Posts Quickstart Guide Step 1: Get organized

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Misty Flowers

Welcome to Step 1 in the "Posts Quickstart Guide" series, giving you a "quickstart" to using posts with your Finalsite products. In this article, we’ll go over how to get organized, including creating folders and boards, before you even start creating your first post. Now that you have learned how the Posts module works, it's time to get organized! 

Prerequisites

Before you start to get organized, be sure to read the article, Posts Quickstart Guide: Introduction. This will give you a high level overview on how the Posts module works and what you need to do to get started.

In this Article

Where can I find the Posts module?

  • Site admins can find Posts on the Composer menu under Modules.
  • Non-admin users will find a link to Posts in their portal menu. 

The first thing you’ll see when you log into the Posts module as an admin user is the Dashboard - but that won’t make much sense until we have some content! (Read more about the Dashboard in the article, "Posts Quickstart Guide Step 2: Create and publish a post.")

Instead, we’ll open up the Boards menu to get started.

boards in posts module.png

Step 1: Create folders and boards

Folders allow you to organize your boards in a way that makes sense for you and your team. Boards must be created within folders. Just as folders are made up of boards, a board is made up of posts. Each post can only appear on one board. That doesn't limit how it can be used, though. A post can still be displayed in many different places on the front end of the site through the use of tags and collections.

Quick Tutorial: Create Folders and Boards

14 STEPS

1. We will begin in the Posts module. Click the Boards section.

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2. Click New Folder

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3. Type the Name of the board. In this example, type Athletics.

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4. The Folder Location is helpful if you have multiple campuses or divisions and are using the mobile app. Click Choose a location/school...

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5. Select Glastonbury High School

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6. Click Save

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7. The folder has been created, so now we are ready to create a board. Click the three dots.

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8. Notice the options available for managing this folder. Return to Settings to adjust the name of the folder, or click delete to remove the folder.

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9. Click Board to add a board.

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10. In the Name field, type the name of the board. In this example, type Athletics News.

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11. Click Save

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12. The board has now been created. Click the three dots.

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13. Notice all the options available for managing this board, such as return to settings, move to a new folder, or delete.

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14. And that's it! You can continue creating folders and boards as necessary.

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** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2403230/Create-Folders-and-Boards

Important Note

Only Site Admins who have administrative privileges for the Posts module itself have the ability to create new folders and boards. Regular Posts users with Admin rights to just an individual board cannot create new boards or folders. Read more at Posts permissions.

Option: Consider Bulk actions

In a hurry? Here are some bulk actions within the Posts module.

Important Note

You can change the name of a board or a folder after you have created it. If you do so, any direct links to a post that have been published will need to be updated or else they will be redirected to a 404 page. 

Step 2: Manage board settings

There are some helpful configurations in Board Settings that allow you to do such things as set the Privacy for your posts and even apply a default Thumbnail image to all of the posts in a particular board. Learn more in the article, "Manage board settings." 

board settings for permissions (1).png board settings window.png

Next step: Create and publish a post

Now that you have gotten yourself organized, it's time to learn how to post! Go straight to the article, "Posts Quickstart Guide Step 2: Create and publish a post."

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