Do you want to add a blog checklist to the WordPress editor?
A checklist can help you to make your posts the best they can possibly be. If you’ve added multiple authors to your site, then a checklist can also help everyone write in the same style and remember all the details.
In this article, we’ll show you how to add a blog post checklist to the WordPress editor.
Once you’ve finished writing, you’ll want to edit, proofread, add categories and tags, optimize the post for search engines, and more.
This is where a checklist can help. Checklists show a list of tasks you need to do before publishing your post, such as adding internal links or alt text.
Checklists typically monitor your post as you’re writing and then check off each task as you finish it. This makes it easy to see what you’ve done well, and what you still need to work on.
But what if you wanted to create your own custom checklist in WordPress?
Perhaps you have a multi-author blog where you want to ensure a certain quality standard for your content. That’s where checklists come in handy.
With that in mind, let’s see how you can add a blog post checklist to the WordPress editor.
Upon activation, head over to Checklists » Settings.
Here you can choose where WordPress will show your checklist. To add a blog checklist to the WordPress editor, you’ll want to check the ‘Posts’ checkbox.
Once you’ve done that, click on the ‘Save Changes’ button.
You can then build your checklist by going to Checklists » Checklists.
Here you’ll see all of the default tasks that you can add to your blog post checklist. PublishPress is able to detect when these tasks are completed and check them off for you.
All these tasks are disabled by default.
To add a task to your blog post checklist, simply open the ‘Disabled, Recommended or Required’ dropdown menu.
You can now choose between ‘Required’ or ‘Recommended.’
If you click on ‘Required,’ then authors won’t be able to publish their blog post without checking off this task first.
If the user clicks on the ‘Publish’ button without completing all ‘Required’ tasks, then WordPress will show a ‘Please complete the following tasks before publishing’ message.
If you choose ‘Recommended’ instead, then the editor will show a message encouraging authors to complete any outstanding ‘Recommended’ tasks before publishing.
However, authors will be able to publish their post without completing these tasks.
After choosing between ‘Recommended’ and ‘Required,’ you can move onto ‘Who can ignore the task?’
To add a user role to your ‘ignore’ list, click on the ‘Who can ignore the task?’ box.
This opens a dropdown showing all of the different user roles on your site.
You can now simply click on a role to add those users to your ‘ignore’ list.
If the task has a ‘Min’ and ‘Max’ section, then you can type in the numbers you want to use.
To add more tasks to your checklist simply repeat the process described above.
You can also add custom tasks to your blog post checklist.
The drawback is that PublishPress can’t check whether the author has completed custom tasks. This means the author will need to do this check manually.
To create a custom task, simply scroll to the very bottom of your screen and then click on ‘Add custom task.’
This adds a new task ready for you to customize.
To start, type the task’s name into the ‘Enter name of custom task’ field. This text will be shown in your checklist, so make sure it lets authors know exactly what they need to do.
You can now make this task ‘Recommended’ or ‘Required,’ and give some users the option to ignore this task by following the process described above.
For custom tasks, you can specify the users who can mark this task as a complete. For example, you might use custom tasks to create a special ‘Editing’ checklist for users who have the Editor role.
To do this, click on the ‘Which roles can mark this task as complete’ box. This opens a dropdown where you can click to select any of your user roles.
Once you’ve added all the tasks to your checklist, click on the ‘Save Changes’ button. Now, you can visit the WordPress editor to see your blog post checklist live.