Businesses are finally converting to Office 2007 and I’ve been told that a particular Phoenix-based company (employee wishes to remain anonymous) is not providing training during the conversion. So, I will provide some Office 2007 tips and tricks to help get you started.
First, the Office 2007 interface is very different from previous versions of Office. Instead of using “Menus,” Office 2007 & 2010 now have “Ribbons.” Along with the ribbons, the “File” menu has been replaced with the “Office” button.
The “Office” button is where you can locate many of the features that were on the old “File” menu, such as “Print,” “Page Setup,” “Send,” and “Save As.”
The file menu items are also available on the “Quick Access Toolbar.” This is the little toolbar above the ribbon tabs, to the right of the “Office” button.
I recommend that users immediately customize this toolbar and place shortcuts used often.
Here’s how to customize the “Quick Access Toolbar.”
Click on the drop down arrow on the right side of the toolbar. See image to the above left.
Within the drop down, select any item you wish to add to the toolbar. If the shortcut you are looking for is not on the drop down, select “More Commands” to customize.
Notice the “More Commands” window is similar to the Office 2003 “Customize Toolbar” window.
Simply scroll through the menu items on the left side, select the item you wish to add and click the “Add” button in the middle of the window. See slideshow below for graphics.
HINT: The default menu items are “Popular Commands.” Simply click on the drop down arrow to select “All Commands” or a specific ribbon tab that contains the shortcut you want to add.
This adds the shortcut to the “Quick Access Toolbar” and then you may use the arrows on the right side of the screen to change the order of the items on the toolbar.
Once you have added all items you want, click on the “OK” button to save your selections and return to the Office 2007 application.
NOTE: There is a caveat – the “Quick Access Toolbar” is customizable within each Office 2007 application. Therefore, you cannot customize the toolbar in Word and have all of the same shortcuts available in Excel. You must open each application and customize its specific toolbar.
Another nice feature about the Quick Access Toolbar is that you can change its location.
If you prefer, move it below the “Ribbons” by clicking on the drop down arrow on the right and selecting “Show Below the Ribbon.” To move it back, click on the drop down arrow and select “Show Above the Ribbon.” See slideshow for graphics.
One last thing that may help users converting to Office 2007 is that you can minimize the “Ribbons” if you prefer to have more space within the window. To do this, simply double-click on any of the “Ribbon” tabs. To open them again, double-click a tab and the ribbons are restored.
Visit some of my other Office 2007 articles to help with your conversion. And, check back often for more Office 2007 tips and tricks.
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