WordPress – Dashboard Overview
Script & Screenshots
In this video I’m going to walk you through the admin dashboard.
When you first log into WordPress it’s going to take you to the dashboard. This is the landing page for the WordPress admin area. It consists of a welcome message and an overview of your website and other useful information.
The WordPress Admin Panel consists of three main components: The WordPress toolbar. This is at the top of the page highlighted in Green. The Admin menu, which is positioned on the left of the page highlighted in Yellow, and the main Admin area, the large area full of content highlighted in Red. This is where we’ll do the majority of our work. I will give you a brief description of each item. I will go into more detail in other videos.
I’m going to start off with the Admin Area. First you will see the Welcome message. If you want to learn more about WordPress or see what the next steps are, they show them on this panel. If you’d rather remove this box, you can click on the x next to Dismiss in the top right corner or remove it from the Screen Options area. I show you how to do that in the Dashboard. Screen Options video.
If your site is new, you won’t see much on this box yet. In the At a Glance box, as your site grows and you add new posts, pages, receive comments, etc. you will see the totals here. It also shows you what version of WordPress you are running.
With any of these boxes, you can hide them through the Screen Options. I show you how to do this in the Dashboard Screen Options video. You can also minimize any of the boxes by clicking on the arrow in the top right corner of the box.
Click on the arrow again to expand it.
Under Activity it will show your latest posts published and the most recent comments. You can approve, move to spam, or move to trash from here.
In the Quick Draft box, you can create a blog post quickly to save to draft. This could be handy if you know a topic you want to write about, you can add a title and some of the content, then go back later to finish it. When you go back to it, you’ll need to go to Posts to edit and Publish it.
There’s a news area if you want to read about the latest WordPress News. They will announce new versions and other useful information.
And as you add new plugins, some of them will add a new box to the admin area. You can find out more about what plugins are in the Plugins Overview video.
You can customize your own dashboard to fit what works best for you. For all of the panels you can click on the minimize arrow in the top right corner. If you click on it again you can expand it again. Also at the top of the page under Screen Options you can check or uncheck which panels you’d like to have on your dashboard. You can also drag and drop each of the boxes to change the location of any of the panels. For more information about Screen Options, check out the Dashboard Screen Options video.
As for the menus and getting around the admin area, you have two menus. The top menu tool bar highlighted in green and the admin menu on the left highlighted in yellow.
On the admin menu you will find everything you need. If you hover over a menu item, if it has a sub menu, it will display it. You can also click on the main menu item and then it will expand all the sub items below it.
If you’d like to collapse this menu to give you more working space, you can click on the Collapse Menu button at the bottom left of the page. If you click the arrow again, it will expand it back out. If you’re working on a tablet or smart phone, this page is mobile responsive so the menu will expand and collapse with the size of your screen. On the smart phone layout, the menu gets moved to the top of the page.
Starting with the Dashboard at the top. This will take you back to the home page. It has a sub menu to it, the Updates area. You will find all the updates that need to be installed including plugins, themes, and to WordPress itself.
Below the Dashboard is the content management section. Starting with Posts – this is where you’ll go to create blog posts. Then there’s media where you’ll add images, documents, etc. Links is where you can add links to external websites. Pages is where you add or edit pages like your About or Contact page. Lastly is the Comments section. This is where you can approve, delete, or send a comment to spam.
The next section is the Site Administration section. This is where you can change your WordPress theme, customize your theme, and edit your widgets. The last option is the editor area. This area is for more advanced users who can read and edit code.
Plugins is where you’ll go to add or remove any plugins. These will add more functionality to your website.
Users you can add, edit, or remove users that you want to have access to login to the admin panel. You can also reset passwords here.
Under Tools you can import or export your content. If you are restoring your content from another WordPress instance you would do that here. Or you can export to have a backup of all your pages.
The Settings menu is where you can change the settings of your WordPress site including the time zone, permalinks, turn comments on or off and much more.
For the top toolbar menu, this will vary depending on this page you are on. It will give you the tools that you need, when you need them. It will always stay at the top of your screen as you scroll through the pages both on the back end and the front end.
The drop down under the WordPress logo is where you can find out more information about WordPress including forums and documentation.
The next item is the site link. This will take you back and forth between the front end and the back end. This is very handy when editing to go back and forth to view the changes. If you go to the front end, your options will change. Now you also have the option to go to your themes, widgets, or edit your menu. If you click on customize, you can edit your theme.
If you have any plugins or themes that need updates, you will see a circle with arrows and the number of updates needed before the comments. Click on it and it will take you to the page to run all the updates. If you don’t have any updates, this icon will be hidden.
Next it will show you how many comments you have that need moderation. When you click on the button it will take you to your comments page where you can approve or trash the comments. I currently don’t have any so it shows zero.
The New button will allow you to create a new post, media, link, page, or user.
On the far right if you highlight the Howdy <username> button, you can edit your profile and log out.
Now if you move away from the dashboard the toolbar will change.
If you go to your posts, and edit a post, you will now see a View Post button. If you click on that it will take you to the front end to view that post.
Then you can click Edit Post to go back to the back end to edit again. You’ll also see this on Pages.
As you add plugins you may also see some of them add functionality to the toolbar. Those plugins usually have an option to turn it off if you’d rather it not be on the toolbar.
That’s it for this video. I’ll see you in the next one.
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