Join David Blatner for an in-depth discussion in this video Saving workspaces, part of InDesign CS4 Essential Training.
It's great that InDesign lets you put your panels anywhere you want on your screen, but honestly if you have too many panels open at the same time, you are going to have no end of frustration. For example, here I have a taken a moment to open about a half of the panels in InDesign and move then around so I can see most of them but of course on this screen, I can only see just a tiny bit of my actual document to do any work on. So this is crazy. You don't want to get into this kind of mess. So in general, you only want to have the panels open that need right now. For example, if you are editing text, you want to only have your text relevant panel opens or if you are changing images or colors. You want to just have those panels open. So let's go ahead and start some of these panels and this is just going to take too long to close all of them. So I wish that I could just switch to work a whole new workspace that shows me just the panels that I want.
Did you notice that what I said? I said workspace. Workspaces, let's go look for something like that and in fact up here in the Window menu, there is a Workspace submenu. The Workspace submenu lists a bunch of different spaces that show different panels. A workspace is a collection of which panels are open, which ones are closed and where are the panels are on the screen. So for example, if I choose Typography, look what happens, that's much nicer, it put away all those panels and it opens up the panels that are just relevant for Typography. Let's say if I choose Advanced, well then I get a different setup, so you can choose different sorts of workspace and notice that there is two places to do that; the Window menu > Workspace, you can choose it out of here, or the Workspace menu here in the Application bar at the top of the screen, they do exactly the same thing.
So there are different options. Or I could back to Essentials again, there we go. There are the Essentials. That doesn't look very essential to me, does it? It's because InDesign remembers all the changes that you make to a workspace. So for example, Essentials was actually very basic and pared down, but then I started opening panels and moving them around and adding new docks and so on. If I want to go back to the way Essentials was originally, the original definition of Essentials, I can do that by clicking on that submenu, that little popup menu here and choose Reset Essentials. And that takes me back to the way it was originally, that's much cleaner, much easier on the eye, so that's the essential Essentials.
Now what if I want certain panel opens and certain ones closed, for example, maybe I want the Info panel open and I'll move it over here and I want the Layers panel and I'm going to move it over here. And I'll choose something else here, maybe I'm just choosing some random things like the Preflight panel and I'm going to put that over here and dock it in here. Now let's say this is the way I would like my panels to be setup. So I have customized it to the way that I work, I can save exactly this layout as my own custom workspace by going to the Workspace popup menu and choose New Workspace.
I'll call this David's workspace, there we go and I'll click OK and you will see that now David's workspace shows up here in this menu. So you see I have customized InDesign to the way that I work by making my own workspace. Once I have saved my own custom workspace, it's always there waiting for me in that popup menu. So I can always choose it, so later I'll choose let's say Printing and Proofing and it gives me a bunch of print based or output based panels and then later if I want to go back to David's workspace, there it is, right at the top of the list, so I really, really like that a lot.
Let me point out a couple other workspaces that you should know about, one is Getting Started. If you are new to InDesign and you may well be if you are watching this movie, then the Getting Started workspace is very simple, it's a paired down workspace, it only shows you a few panels and it only shows you a few menu items. This is an interesting aspect of workspaces, workspaces can actually hide menu items and I'll be showing you the trick to how to do that yourself in a later movie, but for right now you need to know that sometimes when you choose a workspace, it may hide some of the menu items.
When it happens, you will see at the bottom of the menu something that says Show All Menu Items. So if you are looking for a feature and you can't find it, pay attention to that little thing at the bottom, you may need to click Show All Menu Items and as soon as I click on that you will see that there is a lot more features in there that I hadn't seen before. There is another way to get that as well, and that is to instead of clicking on a menu, you hold on the Command key on the Mac or Ctrl key on Windows and then it shows you all the menu items automatically without having to click on the Show Menu Item thing. So that's just a little trick, just in case for example, here is the Edit menu, not much there, but if I Command or Ctrl-click on it, there is a lot more features in there that had been hidden. So just be aware that when you are using something like Getting Started, it's going to hide some of those menu items from you.
There is another interesting one in here as well that you should know about, called What's New, and What's New is helpful if you were a CS3 user and you are now using CS4. This workspace shows you all the things that have changed, so it opens up all the panels that have changed, like the Links panel has changed, the Preflight panel is completely new, so that one wasn't even there in CS3 before. But also in the menus, if you click on a menu, you will see some items are highlighted and the highlighted ones are the ones that have changed in some way. Either there is a new item on here, like right here Page Transitions.
That's brand new in CS4. That wasn't in the earlier versions. So Adobe highlights it in that workspace so that you know something is new there. Workspaces fall into the category of what I call Blatner's first rule of publishing which is, 'Take time now, to save even more time later'. If you take a little time now to create your own custom workspaces, you are going to save yourself a lot of time down the line and end up a much happier InDesign user.
- Adjusting layouts and master pages
- Working with InDesign CS3 files and snippets
- Formatting objects, characters, and paragraphs
- Using the Story Editor
- Learning keystroke commands for important actions
- Understanding color and separations
- Using the Preflight and Package features to ensure successful printing
Skill Level Beginner
Q: Is it possible to load or import pages from one document to another in InDesign CS4?
A: Pages cannot be “loaded”, but they canned be "pushed" from one document to another by choosing Layout > Pages > Move Pages.
Q: When I place an image in InDesign, it is distorted or pixilated to the point of not being usable. I can place or open those same images in Photoshop or Illustrator CS3 and they are fine. What is causing the issue in InDesign?
A: You are likely seeing the low-resolution preview. To see high resolution or vector artwork, choose View > Display Performance > High Quality.
Q: I'm looking for a tutorial that will allow me to use InDesign to create files that can be emailed. They have to be converted to HTML first. Is that possible in InDesign?
A: If you mean making an HTML email, then InDesign really isn't the tool for you. It's HTML abilities are extremely limited. I'd look toward Dreamweaver for that.
Q: Since I upgraded to the new version of InDesign, when I click the "edit original" button in the Links panel, the pictures open in Preview instead of Photoshop
Q: I cannot see files on the desktop when in InDesign.
A: If you are using the Mac OS, you may need to turn off Window > Application Frame in order to see files behind InDesign (such as those on the Finder Desktop). If you are on Windows, you are seeing a difference between Mac and Windows. In Windows, the application is always living inside the application frame. If you un-maximize the windows frame, you can drag it smaller so you see the desktop and drag to or from it.
Q: I am currently working on an InDesign document originally created in Spanish. I am translating it to English and I need to change the language preference to be able to use the spell check in English. I have changed it in Preferences, but when I go to do the spell check on the document it is still in Spanish. There has to be a way. Can you please help me?
A: Changing the language in preferences does not change the document or text language. You need to change the langauge in the paragraph style, or the character style in the Character panel or the Control panel (select the text first).
Q: When I create a text box on the master page, it manifests in red and leaves behind a red number sign (#), not a blue number sign as in the video. What is causing this, and does the color of the number sign affect my document?
A: The reason the text frame is in red instead of blue is that you most likely have a red layer selected in the Layers panel. Just click on a different layer in the Layers panel to switch. The color of the frame and the number symbol is based on the layer color. The color has no effect on how it prints; it's just for document organization purposes.