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\uD83D\uDCD8 Instructions

Info

Highlight important information in a panel like this one. To edit this panel's color or style, select one of the options in the menu.

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The Project content type allows you to publish projects and initiatives on your site. The Project content type is available by default - you will need to enable it in the main menu to see your Projects listing page. Projects are set to order by the date they were posted. There is no reordering functionality.

Create a Project

There are two steps to creating a Project in WCMS 3. First, the web page information will be added. This can be changed in the Edit tab. The second step is to add the content to the page using the Layout builder.

  1. From the administration bar, select Workbench, and then select My Dashboard.

  2. Under Content types, select Add next to Projects.

    Screenshot of Projects Add buttonImage Added
  3. In the Title field, enter the title of the project.

  4. Insert an optional Listing page image. This image is used on the project listing pages.

    1. Select Add media.

    2. Upload an image or select an image previously uploaded to your site. To upload an image:

      1. Select Browse/Choose File in the Add file block and choose an image from your files.

      2. Fill in the mandatory Name field (it will default to the original file name) and Alternative text (guidelines can be found on the Brand page) field. You have the option of entering a caption to be displayed with the image in the Caption field.

      3. Select Save.

    3. If not already selected, select the image by checking its box from the image gallery.

    4. Select Insert selected.

  5. Add a Summary. This is meant to be brief, you will enter the full details of the project when configuring the layout of the project page.

  6. Choose a status from the Project Details block.

    Screenshot of Project Details drop-down statusImage Added

  7. Projects can be tagged with keywords using the Topic(s) field. These tags will display in the Topics section of the expanded page, not on the listing page. Clicking on a specific tag will bring the user to a list of all projects sharing that tag.

  8. In the Time line block, enter the start date and the end date.

  9. In the Project Members block, you can add the names of project members. 

    1. Link to Profile can be added if a person profile has been created for the user. In the Member's Link field, begin to type the name of the contact's profile page and select the profile from the drop-down function.

    2. Members can be tagged with roles using the Project Role field.

    3. To add additional members, select Add project member.

      Screenshot of add project members sectionImage Added

  10. Choose the Audience from the Taxonomies block. Multiple audiences can be selected.

  11. In the Meta tag information for social media sharing/search/etc. block, the Description of content field is mandatory for the page to be published. Enter a brief and concise description of the page's content. No more than one or two sentences are recommended.

    Screenshot of description of contentImage Added

  12. The Associated image is the image used as a thumbnail in social networks and other services. If no image is provided, the University of Waterloo logo will be used.

  13. Advanced configuration options provide more detailed meta tag options for social media.

  14. Select Menu settings (found near the top of the right of the page) and select Place in site hierarchy if you would like the project to appear in the main navigation menu. Choosing this option will prompt more fields to add the Menu link titleDescriptionParent Item and Weight.

  15. URL alias allows you to create a different URL by unchecking Generate automatic URL alias and typing a new path in the URL alias field.

  16. Select state from the Save as: drop-down menu.

    Screenshot of Save as drop-down menuImage Added

  17. Select Save.

Note: To change any of the above information, select the Edit tab of the page.

Next Steps

The next step of creating a Project is to configure the Layout of the page and add content. After selecting Save when creating a new Project, the the Layout builder will automatically appear. WCMS 3 gives you the freedom to add different types of sections (columns) and content blocks to the page. Always refer to the University of Waterloo Writing Style Guide and Brand guidelines for guidance on style, formatting and grammar.

  1. Select state from the Change to: drop-down menu. It is a good practice to always check the revision state because it will default to the last state chosen.

  2. From the Layout builder, configure the layout of the project page by choosing sections (columns) and types of content blocks. Refer to how to add Sections and how to add Blocks for more information.

  3. Select Save layout.

  4. When the Project is ready to be published, select Publish this content from the Revision State section at the top of the page in the View tab or Layout tab, or change the revision state to Published at the bottom of the Edit page.