Filed under: Blogging, Productivity, How-Tos, Social Software
WordPress: The Complete Post-Install Checklist
One of the great things about WordPress is how easily you can have it up and running, completely customized to your liking, in such a short period of time. After setting up WordPress for several of my friends, I found that having a 'checklist' makes things go even faster - so I decided to write it all up and share with you. Please don't hesitate to use the comments to suggest additions etc, I'll update the checklist accordingly.
Depending on how you've installed WordPress (manually or by a "one-click-install" that many hosting providers offer) - one of the very last installation steps is to choose a blog name and provide an email address. That's where this checklist begins. Click on a heading below to get started!
- Create blog title, add email address
- Change your password
- Disable visual rich editor
- Add users
- Change the tagline
- Edit Membership permissions
- Set a date and time format
- Modify Reading and Writing settings
- Edit Discussion settings
- Modify Permalinks structure
- Pick a theme
- Customize your theme
- Write down CSS info
- Change title format
- Edit blogroll
- Edit the About page
- Add some categories
- Edit the example post for testing
- Install plugins
- Check blog and test plugins
- Create a favicon.ico
- Create a shortcut to the Dashboard / setup WordPress client
- Start posting
-
Enter your blog title and an email address in the spaces provided. You'll be given the username admin and assigned a password after you click Continue to Second Step. Use them to sign in to your WordPress blog - which will be http://www.example.com/wp-admin/login.php
-
Select Users from the top nav, and scroll down to Update Your Password. Change it, but don't click Update Profile yet. Feel free to edit the About yourself, Contact Info and Name sections as well.
-
Remove the check from Use the visual rich editor when writing. Trust me, the visual rich editor will cause more problems than it solves. Now click Update Profile.

-
Click the Authors & Users tab. From here you can add additional users if your blog will have more than one author. Some bloggers like to post using a non-admin account, and here's the place to set that up. To understand the permissions system (who can post but not delete, who can post and edit etc) visit http://codex.wordpress.org/Roles_and_Capabilities

-
Click Options from the top nav. Here you'll notice your blog title has been set to the name you gave in Step 1. Change the default Tagline.

-
Decide on a membership system for your blog. This has several implications - if you're going to require people to sign in to post comments, you'll need to enable this. If you do enable Anyone can register, make sure their default role is Subscriber.

-
Set a date and time format - or just leave the defaults, which have always suited me just fine. Decide which day of the week you want to start on.

-
Scan through the Writing and Reading tabs. By and large, each of the settings on both of these tabs can be left as the default. You may want to consider increasing the number of Blog Pages (posts) that are displayed by default (10).

-
Select the Discussion tab. Here you'll have to decide how you want to deal with comments. My suggestion is to allow anyone to comment, do not force users to create an account to comment, and users should not be required to have a previously approved comment. Here's why I suggest this - the easier it is for someone to comment on your post, the more likely they are to do it. I know some of you are thinking that "opening up" WordPress to allow comments so easily is an invitation for spam, and you're right. But a few steps down I'll cover how to avoid comment spam without making it harder for actual visitors to leave messages.
-
Now select the Permalinks tab. To help increase your search rankings, most SEO folks suggest that you change the permalinks structure. By default, your posts will appear as (or similar to) www.example.com/?p=1. The following Custom structure will have your pages appear similar to:
http://www.example.com/year/month/post-name/
Custom structure: /%year%/%monthnum%/%postname%/

-
Alight, now it's time to pick a theme. Click the Presentation tab. Again, depending on how your WordPress installation was done, you may have some Themes already installed and ready to use. If you're not happy with the defaults, you have a couple of choices. You can find, download and install a WordPress Theme that someone else has created, or you can write your own. Here are a few WordPress Theme sites to get you started:
- WordPress Theme viewer
- WordPress Themes
- Alex King's Theme viewer
- WP ThemePark
- WordPress Theme Gallery
- ThemesBase WordPress Themes
- 980+ Free WordPress 1.5 and 2.0 Themes / Templates
Creating your own WordPress Theme is certainly a valid option, but will likely take some time. Read up on WordPress Theme development and use all the resources you can.
-
After you've found a theme that you're happy with (assuming you didn't write it from scratch) you'll probably want to customize it a bit. Select Theme Editor from the top nav, and then choose the file you want to edit from the list on the right side. Many bloggers like to remove the Meta info as it takes up valuable screen real-estate. The Meta info is stored in the Sidebar if you're using the default theme. You can comment out sections you don't want, or delete them entirely. You've heard it before, and it applies here - backups are always a good idea.
-
When you're done customizing the look and feel of your blog, write down all of the CSS information. Select Stylesheet from the list in the right column, and write down the codes for future use (font info, link colors, background colors etc). You'll find yourself looking up this information fairly often if you run ads through AdSense or Amazon (to match the ads with your blog style). Put it all in a text file or email it to yourself - whatever makes you happy - but it's a pain in the behind to have to go into the Theme Editor each time you need a color code.

-
Change the title format. By default, all of the <title>'s for your blog will be in the format of:
Blog Name >> Blog Archive >> Post Title
Take a look at the section titled Tidy Up Those Dirty Page Titles in John Wisemans Brilliant Wordpress SEO Tips for Bloggers and Webmasters for info on why and how to change the WordPress titles.
-
Edit the Blogroll. The default WordPress blogroll actually does contain links to interesting blogs. But they probably don't related to your site, so you might want to consider editing them. Select Links and then Manage Links to remove/edit the defaults.

-
Edit the About page. Select Manage and then Pages.

-
Add a few Categories. Select Manage and then Categories from the top nav. It's very easy to add additional categories later, so don't stress over adding everything now.

-
Edit the example post. Use it to test things like <blockquote> and <h2>. Add a picture to the post to make sure you like the way pictures are embedded. Don't delete this post yet, you'll want to keep it around to make sure all of your plugins work properly.
-
After you've selected, installed and customized your theme and layout, edited the default post and About page, it's time to install plugins. Because every blog is unique (uh mostly..) you'll want to install some plugins and not others. Google "top wordpress plugins" or figure out which ones your favorite WordPress based blogs are using and install them.
Some plugins that I've found almost mandatory are: Spam Karma 2.2 (remember Step 9? SK2 will solve all of your comment spam problems), Intouch with Subject (if you want a simple "contact me" form), AdSense Deluxe (if you're using Google AdSense), FeedBurner Plugin (if you're going to have FeedBurner handle your RSS feeds), Google Sitemap Generator (even if you don't use the Google Webmaster tools it's a good idea to have a sitemap) and last but not least, Google Analytics Plugin (if you're going to use the Google Analytics service).
-
Check your blog and make sure none of the plugins broke anything. Also make sure the plugins work as intended*.
-
Create a favicon.ico for use with your blog. Upload it.
-
Bookmark your Dashboard or Write Post page (located at http://www.example.com/wp-admin/post.php). Or, if you prefer to compose your blog posts using a desktop client, check out the list here.
-
* Don't forget: Create a "contact me" Page for the Intouch with Subject plugin.



Get a WordPress.com Blog
With Halloween fast approaching, it's a great time to get in some practice defending your territory against zombies. In Graveyard Shift, you take aim at zombies and other creepy-crawlies, blasting them into splatters of cartoony green guts. It's a casual first-person shooter, and it's very easy to get the hang of - use the mouse to aim, click to fire. Graveyard Shift has at least 15 levels, and it might even have some secret stages I haven't unlocked yet.
They key to getting good at Graveyard Shift is learning to use ...

Reader Comments (Page 1 of 3)
Wordpress Themes said 3:40PM on 3-03-2008
I think one of the most important things is to really think about what you are going to use your blog for. Cause your theme and the widgets you need really play a big part in that.
Reply
rajani said 2:40AM on 7-14-2008
Hi,
Very nice post.. I created a blog on wordpress with name like abc.wordpress.com, now I want to make it abc.com. How to do that? Basically I have abc.com on blogger and I want migrate abc.com on wordpress.Can you help pls?
Reply
Mia said 3:18PM on 10-23-2008
What a great post! I use WP as a CMS for my web design clients and have recently created a PDF tutorial for them to get their site up and running in the admin panel once its live - I always worry that I might have forgotten something and this list and a great reminder for me...
Reply
figaro said 3:09PM on 1-18-2009
See how to install WordPress by watching a free step-by-step video at the link below. Lots of other WordPress video tutorials available on the same site.
http://educhalk.org/blog/?p=1
Reply
Nick said 6:58PM on 1-18-2009
Nice process!! Sure helps, I used it for my blog: www.freedietexerciseprograms.net
. Ofcourse, with a bit of tweaking here and there
Reply
Nick said 6:59PM on 1-18-2009
Thats http:://www.freedietexerciseprograms.net
Reply
Ganesh said 3:05AM on 2-17-2009
Excellent & comprehensive post...Thanx.
Is there any readers registration form plugin for wordpress 2.7?
Reply
info said 4:23AM on 3-26-2009
Our vehicle donation program, administers a highly specialized program where people may donate Vehicle like Auto, cars, trucks and boats.
Car Donation Charity
Reply
biometric01 said 8:08AM on 4-07-2009
Much has been discussed about Identity Theft, user ID's and Passwords stolen or hacked, credit cards being used without the owners knowledge and so on. Now there is a safe way of protecting your passwords and identity online from being copied, stolen and hacked by keyboard trojans, using your biometric fingerprint and face recognition, and even voice, to log on to web sites. By simply scanning your finger or face or voice you can log on to a web site, log on to your computer, and even encrypt files and folders. No more worrying about who might hack into your online accounts or even your email. No more remembering passwords or using the same passwords on many sites. This is an exciting new innovation from myBiodentity and they have about fourteen products that are enabled with biometrics including email encryption, password manager, virtual disk, and many more. You can read more at http://www.mybiodentity.com
Reply
Ian Anderson said 9:05PM on 5-01-2009
Hey guys, I'm probably not supposed to do any self promotion but I think it would really help the readers here and it's very simple... instead of just downloading the regular WordPress, you can download a super-charged WordPress with tons of useful and tested plugins just go to http://www.wpready.com
Reply
webmaster.martin896 said 1:29AM on 6-30-2009
Hi!,
I want to show complete post while opening RSS feed of my blog (http://www.cheapmonthlymobile.co.uk/blog/). How can i do that? I already enabled "Full Text" option in reading section, but doesn't works? Help Me!!!
Reply
Andrew said 4:21PM on 1-15-2007
Wow, great job.
Reply
Piter said 4:02PM on 1-15-2007
hi ross, a great list, but... for windows-users i would add installing ms livewriter as step 23.
Reply
Ross said 4:15PM on 1-15-2007
Heya Piter -
Step 22 suggests bookmarking the web based post editor, or downloading one from the list at wordpress.org. MS Live Writer is one of the listed clients on that page. I've actually yet to try it so I'm going to install it shortly.. Thanks!
Reply
Azmeen said 8:41PM on 1-15-2007
Compact, concise and straight to the point.
Very nice writeup and a very good job!
Reply
Digital Fine Art Guy said 9:55PM on 1-15-2007
The visual rich editor works for me... What problems are you referring to?
Reply
shareware said 12:26AM on 1-16-2007
i like when software has auto updates for patches like windows update stuff
Reply
Niranjan said 10:40PM on 1-15-2007
Very useful list!
Reply
Mario said 12:37AM on 1-16-2007
I tried your step 10 /%year%/%monthnum%/%postname%/ and it doesn't like that it really wants index.php/%year%/%monthnum%/%postname%/
Anyone have any ideas?
Reply
Andy Beard said 2:54AM on 1-16-2007
Do you have a writable .htaccess file?
Reply