WordPress Configuration Checklist

Use the WordPress configuration checklist below to make sure that your WordPress website or blog has been professionally set up and expertly configured.

WordPress Configuration ChecklistThis tutorial is part of our WordPress Configuration tutorial series. In this tutorial, we provide a WordPress configuration checklist to make sure that your WordPress website or blog has been professionally set up and expertly configured.

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WordPress Configuration Checklist

As discussed in this tutorial, installing WordPress literally takes no more than a minute or two when you know what to do. Configuring your WordPress settings can take a day or more, especially if you are following our WordPress Automated Traffic Generation Blueprint.

Why Use Our WordPress Configuration Checklist?

Our detailed step-by-step tutorials show you how to get your WordPress site expertly configured. This is important if you plan to build a successful digital presence.

Our WordPress configuration tutorials cover the WordPress setup process in great depth and show you how to set up your WordPress website or blog to help you get better search engine results, generate more traffic, convert more visitors into leads and sales, and so much more!

Whether you choose to build and configure your own WordPress site or outsource this task to web developers, it’s vitally important to make sure that your website or blog has been setup correctly to provide you with the most beneficial returns and the best results for your efforts as a WordPress user.

The checklist follows the WordPress Configuration process shown below.

The WordPress Configuration Process

WordPress Configuration Process

(WordPress Configuration Process. Click image to enlarge.)

WordPress Configuration Checklist

Use the checklist below to make sure that your WordPress site has been setup and configured correctly:

 Configuration StepCommentsTutorials

Put your WordPress site on maintenance modeOptional - add an 'under construction' page

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Review our 'WordPress Traffic Automation Blueprint' tutorialsLearn how to configure WordPress for traffic generation!

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Clean Up New WordPress Installation

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Configure & Customize WordPress DashboardOptional

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Configure WordPress User ProfileOptional - Add Bio to User profile

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CONFIGURE WORDPRESS SETTINGS

Configure WordPress General Settings

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Configure WordPress Writing SettingsSee additional tutorials on how to index or prevent indexing of site.

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Configure WordPress Reading SettingsSee additional tutorials on how to set up home page, blog page, etc.

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Configure WordPress Discussion SettingsSee additional tutorials on how to set up gravatar, etc.

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Configure WordPress Media SettingsSee additional tutorials on how to set up remote file storage system, etc.

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Configure WordPress Permalink SettingsCreate search-friendly URLs

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INSTALL & CONFIGURE ADDITIONAL FEATURES

Configure SSL For WordPressOptional - Add if site requires 'https' instead of 'http'

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Install & Configure WordPress Theme & Theme Settings

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Install & Configure WordPress SEO Plugin

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Install & Configure WordPress XML Sitemap

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Install & Configure WordPress HTML Site Map

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Install & Configure WordPress Contact Form

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Install & Configure Google Analytics

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Install & Configure Security Plugins

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Install & Configure WordPress Backup Plugin

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Install & Configure Additional PluginsOptional (e.g. Admin, Management, Reporting, Maps, Testimonials, e-Commerce, Membership site, etc.)

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CONFIGURE ADDITIONAL SETTINGS

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Configure WordPress Post Categories

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Configure WordPress Post Tags

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Configure WordPress Custom Menus

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Configure WordPress Widgets

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Set Up WordPress Legal PagesMake sure that your site is fully compliant!

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Set Up Broken Link Detection System

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Set Up Link RedirectionsOptional

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Set Up Custom 404 Error PageOptional

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Set Up Custom Maintenance Mode PageOptional

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CONFIGURE EXTERNAL SERVICES

Set Up Additional Email Accounts & ServicesOptional - Set up autoresponders, opt-in forms, etc.

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Set Up Webmaster AccountsGoogle Search Console, Bing Webmaster Tools, Yandex Webmaster, etc.

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Set Up Social AccountsFacebook, Twitter, LinkedIn, YouTube, GooglePlus, Pinterest, Tumblr, etc.

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Set Up Additional ServicesIntegrate WordPress With Social Media, Reporting & Traffic Generation Services

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Add Initial Website ContentCreate this content ASAP to avoid website launch delays.

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Check & Test SiteReview everything including security & make sure your site is OK and ready to launch.

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LAUNCH WEBSITE

Download The WordPress Configuration Checklist

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Next Step

Congratulations, you have completed our WordPress configuration tutorials …  your website or blog is now ready to launch!

The next step is to learn how to use WordPress.

To learn how to use WordPress, see the tutorials in the training module below:

WordPress Configuration Checklist

(Source: Pixabay)

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WordPress Maintenance Checklist

Use this WordPress maintenance checklist to help you perform a complete WordPress maintenance routine.

WordPress Maintenance ChecklistThis tutorial is part of our WordPress Management tutorial series. In this tutorial, we provide a WordPress maintenance checklist to help you perform a complete WordPress maintenance routine.

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WordPress Maintenance Checklist – Putting It All Together

WordPress Maintenance Process

(WordPress Maintenance Process)

If you have followed our WordPress Maintenance Tutorials where we break down each step of the WordPress maintenance process and show you how to perform each task in logical sequence, then it’s time to put it all together.

In this section, you will learn how to put the entire WordPress maintenance sequence together, and download a practical checklist that you can print and follow to help you perform a complete WordPress site maintenance routine.

WordPress Maintenance Checklist

Use the checklist below to complete your WordPress site maintenance:

 Maintenance StepCommentsTutorials

Log into your WordPress site and go to your dashboard

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Check if WordPress version, plugins, or themes need updatingDon't do this until you backup your site!

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Check & repair broken links

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Delete comment SPAMDon't add SPAM to your backup files

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Delete unwanted media filesDo this every few months

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Log into your hosting accountIgnore this step if using automated backup tool.

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Optimize and back up your WordPress databaseIgnore this step if using automated backup tool.

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Backup your WordPress filesIf not using automated backup tools, zip the folder containing both the WordPress files and the SQL data file.

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Upload backup files to secure offline storage accountIgnore this step if using automated backup tool.

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Go back into your WordPress Admin

Upgrade WordPress to latest versionOnly if upgrade is required. If automated method doesn't work, use manual method instead.

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Update your WordPress plugins (deactivate/remove unused plugins)Only if upgrade is required. If automated method doesn't work, use manual method instead.

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Update your WordPress theme(s) (remove unused themes)Only if upgrade is required. If automated method doesn't work, use manual method instead.

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Log out and test site to make sure everything works ok.

Your WordPress site maintenance is done.
Errors or Problems? Try this ...

Troubleshoot Errors(If required)

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Restore WordPress Data(If required)

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Reinstall WordPress Site(If required)

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Download The WordPress Maintenance Checklist

WordPress Maintenance Process – Video Walkthrough

The video below walks you through a complete WordPress maintenance routine performed live on a WordPress site.

Useful Info

As this video was created using an older version of WordPress, the maintenance routine uses manual methods to backup WordPress data and upgrade the WordPress software and plugins. Use the automated backup and upgrade methods we recommend in our tutorials to perform the maintenance process significantly faster.

Congratulations, you have completed our WordPress maintenance tutorials! You should now be able to perform a regular WordPress maintenance routine on your website or blog in just a few minutes and keep your site, plugins, themes, data and files fully up-to-date and backed up.

WordPress Maintenance

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"Wow! I never knew there's so much to learn about WordPress! I bought one of the WordPress for Dummies three years ago, such authors need to be on this course!" - Rich Law, Create A Blog Now

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WordPress Security Checklist

Use this free WordPress Security Checklist to ensure that your WordPress site remains protected and secure at all times.

WordPress Security ChecklistThis tutorial is part of our tutorial series on WordPress Security. In this tutorial, we provide a WordPress Security Checklist that will help ensure your WordPress site is protected and secure.

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WordPress Security Checklist

Important Info

*** Important – Read Me ***

Many of the tasks listed in the checklist below can be completed by non-technical users simply by following the tutorials in our WordPress Security training module. Some of these tasks, however, should only be carroed out by more technically advanced users. If you don’t understand what to do or don’t feel confident performing one or more tasks, please ask a professional and experienced WordPress service provider for assistance.

Disclaimer

Always backup your WordPress site (database and files) before making any changes to files. Even small mistakes can have disastrous consequences if you are not careful.

Please note that we have no control over the software and services mentioned in this checklist and that under no circumstances will we be held responsible for any losses or damages incurred either directly or indirectly as a result of following the recommendations below.

We also provide a printable version of this checklist at the end of this tutorial. We recommend printing out this checklist and using it as a reference to ensure the continued security of your WordPress site.

Basic Website Security Checklist

WordPress Security Setup Checklist

  • Protect your site against spam (Install an antispam plugin, e.g. Akismet or Bad Behavior)
  • Perform a full security scan of your WordPress files (Install a security scan plugin, e.g. Acunetix WP Security).
  • Secure your WP database (change database table prefix).
  • Option 1: Install a brute-force attack prevention plugin (e.g. Login Lockdown, Limit Login Attempts), or
  • Option 2: Install a comprehensive security plugin (e.g. BulletProof Security, SecureScanPro, etc.)
  • Protect your wp-admin folder.
  • Secure your uploads folder.
  • Protect your wp-config.php file.
  • Delete redundant WordPress core files (e.g. readme.html, install.php, etc.)
  • Set secure permissions for files and folders.
  • Protect server directories (e.g. add empty index.php files to directories)
  • Add a secure admin user.
  • Set correct permissions for users (User Roles and Capabilities)
  • Remove user registration capabilities (if not required)
  • Set up an Intrusion Detection System (Install a file monitoring plugin, e.g. File Monitor Plus)
  • Add Antivirus protection (Install an antivirus plugin, e.g. Antivirus for WordPress)
  • Add Firewall protection (Install a firewall plugin like WordPress Firewall 2, Block Bad Queries, etc …)
  • Enable data logging and archiving.
  • Secure PHP.
  • Set up hosting monitoring (e.g. Sucuri, etc…)

WordPress Security Maintenance Checklist

Schedule the tasks below to be performed on a regular basis:

Critical Website Information Checklist

Have this information handy and keep it in a safe place!

Download a printable copy of this free WordPress Security checklist below.

Hopefully, you have gone through the above checklist and implemented measures that will help ensure your WordPress site is protected and secure.

WordPress Security Checklist

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"This is an awesome training series. I have a pretty good understanding of WordPress already, but this is helping me to move somewhere from intermediate to advanced user!" - Kim Lednum

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