it show in the lower section on the home page. Remving that category will hide it.

This section helps keep current info on our website. Order of these posts will be sorted based on the publication date, with the latest one published at the top, oldest one at the bottom. The publication dates do not matter other than maintaining heirarchy.

Important: When an event has passed, it should be removed from the “Home Feature” category before adding new posts to that category. Admin should check this section after completing new “Home Feature” posts to be sure they are showing in order. The publish date of the posts can be revised to reorder the posts as desired. 

FORMS:

Review and update all forms on Breeze and get links to Greg for any that are missing. The ones I have links for are identified below. Once forms are all cleaned up, and time permits, there is the possibility of integrating them into the site, rather than linking to external pages. Forms currently linked to on the site include:

• Event Submittal Form
  https://palomaruu.breezechms.com/form/3c92d4
  Link location: Main Menu > Events.
  • Maybe pare this down just for new events, and create a different form (Add / Edit Content Form?) for corrections to Ministries & Activites page and Events to include: Page URL, Title of page, location on page or entire contents if not, clear instructions, images, properly formatted email links.
• Donate Form
  https://palomaruu.breezechms.com/give/online
  Link location: Main Menu.
• Subscribe Email Form
  https://palomaruu.breezechms.com/form/getconnected
  Link location: Footer.

There is a form for pledging, and that is not yet on the site.

Procedure for Content Management:

All requests are submitted through office@palomaruu.org and then are sent to the appropriate team member to proofread and post.

If design or functionality issues occur, please contact the webmaster. We need to clarify process for submitting requests, ensuring the page and section where issues occur are clearly identified. Screen grabs can be provided if it helps clarify.

Applies to our website admin, domain registrar, hosting at Bluehost , email accounts, YouTube, Soundcloud, Google Drive and any other online accounts associated with Palomar Fellowship. Greg has created a spreadsheet with all the login info.

• Security policy should be created, reviewed and updated regularly by staff.
• Need a secure method for staff to exchange login credentials for online assets.
• Never send login or password info through email!!!
• Text messages may not be any more secure than email.
• Notify all members of the policy.

If someone shares by email, the password should be changed immediately, and recorded by the office admin.

Admin Tasks:

Breeze Calendar listed both Yoga and Floor yoga on Fridays. I assume that is mistake.

Keep calendar up to date and be sure content is complete and matches Ways to Connect.

Review zoom links in the Events Calendar and be sure they go to the right meeting.

Check all links throughout the site, esp. zoom links

Fix broken links or report them to webmaster.

Executive Board page – Edit officer names, term years etc

Anti-oppression framing, decentering whiteness in language and images

Gather and manage content from various group leaders.

Add categories to Posts, Pages, Events, and FAQs as needed.

Manage spreadsheet for tracking resource logins and passwords and admins, payment sources, renewal schedule, etc.

Schedule regular trainings?

Review, cleanup, and standardize language –

Redirect Palomaruu.org to the new site

Events to add, plus anything else that is on Breeze calendar that is missing. MOSTLY VOID AS OF 2025

Soul Matters

Orchestra Rehearsal is just listed as Orchestra

EkG

Executive Board Meetings

Membership Committee

Other committees