How cool would it be to leave a message, alert or note on your WordPress dashboard for other users or your clients? Kori Ashton shows you a FREE plugin to help you add a note to your WordPress dashboard. It’s simple and free – did we mention that?

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Full Transcript

Hey, y’all. Welcome to another WordPress Wednesday. My name is Kori Ashton, and today, I’m going to teach you how to leave a note inside of your dashboard for a client, hmm, or maybe even a fellow team member helping kind of edit the website.

There’s a really cool plugin that you need to be aware of, because this could be a lifesaver if you’re trying to communicate kind of where you are in making edits on the site or an alert that you’d like to leave, or maybe even just your contact information so that your clients, when they log into your dashboard, can connect with you. Check out this really cool resource.

So today, I wanna show you this cool plugin, and it’s a free plugin, which, free is always in the budget, called WP Dashboard Notes.

Installation of WP Dashboard Notes

I’m gonna install it right now and show you how simple it is to use. Over inside your dashboard, you’re just gonna go into plugins and say add new, and of course, because this is a free plugin, it lives inside the repository here. You can just access it here.

Dashboard notes, do a quick search for that, and it’ll pull up here, Dashboard Notes. Of course you wanna be sure that it’s compatible with your most recent version of WordPress that you’re running.

Be certain that it has really great reviews, like it does, and that it’s gonna be safe to use for your WordPress website. So once you’ve installed it, you click Activate, and now that that’s active, you can actually go up to your dashboard because remember, this is about putting a sticky note on your dashboard, right?

Adding a Note

So now that you’re here, check it out. Over in the far right hand corner, up at the top up here, it says add note. Lemme see if I can zoom in a little bit. There you go, it says add note.

So we’re gonna click on it there, engage and add the note. Here it is.

By default, this starts with a white, plain background, and it starts as a list item, so you can just add tasks if you wanted to. Please update all plugins, right? You can put that on here. You can say please update the theme. Please confirm that all is still working, right? You can add whatever you’d like to there, and whenever you’re done, or just gonna set it to either be visible to everybody like it is by default, or only visible to yourself, right?

You can change the background color if you wanted to to make it really noticeable or have it kind of color coordinated. And that’s it, that’s it. You’re done. You can click Done, Saved. You’re off and moving, and you can move onto the next one.

wp-dashboard-notes

If you wanted to do something where you had just a plain note and kind of convert it to plain note, by the way, you can change the title if you’d like as well, title of each one, right, title, there you go, you can just type in whatever you want. Please contact Kori for more information about the updates and alerts, seeing your dashboard. You can take this, drag it up and drop it to whatever area you want. Again, if you want it to only be visible to you, you just change that one.

As you hover over each of these icons, they’re very generous to let you know kind of what these can do so that you can make changes easily and quickly. And of course, you can click delete and get rid of it. Easy peasy, just like that. Pretty incredible, huh? What a fun little option for you to be able to add notes to your team members.

If you have other people contributing content and you need to do a content freeze, you can put that on here and say, oh my goodness, there’s a content freeze on this date, you know, 10/3 through 10/8 and leave that on there, right? And give them a note and tell them, please do not add or edit content. I mean, this is really cool, especially if you’re using this to collaborate with other team members building out on a project, or potentially even to put a note here for your clients, kind of like that too, right, as they’re logging in and making changes to things.

Hey, I hope this helps you guys. If you have questions about it, be sure to contact the plugin author first so that they can help you with those things. They might even have a support forum. I’ll put the link to that in the thread below. But, be sure to subscribe, ’cause every Wednesday, I’m creating content just like this, and I have over 300 videos now on my YouTube channel for your reference, all for free. Go check it out.

I hope you’re having a great one. I’ll see you next WordPress Wednesday. Bye, y’all.