If the Office 2007 Ribbon has you pulling your hair out, a little customization may ease the pain. Susan Harkins explains how to put your frequently needed or hard to find items on the Quick Access Toolbar for, well, quick access.
By now, you probably know that Office 2007 groups related commands on a new interface object known as the Ribbon. While this is convenient most of the time, it means that commands aren't always available. Sometimes you have to switch between Ribbon tabs to access a command. Switching from one tab to another isn't a big deal, but if you do it a lot, it can become a nuisance. Fortunately, it's a nuisance you can avoid.
Add a command to the Quick Access Toolbar (QAT) and it will always be available, regardless of the current tab. You'll want to be a little bit discriminating about what you place on the QAT, because it can fill up in a hurry. Good candidates include those commands you have to search for when you need them:
- Any existing control, group, gallery, or menu item for easy access.
- Macros for quick execution.
You can also add separators to group items or reorder commands to offer a sense of organization.
To quickly add an item to the QAT, find it on the Ribbon, right-click it, and choose Add To Quick Access Toolbar. To quickly remove an item from the QAT, right-click it and choose Remove From Quick Access Toolbar. To add an item that's not on the Ribbon, do the following:
- Choose More Commands from the QAT's drop-down list (Figure A) to display the Word Options dialog box.
This menu offers common tasks and is unique to each application.
- From the Choose Commands From control, choose Commands Not In The Ribbon, as shown in Figure B, to update the list of items.
View commands that aren't on the Ribbon.
- Select the command you want to add to the QAT.
- Click Add to move the item to the Customize Quick Access Toolbar list. You can add many items at one time.
- When you're finished, click OK.
Ultimately, it's up to you to decide what items end up on your QAT. But there are several that you'll probably want to add as soon as you upgrade to Office 2007. Here are a few suggestions.
Note: This information is also available as a PDF download.
#1: Frequently used commands
Most of the frequently used commands are available via 2007's Office button. By default, the QAT displays three commands: Save, Undo, and Repeat. You'll probably want to add at least a few of your other frequently used commands to the QAT. To start, consider adding the following commands by application and customize further as needed:
- Word: New, Open, Save, Quick Print, Print Preview, Spelling & Grammar
- Excel: Open, Save, Quick Print
- Access: Open, Print Preview
- PowerPoint: Open, Save, Spelling & Grammar
#2: Track Changes in Word
If you author or review documents, add Track Changes to the QAT. Track Changes is available on the Review tab in the Tracking group. Going that route requires three clicks to enable or disable Track Changes if you're working in another tab. If you add the Track Changes command to Word's QAT, you can work in any tab and enable or disable Track Changes with one quick click. (You can do the same by pressing [Ctrl]+[Shift]+E, but adding the command to the QAT might be easier than memorizing one more keyboard shortcut.)
#3: Paragraph dialog in Word
Technically, the Paragraph dialog box isn't on Word's 2007 Ribbon, although you can click the dialog box launcher in the lower-right corner of the Paragraph group on the Home tab to access it. Not exactly intuitive. Adding the Paragraph command to the QAT might ease the transition to Word 2007 quicker and save you time when you're viewing another tab.
#4: Clear Formats in Word and PowerPoint
Getting rid of formatting can take a bit of thought. On the Home tab in the Font group, you can click Clear Formatting in Word 2007 or click Clear All Formatting in PowerPoint 2007. This command removes all formatting, such as bold, underline, and so on, while retaining the default formatting style. A quicker way is to add Clear Formats to the QAT.
#5: Design View in Access
The View command is available in many groups, making it easy to switch from Design View to full view. However, getting to Design View isn't always as easy. Adding Design View to the QAT probably won't impress users, but it will help you during the development, testing, and debugging stages.
#6: Visual Basic
Add the Visual Basic command to the QAT if you're a developer. This command is the equivalent of pressing [Alt]+[F11] to launch the Visual Basic Editor. A quick click and you're in the VBE. Although Access developers might appreciate it more than others, you can add Visual Basic to any application's QAT.
#7: Save As PDF
If you save files to PDF format, add the Save As PDF command to the QAT. PDF is a fixed-layout format that's easy to share and print, but not so easy to change. Many organizations use Word to collect and edit content and PDF format to publish that content.
Before you can use the Save As PDF command, you must install an add-in. Visit 2007 Microsoft Office Add-in: Microsoft Save as PDF or XPS and follow directions for downloading and installing the add-in. The Save As PDF command will be available from the Office button and you can add it to the QAT to make running the command even quicker.
#8: Format Painter
Format Painter's been around for a long time and users depend on it -- a lot. This command lets you quickly copy formats from one section of content to another. In 2007, it isn't always available when needed, so add it to the QAT in all the applications you use.
#9: Form in Excel
A data form in Excel is a dialog box that allows you to enter or view a complete row of information in a specific range or table. But the Form button isn't on the Excel 2007 Ribbon. If you frequently use data forms, add the Form button to the QAT.
#10: Document Location in Excel
The Document Location control displays the path and filename for the current workbook. It provides an easy way to copy the entire path into an e-mail, Word document, or Access table. It's not on the Excel 2007 Ribbon either.
What commands have you found elusive or indispensable enough to earn a spot on your Quick Access Toolbar? Share your suggestions in the discussion thread.
Susan Sales Harkins is an IT consultant, specializing in desktop solutions. Previously, she was editor in chief for The Cobb Group, the world's largest publisher of technical journals.