Using the Ribbon

Quick reference

• 00:03 Let's put what we just learned about the ribbon bar into practice,
• 00:09 so start Microsoft Project, create a blank project,
• 00:14 and we should be able to get started.
• 00:18 Now just to make sure that we are in the same place in the same view,
• 00:23 click the Task tab, locate the Gantt Chart icon, Click the pick list for
• 00:29 Gantt Chart, and just make sure Gantt Chart is selected here,
• 00:33 this way we're in the same place.
• 00:36 Now the first thing we're going to do is create a task, I could just start
• 00:41 typing a task over here, but we want to learn more about using the ribbon bar.
• 00:46 So let's click the task tab locate the insert section, and
• 00:51 Click the Picklist for task, and you can see there are a number
• 00:56 of different types of tasks that we can insert into our project.
• 01:01 We're just going to choose task, and you can see here
• 01:05 a Microsoft Project automatically inserted a stub for a task for us.
• 01:11 Now I see this task, but where's the project?
• 01:14 Well, the project is up here it says I'm using project one, however,
• 01:20 I'd like the project to display here in the Gantt chart area.
• 01:25 So to do that, we locate our contextual tab that's
• 01:29 labeled Gantt Chart Tools, and Click the Format tab.
• 01:35 Now in the Format tab,
• 01:36 there's all sorts of ways that we can change the look and feel of this view.
• 01:41 What we're looking for is the project summary task,
• 01:46 so locate the show hide section, and then locate the project
• 01:52 summary task checkbox, nd go ahead and Click that.
• 01:57 What you can see now is the project name is now displayed with what's called
• 02:03 task zero, you can't do too much to task zero, it's really just a heading for you.
• 02:09 But everything now that you create in your project, all the tasks that
• 02:14 you add will always display underneath this project summary task.
• 02:19 As we use Microsoft Project you will find there are certain tabs that you
• 02:24 will use frequently.
• 02:25 One of those such tabs is the View tab, let's go ahead and
• 02:29 click the View tab right now.
• 02:31 I'm not going to get into the details of using the View tab right now, but
• 02:36 what I do want to point out is a few things.
• 02:38 Note how there's groupings of icons for
• 02:41 resource views and task views, now in the Task View,
• 02:45 right now we're looking at a Gantt chart view which is very columnar and
• 02:50 tabular right now so, got columns of fields, and rows of information.
• 02:55 Well, if I want to see what this might look like as a calendar view,
• 02:59 I can click calendar, and you can see now I've got this calendar style view.
• 03:03 I can click network diagram, and this is showing me a visual
• 03:08 depiction of what my project looks like in a network diagram, and
• 03:13 we'll talk more about what that is used for in a future lesson.
• 03:17 For now, I want to also go back to the Gantt chart view, so you notice
• 03:23 the View tab has this Gantt chart icon, and I can select Gantt chart here.
• 03:28 But remember I also mentioned in the previous lesson that if I
• 03:33 click the task tab, there is also a view option here.
• 03:37 Remember, the far left side of the Gantt chart from view to clipboard and
• 03:43 font are things that you use very frequently in Microsoft Project.
• 03:48 So I can get to the Gantt chart from the task tab, or
• 03:52 from the View tab, so I'm going to click the task tab, and
• 03:56 then choose Gantt chart, and this brings me back to the Gantt chart.
• 04:02 That was a brief overview of using tabs and icons inside of Microsoft Project.
• 04:07 In the next lesson, I'm going to go over using the backstage, but we are going to
• 04:12 use it one time here, and that's just so that we can save our project.
• 04:17 So let's go ahead and click on the File tab,
• 04:20 and that will bring us to the backstage.
• 04:23 Next, click Save as, and there's a number of places we can save our project,
• 04:28 right now we're just going to save it to our computer.
• 04:31 We won't save it to the cloud or to SharePoint,
• 04:36 choose desktop, and then give the file a name.
• 04:40 I'm going to use the file name that is a number for this lesson.
• 04:47 Once you're happy with the filename, go ahead and click the Save button.
• 04:52 One thing I will point out is your project now changed, with this project summary
• 04:57 task displayed, you can see it no longer says project one on task level zero,
• 05:03 it's actually showing the file name for the project.
• 05:06 So in this lesson we covered using the tabs, and
• 05:11 a few icons, and we saved our project.
• 05:15 In the next lesson as I mentioned,
• 05:18 I'm going to cover a lot more detail of using the backstage.

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