Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 6 Current »

Create a Project

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

The University of Waterloo website, with red boxes highlighting the Workbench and My Dashboard
  1. In the Content types box, select the Add button beside Project.

WCMS 3 content types box, with Content types and Add Event highlighted by red boxes

Required fields

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

The edit page tab, with the title box highlighted in red

2. Enter a Summary.

The edit page tab, with the summary box highlighted in red

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, like the example summary below, will not appear when the box is checked.

An example of what an event summary looks like with the summary highlighted in a red box
  1. Set a Status in the Project details drop down menu.

  2. Enter a Description of content.

The edit page tab with the Description of content box highlighted in red

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.

The revision state field on the edit tab. The Change to box and drop down menu are highlighted with red squares, and a cursor is selecting the draft option
  1. Select Save at the bottom of the page.

A cursor clicking on the Save icon of the page revision state on the edit tab

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.


Optional fields

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

 Associated 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 tab
  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. To add an image:

    1. Select Browse... in the Add file box 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 field (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.

  4. Select Save.

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

  6. Select Insert selected.

 Media

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 tab

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.

 Listing 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 tab
  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.

 Time line

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

 Project members

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

  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 the Project Role field.

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

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

 Menu 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 options

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.

 Scheduling options

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

The scheduling options box in the edit tab of web page

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.

 URL redirects

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

The URL redirects box in the edit tab
 URL 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 tab
  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.

 Authoring 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
  • 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.

 Promotion options

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

The promotion options box in the edit tab
 Page 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 menu

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


  • No labels