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InDesign Secrets

From: InDesign Secrets

Video: 027 Managing your InDesign panels

David Blatner: Look you're never going to get a finish in InDesign, unless you master its panels. There are after all quite a lot of them. This is only about a half of InDesign panels that I've open right now and I can barely see my document in the middle there. Now I know some people who keep all the panels open at the same time, on a separate monitor. But I personally think that's kind of a crazy. I would rather manage my panels better, so I don't have to have them open all the time, and a key to managing your panels is InDesign's Workspace feature and you could find that feature under the Window menu up here in the Workspace submenu.

027 Managing your InDesign panels

David Blatner: Look you're never going to get a finish in InDesign, unless you master its panels. There are after all quite a lot of them. This is only about a half of InDesign panels that I've open right now and I can barely see my document in the middle there. Now I know some people who keep all the panels open at the same time, on a separate monitor. But I personally think that's kind of a crazy. I would rather manage my panels better, so I don't have to have them open all the time, and a key to managing your panels is InDesign's Workspace feature and you could find that feature under the Window menu up here in the Workspace submenu.

Each of these Advanced, Book, Essentials and so on that have the brackets [] around them, are workspaces that Adobe ships with InDesign and you can use those if you want, or you can choose them out of the Application bar here where it says Advanced. You can choose Advanced, Book, Essentials. Here they don't have the brackets [] around them but it's the same thing, they are workspaces that Adobe has created for you. Normally, when you launch InDesign you have the Essentials workspace setup for you, that doesn't show you many panels at all. So the first thing I do is I always switch to the Advanced panel, like here.

Now when you first launch InDesign, it starts you off with the Essentials workspace, which I think is kind of dumb because it has very few panels visible and even some menu items are missing. So I always switch to the Advanced workspace. But now here I went beyond advanced and I started opening panels, and moving panels around, and I've made quite a mess of things. So I like to go back to the original state of the Advanced panel. To do that, I choose Reset Advanced. That takes me back to the original advanced workspace, the way Adobe meant for it to look.

Now I'm not suggesting that you use Advanced just the way Adobe ships it. I'm suggesting that you start with Advanced and then customize it, to the way that you work. The more you customize InDesign, the more efficient you're going to be. So for example, if you never use the Gradient panel, well, take it right out. Just drag it right out of here and put it away. Just close it by clicking on that little Close button. Here's a few other things that I changed, when I'm setting up my copy of InDesign. First of all, I really liked having the Character Styles and the Paragraph Styles in the same group.

So I drag the Character Style up, until I see a highlight in this panel group. See how it has as blue highlight around it. Now they're in the same group. When I open one, I can see the other panel opening behind it in this little tab, and I can move back and forth. I also like taking this whole group and moving it by dragging this little dotted line up here, dragging that at up to the very top. And when I do that it shows up at the top, and the reason I do that is because first of all oftentimes my Paragraph Styles panel is very long and secondly, I use the Paragraph Styles and Character Styles a lot.

So I like having them at the top of the list. It's easier for my eye to get to it. But you could do it anyway you want. Next I open other panels that I commonly use, for example, I'll go to the Window menu, come down to Utilities, and choose Scripts. I happen to use scripts a lot, so I want that panel available to me at all times. I'm going to drag this little tab right out of this panel group, and drag it over into my doc. I'll wait until I see that little blue line, and when I let go you'll see that it creates a new panel group and puts the panel in there. Now I'll close this panel group, because I don't use those very often.

Let me show you a couple of other tricks to help you manage your panels. First I'll open the Align panel. That opens up this panel group with both Align and Pathfinder. I can separate these two panels by dragging one tab right out of the group. And now I can combine them in a different way. I'm going to grab this little tab at the top, drag it down, until I see a blue line. If I go too far, the blue line goes away and they simply snap next to each other, but if I see that little blue line at the bottom and the bottom panel kind of fades out little bit.

When I let go of the mouse button, these become two panels that act as one. As I drag the tab around, they both move around. If I Collapse to Icons, they both Collapse to Icons. So I find that very handy, in some situations to have panels that will always open and close together in that configuration. I'll go ahead and close that, and I'm going to go ahead and close his Paragraph Styles panel as well by clicking on the Panel Name over here in the dock. And now I like maximizing my screen real estate. I like to have as much room as possible to focus on the document, not the panels.

So I'm going to place my cursor over the left edge of this doc, and I'm going to drag it over to the right, and you can see as I'm dragging, the panel names get smaller until they get truncated. And then if I keep dragging, they clip down all the way to just icons. This is the way I like working with my panels in InDesign. I'm going to maximize the screen real estate for my document, and minimize the amount of space at the panels take up. After all, I know that this is the Pages Panel icon, so I don't have to see the name.

I know this is the Layers icon. I don't need to see the name and so on and I like that I can simply click on that icon to open and close it. Okay, now here's the important part. Once you set up your panels just the way you want them, don't forget to save your own custom workspace. I'll come up her to the Window menu, choose Workspace and then choose New Workspace. I'm going to give it a name, just call this David's Workspace, there you go, and then I'll click Ok. And suddenly up here in that Application menu, there's my workspace and in the Window Workspace submenu, there's my workspace.

So I can always get back to it. I encourage you to make not just one workspace but several. Make one perhaps, that's just for working on Print Documents and a different one that's for Interactive Documents. Whatever you want, remember what I like to call Blatner's first rule of publishing. Take the time now to set things up right and you'll save so much more time later when you're laying out your pages.

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This video is part of

Image for InDesign Secrets
InDesign Secrets

176 video lessons · 80700 viewers

Anne-Marie Concepción and David Blatner
Author

 
Expand all | Collapse all
  1. 5m 54s
    1. 176 Making captions easy (ignore text wrap, object style, library item, live caption) NEW
      5m 54s
  2. 51s
    1. 001 Welcome to InDesign Secrets
      51s
  3. 9m 41s
    1. 173 Making a character style change only the tint of your text
      2m 27s
    2. 174 Editing table set up from the keyboard
      4m 40s
    3. 175 How to sort text in InDesign
      2m 34s
  4. 12m 59s
    1. 170 All about All Caps (change case, open type option)
      4m 36s
    2. 171 Batch convert InDesign files to IDML and other formats
      2m 35s
    3. 172 Fun with placeholder text
      5m 48s
  5. 11m 52s
    1. 167 Creating blank entry spaces on forms
      3m 53s
    2. 168 Creative uses of the Slug area
      4m 45s
    3. 169 Change the UI languaging in InDesign CS6 and CC
      3m 14s
  6. 21m 11s
    1. 162 Keeping page numbers on top of master items
      3m 55s
    2. 163 Adding automatic currency symbols in a table cell or before text
      3m 50s
    3. 164 Make a pop-up footnote for your ebook
      3m 48s
    4. 165 Deleting tabs at the beginning of paragraphs and applying a paragraph style
      3m 10s
    5. 166 Five InDesign Presentation tips
      6m 28s
  7. 19m 54s
    1. 158 Sharing swatches (PS/IL/ID and ID to ID)
      3m 36s
    2. 159 Convert rounded corners to editable paths
      3m 15s
    3. 160 Convert local formatting to character styles
      5m 14s
    4. 161 Sort an index by page number
      7m 49s
  8. 16m 58s
    1. 154 When InDesign ignores your leading values
      4m 5s
    2. 155 Extracting images from a Word document
      3m 42s
    3. 156 Uncommon uses for Quick Apply
      6m 2s
    4. 157 Uncovering InDesign's magic font folders
      3m 9s
  9. 28m 47s
    1. 149 Cropping with paste into
      5m 18s
    2. 150 Using vertical justification to spread out text in a frame automatically
      5m 16s
    3. 151 Rotate text inside a frame, or the frame around the text
      2m 30s
    4. 152 Looking at snippets vs. libraries
      6m 49s
    5. 153 Import a folder full of pictures, one per page
      8m 54s
  10. 19m 1s
    1. 145 Lay out a front, back and spine for a book jacket
      6m 12s
    2. 146 Ghosting area of image behind text
      2m 53s
    3. 147 Make a transparency mask in InDesign
      3m 45s
    4. 148 Using preflight to find common document errors
      6m 11s
  11. 22m 35s
    1. 140 Faking bold and italic when the font family doesn’t have one
      5m 2s
    2. 141 Keeping the same scale size when updating or relinking to images
      3m 9s
    3. 142 Inserting glyphs
      6m 42s
    4. 143 Building richer, bolder color gradients
      3m 7s
    5. 144 Finding the right font with InDesign’s font menus
      4m 35s
  12. 21m 28s
    1. 136 Fitting text to a specific size
      4m 45s
    2. 137 Quick tips for making a small PDF file size
      6m 9s
    3. 138 Sharing presets, workspaces, and custom shortcuts sets
      5m 17s
    4. 139 Making a multi-level numbered list
      5m 17s
  13. 17m 21s
    1. 132 Changing the shape of polygons and starburst as you draw or afterward
      4m 17s
    2. 133 Contextual text and images that you only want sometimes visible
      4m 55s
    3. 134 Creating nav points in a movie
      4m 31s
    4. 135 Adding effects to your rule above and rule below
      3m 38s
  14. 22m 44s
    1. 128 Making automatic jump lines
      6m 52s
    2. 129 Turning off allow pages to shuffle in order to separate facing pages
      3m 40s
    3. 130 Dealing with parentheses around text size
      4m 19s
    4. 131 Make a fill in the blank label for contracts and forms
      7m 53s
  15. 23m 25s
    1. 123 Allow text frame to resize with text
      2m 43s
    2. 124 Mapping Word styles to InDesign styles
      5m 48s
    3. 125 Make two automatically threaded text flows
      3m 37s
    4. 126 Saving for Web in InDesign
      6m 7s
    5. 127 Numbering rows in a table
      5m 10s
  16. 13m 50s
    1. 120 Making alternative body text styles for fast typesetting
      5m 4s
    2. 121 Making InDesign patterns with the free PatternMaker
      3m 45s
    3. 122 Creating pull quotes the easy way
      5m 1s
  17. 13m 56s
    1. 117 Selecting text with the InDesign keyboard dance
      2m 0s
    2. 118 Including a total page count in your page numbers
      6m 19s
    3. 119 Making a custom arrowhead
      5m 37s
  18. 21m 53s
    1. 112 Packaging images on the pasteboard
      3m 32s
    2. 113 Automatically updating figure references for books
      6m 9s
    3. 114 Adding Tool Tips to your form fields in InDesign
      3m 21s
    4. 115 Setting poetry, flush left, center on longest line
      3m 54s
    5. 116 Use bookmarks to navigate long documents in production
      4m 57s
  19. 18m 26s
    1. 108 Using the same keyboard shortcut for two different commands with the Context feature
      5m 22s
    2. 109 Making a text highlighter
      3m 33s
    3. 110 Updating an interactive PDF without losing work done in Acrobat
      5m 31s
    4. 111 Adding custom text at the beginning of each line automatically
      4m 0s
  20. 25m 3s
    1. 104 Converting text to outlines the right way
      4m 30s
    2. 105 Turning InDesign into a speed demon
      8m 31s
    3. 106 Working with MiniBridge
      5m 45s
    4. 107 Customize your QR codes
      6m 17s
  21. 16m 34s
    1. 100 Aligning Objects tips and tricks
      5m 10s
    2. 101 Applying corner options to any shape
      2m 17s
    3. 102 Converting footnotes to endnotes with a free script
      4m 49s
    4. 103 Making tab leaders pretty
      4m 18s
  22. 24m 41s
    1. 096 Managing changing pages with primary text frames
      5m 23s
    2. 097 Secrets of the Info panel
      7m 31s
    3. 098 Surprising ways to do a word count
      5m 29s
    4. 099 Placing an object where you want it with an object style
      6m 18s
  23. 30m 33s
    1. 090 Three great Object Styles for any designer
      8m 1s
    2. 091 Choosing alpha channel image transparency
      2m 25s
    3. 092 Adding and reading metadata for InDesign files
      3m 25s
    4. 093 Adding ALT tags to your images
      6m 59s
    5. 094 How to Place & Link a text frame's text but not its formatting
      7m 4s
    6. 095 Setting the baseline position of a caption
      2m 39s
  24. 17m 58s
    1. 086 Using Illustrator to create InDesign gradient swatches
      4m 49s
    2. 087 Building a simple grep style to change character size
      3m 45s
    3. 088 Exporting a grayscale PDF
      3m 16s
    4. 089 Three ways to cheat text outside of its frame
      6m 8s
  25. 28m 38s
    1. 082 Creating a custom cross-reference format
      13m 53s
    2. 083 Putting different-sized pages on a single spread
      3m 7s
    3. 084 Formatting prices with nested and grep styles
      6m 21s
    4. 085 Checking out the Gridify tricks
      5m 17s
  26. 19m 15s
    1. 078 The secrets of formatting objects with Find/Change
      6m 34s
    2. 079 Using ruler guides: 10 great tricks
      5m 3s
    3. 080 Converting a clipping path to a frame
      4m 24s
    4. 081 Adding a drop shadow to a single word inside a frame
      3m 14s
  27. 31m 18s
    1. 074 Working with sets in the content conveyor tool
      10m 40s
    2. 075 Running text along the top and the bottom of a circle
      3m 51s
    3. 076 Creating a list using the Table of Contents feature
      3m 25s
    4. 077 Quickly threading frames together and unthreading frames
      13m 22s
  28. 29m 32s
    1. 070 Ten uses of the Story Editor
      11m 39s
    2. 071 Moving an object: Ten ways!
      7m 18s
    3. 072 Understanding optical margin alignment (and the quote trick)
      4m 23s
    4. 073 Changing the shape of any frame with the pen tool
      6m 12s
  29. 17m 47s
    1. 066 Customizing the story editor preferences
      6m 4s
    2. 067 Setting the size of text exactly with this free script
      3m 28s
    3. 068 Using Gravity to simulate perspective
      3m 15s
    4. 069 Fixing the overflowing text frame problem in EPUBs
      5m 0s
  30. 23m 37s
    1. 062 Embedding images
      7m 43s
    2. 063 Adjusting leading inside a paragraph
      4m 31s
    3. 064 Placing one InDesign file inside another
      3m 58s
    4. 065 Creating bookmarks for PDFs
      7m 25s
  31. 29m 16s
    1. 058 Text wrapping
      6m 54s
    2. 059 Inserting pages: Understanding the Pages panel
      4m 20s
    3. 060 Copying paths between Illustrator and InDesign
      5m 14s
    4. 061 Automating Find/Change with the Find/ChangeByList script
      12m 48s
  32. 35m 12s
    1. 052 Five things that should be in every new file
      5m 19s
    2. 053 Forcing EPUB page breaks with invisible objects
      6m 21s
    3. 054 Understanding component information
      6m 39s
    4. 055 Creating running heads using section markers
      4m 16s
    5. 056 Making a font with InDesign using the IndyFont script
      5m 20s
    6. 057 Finding where that color is used
      7m 17s
  33. 23m 41s
    1. 048 Specifying an exact amount of space between objects
      5m 17s
    2. 049 Fixing last lines that are too short
      8m 16s
    3. 050 Creating web graphics from your InDesign artwork
      7m 20s
    4. 051 Using “No Language” to suppress unwanted hyphenation, spell-checking, and smart quotes
      2m 48s
  34. 21m 30s
    1. 044 Formatting fractions correctly
      8m 11s
    2. 045 Fixing unwanted hyperlinks in an imported Word file
      5m 57s
    3. 046 Inline graphic tricks with invisible paragraphs
      4m 21s
    4. 047 Ensuring the first line of every chapter starts in the same spot
      3m 1s
  35. 29m 56s
    1. 038 Updating a linked table without losing formatting
      5m 38s
    2. 039 Creating electronic sticky notes
      4m 49s
    3. 040 Moving master page items to the top layer for visibility
      2m 48s
    4. 041 Five guide tricks that will impress your coworkers
      6m 18s
    5. 042 Letting InDesign add the diacritics
      4m 21s
    6. 043 Using single-cell table cells for custom paragraph formatting
      6m 2s
  36. 28m 19s
    1. 034 Importing a custom dictionary
      7m 8s
    2. 035 Changing document orientation and page size
      6m 45s
    3. 036 Numbering instead of using auto page numbers
      6m 23s
    4. 037 Setting story order with the Articles panel
      8m 3s
  37. 37m 59s
    1. 028 Creating running heads using variables
      5m 1s
    2. 029 Live Caption tips and tricks
      8m 3s
    3. 030 Making professional drop caps
      10m 37s
    4. 031 Making two-state buttons in interactive documents
      5m 5s
    5. 032 Moving pages from one document to another
      3m 15s
    6. 033 Wrapping bulleted text around a curve
      5m 58s
  38. 23m 50s
    1. 024 Using layer comps in Photoshop files to show alternates in InDesign
      4m 19s
    2. 025 Adding custom HTML tags to EPUB/HTML exports
      5m 32s
    3. 026 Tracking down type issues with the composition highlighter
      8m 13s
    4. 027 Managing your InDesign panels
      5m 46s
  39. 21m 34s
    1. 020 Using multiple windows for comparisons
      3m 35s
    2. 021 Putting images on a stroke
      5m 23s
    3. 022 Making your own motion path
      5m 43s
    4. 023 Copying objects between Illustrator and InDesign
      6m 53s
  40. 23m 9s
    1. 016 Aligning numbered lists by decimal points
      3m 10s
    2. 017 Running a script
      9m 33s
    3. 018 When text disappears from a text frame
      6m 18s
    4. 019 Preview and Presentation modes (changing color, etc.)
      4m 8s
  41. 25m 19s
    1. 012 InDesign's Easter eggs
      5m 0s
    2. 013 Three cool GREP styles everyone can use
      7m 35s
    3. 014 A field guide to special characters
      8m 2s
    4. 015 Trashing the application preferences to solve weird behaviors
      4m 42s
  42. 26m 7s
    1. 008 Selecting through and into objects using cmd-click and Select Above/Below
      5m 46s
    2. 009 Some great tips and tricks for the Swatches panel
      9m 40s
    3. 010 Saving down for backward compatibility with INX and IDML
      5m 55s
    4. 011 Using the INX and IDML formats to fix problems
      4m 46s
  43. 23m 26s
    1. 004 The indispensible Quick Apply feature
      5m 29s
    2. 005 Customizing the Links panel
      6m 53s
    3. 006 Magically building graphs with the Chartwell font
      7m 43s
    4. 007 Using the Eyedropper tool to pick up character or paragraph attributes
      3m 21s
  44. 9m 6s
    1. 002 The hidden "auto-expand text" feature
      5m 51s
    2. 003 Letting InDesign do the math for you
      3m 15s

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