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Home / Getting Started / CMS Training Checklist

CMS Training Checklist

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STORE IN CLIENT FOLDER IN THE FILING CABINET AFTER COMPLETION.

CMS training checklist

1 – Editing Content

# DESCRIPTION N/A YES NO
1 Have you demonstrated WHERE to access pages and HOW to edit the pages including:
Page attributes (Parent/Template)
Visual/text tab
Update button
Permalink
2 Have you explained the WYSIWYG and Toolbar Toggle features?
Paragraph options (h1, h2, h3 etc)
How to insert hyperlink
How to make a list / horizontal line etc.
How to clear formatting when copying and pasting content into the editor
3 Have you demonstrated how to edit the CTAs and linking them?
4 Have you demonstrated how to create new page and add them to the menu navigation?
5 Have you demonstrated how to edit the contact information and email setting?
6 Have you demonstrated where to edit the social media?

2 – Images

# DESCRIPTION N/A YES NO
1 Have you demonstrated how to add a feature image to a page?
2 Have you demonstrated how to edit the homepage slider image/text?
3 Have you explained the need for an ‘alt text’ description?
4 Have you informed the client on the recommended pixel sizes for all images?
5 Have you shown the client the media library?

3 – Other

# DESCRIPTION N/A YES NO
1 Have you explained the importance of keeping the CMS version updated for security purposes?
2 Have you explained our 90 warranty from project completion, including what we cover and what we don’t cover?
3 Have you supplied their admin login details including the URL?
4 Have you demonstrated how to change/update their password?
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