Title: Admin Help – Make WordPress Documentation

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#  Tag Archives: Admin Help

 [  ](https://profiles.wordpress.org/clorith/) [Marius L. J.](https://profiles.wordpress.org/clorith/)
8:46 am _on_ May 25, 2014     
Tags: Admin Help   

# 󠀁[Admin Help, week 21](https://make.wordpress.org/docs/2014/05/25/admin-help-week-21/)󠁿

A bit of a late write up, sorry about that I’m preparing to be gone for a week. 
The late update does mean we get to include what we got from Thursdays Docs meeting
as well.

[Chat logs here](https://irclogs.wordpress.org/chanlog.php?channel=wordpress-sfd&day=2014-05-19&sort=asc#m111426)

**We need a clear component list**
 Defining components to get a clear line on what
we wish to focus on for each iteration will help greatly. The definition of a component
is not necessarily just a single page in the admin, but the flow of a task. An example
f a component would be “media in posts”, this would be the flow of users adding 
media to their post, from wanting to add it till it’s actually in their post, and
would thus mostly involve the media modal, but some users may not know how to properly
work it and go to the Media page to upload first (that would mean we failed at making
the media modal obvious/simple enough to use, and it should be looked into). An 
important element to this is knowing what coreCore Core is the set of software required
to run WordPress. The Core Development Team builds WordPress. components each of
our components relate to (if we can use core components for things even better, 
no relationship table required, but I know some components can be too narrow). Drawing
relations makes it easier for us to tracTrac Trac is the place where contributors
create issues for bugs or feature requests much like GitHub.[https://core.trac.wordpress.org/](https://core.trac.wordpress.org/).
what we discover.

**Started planning for how local user testing can be performed, utilizing WordCamps
or Meetups.**
 Being able to do actual testing with users should help leverage the
problem we have with online user testing services and time constraints. How to record
the data was discussed, and we touched on what kind of setup that might be the most
appropriate for this in regard to sitting on your own laptop or looking over shoulders
of users. When possible using your own laptop is the most beneficial as it will 
allow you to do screen recordings. Emphasis on getting users permission was made,
as privacy is important, and if they don’t want it publicly posted we need to respect
that. [@kpdesign](https://profiles.wordpress.org/kpdesign/) suggested we check with
meetupMeetup All local/regional gatherings that are officially a part of the WordPress
world but are not WordCamps are organized through [https://www.meetup.com/](https://www.meetup.com/).
A meetup is typically a chance for local WordPress users to get together and share
new ideas and seek help from one another. Searching for ‘WordPress’ on meetup.com
will help you find options in your area. organizers to see what they often find 
their users struggling with, we should check in with [@jenmylo](https://profiles.wordpress.org/jenmylo/)
to find a good way to keep that dialogue flowing, since meetups are a reoccurring
event it would be beneficial to keep in touch with organizers there.

**Interviews**
 There was some interest for following the interview route. I’m personally
not familiar with it but will be looking into what others have been doing here to
see if it’s a viable approach as well, the more data the better, I like data.

I will be gone for week 22, from Monday 26th of May, for mandatory military training,
but I hope you’ll keep up the good work for Monday and continue the great work we’ve
begun. What I’d like to see happen during next week is a draft of the component 
list

[#admin-help](https://make.wordpress.org/docs/tag/admin-help/)

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 [  ](https://profiles.wordpress.org/clorith/) [Marius L. J.](https://profiles.wordpress.org/clorith/)
2:18 am _on_ May 14, 2014     
Tags: Admin Help   

# 󠀁[Admin Help May 13th, 2014](https://make.wordpress.org/docs/2014/05/14/admin-help-may-13th-2014/)󠁿

Bit of a fleshy update!

[@trishasalas](https://profiles.wordpress.org/trishasalas/) has stepped down as 
project lead, feeling the project was moving in a direction she did not feel fully
comfortable with leading. I’ll be stepping out of the shadows and taking point moving
forward.

During our meeting we discussed what we see from the current set of tests. We chose
to focus on the newly updated theme screen for these tests, and although more data
points would be nice we did identify some consistent misconceptions on the users
ends.

We then discussed how to best utilize our time when deciding what to look into and
when, some ideas thrown out by yours truly were to focus on modules of the admin
that have either recently been updated, or haven’t seen any love in a while.

Further more, [@jerrysarcastic](https://profiles.wordpress.org/jerrysarcastic/) 
voulenteered to look into the process regarding credits for tests.

Another idea that was thrown out seemed like it might be very interesting; An opt-
in pluginPlugin A plugin is a piece of software containing a group of functions 
that can be added to a WordPress website. They can extend functionality or add new
features to your WordPress websites. WordPress plugins are written in the PHP programming
language and integrate seamlessly with WordPress. These can be free in the WordPress.
org Plugin Directory [https://wordpress.org/plugins/](https://wordpress.org/plugins/)
or can be cost-based plugin from a third-party. for dedicated users who wish to 
help further WordPress, which would do anonymous heat map data of the admin. I would
certainly like to re-visit this idea at our next meeting and look into the viability
of this.

[#admin-help](https://make.wordpress.org/docs/tag/admin-help/)

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 [  ](https://profiles.wordpress.org/jazzs3quence/) [Chris Reynolds](https://profiles.wordpress.org/jazzs3quence/)
5:23 pm _on_ May 1, 2014     
Tags: Admin Help   

# 󠀁[Admin Help — User Testing, round three](https://make.wordpress.org/docs/2014/05/01/admin-help-user-testing-round-three/)󠁿

I ran the first of 2 new user tests this morning based on the theme scenario we 
agreed on.
 **Update:** Second test is up, too.

Notes are over here:
 https://make.wordpress.org/docs/handbook/projects/admin-help/
user-testing-round-three-theme-test/

[#admin-help](https://make.wordpress.org/docs/tag/admin-help/)

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 [  ](https://profiles.wordpress.org/jerrysarcastic/) [jerrysarcastic](https://profiles.wordpress.org/jerrysarcastic/)
6:39 pm _on_ April 21, 2014     
Tags: Admin Help   

# 󠀁[Admin Help – User Personas](https://make.wordpress.org/docs/2014/04/21/admin-help-user-personas/)󠁿

Note: This is taken from a past Happiness Engineer meetupMeetup All local/regional
gatherings that are officially a part of the WordPress world but are not WordCamps
are organized through [https://www.meetup.com/](https://www.meetup.com/). A meetup
is typically a chance for local WordPress users to get together and share new ideas
and seek help from one another. Searching for ‘WordPress’ on meetup.com will help
you find options in your area. project focused on WordPress.comWordPress.com An 
online implementation of WordPress code that lets you immediately access a new WordPress
environment to publish your content. WordPress.com is a private company owned by
Automattic that hosts the largest multisite in the world. This is arguably the best
place to start blogging if you have never touched WordPress before. [https://wordpress.com/](https://wordpress.com/)
users, so there may need to be some editing here to better fit our understanding
of WordPress.orgWordPress.org The community site where WordPress code is created
and shared by the users. This is where you can download the source code for WordPress
core, plugins and themes as well as the central location for community conversations
and organization. [https://wordpress.org/](https://wordpress.org/) users

## Persona 1

**Marci, 55**
 Married with children, one grandchild. Empty-nester. All her help
for set-up comes from the web. Husband, George, is the local pastor, and she has
started a blog for his church, wanting to proactively be modern and support him.
She is unwittingly about 5 years behind technological trends. Enthusiastic, a bit
flighty. Located in the American Midwest – Ohio AOL user

Needs:

 * Upload videos or shortcodeShortcode A shortcode is a placeholder used within 
   a WordPress post, page, or widget to insert a form or function generated by a
   plugin in a specific location on your site. from the YouTube
 * Find the right theme
 * Add users/subscribers
 * Add posts
 * Create a custom menu

_ Tech-savviness rating: 1/10 (1 is least tech-savvy, 10 is most)_

> I’ve read the page for custom menus three times and been following it, and I can’t
> see my pages

## Persona 2

**Angelo, 40**
 Small business owner He’s pretty successful locally Someone told
him about .Org, and he struggled with it, but learned about plugins and themes. 
He doesn’t want to spend a lot of time on this – it has to just work. He will be
stingy with his money depending on how much perceived value something has. He has
a teenaged son. Married to his high school sweetheart Hotmail user.

Needs:

 * Theme
 * Upload a logo
 * Much more a static site, but will eventually branch into some light blogging.
 * Wants to have increasing traffic over time to increase business

_ Tech-savviness rating: 4/10 (1 is least tech-savvy, 10 is most)_

>  “I’ve spent 5 hours of my time on this. I don’t have time, I need this done.”

## Persona 3

**Jessica, 20s**
 Personal blogger A few years out of college. Relatively savvy –
grew up with technology. Has an iPhone. Knows a little HTMLHTML HTML is an acronym
for Hyper Text Markup Language. It is a markup language that is used in the development
of web pages and websites., but not that into it. Has been blogging on Tumblr for
a few years, but now wants to be able to have more themes and a bit more control
behind the scenes. Stays on top of trends. Gmail user.

Needs:

 * Themes
 * Flexibility to change domains when hobby changes
 * Wants to curate followers/increase followers
 * Publicize on social media

Tech-savviness rating: 7/10 (1 is least tech-savvy, 10 is most)

> “How do I pick the image that gets posted to Facebook”

## Persona 4

**David, 35**

Does web design work professionally, but not on WordPress
 Lost a bet on a basketball
game, and now has to set up a site for a friend. Very savvy, knows a lot about computers.
Thought that setting up the site on WordPress would be a 10 minute job, and now 
it’s been a few hours and he’s frustrated. Comes in with very specific expectations
that may not actually be accurate on how things should work. Hosts his own email
address through Gmail on his host.

Needs:

 * Themes
 * Set up site structure (pages, maybe a blog)
 * Set up a home page
 * Where does the HTML go?

_ Tech-savviness rating: 9/10 (1 is least tech-savvy, 10 is most)_

> “I work with websites a lot, and I’m setting up a site for my friend and I can’t
> figure out this WordPress thing. How is this easy exactly?!?”

[#admin-help](https://make.wordpress.org/docs/tag/admin-help/)

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 [  ](https://profiles.wordpress.org/trishasalas/) [Trisha Salas](https://profiles.wordpress.org/trishasalas/)
4:37 pm _on_ April 14, 2014     
Tags: Admin Help, [user testing ( 3 )](https://make.wordpress.org/docs/tag/user-testing/),
User Testing Videos   

# 󠀁[Existing User Testing Videos that Need Write-Ups](https://make.wordpress.org/docs/2014/04/14/admin-help-user-testing-video/)󠁿

### A write up should include:

 * A Summary of notable items/issues in the video (Bulleted list)
 * Points of Confusion with notes. (Bulleted list or screenshots, etc.  Whatever
   works to make the point.)
 * Observations (Not necessary but helpful)
 * Your Suggestions based on the specific video test results (Not necessary but 
   helpful)

  |  # |  Link |  Summary Available (yes/no) |  Link to Summary |  
 |  1 |  [Set 1 User 1](http://wpusertesting.com/videos/help-test1-user1.mp4) |   no |   na |  
 |  2 |  [Set 1 User 2](http://wpusertesting.com/videos/help-test1-user2.mp4) |   no |   na |  
 |  3 |  [Set 1 User 3](http://wpusertesting.com/videos/help-test1-user3.mp4) |   no |   na |  
 |  4 |  [No Change to Help Tab Location – User 1](https://www.dropbox.com/s/257m4akzrjv1j6h/default-1.mp4) |   no |   na |  
 |  5 |  [No Change to Help Tab Location – User 2](https://www.dropbox.com/s/s4ux6icqyuwjqhx/default-2.mp4) |   no |   na |  
 |  6 |  [No Change to Help Tab Location – User 3](https://www.dropbox.com/s/da7g4ab7j3i9ss0/default-3.mp4) |   no |   na |  
 |  7 |  [Help moved to Admin Bar – User 1](https://www.dropbox.com/s/v4f2qvoqwu77ji8/admin-bar-1.mp4) |   no |   na |  
 |  8 |  [Help moved to Admin Bar – User 2](https://www.dropbox.com/s/niw7jiw3290j0qi/admin-bar-2.mp4) |   no |   na |  
 |  9 |  [Help moved to Admin Bar – User 3](https://www.dropbox.com/s/eyo5nmepp493vpn/admin-bar-3.mp4) |   no |   na |  
 |  10 |  [Help Tab a Different Color – User 1](https://www.dropbox.com/s/8lv0durfwhvv3ms/color-help-1.mp4) |   no |   na |  
 |  11 |  [Help Tab a Different Color – User 2](https://www.dropbox.com/s/uflhnskqs1ryqwu/color-help2.mp4) |   no |   na |  
 |  12 |  [Help Tab a Different Color – User 3](https://www.dropbox.com/s/lbpj2rgrj9q6fyb/color-help-3.mp4) |   no |   na |

Please comment with the number of the video you’d like to do a write up on.

[#admin-help](https://make.wordpress.org/docs/tag/admin-help/), [#user-testing](https://make.wordpress.org/docs/tag/user-testing/),
[#user-testing-videos](https://make.wordpress.org/docs/tag/user-testing-videos/)

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 [  ](https://profiles.wordpress.org/trishasalas/) [Trisha Salas](https://profiles.wordpress.org/trishasalas/)
3:56 am _on_ April 11, 2014     
Tags: Admin Help   

# 󠀁[Admin Help Update for Week of 4/7/2014](https://make.wordpress.org/docs/2014/04/11/admin-help-update-for-week-of-472014/)󠁿

We’ve had a quiet few weeks as I was busy building a resume, interviewing and rounding
up code.  But yay for new jobs and time to move forward!

Thanks to [@clorith](https://profiles.wordpress.org/clorith/) and [@jazzs3quence](https://profiles.wordpress.org/jazzs3quence/)
for picking up the slackSlack Slack is a Collaborative Group Chat Platform [https://slack.com/](https://slack.com/).
The WordPress community has its own Slack Channel at [https://make.wordpress.org/chat/](https://make.wordpress.org/chat/)!
I’ve talked to [@designsimply](https://profiles.wordpress.org/designsimply/) and
we are going to start user testing asap.  In the meantime we can continue to watch
the older usertesting.com videos and I would love to see some write ups like [@jazzs3quence](https://profiles.wordpress.org/jazzs3quence/)
recommended. 🙂

Thanks for the patience everyone, back to weekly updates from here.

[#admin-help](https://make.wordpress.org/docs/tag/admin-help/)

 [  ](https://profiles.wordpress.org/trishasalas/) [Trisha Salas](https://profiles.wordpress.org/trishasalas/)
7:52 am _on_ March 19, 2014     
Tags: Admin Help   

# 󠀁[Admin Help User Task List](https://make.wordpress.org/docs/2014/03/19/admin-help-user-task-list/)󠁿

#### WordPress User ‘Tasks’

We are gathering a list of things (tasks) any user might do in the course of setting
up a WordPress site.

_We need your help to add to this list!!_

Please feel free to add your ideas in the comments.

 * Upload and configure WordPress
 * Remove the default post and comment
 * Drop by the theme editor and find the right theme
 * Writing my first post
 * Make the site “yours”
 * Create some content
 * Create a new front page
 * Remove the default admin account or restrict its permissions
 * Add new user(s)/admin(s)
 * Setup Akismet
 * Search for and install a pluginPlugin A plugin is a piece of software containing
   a group of functions that can be added to a WordPress website. They can extend
   functionality or add new features to your WordPress websites. WordPress plugins
   are written in the PHP programming language and integrate seamlessly with WordPress.
   These can be free in the WordPress.org Plugin Directory [https://wordpress.org/plugins/](https://wordpress.org/plugins/)
   or can be cost-based plugin from a third-party.
 * Setup pretty permalinks
 * Change the default tagline from “Just another WordPress blog”

You can read more about the purpose for this list [here](https://make.wordpress.org/docs/2014/03/14/wordpress-task-identification/).

[#admin-help](https://make.wordpress.org/docs/tag/admin-help/)

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 [  ](https://profiles.wordpress.org/trishasalas/) [Trisha Salas](https://profiles.wordpress.org/trishasalas/)
7:50 am _on_ March 19, 2014     
Tags: Admin Help   

# 󠀁[Admin Help Updates from 3/17/2014 Meeting](https://make.wordpress.org/docs/2014/03/19/admin-help-updates-from-3172014-meeting/)󠁿

Thanks so much to everyone who attended this week.  If you were unable to make it
to the meeting feel free to read the [logs](https://irclogs.wordpress.org/chanlog.php?channel=wordpress-sfd&day=2014-03-17&sort=asc#m95597).
This weeks meeting was quite a bit more low-key.  We had fewer in attendance possibly
due to the holiday and/or the time change.

The first few minutes we discussed meeting times and have decided to keep the meeting
at 18:30 UTC until Europe changes time April 1.  We will meet at 17:30 UTC beginning
with our April 7th meeting.

I would like to reiterate that this is almost a completely new direction from where
this group started.  Our original goal was to make the existing Admin Help content
more visible to users.  The goal now is to create a user experience that is more
intuitive by discovering what problems users are currently having and addressing
those with appropriate solutions.

Sheri Bigelow ([@designsimply](https://profiles.wordpress.org/designsimply/)) has
agreed to help with user testing ♥.  We are going to start with a few simple tests
and see what that reveals.  We can use the information from that testing to move
forward with additional tests.

[@kpdesign](https://profiles.wordpress.org/kpdesign/) created a Project Page for
us, we’ll use that to link to external resources as well as any additional project
pages that we need.  You can find that page here [https://make.wordpress.org/docs/handbook/projects/admin-help/](https://make.wordpress.org/docs/handbook/projects/admin-help/)

**What we need:** People who love UXUX UX is an acronym for User Experience - the
way the user uses the UI. Think ‘what they are doing’ and less about how they do
it./UIUI UI is an acronym for User Interface - the layout of the page the user interacts
with. Think ‘how are they doing that’ and less about what they are doing. and want
to see new users succeed with WordPress.  Practical needs are people to help identify
tasks, create storyboards, personas, user testing evaluation and any other tasks
that might be relevant at this early stage.

We also need tasks added to our ‘User Task List’.  You can find the list [here](https://make.wordpress.org/docs/handbook/projects/admin-help/)
and read more about it [here](https://make.wordpress.org/docs/2014/03/14/wordpress-task-identification/).

We will send out a call for developers when we know what kind of developing we need
😉

Join us on Mondays at 18:30 UTC in the WordPress-sfd IRC channel.

[#admin-help](https://make.wordpress.org/docs/tag/admin-help/)

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 [  ](https://profiles.wordpress.org/clorith/) [Marius L. J.](https://profiles.wordpress.org/clorith/)
6:47 am _on_ March 14, 2014     
Tags: Admin Help   

# 󠀁[WordPress task identification](https://make.wordpress.org/docs/2014/03/14/wordpress-task-identification/)󠁿

As [@trishasalas](https://profiles.wordpress.org/trishasalas/) mentioned, we want
to identify what areas of WordPress people struggle with, and we’d like to do some
user tests on this (both for new users, as well as seasoned veterans, we all have
things that bug us at some point or another), and then focus on how we can improve
these and help get more people to adopt it and use it on a regular basis.

Our previous user tests have some value to them still, but as mentioned some areas
of them have changed quite a bit, and we are also skipping a major part of the getting
started experience; the setup, and all the pitfalls it may include.

It was also discussed to make the user tests intentionally “vague” (although this
hasn’t been fully decided yet), to avoid being too leading as we want to see how
users interact, not how they follow commands.

To this end, we’d like input from various sources on what tasks you perform in WordPress
when getting started to help us shape tests to get a broader view of it all.

Some examples to get the ball rolling;

 * Upload and configure WordPress
 * Remove the default post and comment
 * Drop by the theme editor and find the right theme
 * Writing my first post

From the list above many people will probably butt heads at the configuration because
the wp root directory isn’t writable and they can’t get wp-config automatically 
configured, they couldn’t find the remove option for the default post, the theme
they liked didn’t work well with their WP version (or they couldn’t install it because
of permissions again?), and so forth.

We’d then take that list, and break it down into a “vague” list (if that’s the approach
we go with) of something like this;

 * Here’s some FTPFTP FTP is an acronym for File Transfer Protocol which is a way
   of moving computer files from one computer to another via the Internet. You can
   use software, known as a FTP client, to upload files to a server for a WordPress
   website. [https://codex.wordpress.org/FTP_Clients](https://codex.wordpress.org/FTP_Clients)
   details, go add WordPress
 * Make the site “yours”
 * Create some content

The first task might be the most stressful I suspect, but it’s also an extremely
important aspect of WordPress, it’s the initial step you take after all (we are 
also aware that many hosts have single click setups, but that’s a custom setup by
the provider, and not part of coreCore Core is the set of software required to run
WordPress. The Core Development Team builds WordPress.).

[#admin-help](https://make.wordpress.org/docs/tag/admin-help/)

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 [  ](https://profiles.wordpress.org/trishasalas/) [Trisha Salas](https://profiles.wordpress.org/trishasalas/)
3:19 am _on_ March 14, 2014     
Tags: Admin Help   

# 󠀁[Admin Help Updates from 3/10/2014 Meeting](https://make.wordpress.org/docs/2014/03/14/admin-help-updated-from-3102014-meeting/)󠁿

There are some big changes and a new direction for the team, new co-leads are myself
and [@Clorith](https://profiles.wordpress.org/Clorith/).  [@Jazzs3quence](https://profiles.wordpress.org/Jazzs3quence/)
will still be involved in a supportive role.

The first part of the meeting was used to discuss the Feature PluginFeature Plugin
A plugin that was created with the intention of eventually being proposed for inclusion
in WordPress Core. See [Features as Plugins](https://make.wordpress.org/core/handbook/about/release-cycle/features-as-plugins/)
Meeting and the helpful comments [@jazzs3quence](https://profiles.wordpress.org/Jazzs3quence/)
received regarding the current implementation of the pluginPlugin A plugin is a 
piece of software containing a group of functions that can be added to a WordPress
website. They can extend functionality or add new features to your WordPress websites.
WordPress plugins are written in the PHP programming language and integrate seamlessly
with WordPress. These can be free in the WordPress.org Plugin Directory [https://wordpress.org/plugins/](https://wordpress.org/plugins/)
or can be cost-based plugin from a third-party.. The key takeaways are:

 * This really comes down to storyboarding, not building. Which is great, but it
   doesn’t really lend itself to a plugin model, at least until later in the process.
 * (but) Before even storyboarding I’d start with a list of goals, a list of problems.
   I’d run user tests on starting with WP and starting with features they’ve never
   seen and see where they trip up.

We agreed as a group that we need to not think about solutions at this stage but
rather, to figure out what the problem(s) are. It was also mentioned that a singular
solution will not be enough, we need to identify personas and do user testing as
well as story boards.  (Not necessarily in that order.)

[@Clorith](https://profiles.wordpress.org/Clorith/) Mentioned that the idea of guided
tour had been mentioned before and [@Sams](https://profiles.wordpress.org/Sams/)
reminded us that [@Nacin](https://profiles.wordpress.org/Nacin/) recommended we 
look at the user testing again.

Our previous user tests can be found here:

[https://make.wordpress.org/docs/2013/09/04/admin-help-user-testing-videos/](https://make.wordpress.org/docs/2013/09/04/admin-help-user-testing-videos/)

[https://make.wordpress.org/docs/2013/09/16/admin-help-videos-round-two/](https://make.wordpress.org/docs/2013/09/16/admin-help-videos-round-two/)

[@Sams](https://profiles.wordpress.org/Sams/) suggested that “it’s better to have
user tests of different user types and, if you’d like, build personas off of those”
so that will be the initial direction we take along with storyboards.

We would like to expand on the user testing by identifying any and all tasks with
WordPress so that we can identify as many ‘pain points’ as possible.  There have
also been some significant changes in the theme screen and the widgets since our
last tests so we would like to essentially start fresh with user testing.

The initial plan is to start a P2P2 P2 or O2 is the term people use to refer to 
the Make WordPress blog. It can be found at [https://make.wordpress.org](https://make.wordpress.org/)
post to gather task ideas for  user testing.  We would like to get input from as
many of you as possible so that we generate a thorough list of all of the tasks 
within WordPress (multisiteMultisite Multisite is a WordPress feature which allows
users to create a network of sites on a single WordPress installation. Available
since WordPress version 3.0, Multisite is a continuation of WPMU or WordPress Multiuser
project. WordPress MultiUser project was discontinued and its features were included
into WordPress core. [Advanced Administration Handbook -> Create A Network.](https://developer.wordpress.org/advanced-administration/multisite/create-network/)
included!)

As always, we welcome more input and participation.  The meeting is on [Mondays — 18:30 UTC](http://www.timeanddate.com/worldclock/fixedtime.html?hour=18&min=30&sec=0&p1=0)

[#admin-help](https://make.wordpress.org/docs/tag/admin-help/)

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