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City of PetalumaExtended Training Plan Contents TOC \h \u \z \n ContentsProject OverviewPurposeActivitiesPlanTeamImplementationWeek 1 AgendaWeek 1 QuestionsWeek 1.5 AgendaWeek 1.5 QuestionsWeek 2 AgendaWeek 2 QuestionsWeek 2.5 AgendaWeek 2.5 QuestionsWeek 3 AgendaWeek 3 QuestionsWebsite TemplatesGrid Template 3up: Rows of 3 900x450 Images, plus Text BoxesGrid Template 4up: Rows of 4 600x600 Images plus Text BoxesTopic Template: Rows of 3 600x600 Images plus Text boxes Text Heavy Template Accessing the photo libraryPhoto standardsFeatured image - 900x510Grid (3-up) 900x450Grid (4-up) 600x600Writing and Design StandardsFocus on benefits of what we’re doing – e.g., the needs we are meeting and the problems we are solving – rather than the tools we use.We have 100 lines of sewer and and language that is simple, informal, jargon-free, and audience focused. consistent with other language on the site, Hemingway Editor and Select images for the page - use the photography sizing defined above, pull from shared photo library, or department librariesDetermine your linking strategy and post to Linked Content FormSave your work in a word document. Each training attendee will present their content for feedback at our next training session. Include the following:Page titleSubheadings as indicated on the page templateBody copyImages cropped to appropriate sizesLinking strategy - post to Week 1 Questions Add questions and answers here, or add to agenda for week 1.5 meeting.Week 1.5 AgendaPresent page content developed for each department (5 min. per department)Share challenges encountered working with the brand guidelinesGroup provides feedback based on the brand styleguideHomeworkRefine page content based on feedback received from the groupContinue developing content for additional pages Content will be loaded to the site following Week 2 trainingWeek 1.5 Questions Add questions and answers here, or add to agenda for week 2 training session.Week 2 AgendaOverviewProudCity platformLogin My.Username: Petaluma emailPassword: uniqueGeneral content overview (front-end) makes up a website?PagesDepartmentsDocumentsNewsEventsPage TemplatesDepartment TemplateGrid Template 3upGrid Template 4upTopic Template Granular Template Dashboard overviewContent typesAdd page (search and make sure page doesn’t already exist)TitleSwitch to pagebuilderSelect LayoutLayouts override the pageSelect layout template:Department TemplateGrid Template 3upGrid Template 4upTopic Template Granular Template (text heavy page)ContentMediaBanners - 1920x447Featured image - 900x510 HYPERLINK "" \h Grid (3-up) 900x450Accessibility and alt tagsMedia guide: SEO Meta DataMenu structure within a departmentSelect department menuAdd page label Next, click on Advanced Settings and choose the subpage that the new page should be linked down from. (If a subpage is not chosen, then the new page will go directly under the department and automatically added to the side menu on the department page. If it should not be on the side menu on a department page, then a subpage must be selected under Advanced Settings)UpdatePage creation checklist Edit page (pagebuilder)Edit pageView pageUpdate (or not)Publishing options (click carrot)Preview changesPublishing options (draft vs published)Published on dateUnpublish vs trashedVisual vs pagebuilderOnce in pagebuilder, stay in pagebuilderGovernanceUpdate vs draft vs trashed (delete)Stay within your department unless directedSupportDuring trainingTry firstLook at your notes and documentationAsk a friendSubmit a ticketBeyond trainingTicketsDescribe what you’re trying to achieveClearly describe the steps you have taken up to the issue Provide linksProvide screenshotsRemember the person viewing your ticket is trying to retrace your steps and is not sitting next to you, help them out. DocumentationLive chatFeature requestHomeworkAccess Google doc or download the word doc from the emailFinalize ProudCity accountsLogin and click around your department pages (without editing)Understand what the page components areAdd a page with the content you wrote in week 1 and post the link below for reviewWeek 2 QuestionsAdd questions hereAnswer to question below.I am trying to create a page called “example page from Jane Doe” and I’m confused when adding it to the Parks and Rec department, can we review on Thursday? - Your NamePost page you created here:Example: linkWeek 2.5 AgendaReview HomeworkReview homework and questionsDocuments + Pagebuilder IntroDocument elements (front-end) (preview)Category(ies)FiltersWidgetsCreate document types (category)DashboardDocumentsDocument typesAdd newNo parentParentAdd new documentDashboardDocumentsAdd new documentTitleSkip text areaFileAdd documentMedia libraryUpload file Title fileInsert into postSelect document typePublishViewView on a document list example: HYPERLINK "" \h Ways to display a documentLinkDocument listDocument embedHyperlink within textHave two tabs openThe page you want to create the link onThe page you want to link toCopy the URL of the page you want to link to, for example the page you want to create the link onHighlight the text you want to hyperlinkSelect the chain iconPaste the document URLUpdate pageView pageTest linkPagebuilder and Document list widget View frontend elementsEdit page and view widget elementsAdd widgetSelect document listEdit document list widgetCheck your desired categorySelect doneUpdate pageView pageDocument embed widgetEdit page and view widget elementsAdd widgetSelect document embedEdit document embed widgetIn another tab, have the document you would like to embed, for example: Edit the document: edit URL will change on the edit screen, for example: Copy the post ID, in this case it’s 11406Navigate back to the page with the edit document embed widgetPaste post ID, in this case 11406Select doneUpdate pageHomeworkAccess Google doc or download the word doc from the emailFinalize ProudCity accountsLogin and click around your department pages (without editing)Understand what the page components areAdd a page with the content you wrote in week 1 and post the link below for review (likely a Granular or text heavy template). You can also send to Ingrid/Nancy if you don’t have access to the Google Doc. Add document contentIf you document category doesn’t exist, create one before adding the documentAdd either a document list or document embed to the granular page that you create in your homework assignmentWeek 2.5 Questions Add question hereHomeworkView your department and see if there is a news or announcement pageIf there is, check the category being used in the news list widgetIf there is not, create a page using the granular templateAdd a news list widgetSelect the news category you would like to use for that widgetCreate a news post and use the category from aboveWeek 3 AgendaNews, Events and Pagebuilder widgets continuedNews page elements (front-end)All news posts to: Can filter by categoriesNews postRecent postsCreate news categoriesDashboardNewsNews categoriesAdd newNo parentParentAdd new news postDashboardNewsAdd new TitleContentFeatured imageCategoryPublish optionsDraft vs publishedPublic vs privatePost date strategyPublishViewNews post list widget examplesHomepage categoriesHomepage featureDepartment widget example: Project page: news post list widgetEdit pageMake sure it’s set to PagebuilderAdd widgetSelect news post list widgetEdit news post list widgetCheck desired categorySet desired number of posts to listSet orderSelect doneView pageEvents page elements (front-end) Can filter by categoriesEvent to calendarShareUpcoming eventsCreate event categoriesDashboardEventsEvents categoryAdd newNo parentParentAdd eventTitleContentWhere (location)WhenCategoryPublishEdit eventDashboardEventsEdit event detailUpdateRecurring EventsView list of recurring eventsAdd recurring eventTitleContentRecurrences CategoryPublishEditing recurring eventEdit from recurring event listEditing a specific event within a string of a recurring eventDashboardEventsFind the specific event that you want to editSelect editUpdateReminder:Events list has all events, including each recurring event.Events list widgetEdit pageMake sure it’s set to PagebuilderAdd widgetSelect event list widgetEdit event list widgetCheck desired categorySet desired number of events to listSelect doneView pageHomeworkView your department and see if there is a news or announcement pageIf there is, check the category being used in the news list widgetIf there is not, create a page using the granular templateAdd a news list widgetSelect the news category you would like to use for that widgetCreate a news post and use the category from aboveView your department and see if there is an event pageIf there is, check the category being used in the event list widgetIf there is not, create a page using the granular templateAdd an event list widgetSelect the event category you would like to use for that widgetCreate an event and use the category from aboveAfter both of these assignments, please send a link to the following to Ingrid/NancyNews postWhere the post will be published to in your departmentEventWhere the event will be published to in your departmentWeek 3 Questions Teacher bio page - Rachel clarifications from NancyYou can set menus following the directions for page creation Menus can get trickier when deleting pages or moving them to different places in the menu structure. Edit pageMenuLabelAdvanced settingsParentPositionConfirm menu location in the menu structure: to the correct menu, for this group it will almost always be your departmentView the order of the structureDrag and dropBe careful and mindful of indentation Watch out for “invalid menu items”Too many invalid menu items can messy your menu creation even if you’re doing it correctly. If you’re doing things right and things are sticking, this is a very good place to check. Remove invalid menu itemsDon’t forget to save menu Refresh the department you were viewing to make sure the edits stickSupport communication protocolDocumentation: : descriptions include intended goal of activityPlease include steps taken prior to issue arising and where the issue occursInclude link(s) to problem area/example when possibleRemember, the people reading your ticket are not sitting next to you and need to retrace your steps, understand your intentions and what you are hoping to achieve in order to effectively and efficiently help. The more thorough your ticket, the faster we can help you get your way!ChatRequest a feature ................
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