TASKS TO DO:
HOME PAGE – Check out what’s Happening section
01/10/24 On HOME » “Check Out What’s Happening” section, I reversed the order of the posts as requested so it is now “Oldest to Newest”. Also, the posts are stacked, instead of 4 posts across for better chronological ordering.
Adding the category “Home Feature” to a post will make it show here. Order will be based on the publication date, with the last one published at the top, first one at the bottom.
Having it like this should be better for users, though it will require a small bit of simple additional maintenance on part of admin.
There were 4 posts showing here, but quite a few posts in that category which meant that the oldest posts from early 2023 populated those spots. In order to fix that, I removed the category of “Home Feature” from all posts except the 4 current ones. I changed it so it can now show 6, and that number can be expanded. Important: When an event has passed, it needs to be removed from the “Home Feature” category before adding new ones 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.
WEBSITE/ INTERNET SECURITY POLICY
Need to establish this asap
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.
- 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.
- Security policy should be created, reviewed and updated regularly by staff.
Items for Staff/Admin to work on
- Review all 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.
- Soul Matters
- Telescope Deadline
- Orchestra Rehearsal is just listed as Orchestra
- Executive Board Meetings
- Shelter Helpers
- Membership Committee
- Other committees
- Sacred Movement is on the calendar, but don’t know if it is active or accurate.
- Breeze Calendar listed both Yoga and Floor yoga on Fridays. I assume that is mistake.
- Slow Gentle Yoga 10am on Tues, but it is not all weeks on the Breeze Calendar. Need adjustment, or use exceptions
- Conversations with the Board
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
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
Link location: Main Menu.
- Subscribe Email Form
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 email@example.com 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.
Instructions for Editing Web Pages
These instructions assume you are a site Administrator or Editor and are logged into the Admin area of the site.
You may need some instruction on how to use the editing tools. They are simple to use once you get familiar with them. This is a link to some lessons. Even if you have experience with WordPress, please view it if you don’t know 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. Basically, blocks are elements like paragraphs, headings, lists, images, buttons. Those are the primary ones you will use but there are many others.
ADDING & EDITING CONTENT
Posts, Pages, Events, FAQs
Content refers to text, images and other media used to tell our story in this website. Content is entered into separate posts, which are combined with a header, footer, menus and other elements that make a web page.
There are several primary post types you will be using, each of which differ in functionality, options, and pros and cons. These post types are:
Posts | Events | Pages | Simple FAQs
Access to these 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 that post type. 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 wont show up in Events, 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.
What do I need before creating a 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.
- To add an Event you need a 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.
Comparison and Usage of Post Types:
|Used for ‘About Us’, ‘Governance’ & ‘News’ pages and possibly others. Pages that collect and display multiple posts are called Archive pages or Category pages, depending on how they pull posts. A blog page is the most typical example.
There is a panel in the post editor called ‘Categories.’ If you want your post to show on the ‘About Us’ or ‘News’ page, select the category called ‘About Us’ or ‘News.’ Otherwise, it will not show on those pages or anywhere else.
The “About Us” page is designed to be the go-to place for general info about the congregation, our beliefs, the staff, the facilities or other information related to the fellowship and UU.
News is designed for temporary or special events or info not on the calendar. Could be for articles on various topics (Mindfulness, Anti-Racism, etc) which can then be shared on our social media channels.
|Typically used for static pages (e.g. Homepage, Contact Us)
Archive pages which display a collection of posts with a certain category. (e.g. ‘About Us’ or ‘News’). Pages do not have categories.
|These automatically show up in the calendar once published. Enter the title and date, and fill out other relevant fields. You can add recurrences for weekly, or monthly events.
IMPORTANT NOTE ON EDITING EVENTS: Be sure whether you are editing a series or single occurrence. Please do not edit events if you do not understand this.
|This post type displays as an accordion button like the ones on this page. When you click on it, a section opens with more content. Typically, these would be used for Frequently Asked Questions, but they are used in this site on the Ministries & Activities page only.
Edited through SIMPLE FAQs in the left Admin panel.
You may assign more than one category in order to appear in multiple sections on the Ministries & Activities page.
Unlike Posts, Pages, and Events, you can’t view a FAQ as a single item. There is no Preview button on the admin page. You will have visit a page in which the FAQ shortcode is used, such as Ministries & Activities. You may need to refresh the browser to display edits you have made to an FAQ.
CREATE A NEW POST, PAGE, or EVENT
Top Admin Bar has a button called [+NEW]. Pressing it gives a dropdown that includes the various post-types including Posts, Pages, Events and Simple FAQs.
Admin Sidebar Menu has a section for each post type with “Add New” as an option.
To add content, there is an “Add New” button in the top admin menu. Click this and you will get a new page to start editing. Enter the title, the content, and
Enter content. Text, images and other elements.
Select a featured image
EDIT AN EXISTING POST, PAGE, EVENT, or FAQ
Revise text or add an image or other media
To edit a Post, Page, Event, or Simple FAQ
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.
Image Size & Resolution
- File size max. preferably under 100k. Try not to exceed 200k.
- 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/.
- 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. Please don’t upload images more than 1920px wide or 1080px high.
- Image file formats are: .jpg, .png, .gif
- Important: Media should be deleted from the Media Library if not used in order to save space.
- 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.
- 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 to use later.
Inside a post: Add an image block and select the image from the Media Library, or Upload from your computer.
Improving the look and feel of your stories
The most important thing is to get your carefully-proofread text into the post first, and be sure it is organized before adding images and other elements. The website automatically adds the styling for paragraphs, headings, links and other elements. You can emphasize certain elements and make the page flow better with good design, but there is something to just keeping it simple too.
Once your 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 this, but it helps.
- 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.
Enhance the story and the experience for your audience through better design.
- 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.