The Perfect Wordpress Development Workflow PDF
The Perfect Wordpress Development Workflow PDF
The Perfect Wordpress Development Workflow PDF
Not necessarily.
When you develop on a live site, you risk breaking things that are, well, live. And if people are
trying to visit the site while you’re in the middle of making changes, they might stumble onto
some work-in-progress code that doesn’t look too great yet and ruins the reputation of the
site owner. Plus, there’s really no great way
to know what was changed each time you
make an update. If you’re collaborating
with someone, this can quickly cause some
When you develop on a live
headaches. site, you risk breaking things
The other, better option is to develop that are, well, live.
WordPress sites locally on your machine,
instead of on a live server. This is much safer
way to edit the files and write custom code, and definitely the method we’d recommend. And
with a local WordPress development application (of which there are several!), this method is
easier than ever!
The key to this phrase is local. With a local environment, you can spin up a WordPress site
where all of the data is hosted directly on your own machine, instead of an external server via
a hosting company.
And because all the necessary files are stored locally on your machine, it allows the browser to
render the site and even allows you to access the WordPress admin to make changes. So while
local sites aren’t technically live yet, they look and act live in your browser, allowing you to
work just as you normally would on any other WordPress site.
When you work on a local site, you’re not wasting any precious time or energy on a live
server. This means that if you make a change that happens to break something, while you still
have to fix it, at least your client’s live site isn’t busted (which could wreck their business
and reputation).
While this holds true for brand new sites, it’s especially important if you’re making changes to
an existing site. Think about it: how often do you make one single change that works flawlessly
without needing a slight adjustment? Or when experimenting with new plugins, how often do
you set them up without needing a few rounds of adjustments?
While it’s sure great when that happens, it’s just not realistic. And when you develop sites
locally, you can tinker to your heart’s content without fear of actually breaking anything.
2. YOU CAN DEVELOP YOUR SITE WITHOUT PAYING FOR A LIVE SERVER
Hosting sites costs money, but developing a local site doesn’t (as long as you’re using a free
app like Local by Flywheel). This means you skip that fee while the site is in development and
only pay when your site goes live.
If you’re building a brand new site (either for yourself or a client) this can make a big
difference. It’s hard to justify the cost of a live site if there’s only a “Coming Soon” page or an
unfinished design to look at. But with a local site, you can skip that conversation altogether
and get straight to developing.
The final benefit to developing sites locally is that you can technically work on them
disconnected from the internet. Because all the files you need are stored directly on your
machine, you can access them whenever you need to. On a road trip? No problem. Feel like
doing a little development on the beach? You go for it! With a local development environment,
crummy WiFi will never slow down your workflow.
• Local By Flywheel
• MAMP
• XAMPP
• DesktopServer
• ServerPress
They all have their pros and cons, but we’re going to focus on Local by Flywheel, a free way to
install WordPress locally on your machine. This app (available for Mac and Windows) is tailored
specifically for developers working with WordPress and designed to simplify the development
workflow.
First, download the application. Once you have the ZIP file, open it to install Local by Flywheel
on your machine. The first time you open Local, it’ll have to do just a hair of set up to create the
local servers on your computer. Don’t worry, this doesn’t take too long!
Once everything is set up, the fun begins! To whip up your first local WordPress site, click the
button to “Create a new site.” Then, all you need to do is choose a few settings.
Note: For each stage of site creation, you can choose to view the Advanced settings (great if
you’re a seasoned developer!) or just breeze through with the basics (great if you’re new at this).
Next you’ll choose the environment, which includes the PHP version, Web Server, and MySQL
version. If you’re a Flywheel customer (or want to be one day!) stick with the Preferred option
– that’ll make connecting the local site to Flywheel super smooth. If you’re looking for some
other options, go ahead and select the Custom option. This will allow you to custom build
your site with whatever environment you need!
Once you have your local site set up, the next step in the workflow is to actually start coding
and developing your site. We won’t go into too much detail here (as it really depends on what
type of site you’re building), but here are a couple ways to go about it.
Let’s start with WordPress themes and plugins. Like we mentioned earlier, local sites behave like
live sites, meaning you can still access the WordPress admin and install different themes and
plugins. This works fantastically for testing things – you can try different plugins against each
other, see what an update does, and so much more without worrying about breaking things.
If you’re interested in custom development, things are just as easy. All the files and stylesheets
that make up your site live right on your computer, meaning you can access them and make
changes as you please! There’s a link right in Local by Flywheel, making your files super
easy to find.
Once you’ve developed a site or two, you’ll probably start to identify a few of your favorite
plugins, JavaScript libraries, themes, and resources. Hold on to those! Even if you’re not sure
when you’ll need it again, keeping a list of your favorite tools can drastically speed up
development time.
If you’re working with lots of WordPress sites and tend to reuse certain settings, themes, and/
or plugins, Local by Flywheel features a great tool called Blueprints that will drastically speed
up your workflow. It allows you to package up those repeatable elements as a saved template,
allowing you to skip all the installation and start with those settings already set up.
For example, let’s say you’re a big fan of the Genesis framework and start there for all your
sites. Instead of installing it on every single new site you create, simply save it as a Blueprint and
you’ll be up and running in no time!
Git is a version control system that tracks changes to files. It’s a necessity for working on a team
that needs to collaborate within the same code and great for tracking the changes that are
made. GitHub is the most common host (which stores git repositories), but some other options
include GitLab and Bitbucket.
Note: If you’re not creating your own code and just tinkering with themes and plugins, this step
isn’t quite as necessary.
Local by Flywheel has a nifty feature called Live Links that allows you to send a link to your
clients so they can review your work before the site goes live. This saves you the headache of
hosting before you need to, messing with mockups just to send screenshots, or trying to
coordinate a meeting with your clients in person.
The earlier you can get feedback on your work, the faster you’ll be able to keep moving
through the project and know you’re on the right track!
Have a question? Wanna request a feature? Looking for more workflow tips? Check out the
Local Community, a place for Local by Flywheel users to connect and continue improving
processes!
Once you’re all done with development and have gotten client approval, it’s time to take your
site live!
Those methods still work just fine, they just take a little time. If you want to host your site on
Flywheel, we’ve made the process incredibly quick with our Connect to Flywheel feature. When
you connect your Local sites to Flywheel’s managed WordPress hosting platform, there’s no
need to mess with downloading and uploading and plugins and database exporting. Simply
pair up these platforms to push local sites live with a few quick clicks, easily pull down live sites
for offline editing, and sync up your tools for a simplified process.
It’s seriously as easy as one, two three! Here’s what the process looks like:
Stop wasting time on server management, security plugins, caching, and all those other boring
repetitive tasks that take your focus away from growing your business and jeopardize your
relationship with clients. Get Flywheel and get back to doing what you love.
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One of the easiest ways to keep a site secure is to stay up to date on the WordPress version.
If your live site is hosted on Flywheel, we’ll actually take care of this for you – you never even
have to think about it. If it’s elsewhere, make sure you know if you host helps you out or if that’s
something you need to stay on top of.
Along with WordPress itself, you should always update themes and plugins to protect against
vulnerabilities. If you’re nervous about how the update will affect your site, just experiment with
them in your local environment first. For example, you can pull your Flywheel site down to
Local, run the updates, and if you’re satisfied with the outcome, simply push the changes to
your live site. It’s an easy way to experiment and move back and forth!
One of the best practices you can get into is to take regular backups of your site, just in case
anything were to get a little messed up. If you site is hosted on Flywheel, we’ll take care of that
for you, too. We run a nightly backup of your site and save it for 30 days, allowing you to easily
roll back with just the click of a button!
As you push and pull copies of your site between Local and Flywheel, we also take backups
during that process so you’re always able to roll back your site.
We know, we know...we’ve already covered this. But it holds true even once your site is
launched! No matter how small the change is, you should always make it in a test environment
first before editing the live site. And with Local Connect to Flywheel, you can easily push and
pull those changes as you make them.
While your local site may have SSL (like Local by Flywheel offers!) you’ll need to install a real
certificate once the site is live. Flywheel offers Simple SSL on every site, which includes a free
certificate from Let’s Encrypt. Or if you need to bring your own specialty certificate, you can do
that, too!
$25/ MO
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