Learn How To Navigate Around WordPress

Main Screen

About This Lesson

If you’re new to WordPress, this lesson is the place to start, as I’ll be explaining what all the different sections of WordPress do and I’ll show you how to navigate around the admin area.

Within the admin area you’ll be able to setup your site, create content, change your design, add plugins, add users, manage comments and more!

The WordPress admin area is broken up into three main sections and we’ll be covering all three in this lesson.

  1. The toolbar
  2. The navigation menu
  3. And the main area
Prerequisites

Before we begin, make sure you’ve seen the earlier lessons,

1) What is WordPress?

2) How to Login to your WordPress site

And most obviously, you’ll need to have installed WordPress. You can do this one of two ways,

1) Install WordPress with SiteGround (The Quick & Easy Way)

2) Install WordPress manually

Course Navigation

How To Create A Website Course

This is Step 2 Part 3 – See the full course here!

How To Use WordPress Course

This is Step 2 Part 3 – See the full course here!

Read All About It

The Toolbar

At the top of the screen, you’ll see the toolbar.

The toolbar contains links to information about WordPress, as well as quick-links to a number of places within the admin area.

WordPress Top Toolbar

If you hover your mouse over any of these links, you’ll see they have multiple options.

1) WordPress Links: – These links let you navigate to some of the most popular pages on the wordpress.org site. The support forums link is particularly useful if you run into any problems.

2) Visit Your Site: – If you hover over this and click “Visit Site”, you’ll be able to see the live version of your site.

3) Updates Available: – This will notify you to update any of your plugins, themes, or the main install of WordPress, should it be needed. If you do have any updates, you can click here and you’ll be taken to the update screen. If you’re fully up to date with everything, then this option won’t appear.

4) Comments: – This will tell you if you have any comments awaiting moderation. If you do, you can click here and you’ll be taken to the comment moderation screen, if not, the 0 will show, like in the image above.

5) New: – These links let you quickly create a new post, page or user and you can also upload new media.

6) Edit Profile/Logout: – This will take you to your user profile. Or you can logout from the WordPress admin area.

If you visit your “live” site and remain logged in, you’ll see the toolbar remains at the top (like in the image below). This is so you can easily make your way back to the admin area, or use any of the quick links.

Frontend Admin Bar

The second part of WordPress, is the navigation menu, which is how you’ll navigate to all the different sections within your WordPress admin area. Let me give you a brief summary of what each section does. (In future lessons I’ll actually go into a lot more detail about each section!)

As with the toolbar, if you hover your mouse over any of these links you’ll see they have multiple options.

Admin Navigation Menu1) Dashboard: – This is like the homepage of your admin area. It gives you some basic information about what’s going on with your site.

2) Posts: The posts section is where you manage your blog (if you want one). This is where you’ll create or edit posts and where you can create or manage your categories and tags.

3) Media: This is to do with the images, audio and video that you upload to your WordPress site. In here you’ll be able to add items or delete them. The media area will also show all the items you’ve previously uploaded

4) Pages: This is similar to the post section, but you’ll go here to create or edit your standalone pages

5) Comments: With WordPress you have the option to let your visitors leave comments on the posts or pages you create. If you’ve enabled this option, the comments link is where you’ll go to approve, edit, mark as spam or delete any comments you receive

6) Appearance: – This is where you’ll go to change how your site looks. Within this section you’ll be able to change your theme, change the links showing in the menu on your site and add or remove WordPress widgets

7) Plugins: This is where you’ll go if you want to add any extra features or functionality to your site. So if you want to add a contact form, or a slideshow, or popups, or shopping carts, etc, this is where you’ll go

8) Users: You can create multiple users who can access your WordPress site. What’s more you can also define what these users can and can’t do. So if you want to create a user who can only create new content but can’t edit anything else on your site, you’ll do that within the “Users” section

9) Tools: Within this section of WordPress you’ll be able to import or export content from other platforms. This is a section of WordPress you probably won’t use all that often

10) Settings: Finally, you have the settings section, where you’ll setup WordPress to your specific needs. (We’ll be going through this in the next lesson!)

Side Note: It’s worth noting that when you add themes or plugins, you’ll see extra items in the navigation menu. This is so you can easily navigate to the settings of the theme or plugin you’ve added.

The Main Area

The main area of WordPress is where the magic happens.

This part of the WordPress admin area will vary from section to section, i.e. the “Settings” section is different to the “Pages” section, which is different to the “Appearance” section, etc, so I’ll cover these sections in more detail, in future lessons.

But I do want to quickly show you two links, which show up in most sections of WordPress.

WordPress Screen Options And Help

These are the,

  1. Screen Options: – This lets you add or remove items from showing on a particular admin screen. So for instance, if in the above image I didn’t want to show category and tag information, I would click the “Screen Options” and then untick “Category” and “Tags”, like in the image below, and this will remove them from my screen. (That’s just an example for this particular screen, you can use this feature across most screens within WordPress.)
  2. Help: – The help section displays help items that are related to the screen you’re currently on. (See the second image below). This can be useful if you’re new to WordPress.

Screen Options

Screen Options

Help

WordPress Help

And that’s all there is for navigating around WordPress.

Next Steps

Now that you know what the different sections in WordPress do and how to navigate around the admin area, the next step in creating your website and learning how to use WordPress, is to go through the WordPress settings.

And then we’ll go through posts and pages, so you can start creating the content that will make up your site!