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Getting Started with PublishPress Checklists

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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:


Video Introduction to the PublishPress Checklist Plugin


Installing PublishPress Checklists

  • Here you can select what content types you want to use with the Checklist.

Checklists will work with custom post types. This next image shows the screen we just saw above, but with an events calendar plugin also installed on the site.

Checklist Custom Post Types
Checklist Custom Post Types

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.
Checklist Options
Checklist Options

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

Checklist Tasks
Checklist Tasks

Checklist Tasks

Here are the default tasks:

It is also possible to create your own checklist requirements.


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:

  • Disabled
  • Recommended: show only in the sidebar
  • Recommended: show in the sidebar and before publishing
  • Required

If you choose the “Required” option, it will be impossible to publish without completing the task. If you choose a “Recommended message”, a warning will show, but users can still publish.


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 Checklist in right sidebar, as in the image below:

When you click “Publish”, you will also see the checklist before you confirm you want to make the content public. If you see a warning sign, the post is not ready to publish.

Pre Publish Panel
Pre Publlish Panel

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