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About this lesson
The ribbon area takes up the top portion of the Microsoft Project user interface. Here, you will find icons, tabs, and access to the backstage.
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2013, 2019/365.
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About the Ribbon223 KB About the Ribbon
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Quick reference
About the Ribbon
The ribbon area takes up the top portion of the Microsoft Project user interface. Here, you will find icons, tabs, and access to the backstage. The figure describes the ribbon in more detail.
Steps
To learn the ribbon, try the following:
- Click the File tab to access the backstage. You can press the ESC (or escape) key on your keyboard to return to the primary Microsoft Project user interface.
- Click on the various tabs to where icons are located. Note how icon groups show icons that perform similar actions.
- Locate a contextual tab, like the GANT CHART TOOLS FORMAT tab. These contextual tabs are only available on certain views.
- 00:04 As we can see in the ribbon,
- 00:05 there's a number of tabs that go across the top of the screen.
- 00:09 Let's talk about the one really unique one which is the file tab.
- 00:14 These other tabs display icons underneath them, but when I click the file tab,
- 00:19 it opens up a whole new page and this page is what we call the backstage.
- 00:24 Now you're not going to see the word backstage anywhere, but
- 00:28 Microsoft refers to it this way, so we'll refer to it that way as well.
- 00:33 So the backstage is a full page that allows us to do things like
- 00:38 get the information on the project, create new projects, print,
- 00:42 share, export and much, much more.
- 00:45 We’ll talk a lot about the features of the backstage in future lessons.
- 00:50 Now when the backstage is open, as you can see, I can’t really see the rest of
- 00:54 the Microsoft Project user interface, so how do I get back?
- 00:58 There's two ways to do that.
- 01:00 The first is to click this arrow icon at the top left of the screen and
- 01:04 I'll do that right now.
- 01:05 And that brings me back to Microsoft Project.
- 01:08 If I click this file tab again and go back to the backstage, there's one other way to
- 01:13 get out, and that's to press the escape or ESC key on your keyboard.
- 01:19 So I'm gonna press the Escape key on my keyboard right now.
- 01:22 And you can see that did the same thing as clicking the back arrow icon.
- 01:27 Located to the right of the File tab are a number of other tabs.
- 01:32 I'm going to talk about the default out of the box tabs that you received first.
- 01:37 Those are Task, Resource, Report, Project, and View.
- 01:43 We'll talk about this format tab in just a little bit.
- 01:47 What's important to note with these tabs, is Microsoft tried to logically group
- 01:52 certain activities that you'd perform, into these various tabs.
- 01:57 So, if you want to work with tasks, you'd click the task tab.
- 02:01 If you’re doing some work with resources, you click the resource tab.
- 02:06 You’re creating a report, or modifying or printing a report,
- 02:08 you come to the report tab, and so on.
- 02:13 Tabs are logically grouped to focus you on certain activities.
- 02:18 Well, to perform those activities you need some icons that you can select and
- 02:22 there's a lot of them.
- 02:23 And you can see here just on the task tab there is
- 02:26 maybe even more than two dozen icons.
- 02:29 But what you'll see here is that they're logically grouped and
- 02:33 these logical groupings are located here.
- 02:36 So you can see for example this is a schedule grouping, and
- 02:39 this allows you to do things like schedule the task at 50% or 100%.
- 02:44 There’s an insert grouping that allows you to create new tasks.
- 02:49 So for example, I’ll just go ahead and click that icon,
- 02:51 and you can see a new task was created.
- 02:56 One of the important things that you should know about the task tab
- 02:59 is that this section over here is really focused on
- 03:04 activities that you might perform anywhere.
- 03:06 So for example, here's the Copy and Cut and Paste icons.
- 03:12 You'd use that throughout Microsoft Project.
- 03:15 So you might find yourself in the task tab
- 03:18 even if you're not necessarily doing task related activities.
- 03:22 But everything to the right of this font grouping are things that you'll selecting,
- 03:27 focused just on working with tasks.
- 03:31 This is a contextual tab and what is that?
- 03:35 This Format tab here is only displaying because I happen to be in a Gantt Chart
- 03:40 related view.
- 03:41 How do I know that?
- 03:42 If I look over here on the left side of the screen, you can see Gantt chart.
- 03:47 And so Project knows that I'm in the special Gantt Chart view, and
- 03:51 I'll talk a lot more about using the Gantt Chart in future lessons.
- 03:55 But what it does know is that since it's in a Gannt Chart view,
- 03:58 there are certain ways I might want to format the screen.
- 04:02 Let me go to the report tab and create a report.
- 04:06 Now it no longer says Gannt Chart Tools, it says Report Tools.
- 04:11 And there's the Design tab.
- 04:12 Now you can have many contextual tabs.
- 04:16 So if I click on this chart area, and
- 04:18 if I had data inside my project, this chart would be filled in.
- 04:22 But if I click it, you can see now we have two Design tabs.
- 04:26 One Design tab is focused on managing the report itself, the colors,
- 04:31 the theme, inserting shapes.
- 04:32 The other is focused just on the chart that I created.
- 04:36 So if I go ahead and click there now, you can see it's just formatting the chart.
- 04:42 So those are contextual tabs.
- 04:44 There's two other areas that I mentioned are not really part of the ribbon, but
- 04:49 you should consider them part of the ribbon area anyway.
- 04:52 This is the Quick Access toolbar, which is on the left.
- 04:55 There's Save, Undo, and Redo.
- 04:57 You can actually customize this, and
- 05:00 I'll show you how to do that in a future lesson.
- 05:02 And then over here on the right is an online Help icon.
- 05:06 So I can go ahead and click this, and if I need help, for example, on that burndown
- 05:10 report that I was just working on, it can pull up online help for that.
- 05:16 And then most importantly, at the top right, is this X button.
- 05:20 The very top right X button actually exits Microsoft Project.
- 05:25 Why is this important?
- 05:26 You might think, well I can always go to the File>Exit menu option, and
- 05:30 no, we don't actually have that anymore.
- 05:33 Remember we have the File tab, which it brings us to the back stage and
- 05:36 there is no Exit option anywhere here.
- 05:40 So the way you exit Microsoft Project is to click this X button.
- 05:46 So that was a general overview of the ribbon bar area.
- 05:49 You'll be using this throughout the rest of the lessons, and
- 05:52 I'll teach you a lot more as we go through this course.
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