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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.

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

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Under Content types, select Add next to Projects.

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In the Title field, enter the title of the project.

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

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Select Add media.

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Table of Contents
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Create a Project

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

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  1. In the Content types box, select the Add button beside Project.

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Required fields

  1. In the Title field, type the page title using sentence case.

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2. Enter a Summary.

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Note: The summary is the brief description of the Project that is visible in a Project list or Project teaser.

  • Selecting the Intentionally leave summary blank checkbox means that summary text will not appear when the box is checked.

  1. Set a Status in the Project details drop down menu.

  2. Enter a Description of content.

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Note: A Description of content must be brief and concise description of the Project’s content. No more than one or two sentences are recommended.
The Description of content is the information blurb which appears when the Project is shared or searched.

  1. Select Draft from the Revision state field.

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  1. Select Save at the bottom of the page.

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Note: To add content to your Project, this can be done via the Layout tab. You can review Block types: Content to view Block options.

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Optional fields

Optional information can be added to Projects found under the Edit tab of an Project:

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titleAssociated image

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.

A cursor clicking on the Add media button, which is highlighted red, within the associated image box on the edit tabImage Added
  1. Locate Associated image under Meta tag information for social media sharing/search/etc.

  2. Select Add media.

  3. Add an image or select an image previously uploaded to your site.

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  1. To add an image:

    1. Select Browse

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    1. ... in the Add file

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    1. box and choose an image from your files.

    2. Fill in the

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    1. mandatory Name

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    1. field (it will default to the original file name)

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    1. and Alternative text

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    1. field (guidelines can be found on

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    1. theBrand

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    1. page) field. You have the option of entering a caption to be displayed with the image in

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    1. the Caption

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    1. field.

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  1. Select Save.

  2. If not already selected, select the image by checking

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  1. its box from the image gallery.

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  1. Select Insert selected.

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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.

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Choose a status from the Project Details block.

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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.

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

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titleMedia

Media settings can be accessed through the Media drop down. You can add an optional Hero image or Banner image to your event through Media settings.

A red box highlighting the media dropdown on the edit tabImage Added

You can insert an optional Hero image. A Hero image is a full-width image at the top of the page that must be large and high definition.

  1. Under Media select Image from the Type of media drop-down menu. 

  2. Under Hero image select Add media. 

  3. Add a new image or select an image previously uploaded to your site. To add an image:

    1. Select 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.

  4. Select the image by checking the box of the image from the image gallery.

  5. Select Insert selected.

Note: If the image doesn't meet the specifications, it is recommended that a Full-width image or Banner image be added in the Layout builder.

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titleListing page image

You can insert an optional Listing page image.

The Add media button highlighted in red, within the listing page image box on the edit tabImage Added
  1. Select Add media.

  2. Add a new image or select an image previously uploaded to your site. To add an image:

    1. Select 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. Select the image by checking the box of the image from the image gallery.

  4. Select Insert selected.

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titleTime line

In the Time line field, you can enter a a start and end date for the Project.

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titleProject members

The Project members block allows you to add the names of project members.

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  1. A Member’s link can be added by beginning to type the name of the contact's profile page in the Member’s link field and select the profile from the drop-down function.

  2. Members can be tagged with roles using

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  1. the Project Role

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  1. field.

  2. To add additional members,

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  1. select the Add project member button.

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title

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Taxonomies
  1. Choose

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  1. the Audience

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  1. from the Taxonomies drop-down. Multiple audiences can be selected.

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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.

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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.

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

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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.

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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.

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

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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.

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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.

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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.

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Select Save layout.

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titleMenu settings

The Menu settings drop down allows you to change whether your Project appears in the menu and how it appears:

The menu settings box in the edit tab of WCMS 3. Place in site hierarchy and Add menu link are both selected, enabaling addtional optionsImage Added

Checking Place in site hierarchy box enables you configure how your Project appears in the menu.

  • Checking the Add menu link box will add your Project to the main menu.

  • The Menu link title field allows you to edit the Project title in the main menu.

Note: The title in the Menu link title field can be different from your Project Title.

  • The Description field allows you to add a description that will show when hovering over the menu link.

  • The Parent link drop down allows you to choose where in the menu your page occurs.

Note: By default, the Parent link is set to Main navigation.

  • The Weight field allows you to choose the order that your menu items are displayed.

Note: Lower weights display before higher weights.

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titleScheduling options

Scheduling options allows you to change the Revision state of your Project.

The scheduling options box in the edit tab of web pageImage Added

Publish on allows you to select a date that the page will publish. Select a date and time for the page state to be changed to Published/Unpublished.

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titleURL redirects

URL redirects allows you to add a URL redirect to your event.

The URL redirects box in the edit tabImage Added
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titleURL alias

The event automatically generates a URL based on the page Title and its place in the site hierarchy. It is best practice to select Generate automatic URL alias for uniformity across your site. To create a custom alias:

The URL alias box in the edit tabImage Added
  1. Unselect the Generate automatic URL alias box.

  2. Manually enter a new URL alias.

Note: Do not add a trailing backslash (/) to the alias. Replace any spaces with a dash (-). When entering a custom URL make sure it is still reflective of the content that it will be displaying.

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titleAuthoring information

Authoring information allows you to change the author information for the event. Authoring information defaults to the user who created the event and when the event was created originally.

The authoring information box in the edit tab Image Added
  • Filling out the Authored by field allows you to select a user to be displayed as the project author.

  • The Authored on allows you to manually sets the date and time the project was created.

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titlePromotion options

Promotion options allows you to edit how the Project is promoted.

The promotion options box in the edit tabImage Added
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titlePage display options

Page display options allow you to optionally turn off site menus and titles for your Project.

The page display options box in the edit tab of WCMS 3, showing the dropdown options for the navigation elements dropdown menuImage Added

Note: this option should not be used for accessibility reasons.

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