• Simply type each tag, separated by commas into the tags box in the right column
• If you’re copying content from the old site, you can copy the list of tags from the screen and paste them in to the box.

Select the category if the following is true:

• “News” if it is a news item that you want to appear on the News category page. These should be announcements, press releases, etc.
• “Content Happy Hour” if it is a Friday post that belongs in the Content Happy Hour editorial stream.
• “Our awards” if it is an announcement of an award we’ve won, and we want it to appear on the Our awards page.
• <other categories, other business rules?>

• Select set featured image
• Either select an existing image from the media library or upload a fresh image
• <add more instructions if necessary>
• The size of the image should be X by Y <figure out what is the right dimensions for this>

• Go to Posts > Add New (or edit an existing Post)
• Add the title for the Post in the title box at the top of the screen
• Add the content in the content box
• Set a featured image (See “How to set a featured image” for more.)
• Make sure that the Custom Layout box is either empty (which uses the default layout) or a layout template is selected.
• Scroll down, if necessary, to the Author drop down. Make sure the author is set properly.
• If you wish to schedule for future publication, or change the date of publication, in the Publish box, use the Edit link next to the Published on date.
• Set the category or categories in which this Post should be published. (See How to select the category for publishing a Post.)
• Add any tags that will help visitors find this post (See how to add tags to a Post.)
• Important! In the LoopBuddy box:
  • Check the  Enable LoopBuddy box
  • Set the Query: to the appropriate query
  • Set the Layout: to the appropriate layout

• Go to Appearance > Widgets
• Find the widget location where you want the widget to appear and open that widget area (in the right column)
• Drag an instance of Custom Menu into that widget location
• Choose which menu you want from the dropdown menu
• Add a title if you want one
• Add widget logic code if you do not want the menu to appear on all pages that use the designated layout.

• Create the collection of pages first
• Go to Appearance > Menus
• If you are creating a new menu, select the + sign at the top of the menu list, and name your new menu
• In the Pages box, use the “Recent”, “View All”, or “Search” tab to find the pages you want in your new menu. Select each by checking its box.
• Select the Add to Menu button at the bottom of that box.
  This will add those pages in some order to the menu to the right.
• Drag and drop each menu item to put them in the order you want. You may indent items to indicate a sub-menu.
• You may change the display name for the menu item if you wish. Select the down arrow (triangle) to open the editor.
• Select the Save Menu button before you leave the page.

If you can create an email message, you can create a page.

• Go to Pages > Add New.
• Enter a title for your page  in the title box.
• Enter what you want to appear on this page in the content box.
  Notice the “Visual” and “Text” tabs at the upper right of the content box. Visual mode enables the WYSIWYG editor. Text mode enables editing the raw HTML of the page.
• Select the parent page from the Parent dropdown in the Page Attributes box. Top level pages in your hierarchy have no parent.
• (Optional) Select a layout from the Custom Builder Layout drop down if you don’t want the default layout

• Create a spreadsheet that lists the URL  and current heading of each current page.
• Indicate which pages should migrate to the new site and which should be ignored.
• Indicate the main header for each page (if different from current).
• Indicate the new URL for each migrated page.

This spreadsheet will be used at the end of the project to create a set of “redirect” commands that maintain current search engine information and enable redirection to the right place for prior visitors with bookmarks.