How to upload a new case study (portfolio)

Learn how to create a new case study (now called portfolio) on Green House's website.

Step 1. Begin the case study document on Wordpress

1. Go the Wordpress (backend) of Green House's website
2. Click on Portfolio (left side of the screen)
3. Click the Add New Item box at the top of the window
4. Write the client company's title in the Add Title box
5. Click Publish to save the document

Step 2. Edit and set featured image

1. Find the company logo
   1. You can access this through their Brandbay, or you can find it by right-clicking on a logo posted on their website
   2. Keep in mind that any image provided by the client will be better quality (e.g., not right-clicking on a picture from their website)
   3. The vertical, condensed version of the logo is recommended
2. Go to the Green House Canva account (find access information on the passwords page)
3. Click on Projects > Green House Website (folder) > Portfolio Featured Images
4. Scroll to the end, duplicate the previous page, and delete any previous logo on the duplicate
5. Name the page your client's name
6. Upload the client's logo and be sure to size it consistently with previous logos (most of the box with a little margin on the sides)
   1. Be careful not to distort logo dimensions during this process
7. With the logo selected, right-click Align to page > Center & Middle
8. Select the logo > Edit > Effects > Duotone > Custom > Highlights: White > Shadows: White
   1. Please follow this step even if the logo is already white!
9. Click Share > Download > Select pages > Current page > Download
10. Navigate back to the Wordpress article > Select featured image > Upload files > Select Files
11. Select the Canva download, write [Client Name] Logo for Title, Caption, and Description 
12. Click Set featured image
13. Click Save

Step 3. Create the portfolio on Elementor

1. Click Edit with Elementor (top of page)
2. Click the folder icon in the Drag widget here box > Templates > Single Portfolio > Insert > Apply
3. Go through the template and fill out information with the company information. 
   Be sure to change:
   1. Company name
   2. Description boxes
   3. Buttons, including their links (open in new window)
   4. The logo(s)
   5. The photo (be sure to attatch links)
   6. Testimonial
   7. About, Challenge, Solution, Key Results sections (keep them condensed)
4. Click Publish

Step 4. Organize elements in Wordpress

1. Go back to Wordpress > Media
   
   1. Add the logo or other pictures for the client into the correct folder
      1. To do this for a new client, you may need to make a new folder called [Client Name]
   2. After doing this, Unassigned Files should read 0
2. Go back to the Portfolio window
3. Click Quick Edit and make sure all information looks correct
   1. Make the Date whatever date your team finished the client
   2. Be sure to select the correct Portfolio Categories depending on what package was provided
4. Click Update
5. Go back into the article, and scroll to Meta descriptions section (bottom of page)
   1. Update the Focus Keyphrase, Title, Slug, and Meta description, in the SEO tab just like you would for a normal page
6. Copy the Title and Meta description to the Social tab
7. Select the same image (Canva-edited logo)
8. Click Save

Video Instructions: