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Saving a workspace

From: InDesign Insider Training: Beyond the Essentials

Video: Saving a workspace

It's great that InDesign let's you put your panels anywhere you want on your screen, but honestly, if you have too many panels open at the same time, you're going to have no end of frustration. And also, sometimes, let's say you're editing text, you only want your text-relevant panels open. Other times you may only want your animation panels or your graphics-oriented panels. Fortunately, InDesign has a feature called Workspaces that let's you see just what you want to see when you want to see it. To make a custom workspace, the first thing you need to do is set up your panels the way you want to see them.

Saving a workspace

It's great that InDesign let's you put your panels anywhere you want on your screen, but honestly, if you have too many panels open at the same time, you're going to have no end of frustration. And also, sometimes, let's say you're editing text, you only want your text-relevant panels open. Other times you may only want your animation panels or your graphics-oriented panels. Fortunately, InDesign has a feature called Workspaces that let's you see just what you want to see when you want to see it. To make a custom workspace, the first thing you need to do is set up your panels the way you want to see them.

In this case, I'm going to make my Animation panel disappear, I'll pull my Glyphs panel over into the dock, let's do the same with my Hyperlinks panel, and I'm going to drag my Styles panel over into a second dock. A lot of people don't realize that if you place the cursor just to the right of the document window, you see a blue line, and if I let go there, it's going to create a second dock, or first dock, depending which way you look at it, but that second dock shows up to the left of my primary dock. Now I'm going to click this little double-headed arrow here. That kind of minimizes the panel, so I just see the icon and the name.

Now I'm going to drag my Character Styles panel over into that dock, simply by dragging that tab until I see a horizontal blue line underneath Paragraph Styles. That way I have two panels inside that dock. Now I'm going to click that double-headed arrow one more time, which lets me see all my Paragraph Styles listed out and all my Character Styles. I find that really useful when I need to apply a lot of styles quickly to a bunch of different texts in my document. Now that I have my panels just the way I want them on screen, it's time to save my workspace. And I can do that by going to the Window menu and choosing from the Workspace sub-menu, New Workspace. Or instead, if I have the Application Bar visible at the top of the screen, which I usually do, I can choose New Workspace from the Workspace pop-up menu here.

It ask me what I want to call my Workspace, I'm going to call this David's Text Workspace. You can call it anything you want really, and then I'll click OK. The best part about making a workspace is switching between that workspace and another one. For example, I can come over here and choose Book workspace, that's actually one that ships with InDesign, and it switches to that workspace. I'll choose Interactive for PDF, and it switches to that workspace. And then, whenever I want to get back to my custom one, I just choose it from the top of this pop-up menu.

There it is, my workspace with all the panels exactly the way I want them. And I want to remind you that if I do mess up my workspace in one way or another, for example, I'll pull this panel out, and this panel, and let's choose my Links panel, I can pull that out as well. If I do make a mess of my screen, let's go ahead and choose one more here, it's no big deal, because I can always go back to the original workspace that I saved. To do that I just choose the Workspace sub-menu and I choose Reset.

Reset puts it all the way back to the way it was. If you take a little time to create custom workspaces now, you're going to save yourself a lot of time down the road and end up a much happier InDesign user.

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This video is part of

Image for InDesign Insider Training: Beyond the Essentials
InDesign Insider Training: Beyond the Essentials

51 video lessons · 10882 viewers

David Blatner
Author

 
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  1. 2m 47s
    1. Welcome
      55s
    2. What you should know before watching this course
      45s
    3. Using the exercise files
      1m 7s
  2. 25m 17s
    1. Managing more than one document window
      5m 1s
    2. Positioning your panels
      5m 23s
    3. Setting up Mini Bridge
      3m 31s
    4. Saving a workspace
      3m 12s
    5. Displaying a new window or split screen
      5m 16s
    6. Rotating pages and spreads
      2m 54s
  3. 21m 48s
    1. Setting application and document preferences
      8m 54s
    2. Learning and editing keyboard shortcuts
      9m 23s
    3. Customizing InDesign menus
      3m 31s
  4. 33m 29s
    1. Parent/child master pages
      6m 26s
    2. Starting a document on a left page
      4m 0s
    3. Adding alternate layouts
      7m 34s
    4. Saving objects in libraries
      8m 46s
    5. Exporting and importing page snippets
      6m 43s
  5. 55m 37s
    1. Filling with placeholder text
      5m 35s
    2. Tracking text changes
      9m 12s
    3. Choosing other languages
      5m 45s
    4. Adjusting text hyphenation and justification
      9m 5s
    5. Adding hanging punctuation with Optical Margin Alignment
      5m 40s
    6. Controlling orphans and widows with Keep Options
      5m 41s
    7. Aligning to a baseline grid
      9m 1s
    8. Setting vertical justification and first baseline position
      5m 38s
  6. 26m 45s
    1. Applying styles automatically with nested and line styles
      7m 39s
    2. The basics of GREP styles
      5m 24s
    3. Using Break Link to Style
      3m 5s
    4. Exploring style groups
      10m 37s
  7. 33m 44s
    1. Including footnotes
      6m 21s
    2. Working with cross-references
      7m 41s
    3. Indexing a document
      12m 58s
    4. Exploring conditional text
      6m 44s
  8. 32m 6s
    1. Importing InDesign files
      4m 26s
    2. Advanced Links panel features
      8m 54s
    3. Embedding links
      3m 31s
    4. Adding live and static captions
      8m 1s
    5. Turning image layers on and off
      7m 14s
  9. 25m 35s
    1. Using advanced strokes
      9m 6s
    2. Using Pathfinder and compound paths
      8m 47s
    3. Using InDesign and Illustrator together
      7m 42s
  10. 35m 25s
    1. Power scaling techniques
      12m 12s
    2. Making grids
      8m 2s
    3. Power spacing
      3m 4s
    4. Making objects nonprinting
      4m 28s
    5. Default graphics and text frame styles
      7m 39s
  11. 20m 48s
    1. Building tint swatches
      4m 5s
    2. Mixed ink colors
      7m 35s
    3. Taking advantage of ink aliasing
      5m 15s
    4. Checking color with Separations Preview
      3m 53s
  12. 1m 35s
    1. Going ever deeper with InDesign
      1m 35s

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