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How to Create a Directory - Part 1

First part is to set up a directory data base that includes, bios, contact information, photo, categories and positions.

Updated 1 week ago

TL;DR

1
Access Directory Menu
Open your dashboard and navigate to the directory section.
2
Create Category
Add a new category for Social Media Director.
3
Add Directory Item
Create a new item for James with contact details.
4
Publish and Refresh
Publish the item and refresh to see it in the directory.

Let's Do It Together!

Step 1: Access the Directory

  1. Go to your Dashboard.

  2. Navigate to the Directory section.

  3. You will see a menu pop up with options.

Snapshot

Step 2: Create a New Category

  1. Select Add New to create a new category.

  2. Enter the name as Social Media Director.

  3. Optionally, add a slug like social.

  4. Optionally, add a description.

  5. Click on Add Category to save it.

You will see the new category listed in your categories.

Snapshot

Step 3: Add a New Directory Item

  1. Go to All Directory Items and click Add New Directory Item.

  2. Enter the name as James and fill in the contact information.

  3. Optionally, add a photo for interest.

  4. Select the category as Social Media Director.

  5. Click Publish when ready.

The new directory item is now published and visible.

Snapshot

Step 4: Refresh and View Your Directory

  1. To view your directory, refresh the screen using Control R for PCs or Command R on Mac.

  2. You will see the newly added item in the directory.

Your directory is now set up and ready for use.

Troubleshooting

Item not displaying
Refresh your screen or check if it was published correctly.

FAQ

Can I edit a directory item?
Yes, you can edit or update any directory item at any time.
How do I delete a category?
Navigate to the category and select the delete option.

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