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How to Make a Blog Post Checklist in WordPress

updated on Oct 28, 2016
How to Make a Blog Post Checklist in WordPress When managing a multi-author blog, it is fairly hard to make sure that each author follows your guidelines strictly and publishes posts in the exact way you want. For example, some authors may forget to write the meta description; some may not upload a proper featured image, and the format may not be proper, either.

If you are bothering about these problems, you should try making a blog post checklist and integrating it with your WordPress site. A well-made checklist can remind the authors to check their post content, format and more, so as to ensure that your requirements are fully met

In the following parts, we will explain what you should include in a good blog post checklist and how to add the checklist to WordPress.

What to Include in a Blog Post Checklist?

To increase the efficiency of your authors, we'd suggest you include the following items in your WordPress blog post checklist. Some of these items may vary depending on the type of your blog, but most of them are suitable for every site. Of course, you can add any other guideline as you want.
  • A good topic and keyword – Each of your blog post needs to have an appealing topic, and the author has to find a good keyword for the topic that is beneficial to both the human readers and the search engines.
  • A compelling headline – Your authors must have the skill to write good headlines that draw the readers' attention. The subheadings also need to be attractive and concise.
  • Meta descriptions – Meta descriptions make a difference to the clicks, so make sure your authors have written a good meta description for each post.
  • Proper media – Good posts should always include images as well as other media files when it is necessary, such as videos, audio files and infographics.
  • Good links – Internal links help with SEO, and the appropriate outbound links provide readers with more resources they need. Besides, broken links should always be prevented.
  • The category and tag – Each of your blog posts needs a category, and tag is also recommended.
  • Post preview – Before saving or scheduling a post, the author has to preview it to make sure the format is good, and there is no typo or structure problem.
  • Scheduling – If you have an editorial calendar, ask your authors to schedule their posts according to the pre-made plan so that your blog can be updated in a scheduled manner.
Based on these points, you can now list the to-do tasks for your authors. After drafting the checklist, you can start adding it to WordPress by following the guide below.

Decide the Checklist Items

Add a Blog Post Checklist to WordPress

After preparing all the to-do things, you can make use of the Pre-Publish Post Checklist plugin to add a checklist to your WordPress site. This plugin makes it easy to create to-do lists and show them to your authors. Besides, you can decide what will happen if a user publishes a post without completing the checklist.

To get things started, install the plugin, activate it, and then follow these steps.

Create a post checklist

As soon as getting the plugin ready on your WordPress site, go to Settings > Pre-Publish Post Checklist to create your checklist. There have already been four checklist items prepared by default. You can either use them, or remove them and add your own by clicking on the "Add Checklist Item" button.

For all your checklist items, you need to add them one by one. Just make sure they are concise, or your authors may feel frustrated when looking at so many lines.

Add Checklist Items

After adding all the items you need, scroll the page down to check the settings. There you can decide what the plugin should do when a user attempts to publish a post without finishing the checklist. You are able to stop the user from publishing, warn the user before he/she publishes the post, or lets the user publish directly. The choice is yours.

Checklist Settings

Test the checklist

As the plugin adds the checklist into your post template automatically, you can see the checklist immediately on the post editing screen as soon as you have added the checklist items. To be more specific, the checklist is put in a meta box, and we suggest you drag the meta box to the top so that it can be easily noticed by all your authors.

Blog Checklist

To test whether the pre-configured checklist settings work, you can add a new post, leave one or more items unchecked, and then try to publish the post. A warning message should appear.

Checklist Warning Message

If you have chosen to force all users to complete the checklist before they can publish a post, you will get the following warning message.

Prevent Publishing

Now you have added a blog post checklist successfully, and it's time to ask all your authors to follow your guidelines when working on new posts. The post management and improvement should be much easier with the assistance of such a tool.