Getting Started With PublishPress Checklists

Using the PublishPress Checklists plugin, you can define tasks that must be complete before content is published.

This is a guide to installing the PublishPress Checklists plugin.

These guides have useful background information as you're getting started:


Installing PublishPress Checklists #

  • Install the plugin from WordPress.org (Free version) or from your PublishPress account (Pro version).
  • Click “Checklists” then “Settings” in your WordPress admin menu.
  • Here you can select what content types you want to use with the Checklist.
Checklist settings

Creating the Checklists #

Next, you can choose the requirements for your checklists.

  • Go to “Checklists” then “Checklists” in you WordPress admin menu.
  • Choose your post type. In the image below, you can choose “Post” or “Pages”. Other content types will show if you selected them in the “Settings” area.

For each content type, you can create a unique checklist:

Checklists screen
Checklist Tasks

All the tasks are disabled by default. You can select only the requirements you need.

In the center column, you can choose a specific action for each requirement. If you choose the “Required” option, it will be impossible to publish without completing the task. If you choose “Recommended”, a warning will show, but users can still publish.

  • Disabled
  • Recommended
  • Required

Who can ignore the task? #

This column allows user roles who can skip certain tasks.

For example, you may want all your “Authors” to write a minimum number of words for each post. However, you may also want to allow “Administrators” to use their discretion and skip that requirement.

Ignore
Ignore

Using the Checklists #

When you create new content, you will see the Checklists button in the top right corner of the screen, as in the image below:

Checklists button in the post editing screen

When you click “Checklists”, you will see the tasks that must be completed before you make the content public. If you see a red warning sign, the post is not ready to publish.

Checklists not complete