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4-Part Online Course Class 3: WordPress 101: Getting Your E-Portfolio Site Up and Running Presented by Julie Perrine, CAP-OM®, MBTI® Certified Certified Productivity Pro® Consultant Founder and CEO, All Things Admin This webinar and its contents are © 2017 by Julie Perrine International, LLC. All rights reserved for the entire course and its contents. No part of this course may be copied, or changed in any format, sold, or used in any way other than what is outlined within this tutorial under any circumstances. You cannot post this course or any of its related audio or document files or the information it contains on any electronic bulletin board, website, FTP site, newsgroup, forum, etc. The only place from which this course and its materials should be available is the AllThingsAdmin.com site. You do have permission to adapt the template files provided for your personal use as you create your personalized version of your administrative procedures binder using this material. Reproduction or translation of any part of this work by any means without permission of the publisher is unlawful. You do not have resell rights to this course or its contents. © 2017 Julie Perrine International, LLC www.AllThingsAdmin.com

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Page 1: 4-Part Online Course Class 3: WordPress 101: Getting Your E … · 2017-05-23 · Reprinting of this handout without permission of the author is prohibited. 4-part Course Agenda:

4-Part Online Course

Class 3: WordPress 101: Getting Your E-Portfolio

Site Up and Running

Presented by Julie Perrine, CAP-OM®, MBTI® Certified Certified Productivity Pro® Consultant Founder and CEO, All Things Admin

This webinar and its contents are © 2017 by Julie Perrine International, LLC. All rights reserved for the entire course and its contents. No part of this course may be copied, or changed in any format, sold, or used in any way other than what is outlined within this tutorial under any circumstances. You cannot post this course or any of its related audio or document files or the information it contains on any electronic bulletin board, website, FTP site, newsgroup, forum, etc. The only place from which this course and its materials should be available is the AllThingsAdmin.com site. You do have permission to adapt the template files provided for your personal use as you create your personalized version of your administrative procedures binder using this material. Reproduction or translation of any part of this work by any means without permission of the publisher is unlawful. You do not have resell rights to this course or its contents.

© 2017 Julie Perrine International, LLC

www.AllThingsAdmin.com

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Boost Your Professional Visibility With An Online Portfolio – 4-part Online Course Class 3: WordPress 101: Getting Your E-Portfolio Site Up and Running

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4-part Course Agenda:

Pre-Class Work: Free Webinar Replay

Class 1: Getting Started With E-Portfolio Development

Class 2: A Guide to Domain Names and Website Basics

Class 3: WordPress 101 – Getting Your E-Portfolio Site Up and Running

Class 4: Showcasing Your e-Portfolio and the Career Boosting Benefits of Blogging

Throughout this course material, you will find references to companies whose services or products may be protected under law as a trademark or service mark, or otherwise protected proprietary property of a third party unrelated to Julie Perrine International, LLC, or All Things Admin. It is not the intent of Julie Perrine International, LLC, or All Things Admin to imply or suggest endorsement by or affiliation with any of these entities. This course is not affiliated, sponsored or otherwise endorsed by:

Linkedin.com

Twitter.com

WordPress.com or WordPress.org

GoDaddy.com

PrimoPDF.com

Google.com or Gmail While all attempts have been made to verify information provided in this publication, neither the Author nor the Publisher assumes any responsibility for errors, omissions, damages resulting from the use of the information contained herein, or contrary interpretation of the subject matter herein. This course presents general information about technology and services that are constantly changing, and therefore it may contain errors and/or information that, while accurate when it was written, is no longer accurate by the time you read it. Your use of or reliance on the information in this workbook is at your own risk and the author and Julie Perrine International, LLC and All Things Admin, disclaim responsibility for any resulting damage or expense.

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How to Develop an Electronic Portfolio If you already have a print version of your professional portfolio, get it out now. It will serve as a guide to planning your electronic portfolio also. They will not be exactly the same, but they will complement one another. The 7 basic steps to creating your online portfolio:

1. Create a FREE WordPress.com website.

2. Setup your WordPress.com website.

3. Create pages for your WordPress.com website.

4. Add content to your WordPress.com website pages.

5. Reserve a domain name for your electronic portfolio website.

6. Forward and mask your domain name to your WordPress.com site URL.

7. Send your new website domain name out for others to view your new electronic portfolio.

An Electronic Professional Portfolio Preview Here is a sample of my demonstration version of my electronic professional portfolio. You may also view it online at: www.julieperrine.wordpress.com. This will give you an electronic portfolio site to look at as you go through the setup process. I’m constantly changing things around on this site for demonstration purposes, so the pages and related content may change from visit to visit, but you’ll be able to capture the overall concepts I discuss in this course as you begin the development process of your own electronic portfolio website.

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What pages do you want on the website? Before you create any additional site pages, let’s do some site planning. Use your print portfolio as a guide. Ask yourself:

How can I convert some of these items to digital?

Is it appropriate to share on the web?

How can I make it appropriate to share on the web?

Create a page for each category of your work samples that you want to showcase on your website. Each page you create will automatically appear on the navigation bar for your site. So don’t go overboard, clutter it up, or make it difficult to navigate with excessive pages. You’re going to pick the best of the best and give them a highlight – not give them the entire print version of your professional portfolio. Common pages to start with:

Home

About or About [Your Name]

Blog (Optional)

Resume

Work Samples or Portfolio

Contact or Contact Me

Other page options to consider (if applicable):

Event Planning

Website Development

Education

Certifications

Document Design and Editing

Project Management

Administrative Support

Presentation Development

Travel Planning

Newsletters or Writing

These may be set up as subcategories (or nested pages) to the main pages.

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How do you get this information onto your website?

Scan certificates or documents you no longer have electronically.

Open the PDF on your screen and take a screenshot. Save the image.

Include before-and-after screenshots of documents you’ve created or edited to make them more user-friendly.

Link to websites or take screenshots of websites you’ve worked on or developed.

Any documents you’ve created for your print portfolio can be converted to PDFs by scanning them. If appropriate, you may be able to share some of the same information by posting the scanned document on your electronic portfolio site.

Add a note to your site pages: “This is a simplified display of my work product that is appropriate for web viewing. To review a more complete and detailed version of my professional portfolio in print, please contact me at [your e-mail address or a link to your contact page on the portfolio site].”

Let’s brainstorm for your own personal site here.

Categories of your experience:

___________________________ ___________________________ ___________________________ ___________________________ ___________________________ ___________________________ Pages you will create to get your site started:

___________________________ ___________________________ ___________________________ ___________________________ ___________________________ ___________________________ ___________________________

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Developing Your E-Portfolio Site

Log in to your WordPress.com website control panel. You can log in one of two ways:

Option 1: Go to Wordpress.com and enter your user name and password.

Option 2: Log in directly to your dashboard panel using your administrative login, which is your WordPress.com domain name followed by /wp-admin

Example: www.yourname.wordpress.com/wp-admin

The window that opens should look something like this:

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Once you are logged in, navigate to your site dashboard. This is where you will be able to do all of the following items:

Choose or customize a theme, which determines how your site looks.

Adjust your settings.

Create pages.

Add media (images, documents, audio, video).

Start blogging (if you choose to, but you do not have to.)

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Your E-Portfolio Starting Point

Starting pages: home (default blog posts page), about, contact

Class Demo Site: www.ToddPerrine.com (Forwarded and masked domain to www.ToddPerrine.wordpress.com)

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Update the Static Front Page Settings

Next to Themes, click on CUSTOMIZE.

Click on Static Front Page. o For Front Page, click Add New Page and name it HOME. Then choose that page from the

drop down for your Front Page choice. o If you plan to blog eventually…for Posts Page, click on Add New Page, and name it BLOG

(or whatever you choose). Then choose that page from the drop down for your Posts page choice.

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Create Your Home Page Since we updated the static front page settings on the previous page, we now have a HOME page that

has published on our site. It’s blank, so we need to begin by updating it with content.

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Adding Links to a Page

Highlight the text you want to link.

Click on the chain link icon on the editing toolbar.

Enter the URL of the page you want the link to go to OR choose from the existing content on the

bottom of the dialogue box.

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Click Save or Update once the link is created!

Adding Links to a Document or Image in the Media Library

Upload the image or file to your Media Library.

Once the file appears in your Media Library, click on the file once to highlight it.

Click on EDIT to get the URL address.

Click on COPY to copy the file URL address. (See screenshot on next page.)

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The file URL for this example is: https://toddperrine.files.wordpress.com/2017/05/resume-eportfolio-

sample.pdf

Go back to the main menu and click on PAGES. Open the page where you want to place the file link.

Highlight the text you want to link.

Click on the chain link icon on the editing toolbar.

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Enter the URL of the file you want the link to go to in the dialogue box.

Check the box for Open Link In A New Window/Tab (recommended for files you link to).

Click on Add Link.

Your updated text should look something like this. Be sure to save or update your work!

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Update the About Page

Always click UPDATE or SAVE (draft) when done editing any page or settings.

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Add an Image to Your Page

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Update the Contact Page

Click on the form to highlight it and click EDIT icon to change it.

Or delete and insert a new one entirely using the PLUS icon in the upper left corner of the editing bar.

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The default subject line will be “Contact” when you receive an email from your e-portfolio site. Change it to

something more meaningful such as: o Your Name E-Portfolio Site Contact Form o E-Portfolio Site Contact Form!

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Customize the Sidebar Widgets

Click on CUSTOMIZE (next to THEMES).

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Click on Widgets

Click on Sidebar

Click on Add a Widget (to see all of your options)

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Widget Options to Consider Image

Search

Text

Twitter Timeline

Social Media Icons

Archives (if you’re actively blogging)

Categories

Custom Menu

Facebook Page

Drop and drag the widget boxes into your desired sidebar order.

Remember to click Save & Publish when you’re done!

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Creating a New Page

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Page Titles and Customizing Slugs / Page URLs

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Saving vs. Publishing

Finding Saved vs. Published Pages

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Creating Password Protected Pages

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Getting Pages to Appear on the Menu (Manually or Automatically)

The Manual Way:

Click on CUSTOMIZE (next to Themes).

Click on Menus.

Click on Primary.

Click on the plus sign next to the pages you want to add to the Menu (see image on next page).

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After you click on the plus sign next to the pages you want to add to the Menu, they will appear on the left side.

Click Save & Publish.

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The Automatic Way:

Scroll down to Menu options, and check the box for “Automatically add new top-level pages to this menu.”

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Creating Nested or Child Pages

Any main site page on your website is called a top level or parent page.

Any page that appears on the sub-menu to that page is called a nested or child page.

Here is a top level / parent page:

Here is how you create a nested or child page created under this top level page:

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Click on Publish to save the settings.

Depending upon the theme you are using, you may need to go manually add it to the menu bar in order to see it once you’ve published the page to your site.

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The menu bar how shows a downward arrow next to the Main Page which indicates there are other pages in the navigation now.

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e-Portfolio Setup Logins and Passwords

Domain Name Registration / Website Hosting Company

NAME OF HOSTING COMPANY: _____________________________________ (For example: GoDaddy or ePortfolioToolbox)

WEBSITE URL OF HOSTING COMPANY: ______________________________ (For example: www.ePortfolioToolbox.com)

LOGIN: _______________________________ PASSWORD: ________________________________ E-MAIL ADDRESS USED TO REGISTER: __________________________________ PASSWORD HINT: _____________________________ CALL IN PIN (if applicable): _________________

Wordpress.com Account

LOGIN: _______________________________ PASSWORD: ________________________________ E-MAIL ADDRESS USED TO REGISTER: __________________________________

Your e-Portfolio Wordpress.com Dashboard

Website URL Login Screen: ________________________________________

(For example: www.julieperrine.wordpress.com/wp-admin)

LOGIN: _______________________________ PASSWORD: ________________________________

Gmail / Google Account

LOGIN: _______________________________ PASSWORD: ________________________________

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Class 3 Plan of Action

Create or update your HOME page.

Create or update your ABOUT page.

Create or update your CONTACT page.

Create a WORK SAMPLES page or specific types of work sample pages (e.g. database skills, writing skills, event planning skills, etc.)

o Refer to your top 5 lists from your class 1 and 2 plans of action to get you started.

Upload documents and images to the Media Library.

Customize the sidebar WIDGETS on your site.

In class 4, we’ll polish up your site for sharing with the world and talk about how blogging may create opportunities for you to share your expertise, build your personal brand, and much more!

Connect with Julie Perrine online:

Visit the All Things Admin Blog at www.AllThingsAdmin.com

Like All Things Admin! www.facebook.com/AllThingsAdmin

Follow me! www.twitter.com/julieperrine

Connect with me! http://www.linkedin.com/in/julieperrine