Hover over “New” in the top admin bar to view the dropdown and create a new post or page.

If your left sidebar disappears when editing a new page, click on the More Tools and Options menu (three dots on the right side of the top toolbar) and toggle off ‘Fullscreen mode’ by clicking on it.

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To add a menu item that links externally, you will need to enable a hidden setting that displays the “open in new window” toggle. See Demo Video.

Page Permalink Setup

When building a new page, add the Page Title and click Save Draft in the upper right corner next to the “Preview” and “Publish” buttons.

This will force the Permalinks section to appear within the Document Settings (right sidebar), so you can edit the page slug. You only need include page slug in Permalinks section, not the full URL.

Further down the Document Settings, you will see Page Attributes. Here is where you will set the Parent Page.

Cloning a Page

In the left sidebar, click on Pages to access the all pages list. Hover over the page you want to clone and click on the “Copy” link. You now have a cloned page!

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There are two ways to move blocks:

Use the corresponding arrows on the left hand side of the block when the block is in focus (shown above) to move it up or down.

OR

Click and hold on the button with the 6 dots between the arrow buttons (shown above) and drag the block to the desired location.

Sometimes empty blocks can appear while you are building your page. These empty blocks can add unwanted spacing and padding to your page.

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[your site here]/wp-admin/edit.php?post_type=wp_block will bring up a list of all reusable blocks, which allows you to edit them without having to do it from within a page.

You may also access the reusable block list by clicking on the More Tools and Options menu (three dots on the right side of the top toolbar) and choosing “Manage all reusable blocks.”

The block navigation is a useful feature on WordPress that gives you a top level overview of all the blocks that are currently being used on a page.

To do this, click within the block editor so that the body of the page is selected and click on the block navigation on the top toolbar. With the block selected, you can quickly delete blocks by pressing “delete” on your keyboard this way.

Note: Clicking on a specific block within the block navigation will automatically scroll to that particular block within the editor.

Block navigation also provides a more granular view – users can quickly look and select blocks that are nested within each other (ie. section > column > card as shown in the example above) that would otherwise be difficult to select within the editor.

To do this, click on a block on the block navigation. This will expand that block to show its nested blocks, if there are any.

Note: The most accurate way to ensure that you are getting the correct settings in the right panel for each block type, select the block you are trying to edit within the block navigation.

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Table Block

To center the table headers, click on the header and select “Align Column Left”. It will look like it is set to that already, but press it again and you will see the alignment change.

Section Block

When adding a background image, use the min-height setting to increase the height of the section rather than applying a bunch of margin and padding to the contents.

Sections do not need to be used on interior pages with sidebars because there are automatically gutters added for you

Set Widths

Button Block

To center a button, use the button alignment setting. You can find this setting within the button group block settings.

Use the block navigation to make sure that the “button group block” is focused so that it shows the button alignment settings in the right sidebar.

Card Block

For more control over padding inside the card, toggle on the “Title has individual padding” option in the Title settings.

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Internal Links

When copy/pasting from Cask, click on the link to remove link. Type the internal page name that you are linking to. This will make the link work on the WordPress site and not link back to the Cask site.

Changing Link Color

Make sure the paragraph tag is set to a p and not span or div and make sure to select your color.

Anchor Links

You can easily add anchor links to header blocks. Scroll down in the block settings to Advanced section and insert your anchor link (do not include the #) in the HTML anchor input field.

Linking Copy Text to an Inline Lead Form

To link copy to an inline lead form, highlight the copy that you want linked (this can be done on a specific portion of the copy within a paragraph block) and click on the dropdown arrow next to the hyperlink button. Choose Inline Form.

Phone Number Links

To link out a phone number, use a tel link when inputting the URL.

ie. tel:123-456-7890

Set it to open in new tab and you’re set! WordPress automatically adds the aria-label of “Phone number:” so manually adding screen reader text isn’t necessary.

Final result: 1-844-768-4637

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Found in the Document Settings in the right sidebar, navigate to the “Tags” section.

Add the following “tags” to hide from navigation:

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The Yoast SEO settings can be found at the bottom of each page:

No Index / No Follow

Click on the “Advanced” section and change the following settings:

Changing Default Breadcrumbs Title

If your breadcrumb title is different from the page title, you can override it in the “Advanced” setting as well.

Scroll to “Breadcrumbs Title” and paste the title to override.

Yoast’s Automatic Redirects

If you update a URL on a published page, Yoast will automatically create a redirect and inform you with a popup after you change a page’s URL and save. You can click on the red “Undo” link to undo the automatically created redirect.

Note: If a site is not live yet and you just needed to alter the URL, the redirect is not necessary and you can undo the automatic redirect.

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New page per profile – do this before creating the grid page

Grid page

TBD

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Example: https://ot.steinhardt.nyu.edu/form-2/

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You will need to edit as HTML to add footnotes for now. Click the three dots and “edit as HTML.” After making the changes you can click the dots again and “edit visually”

Footnote should follow this format:

Footnote reference should follow this format:

Final Results:

¹

¹ your footnote here arrow_upwardReturn to footnote reference

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When working on WordPress and you notice you need to have Whitelabel updates made:

1. Create a ticket for creative to fill out Whitelabel staging

   a. Once activated, check cask sandbox

   b. This step allows us to ensure cask production will look ok with any new changes

   c. Sample ticket for creative: https://jira.2u.com/browse/MKTGWEB-45136

2. If all changes look ok, have creative push changes live to Whitelabel production

3. Once actived in Whitelabel production, re-import and save in WordPress Whitelabel settings

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