How To Page

Guidance on Common Processes

Summary

The How To content type is intended for agency services pages to provide guidance on common processes. Before  building a How To page, organize information, identify steps needed, and gather contact information and related links.

Audience

Web Managers

How To

  • 1

    Create a How To Page

    Navigate to:

    • Content > Add Content > How To
    How To Content menu.

    Fields marked with an asterisk (*) are required.

    • Title (*) — Enter a headline or title for the How To page.
    Title field.

    • Subtitle (optional) — The Subtitle field appears below the Title. Use this field to give more specific information about the Title or subject.
    Subtitle field.

    • Short Introduction — Enter a short description or overview of the topic, which will appear above the step-by-step instructions. 
    Short Introduction field.

  • 2

    Steps

    Expand the Steps section:

    Steps Section menu.

    • Process Title (*) — Enter a title for the process explained by the Steps. Example: How to [Task].
    Process Title field.

    Numbered Steps

    • Step Title — The Step Title displays in bold as the name of the numbered Step.
    Step Title field.

    • Step Details — Enter instructions describing what to do in this Step. If desired, provide additional links, resources, or things that must be collected or accomplished before moving on to the next Step.
    Step Details field.

    Step-Related Link (optional)

    To add a Step-Related Link, populate the fields for URL and Link Text. Step-Related Links appear at the bottom of the Step.

    • URL — Enter a web address.
    Related Link URL field.

    • Link Text — Enter text for the link.
    Related Link Text field.

    Accordion

    Add an Accordion, if desired. The Accordion is a useful option to help site visitors find information faster, and have control over the list of headers that can be clicked to reveal or hide content associated with them.

    Add Tabs/Accordion button.

    Add Step

    To add another Step, click Add Step and repeat the process described in Steps 1-2.

    Add Step button.

  • 3

    Contact Information

    Expand the Contact Information Section:

    Contact Information menu.

    • Contact Agency — Enter the name of the agency site visitors can contact.
    Contact Agency field.

    Contact Website

    • URL — Enter a web address.
    URL field.

    • Link Text — Enter text for the link.
    Contact Link Text field.

    • Contact Email — Enter an email address.
    Contact Email field.

    • Contact Phone — Enter a phone number.
    Contact Phone field.

    • Contact Hours — Specify the contact hours.
    Contact Hours field.

    Contact Address

    Expand the Contact Address section:

    Contact Address menu.

    • Country — Select United States from the Country menu.
    Contact Country menu.

    • Location Name — Enter a name for the location.
    Location Name field.

    • Street Address — Enter a street address.
    Street Address field.

    • City — Enter the City name.
    Contact City field.

    • State — Select a State from the menu.
    Contact State menu.

    Zip Code — Enter a Zip Code.

    Zip Code field.

  • 4

    Related Information

    Expand the Related Information section:

    • Provide Related Links for the Steps, if desired.

    Related Links

    • URL — Enter a web address.
    Related Link URL field.

    • Link Text — Enter text for the link.
    Related Link Text field.

    • Click Add Another Item to post additional links
    Add Another Item button

    Related Files

    • Click the Related File(s) button to upload a related file.
    Select File(s) button.

  • 5

    Additional Information or Details

    • Add additional information, if desired. Text entered here appears at the bottom of the How To page.
    Additional Information or Details field.

  • 6

    Remove a Step

    • To remove a Step that’s already been created, click Remove. 
    Remove Step button.

  • 7

    Reorder Steps

    • To Reorder Steps, click Show Row Weights (if not already selected).
    Show Row Weights option.

    • Scroll down and choose a number from the weight menu. Select a number for each Step to determine the order in which they will display.
    Row Weights menu.

    • Note: Use the same method to reorder Related Links.

    Alternative Method:

    • Click Hide Row Weights (if not already selected).
    Hide Row Weights option.

    • Click and drag the handlebars to the left of the Step to move it up or down.
    Drag to Reorder option.

  • 8

    Save

    • Click Save to save the page and view the result.
    Save button.