GeoPlatform Theme Community Cookbook

The GeoPlatform theme is our standard out-of-the-box theme that comes with each GeoPlatform community space. This theme uses the GeoPlatform style guide to maintain a consistent look and feel across all GeoPlatform spaces. The theme provides a structured layout with the flexibility to curate and customize all content. Since this is a GeoPlatform theme and we are constantly making updates and improvements, we are always happy to get suggestion from communities for future enhancements to the function or layout of the theme.

Customizing Your Community Home Page

The community home page is the main page of the community, this page is generally public and can be viewed by anyone. The page is comprised of widgets- meaning that you can add, delete, and re-order elements on the page (e.g. title banner, featured cards, map gallery, additional text, etc…). To customize your homepage, follow the steps below:
Adding Widgets
    Title Banner
    1. Go to your community site
    2. Login
    3. Go to the community homepage
    4. Click “Customize” in the top toolbar
      • This will open the customize menu on the left side of the screen
    5. Select “widgets”
    6. Click “Add a Widget
    7. Select “GeoPlatform Front Page Banner”
    8. In the “Content Area Text” box, enter your community’s name and any other addition information
      • This text editor uses HTML formatting.
    9. (Optional) If you would like to add a button under the text in the banner section, then move down to the “Call to Action” section. In the “Call to Action Text” box, add what you would like the button to say. In the “Call to Action Url” box, add the URL that you would like the button to link to.
    10. Once you have finished the following steps, click “Apply”
    11. Click the arrow at the top of the menu
    12. Click the arrow at the top of the menu again to get back to the main Customize menu
    13. Select “Header Image”
    14. Click “Add a new image”
    15. Either drag a new image into the media library or select an existing image.
    16. Make sure that the image has a check mark, then click “Select and Crop” in the bottom right of the screen
    17. Click “Skip cropping”
    18. Once you have finished with all the steps, click “Publish” at the top of the customize menu. This will save all the new changes



    Featured Cards
    1. Go to your community site
    2. Login
    3. Go to the community homepage
    4. Click “Customize” in the top toolbar
      • This will open the customize menu on the left side of the screen
    5. Select “widgets”
    6. Click “Add a Widget
    7. Select “GeoPlatform Front Page Featured”
    8. In the Featured section add the Source Category that you would like shown on the front page
      • This will add any posts or pages that are tag with that category to the front page
    9. In the “Section Title” box, add what you would like this section to be labeled. This title will be show on the homepage about the featured cards
    10. Once finished, click “Done”
    11. To save your changes, click “Publish” at the top of the customize menu



    Map Gallery
    1. Go to your community site
    2. Login
    3. Go to the community homepage
    4. Click “Customize” in the top toolbar
      • This will open the customize menu on the left side of the screen
    5. Select “widgets”
    6. Click “Add a Widget
    7. Select “GeoPlatform Front Page Maps”
    8. In the maps section, add the Gallery ID
      • To find the map gallery ID, follow these steps:
        1. Go to the GeoPlatform Map Manager: https://maps.geoplatform.gov/maps
        2. Select the “Galleries” tab
        3. Find and open that you would like to use
        4. In the URL bar, highlight and copy the string at the end (e.g. https://maps.geoplatform.gov/galleries/ff53207cc8d08e02033c7286004b5a22, ID = ff53207cc8d08e02033c7286004b5a22)
    9. Next, add the “Section Title”. This is the title that will be shown above the gallery on the

      homepage
    10. Once finished, click “Done”
    11. To save your changes, click “Publish” at the top of the customize menu


Reordering Widgets
  1. Go to your community site
  2. Login
  3. Go to the community homepage
  4. Click “Customize” in the top toolbar
    • This will open the customize menu on the left side of the screen
  5. Select “widgets”
  6. Click and hold each widget to drag it higher or lower in the listed widgets
    • As the widgets in the list are reordered, the homepage should be automatically adjusting

  7. Once finished, click “Publish” at the top of the customize menu to save your changes
Deleting Widgets
  1. Go to your community site
  2. Login
  3. Go to the community homepage
  4. Click “Customize” in the top toolbar
    • This will open the customize menu on the left side of the screen
  5. Select “widgets”
  6. Expand the widget that you would like to delete from the homepage
    • Todo this, click the arrow on the right side of the listed widget
Featured Sorting
  1. Go to your community site
  2. Login
  3. Go to the community homepage
  4. Click “Customize” in the top toolbar
    • This will open the customize menu on the left side of the screen
  5. Select “Featured Sorting”
  6. Choose the type of sorting to display your community featured cards:
    • Date (new to old) or (old to new)- sort categories, posts, pages, and category links based on the date in which they were created. Priority values will have no effect on date sorting.
    • Custom- Sort categories, posts, pages, and category links based on the order you choose. Each must be assigned a numeric value under Featured Display Priority for the individual tagged category, post, page, or category link or they will not show up on the front page. Lower values will appear first, zero and negative values will not appear at all.
      1. Go to the individual category, post, page, or category link tagged for the Front Page.
      2. Scroll down below the editing window and add a Featured Display Priority value to each based on the order you wish to display.
      3. Sorting order begins with categories first then posts, pages and category links following.
      4. Update each item after applying the new priority value.
    • Note: Custom sorting option carries over for individual listings under a single category. Those listing must also be assigned a priority value or they will not be visible under the category page.
  7. Once finished, click “Publish” at the top of the customize menu to save your changes and “Preview” to view the homepage.




For a visual step by step guide, please visit the video tutorials page.
Creating Categories
Categories – Categories are tags that allow posts and/or pages to be labeled under a specific group. In the categories section, categories can be added, edited, or deleted.  Categories can also be displayed as featured cards on the homepage.

Note: creating, editing, and deleting categories requires Editor access.



Adding New Categories
  1. Log in to your community site.
  2. Click your community’s title on the left side of the top toolbar.
    • The dashboard should open.
  3. Select “Posts” or “Pages” in the left side menu.
  4. Then select “Categories” in the new left side menu.
    • The list of existing categories should now be displayed on the screen. This is where existing categories can be edited or deleted, and new categories added. The categories are the same for both posts and pages.
  5. On the left side of the Categories page, there is an option to add a new one.
  6. Enter a title.
  7. Add a “Slug” (Optional)
    • The slug is what will be added to the end of the URL to make it unique. If you do not enter one, one will be automatically created for you.
  8. Add Description (optional).
    • The description will show up in the banner area of the categories page. This is a good place to briefly summarize the type of content that the posts and pages listed here contain.
  9. Add Parent Category.
    • If this category will be appearing on the front page as a featured card, then the “Front Page” category must be selected as the parent category.
  10. Add an Image (optional).
    • This is the Featured/Category card image for the community home page. If no image is added, the card will be gray.
Creating Featured Cards

On the community home page there is a featured section showing a variety of cards. The cards can be added using categories, posts, pages and category links. To use this option, the GeoPlatform Front Page Featured widget must be placed on the Frontpage Widgets area on the Widget editor (Under Customize). To learn more about adding the Front Page Featured widget view Adding Widgets. To learn more about sorting your featured cards view Featured Sorting.

Note: adding or editing featured cards requires Editor access.



Creating Featured Cards for Categories
  1. Log in to your community site.
  2. Click your community’s title on the left side of the top toolbar.
    • The dashboard should open.
  3. Select “Posts” or “Pages” in the left side menu.
  4. Select “Categories” in the new left side menu.
    • The list of existing categories should now be displayed on the screen. If you want to add a new category, see Managing Categories.
  5. Click on the category you want to add as a featured card.
  6. Change the Parent Category to “Front Page”.
  7. Click “Update” to save changes
  8. If your featured cards are set to sort by “custom sorting”, each category tagged as “Front Page” must have a priority value set. See Featured Sorting for more information
  9. Once finished, click “Update” to save your changes.

Creating Featured Cards for Pages
  1. Log in to your community site.
  2. Click your community’s title on the left side of the top toolbar.
    • The dashboard should open.
  3. Select “Pages” in the left side menu.
    • The list of existing pages should now be displayed on the screen. If you want to add a new page, see the Adding a new page section.
  4. Click on the page you want to add as a featured card.
  5. In the Categories section on the right side, check the box for the “Front Page” category.
  6. Click “Update” to save changes
  7. If your featured cards are set to sort by “custom sorting”, each category tagged as “Front Page” must have a priority value set. See Featured Sorting for more information.
  8. Once finished, click “Update” to save your changes.

Creating Featured Cards for Posts
  1. Log in to your community site.
  2. Click your community’s title on the left side of the top toolbar.
    • The dashboard should open.
  3. Select “Posts” in the left side menu.
    • The list of existing posts should now be displayed on the screen. If you want to add a new post, see the Adding a new post section.
  4. Click on the post you want to add as a featured card.
  5. In the Categories section on the right side, check the box for the “Front Page” category.
  6. Click “Update” to save changes
  7. If your featured cards are set to sort by “custom sorting”, each category tagged as “Front Page” must have a priority value set. See Featured Sorting for more information.
  8. Once finished, click “Update” to save your changes.

Creating Featured Cards for Category Links
  1. Log in to your community site.
  2. Click your community’s title on the left side of the top toolbar.
    • The dashboard should open.
  3. Select “Category Links” in the left side menu.
    • The list of existing category links should now be displayed on the screen.
  4. Click on the category link you want to add as a featured card.
  5. In the Categories section on the right side, check the box for the “Front Page” category.
  6. Click “Update” to save changes
  7. If your featured cards are set to sort by “custom sorting”, each category tagged as “Front Page” must have a priority value set. See Featured Sorting for more information.
  8. Once finished, click “Update” to save your changes.

Creating Posts and Pages

Each subpage of your community website will be either a new page or a post (also called a blog post). Both of these can display content and be linked in various ways to the community.


Adding a New Post or Page
  1. Log in to your community site.
  2. Click your community’s title on the left side of the top toolbar.
    • The dashboard should open.
  3. Select “Posts” or “Pages” in the left side menu.
  4. Click “Add New”
  5. Enter a title.
    • This will create the permalink for the post or page. To change the link, click the “Edit” button to the right of it.
  6. In the large text box below, add content.
    • When adding content, the text can be edited through the “Visual” editor or the “Text” editor (recommended method). The Visual editor displays the text as it is written in the editor window. The Text editor uses html to display the text. Refer to the “Editing Text” section for helpful tips using the Text editor.
  7. Add content to the “Banner Area Custom Conent” section. (Optional)
    • Any content added here will be displayed in the top banner of the post or page.
  8. Add a Featured Image (optional). In the Featured Image section at the bottom of the right side menu, click “Set featured image”.
    • This image will appear next to the page item when/if it is listed in a category.
  9. Select an image from the Media Library or add a new one in the “Upload Files” tab.
  10. Once you have found an image, select “Set featured image” in the bottom right corner.
  11. Once finished, click the blue “Publish” button on the right side of the page. If you are not done but would like to save what you have so far, click “Save Draft”.
Attaching a Post or Page to Categories
  1. Log in to your community site.
  2. Click your community’s title on the left side of the top toolbar.
    • The dashboard should open.
  3. Select “Posts” or “Pages” in the left side menu.
  4. Find and select the post or page you would like to add to a category.
  5. Click “Edit”.
  6. On the right side of the screen, find the “Categories” section.
  7. Check the box next to the category(s) you would like to add the post or page to.
    • A post or page can be added to more than one category.
  8. Click “Update”.
    • The post or page has now been added to the category.



Editing Text – Using the Visual or WYSIWYG (What You See Is What You Get) editor can be tricky at times. If the posts are not turning out how you intended, try using the “text editor”. Click the “Text” tab at the top right of the editing box. This will show the HTML formating of the post.
  • Surround each section in the appropriate tags. Sections can range from one character to multiple paragraphs.
      • For ExampleIf you wanted to Italicize the whole sentence and underline one word, in the “text” editor it would look like this.
        <em>If you wanted to Italicize the whole sentence and <u>underline</u> one word, in the “text” editor it would look like this.</em>
      • Tags
        • Bold = <strong>text</strong>
        • Italicized = <em>text</em>
        • Underlined = <u>text</u>
        • Tab = <ul>text</ul>
        • bullet point = <li>text</li>
        • Paragraph = <p>text</p>
        • Line Break = <br> (This one does not require a closing tag.)
        • Font Size = <font size=”number“>text</font>
      • Note – Any words in orange can be changed.

Text Tips
  • Use the “Preview Changes” button to view new changes before saving them.
  • If you would like to add media, click where on the page you would like it to go, and click “Add Media”.


For a visual step by step guide, please visit the video tutorials page.

Editing Menus

Both the main menu in the top right corner of your community home page and the right side menu on posts and pages can be edited to fit your community needs.

Editing the Main Menu

The main menu is broken down into different sections, all of which can be edited. To edit the main menu, follow the instructions below.

  1. Log in to your community.
  2. Click Customize
  3. Click Menus
    • Two sections will appear- “Menus” and below, “Menu Locations”
  4. Under Menus, Click “Create New Menu”
    • Add Menu Name
    • Add Menu items by clicking + Add item
  5. Once you have finished Adding, Editing, or Deleting the items in the menu, click “Save Menu”.
  6. The main menu is broken down into different sections viewable under “Menu Locations”.
      Header Bar – Top in line with GeoPlatform Logo
      1 = “Header Menu – Left Column”
      2 = “Header Menu – Center Column”
      3 = “Header Menu – Right Column 1”
      4 = “Header Menu – Right Column 2”

  7. Once you have made changes to an existing menu or added a new menu, scroll to “Menu Locations” and check the box of where this menu should appear
    • You can check more than one menu location if the menu should appear in two places ie. “Header Bar” and “Header Menu- Center Column”.
  8. Click Publish

Editing the Right Side Menu

The right side menu is located on posts and pages on the right side of the page. This menu is made up of widgets. Follow the instructions below to learn how to create, edit, or delete items on the menu.

  1. Login to your community space.
  2. Navigate to any page or post with a sidebar menu.
  3. On the top menu bar, click “Customize”.
  4. Select “Widgets”.
    • On the right side is the “Sidebar Widget” section, this is where the Right Side Menu can be changed.
  5. Select “Sidebar Widgets”
  6. To add new widgets to the menu, click “+ Add a Widget”.
  7. To remove widgets from the sidebar menu, click the drop down arrow on the widget in the sidebar menu section and click “remove”.
  8. To edit widgets that are currently in the sidebar section, click the the drop down menu on the widget and the editing box will open.
    • Be sure to click “Apply” to save changes to that widget.
  9. Click “Publish” when finished.


  10. For a visual step by step guide, please visit the video tutorials page.
Updated on February 18, 2020
Have Other Questions?
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