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Positioning panels correctly

From: InDesign CS5 Essential Training

Video: Positioning panels correctly

Most of InDesign's features live in its panels, like up here in the Pages panel, and there are a lot of panels in this program. And since you're going to be looking at these panels a lot, you should really know how to manage them efficiently. Now by the way, I'm using the word panels, some people call these palettes. If you hear someone say palette, that's fine, just smile and know panels and palettes, they're all the same thing. Now when you first open InDesign, you see a list of panels along the right edge of your screen here. They're all in something called a Dock. Let's get our terminology straight so we all know what we're talking about.

Positioning panels correctly

Most of InDesign's features live in its panels, like up here in the Pages panel, and there are a lot of panels in this program. And since you're going to be looking at these panels a lot, you should really know how to manage them efficiently. Now by the way, I'm using the word panels, some people call these palettes. If you hear someone say palette, that's fine, just smile and know panels and palettes, they're all the same thing. Now when you first open InDesign, you see a list of panels along the right edge of your screen here. They're all in something called a Dock. Let's get our terminology straight so we all know what we're talking about.

The thing on the right here is the dock, inside there are these tiles, and these tiles represent panels. If I click on a panel it closes all the other panels from that dock and opens this panel. Some panels live by themselves in their own panel group and sometimes they share a panel group with others. For example, up here the Color and the Stroke panel are in the same panel group. I can tell that by this little dotted gray line up here at the top of the group. Now panels don't have to live in a dock. I can drag them out so they're free-floating.

For example, I'll drag this Color panel out and now it's floating out here all by itself on top of my document. So now the only panel left in the group is the Stroke panel and I can close that again by clicking on the tile inside the dock. I can also drag the Stroke panel out, and notice that this one looks a little bit different. This is a tile inside its own free- floating panel but you can change this into what looks like a normal panel by clicking that little double arrow in the upper right corner. That expands it into a normal panel.

Click it again and it will close back into a little tile again. I'll open it up and then I want to show you that I can drag the Stroke panel over on top of the Color panel and now these will go back into a group again. So I now have two different panels inside this one group. If I later decide I want to dock them again, no problem, I can either dock them one at a time by dragging out the name of the panel. I'll just drag that right into the dock. There we go, and I'll drag the Stroke item over, and now while I'm doing this, pay attention to where the blue line is highlighting.

If I highlight it down here, it's a little bit hard to see, but if I highlight it down here, it will create a new panel group. If I move it up a little bit, so it highlights the Color group, then it will add it to that group. There we go. So now both of those are inside the group. Let me show you one more way to add it to the group again. I'll pull out that whole group, so I can see both of these. I'll maximize it so we can see it, and now I want to move the whole group back into the Dock again. But instead of doing it one panel at a time, I'm going to move the whole group back by dragging its dark gray title Bar or whatever that's called, that little bar at the top.

Drag that handle all the way in, and once again I can add it as its own group or even add it to the Swatches panel group. So, now I have all three of these inside one group. One more important thing about the Dock here that's holding all of these, You can resize the Dock itself. Right now, it's too wide for my taste. I don't need to see the words Stroke, Color, Swatches, etcetera. I know what those panels are, just because I can look at the icons, and after you work with InDesign for a week or two you're going to recognize those icons as well, and you won't need to see the names up there anymore.

So reclaim some of your screen real estate by minimizing the Dock itself. And the way you do that is by placing the cursor over the left edge of the Dock, you have to wait until you get that little double-headed arrow and then drag to the right, and you can see that it just minimizes it, shrinks the size of the Dock until it snaps down to being just icons. And if you do forget what one of those icons are, you can always just hover the cursor on top of it until you see a little tooltip. So that one says Links, this one is Layers and so on. So you do get a little hint there from InDesign if you need it.

Now let's go ahead and open some more panels. Remember, all the panels in InDesign live under the Window menu. I'll go ahead and open, let's say the Info panel. There we go. There is the Info panel and let's open some other ones as well. How about inside the Output sub- menu, we can grab something else like Separations Preview. There's all kinds of panels in here. This is actually going to be a bunch of different panels in a group and I can put all of those into the Dock down below these in that gray area, or I can drag this up until I see a vertical blue line. Again, it's a little bit hard to see but if you look for a vertical blue line highlighting there and I let go, it actually creates a new Dock.

So now I've got a second Dock next to the first. I'll bring this panel group up here and I'll drag that in as well. Now why do these look like full panels even though they're docked? It's because they're expanded. Once again you can expand or minimize by clicking on the double triangles, those double arrows up there, there we go. Now they are just icons or tiles as I call them. And I can minimize these as well if I want to. It's up to you. The cool thing about having two different docks or even more docks if you want, is that you can have more than one docked panel open at the same time.

So for example I can click on Separations Preview and click on the Color panel and both of these can be open at the same time. You can only have one panel per dock open, but if you have more than one dock then you can have more than one panel open. So that's kind of handy. But in general, if you do want to have more than one panel open I recommend just dragging it out and having it free-floating. That's usually easier. Now once you have a panel open, you can resize it in various ways. The basic way though is to drag either in the lower right corner, this little shaded area, you can drag it and make it wider or smaller or just by dragging the edge, either the bottom edge or the right edge, you can make it wider or shorter, narrower and so on, to resize it to the size that you want.

Okay, there's one more thing about panels which I want to tell you and this actually has nothing to do with positioning but it does have something very important to do with panels themselves which is in the upper right corner of most panels, just below that double arrow, is a little icon which means there is a menu there. Most panels have their own menus and if you click on them, you'll see that there's a bunch of features in here and some of these features do not appear any other place in the program. So they're not up in the menus here, some of them don't even have keyboard shortcuts. So it's very important that whenever you're looking at a new panel that you take a look at the Panel menu to see what kind of features are hiding in there.

Positioning your panels is all about finding what you need as easily and quickly as possible. If you're spending all your time moving panels out of the way and opening new ones, closing them and so on, you're not being very efficient. So fortunately that's where InDesign's Workspaces feature comes in.

Show transcript

This video is part of

Image for InDesign CS5 Essential Training
InDesign CS5 Essential Training

135 video lessons · 89555 viewers

David Blatner
Author

 
Expand all | Collapse all
  1. 5m 50s
    1. Welcome
      1m 33s
    2. What is InDesign CS5?
      2m 26s
    3. Using the exercise files
      1m 51s
  2. 54m 49s
    1. Understanding the Application window
      6m 0s
    2. Navigating pages
      6m 39s
    3. Zooming and magnifying
      6m 57s
    4. Managing more than one document window
      3m 36s
    5. Setting rulers and measurements
      2m 9s
    6. Positioning panels correctly
      6m 28s
    7. Saving time by making workspaces
      3m 24s
    8. Setting the view quality of artwork
      4m 9s
    9. Adjusting View and Preview settings
      4m 56s
    10. Rotating pages and spreads
      3m 2s
    11. Displaying a new view with the New Window feature
      3m 29s
    12. Setting application and document preferences
      4m 0s
  3. 21m 31s
    1. Using the Tool panel
      8m 1s
    2. Learning and editing keyboard shortcuts
      6m 24s
    3. Working with spring-loaded tool shortcuts
      1m 17s
    4. Using contextual menus
      2m 51s
    5. Choosing menu items with Quick Apply
      2m 58s
  4. 45m 25s
    1. Creating new documents
      7m 28s
    2. Saving and reverting documents
      3m 41s
    3. Using multiple Undo and Revert
      4m 28s
    4. Setting margin and column guides
      5m 16s
    5. Using ruler guides
      8m 10s
    6. Bleeding colors or images off the side of the page
      4m 29s
    7. Saving objects in libraries
      4m 49s
    8. Exporting and importing page snippets
      4m 29s
    9. Saving for CS4 with IDML
      2m 35s
  5. 31m 18s
    1. Inserting, deleting, and moving pages
      7m 23s
    2. Changing page size
      6m 14s
    3. Adding page numbering
      3m 43s
    4. Changing page numbering with sections
      5m 58s
    5. Creating and applying master pages
      5m 20s
    6. Overriding master page items
      2m 40s
  6. 1h 21m
    1. Understanding text frames
      4m 6s
    2. Typing and editing text
      4m 36s
    3. Filling with placeholder text
      2m 38s
    4. Inserting special characters
      4m 43s
    5. Importing text
      7m 49s
    6. Threading text frames
      4m 1s
    7. Setting text frame columns and insets
      6m 32s
    8. Setting vertical justification and first baseline position
      6m 9s
    9. Putting text on a path
      6m 51s
    10. Using the Story Editor
      8m 43s
    11. Checking spelling
      7m 42s
    12. Using Find/Change
      9m 25s
    13. Tracking text changes
      8m 1s
  7. 49m 50s
    1. Importing graphics
      8m 11s
    2. Importing from Mini Bridge
      5m 27s
    3. Using the Links panel
      6m 34s
    4. Embedding links
      2m 37s
    5. Editing graphics in their original app
      3m 14s
    6. Fitting graphics to a frame
      6m 12s
    7. Taking advantage of image transparency and clipping paths
      4m 53s
    8. Adding live captions
      5m 56s
    9. Colorizing images
      2m 1s
    10. Turning image layers on and off
      4m 45s
  8. 46m 15s
    1. Selecting objects
      5m 32s
    2. Applying basic strokes and fills
      8m 18s
    3. Using advanced strokes
      3m 28s
    4. Adjusting transparency
      4m 38s
    5. Adding drop shadows
      6m 41s
    6. Applying feathering
      4m 25s
    7. Copying formatting with the Eyedropper tool
      4m 35s
    8. Finding and changing object formatting
      4m 50s
    9. Making polygons and starbursts
      3m 48s
  9. 22m 56s
    1. Making interactive documents
      2m 6s
    2. Adding hyperlinks
      5m 52s
    3. Building bookmarks
      3m 38s
    4. Creating buttons
      8m 57s
    5. Animating an object
      2m 23s
  10. 23m 29s
    1. Creating color swatches
      5m 52s
    2. The danger and power of unnamed colors
      4m 47s
    3. Building tint swatches
      2m 18s
    4. Creating gradient swatches
      3m 56s
    5. Applying gradients
      6m 36s
  11. 50m 0s
    1. Positioning objects with the Page Gap tool
      2m 53s
    2. Stacking objects
      2m 13s
    3. Creating and controlling layers
      3m 53s
    4. Managing objects in the Layers panel
      3m 37s
    5. Nesting objects
      2m 46s
    6. Editing frame and path shapes
      4m 6s
    7. Adding rounded corners and other corner options
      3m 57s
    8. Grouping objects
      3m 14s
    9. Locking objects
      2m 39s
    10. Aligning and distributing
      5m 43s
    11. Understanding text wrap
      8m 13s
    12. Using anchored objects
      6m 46s
  12. 18m 49s
    1. Duplicating objects
      5m 39s
    2. Rotating objects
      3m 3s
    3. Scaling objects
      3m 57s
    4. Mirroring objects
      3m 46s
    5. Using the Transform Again feature
      2m 24s
  13. 25m 52s
    1. Applying basic character styling
      7m 8s
    2. Applying advanced character formatting
      4m 54s
    3. Changing case
      2m 51s
    4. Understanding OpenType features
      3m 19s
    5. Using Find/Change for text formatting
      3m 18s
    6. Using Find Font
      4m 22s
  14. 45m 27s
    1. Applying formatting to a paragraph
      4m 14s
    2. Spanning a paragraph across multiple columns
      3m 5s
    3. Splitting a paragraph into multiple columns
      2m 1s
    4. Using drop caps
      3m 16s
    5. Adjusting text hyphenation
      3m 21s
    6. Fine-tuning justified text
      4m 19s
    7. Setting tabs
      5m 54s
    8. Aligning to a baseline grid
      4m 24s
    9. Controlling orphans and widows with Keep Options
      2m 39s
    10. Adding rules (lines) above or below a paragraph
      3m 14s
    11. Adding automatic bullets
      4m 39s
    12. Working with numbered lists
      4m 21s
  15. 31m 3s
    1. Creating and applying paragraph styles
      6m 34s
    2. Using character styles
      5m 43s
    3. Applying styles automatically with Nested Styles
      7m 19s
    4. Using object styles
      3m 27s
    5. Using Quick Apply with styles
      2m 49s
    6. Cleaning up a local formatting mess
      5m 11s
  16. 37m 0s
    1. Creating a table
      5m 54s
    2. Adjusting rows and columns
      6m 35s
    3. Formatting a table
      8m 5s
    4. Adding headers and footers
      1m 58s
    5. Applying table styles
      5m 32s
    6. Adding Microsoft Word and Excel tables
      8m 56s
  17. 10m 26s
    1. Checking your document with the Preflight panel
      2m 54s
    2. Creating a custom preflight profile
      4m 45s
    3. Checking color with the Separations Preview
      2m 47s
  18. 31m 7s
    1. Packaging for output
      4m 13s
    2. Using the Print dialog box
      10m 22s
    3. Exporting a PDF
      8m 47s
    4. Exporting an interactive PDF
      3m 59s
    5. Exporting text
      1m 36s
    6. Exporting SWF files
      2m 10s
  19. 1m 32s
    1. Finding more information and help
      1m 12s
    2. Goodbye
      20s

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