How to Test Your Site for Updating to Gutenberg (WordPress 5.0)

Are you excited to use the new WordPress Gutenberg editor? Officially launched with WordPress 5.0, Gutenberg is the new default content editor for WordPress that allows you create visually stunning content using blocks.

The challenge is that some themes and plugins may not properly support Gutenberg, so updating your website can cause unexpected issues.

In this article, we’ll show you how to test your WordPress site for updating to Gutenberg and WordPress 5.0.

Testing your site for update to Gutenberg and WordPress 5.0

Why Test Your WordPress Site Before Updating to Gutenberg?

WordPress 5.0 brings a totally new way of creating content with a brand new editor called The Block Editor or Gutenberg. It uses blocks which are content elements that you can move around the editor.

New WordPress Block Editor also known as Gutenberg

WordPress 5.0 with Gutenberg editor is indeed a revolutionary improvement to the WordPress platform.

However due to this massive change, some users are reluctant to update their sites right away, fearing that something would not work, or it may break their website.

Gutenberg was developed over a long period with enough time for theme and plugin developers to make their products Gutenberg compatible. All top WordPress plugins are already fully compatible with Gutenberg and most themes would work without a hiccup.

However, to avoid any conflicts you may want to test your site with Gutenberg and WordPress 5.0. This would allow you to find if any of your plugins or theme are incompatible. You can also catch unexpected errors and fix them before updating your live site.

That being said, now let’s go ahead and check how to test your website for updating to Gutenberg or WordPress 5.0 step-by-step.

Step 1: Create a Complete Backup of Your Website

You must always create a complete back of your WordPress website before any major update. Backups protect you against any unfortunate damage that can happen during the update process.

Keeping regular website backups is important even if you aren’t updating your site because they can save you in catastrophic situations like malware attack, hacking, etc.

There are plenty of WordPress backup plugins that you can choose from. We recommend using UpdraftPlus because it allows you to setup automatic backups and store them on a remote location.

Step 2: Test Your Site on Local Server or Staging Site

After you’ve created a complete backup of your website, you are now ready to test your website with WordPress 5.0 and the new Gutenberg editor.

There are two common methods to test new updates without actually affecting your live site.

  1. Test your website on a local server installed on your computer
  2. Test your website on a staging server

Both options allow you to test WordPress 5.0 with the new Gutenberg editor with your existing content, plugin, and themes.

1. Test Your Website on Local Server

Using a local server simply means installing your WordPress site on your personal computer with a software like WAMP or MAMP (for Mac).

In this method, you’ll first move a copy of your live WordPress site to local server using a migration plugin like Duplicator.

Duplicator WordPress plugin

Then on the local site, you can update to WordPress 5.0 and test out all your plugins / themes for compatibility with the new editor.

You can also make changes on the local site and upload it to your live site when you are done.

If you didn’t need to make any changes to the local site, and everything seemed ok, then you can go ahead and update your live site to WordPress 5.0.

2. Test Your Website on Staging Environment

A staging site is a separate development version of your website where you can try out new features.

It’s usually a sub-domain of your site that’s restricted from public access. It’s where you can test new updates, themes, plugins, or use it for all your development. Once you’ve tested everything necessary, you can then upload it to your live site.

Most top WordPress hosting companies offer 1-click staging site installation from your hosting account.

If your site is hosted with Bluehost, then you’ll find an option to create a staging site under the Bluehost menu in your WordPress admin dashboard.

Creating a staging site in Bluehost

You can also create 1-click staging sites on WPEngine and SiteGround. If you are not using any of these hosting companies, then you should ask your host because they may offer this feature.

If your hosting service doesn’t have staging site installation feature, then you can still do it manually on your own. Here’s our step by step tutorial on how to create a staging environment in WordPress.

Step 3: Install the Classic Editor Plugin

The most significant change in WordPress 5.0 is the new Gutenberg editor.

This means that if you were to run into any issues, then it’ll likely be caused by a plugin or theme’s incompatibility with the new editor.

It is also possible that you may not like the new editor.

Luckily, you can update to WordPress 5.0 and still keep the classic WordPress editor.

You can simply disable Gutenberg by installing the Classic Editor plugin on your WordPress site. Doing this will allow you to safely update to WordPress 5.0, while still keeping the classic editor that you’re familiar with.

Switching to the classic editor

Classic Editor is an official WordPress plugin from WordPress core contributors to allow you to switch back to the classic editor. With this plugin, you can hide the Gutenberg editor and create content the same way as before.

If you had to install Classic Editor because a theme or plugin wasn’t working after updating to WordPress 5.0, then you still have work to do.

You need to reach out to the theme or plugin developer and request them to make it compatible with the latest WordPress release.

If you don’t get a positive response, then you need to find an alternative theme or plugin to replace incompatible ones.

Step 4. Things to Do After Updating to Gutenberg in WordPress 5.0+

If you are just starting your first WordPress blog, then you are in luck. You’ll quickly get used to the awesome new block editor which is faster, modern, and incredibly powerful.

On the other hand, if you have been using WordPress for a while, then the new editor is an exciting new experience for you.

Most of us are used to working with the old editor and have setup our workflows around it.

Good news is that you can still do all the things you did in the old editor with Gutenberg, and then some more.

To help you learn new features, we have created a complete Gutenberg tutorial it shows how to use new block editor and create visually stunning content for your site.

We hope this article helped you to learn how to test your WordPress site for updating to Gutenberg or WordPress 5.0. For troubleshooting common errors you may encounter, check out our guide on most common WordPress errors and how to fix them.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post How to Test Your Site for Updating to Gutenberg (WordPress 5.0) appeared first on WPBeginner.

How to Use the New WordPress Block Editor (Gutenberg Tutorial)

In WordPress 5.0, the classic content editor was replaced with a brand new block editor, known as Gutenberg. Since then, several of our readers have asked us to create a comprehensive tutorial on how to use the Gutenberg block editor in WordPress.

WordPress block editor is a totally new and different way of creating content in WordPress. In this tutorial, we will show you how to use the new WordPress block editor and master it to create visually stunning blog posts and pages.

Using the new WordPress block editor aka Gutenberg

What’s The Difference Between Block Editor (Gutenberg) and Classic Editor?

Before we dive into the new editor, let’s first compare and understand the differences between Gutenberg Block Editor and the Classic Editor.

Here is what the classic editor in WordPress looked like:

Old WordPress editor

If you upgrade to WordPress 5.0, then this is what the new block editor looks like:

New WordPress Block Editor also known as Gutenberg

As you can see, they are two completely different editors for creating content in WordPress.

The old classic editor was a text editor with formatting buttons very similar to Microsoft Word.

The new editor uses a totally different approach, called ‘Blocks’ (hence, the name Block Editor).

Blocks are content elements that you add to the edit screen to create content layouts. Each item you add to your post or page is a block.

You can add blocks for each paragraph, images, videos, galleries, audio, lists, and more. There are blocks for all common content elements and more can be added by WordPress plugins.

How is the new WordPress block editor better than the classic editor?

The new WordPress block editor offers a simple way to add different types of content to your posts and pages.

For example, previously if you wanted to add a table in your content, then you needed a separate table plugin.

With the new editor, you can simply add a table block, select your columns and rows, and start adding content.

Table block

You can move content elements up and down, edit them as individual blocks, and easily create media-rich content.

Most importantly, the new WordPress block editor is easy to use and learn.

This gives an immense advantage to all WordPress beginners who are just starting their first blog or building a DIY business website.

That being said, let’s take a look at how to use the new WordPress block editor like a pro to create great content.

Here is what we will cover in this Gutenberg tutorial:

  1. Using Gutenberg – The new WordPress block editor
  2. Creating a new blog post or page
  3. How to add a block in Gutenberg
  4. Working with blocks in the new editor
  5. Saving and reusing blocks in Gutenberg
  6. Publishing and post settings in Gutenberg
  7. Plugin settings in new editor
  8. Adding some common blocks in Gutenberg
  9. Exploring some new content blocks in Gutenberg
  10. Bonus tips on using Gutenberg like a pro
  11. Adding more blocks to Gutenberg Block Editor
  12. FAQs about Gutenberg

Ready? Let’s dive in.

Using Gutenberg – The New WordPress Block Editor

The block editor is designed to be intuitive and flexible. While it looks different than the old WordPress editor, it still does all the things that you were able to do in the classic editor.

Let’s start with covering the basic things that you did in the classic editor, and how they are done in the block editor.

Creating a New Blog Post or Page Using The Block Editor

You will start creating a new blog post or page like you normally would. Simply click on Posts » Add New menu in your WordPress admin. If you are creating a page, then go to Pages » Add New menu.

Adding a new post

This will launch the new block editor.

How to Add a Block in Gutenberg

The first block of every post or page is the title.

After that, you can use the mouse to move below the title or press the tab key on your keyboard to move down and start writing.

Adding a post title in Gutenberg

By default, the next block is a paragraph block. This allows users to start writing right away.

However, if you want to add something different, then you can click on the add new block button on the top left corner of the editor, below an existing block, or on the left side of a block.

Add new block button

Clicking on the button will show the add block menu with a search bar on top and commonly used blocks below.

You can click on tabs to browse block categories or type in the keyword to quickly search for a block.

Finding and adding blocks in Gutenberg

If you don’t want to use a mouse to click on the button, then you can use a keyboard shortcut by typing / to search and add a block.

Working with Blocks in The New Editor

Each block comes with its own toolbar which appears on top of the block. The buttons in the toolbar would change depending on the block you are editing.

For example, in this screenshot, we are working in a paragraph block which shows basic formatting buttons like: text alignment, bold, italic, insert-link, and strikethrough buttons.

Each block comes with its own toolbar

Apart from the toolbar, each block can also have its own block settings which would appear in the right column of your edit screen.

Block settings

You can move blocks up and down by simple drag and drop or by clicking the up and down buttons next to each block.

Moving a block up and down

Saving and Reusing Blocks in Gutenberg

One of the best things about blocks is that they can be saved and reused individually. This is particularly helpful for bloggers who frequently need to add specific content snippets to their articles.

Simply click on the menu button located at the right corner of each block’s toolbar. From the menu, select ‘Add to reusable blocks’ option.

Saving a block to reuse later

You will be asked to provide a name for this reusable block. Enter a name for your block and then click on the save button.

Giving a name to reusable block

The block editor will now save the block as a reusable block.

Now that you have saved a block, let’s see how to add the reusable block into other WordPress posts and pages on your site.

Simply edit the post or page where you want to add the reusable block. From the post edit screen, click on the add block button.

You will find your saved block under the ‘Reusable’ tab. You can also find it by typing its name in the search bar.

Insert a reusable block

You can take your mouse over it to see a quick preview of the block. Simply click on the block to insert it into your post or page.

All reusable blocks are stored in your WordPress database, and you can manage them by clicking on the ‘manage all reusable blocks’ link.

Manage your reusable blocks

This will bring you to the block manager page. From here, you can edit or delete any of your reusable blocks. You can also export reusable blocks and use them on any other WordPress website.

Import export reusable blocks in WordPress

Publishing and Managing Options in Gutenberg Block Editor

Each WordPress post contains a lot of metadata. This includes information like publish date, categories and tags, featured images, and more.

All these options are neatly placed in the right column on the editor screen.

Document settings in Gutenberg the new WordPress editor

Plugin Options in Gutenberg

WordPress plugins are able to take advantage of the block editor’s API to integrate their own settings within the edit screen.

Some popular plugins are already available as blocks. For example, WPForms, the best WordPress form builder plugin allows you to add forms into your content using a widget block.

WPForms block in new Gutenberg editor

Here is how Yoast SEO allows you to edit your SEO settings in the new editor:

Yoast SEO settings in new Gutenberg editor

WooCommerce also comes with widget blocks that you can easily add to any of your WordPress posts and pages.

WooCommerce products block

Adding Some Common Blocks in New Editor

Basically, the new editor can do everything the classic editor did. However, you will be doing things way quicker and elegantly than before.

1. Adding an image in new WordPress editor

There is a ready to use image block in the new WordPress editor. Simply add the block and then upload an image file or select from the media library.

Image block in new WordPress editor

You can also drag and drop images from your computer, and the editor will automatically create an image block for it.

Once you have added an image, you will be able to see the block settings where you can add metadata for the image like alt text, size, and add a link to the image.

Image block settings

2. Adding a link in new block Editor

The block editor comes with several blocks where you can add text. Most commonly used one is the paragraph block which comes with an insert link button in the toolbar.

All other commonly used text blocks also include a link button in the toolbar.

Link button in the list block

You can also insert a link using the keyboard shortcut, which is Command + K for Mac and CTRL + K on Windows computers.

3. Adding an image gallery in Gutenberg

The gallery block works like the image block. You add it and then upload or select image files.

Adding image gallery in new WordPress editor

4. Adding shortcodes in WordPress posts using Gutenberg

All your shortcodes will work just like they did in the classic editor. You can simply add them to a paragraph block, or you can use the shortcode block.

Adding a shortcode block

Exploring Some New Content Blocks in Gutenberg

The Gutenberg editor promises to solve some long-standing usability issues in WordPress by introducing some new blocks.

Following are some of the favorites that we believe users will find immensely helpful.

1. Adding an image next to some text in WordPress

Using the old editor, many of our users were unable to place an image next to the text. You can do this now with the Media & Text block.

Media and Text block

This simple block comes with two blocks placed side-by-side allowing you to easily add an image and add some text next to it.

2. Adding a button in WordPress posts and pages

Adding a button to your blog posts or pages was another annoyance in the classic editor. You either had to use a plugin that created a shortcode for the button, or you had to switch to HTML mode and write code.

Gutenberg comes with a button block that allows you to quickly add a button to any post or page.

Adding a button block in Gutenberg

You can add a link for your button, change colors, and choose from three button styles.

3. Adding beautiful cover images in blog posts and landing pages

Another cool feature that you may want to try is the ‘Cover’ block, which allows you to add cover images to your posts and pages.

A cover image is a wider image often used as a cover for a new section in a page or the beginning of a story. They look beautiful and allow you to create engaging content layouts.

Simply add a cover block and then upload the image you want to use. You can choose an overlay color for the cover or make it a fixed background image to create parallax effect when users scroll down the page.

The cover image block in Gutenberg editor

4. Creating tables inside articles

The classic editor didn’t have a button to add tables into your WordPress posts. You had to use a plugin or create a table writing custom CSS and HTML.

New Gutenberg editor comes with a default Table block, which makes it super easy to add tables into your posts and pages. Simply add the block and then select the number of columns and rows you want to insert.

Table block

You can now go ahead and start adding data to table rows. You can always add more rows and columns if needed. There are also two basic style options available.

5. Creating multi-column content

Creating multi-column content was another issue that the classic editor didn’t handle at all. The block editor allows you to add Columns block, which basically adds two columns of paragraph blocks.

Multi-column content

This columns block is quite flexible. You can add up to 6 columns in a row and even use other blocks inside each column.

Bonus Tips to Use Gutenberg like a Pro

Looking at the new block editor, you may be wondering whether you will be spending more time adding and adjusting blocks than creating actual content?

Well, the new editor is incredibly fast and even very basic usage for a few minutes will allow you to instantly add blocks without even thinking.

Pretty soon you will realize how much faster your workflow will become with this new approach.

For power users, here are some bonus tips to help you work even faster with the new WordPress editor.

1. Move the block toolbar to the top.

As you may have noticed in the screenshots that there is a toolbar that appears on top of every block. You can move this toolbar to the top of the editor.

Simply click on the three-dot button at the top right corner of the screen and then select the Top Toolbar option.

Move the block toolbar to the top of the editor

2. Use keyboard shortcuts

Gutenberg comes with several handy shortcuts that will make your workflow even better. The first one you should start using right away is the /.

Simply enter / and then start typing, and it will show you matching blocks that you can instantly add.

For more shortcuts, click on the three-dot menu on the top-right corner of your screen and then select ‘Keyboard Shortcuts’.

Launch keyboard shortcuts

This will bring up a popup with the list of all the keyboard shortcuts that you can use. The list will have different shortcuts for Windows and Mac users.

3. Drag and drop media to automatically create media blocks

Gutenberg allows you to just drag and drop files anywhere on the screen and it will automatically create a block for you.

You can drop a single image or video file, and it will create the block for you. You can also drop multiple image files to create a gallery block.

Drag and drop gallery block in new WordPress editor

4. Adding YouTube, Twitter, Facebook, Vimeo, and other embeds

Gutenberg introduces new embed blocks to the block editor. There is a block for all supported embed types including YouTube, Twitter, Facebook, and more.

Embed blocks

However, you can just copy and paste the embed URL at any point, and it will automatically create a block for you.

For example, if you added a YouTube video URL, it will automatically create a YouTube embed block and display the video.

YouTube embed

Adding More Blocks to Gutenberg Block Editor in WordPress

The new block editor in WordPress allows developers to create their own blocks. There are some awesome WordPress plugins offering block bundles for the new editor.

Here are a few of them:

1. Advanced Gutenberg

Advanced Gutenberg

Advanced Gutenberg comes with several blocks for popular content elements like WooCommerce product slider, testimonials, maps, counter, tabs, accordions, and more.

It also gives you advanced control on which users can access blocks based on their user roles. You can create user profiles and select which blocks they can add.

2. Stackable – Gutenberg Blocks

Stackable - Gutenberg Blocks

Stackable – Gutenberg Blocks is a collection of beautifully designed Gutenberg blocks that you can use on your website. It includes blocks for the container, posts, feature grid, accordion, image box, icon list, call to action, and more.

3. Editor Blocks

Editor blocks for Gutenberg

Editor Blocks is another neat collection of Gutenberg blocks that you can use. It comes with useful blocks like author profile, hero image, pricing table, brands, features, and more.

FAQs about Gutenberg – The New Block Editor in WordPress

Since Gutenberg became the new WordPress editor, we have been getting a lot of questions. Here are the answers to some of the most frequently asked questions about Gutenberg.

1. What happens to my older posts and pages? Can I still edit them?

Your old posts and pages are completely safe and unaffected by the Gutenberg. You can still edit them, and Gutenberg will automatically open them in a block containing the classic editor.

Editing older articles in new WordPress editor

You can edit them inside the old editor, or you can convert older articles into blocks and use the new block editor.

2. Can I still keep using the old editor?

Yes, you can still keep using the old editor. Simply install and activate the Classic Editor plugin.

Upon activation, it will disable the block editor, and you will be able to continue using the classic editor.

Please note that Classic Editor will be supported until 2022.

3. What to do if the new editor doesn’t work with a plugin or theme I am using?

Project Gutenberg was under development for a long time. This gave plugin and theme authors plenty of time to test their code for compatibility.

However, there is still a chance that some plugins and themes may not work well with the new editor. In that case, you can install the classic editor plugin, request the developer to add Gutenberg support, or simply find an alternative plugin or theme.

4. How to learn more Gutenberg tips and tricks?

WPBeginner is the best place to learn about the new block editor in WordPress. We are the largest WordPress resource site on the internet.

We will be publishing new articles and updating our old resources to help you master the new block editor.

Meanwhile, if you have any questions, feel free to reach out to us by leaving a comment or by using the contact form on our website.

We hope this Gutenberg tutorial helped you learn how to use the new WordPress block editor. You may also want to see our complete WordPress performance guide for improving your website speed.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post How to Use the New WordPress Block Editor (Gutenberg Tutorial) appeared first on WPBeginner.