Ep01: Word Multilevel Lists, List Styles & Design Sets For 2023
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- čas přidán 16. 07. 2024
- ✅ Free multilevel troubleshooting guide: officemastery.com/mln-guide/
The number 1 headache for many Word users is multilevel numbering, and in particular how to apply numbering throughout a document so that it always displays correctly, whatever content you add, remove or change around.
So, how do you set up multilevel numbering in Word like 1, 1.1, 1.1.1 or any other style that you need?
How do you control indentation and positioning?
How do you overhaul a large document quickly.
What is the difference between multilevel list definitions and list styles.
This video demonstrates 3 ways to manage your numbering. The third way is by far the best and it's the one I always recommend.
Towards the end of this video there is a killer tip on how to declutter your style gallery and create your own Design Set. What this means is - you don't have to customise your styles every time.
I hope you find plenty of value in the video. Please subscribe and leave a comment. It's always appreciated and it helps CZcams to promote this video. Thanks.
⏰ TIME CODES (CHAPTERS)
0:00 Intro
0:44 Starting sample text and the end-point we're aiming for
1:32 An example of where it all goes wrong!
2:14 What to select first
3:09 List Styles
3:46 How to set up the basic multilevel numbering
6:49 How to control the numbering levels in the document using Tab and Shift Tab or the indent and outdent buttons
7:50 What to do if Tab and Shift Tab (or the indent/outdent buttons) don't work
9:17 How to set the indents for the numbers and the text
11:14 How to test that your numbering is working correctly
12:09 How to control the numbering levels in the document using Styles
14:29 How to modify the styles for each number level
15:52 Why you shouldn't set indentation in your style (when using multilevel numbering)
16:50 How to declutter your Style Gallery
17:25 How to save a custom Style Set to use in any document
Did you get any ideas or inspiration from this video? Share in the comments below and don't forget to click the THUMBS UP button.
💕 PLEASE SHARE THIS VIDEO with someone who needs it*: • Ep01: Word Multilevel ...
✅ OTHER VIDEOS IN THIS 'MULTILEVEL LISTS IN WORD' SERIES
• Playlist | Word Multil... - The complete playlist - Multilevel Numbering series
• Ep01: Word Multilevel ... - Ep01: Word Multilevel Lists, List Styles & Design Sets For 2023
• Ep02: Multilevel HEADI... - Ep02: Multilevel HEADING numbering vs Multilevel PARAGRAPH numbering
• Ep03: Multilevel Numbe... - Ep03: Multilevel numbering in Word that starts at ZERO
• Ep04: Chapter One (in ... - Ep04: Chapter One (in words) followed by legal numbering
• Ep05: Mixing Multileve... - Ep05: Mixing multilevel numbers and bullets
• Ep06: Multilevel Numbe... - Ep06: 1a) then b) c) d)
• Ep07: Multilevel Numbe... - Ep07: i then 1.1 then 1.1.1
• Ep08: 4 Level Multilev... - Ep08: 4 Level multilevel headings with a) b) c) under any heading level
• Ep09: Multilevel Numbe... - Ep09: Article I then 1.1 then 1.1.1
• Ep10: Multilevel Numbe... - Ep10: I, II, III then 1 a) b) c) then (i), (ii), (iii)
• Ep 11: Multilevel Numb... - Ep 11: 1 a) b) c) then 2 a) b) c)
• Ep12: Dual Synchronise... - Ep12: Dual synchronised multilevel lists in Word
• Ep13: Multilevel Numbe... - Ep13: 20 Viewer questions answered
✅ HIRE JASON to build, fix or optimise your documents:
trst.com.au/document-doctor/?...
🇦🇺 ABOUT THE PRESENTER
Jason Morrell is a professional trainer, consultant and course creator who lives on the glorious Gold Coast in Queensland, Australia. He helps people of all levels unleash and leverage the power contained within Microsoft Office by delivering training, troubleshooting services and taking on client projects. He loves to simplify tricky concepts and provide helpful, proven, actionable advice that can be implemented for quick results.
✅ LET'S CONNECT
officemastery.com (free training resources)
/ officemastery
/ jkmorrell
/ jasonmorrell
Have a fantastic day! - Jak na to + styl
*Questions or feedback welcome.* 😊
*Here are 17 docx numbering templates already done for you:*
officemastery.com/ready-made-multilevel-list-templates/
Hi Jason. I'm going through each of your videos again, until I can apply the concepts on my own. I saved a style set but am having enormous problems trying to actually locate it. After doing a search, I did manage to find it. However, it took a good 5 minutes for the computer to locate it. Is there an easier way of accessing saved style sets in QuickStyles? Thanks again. You are brilliant.
Sorry ... also how do you actually then use the saved style set? I clicked into the saved style set and it took me to a blank Word document. I'm totally lost!
Saved style sets appear in the long gallery on the Design ribbon, newest first..
Choosing a style set will not create a new document - I'm not sure what you did there.
This man is a legend. I reached out to him after watching all nine of his videos covering multi-level lists in Word, none of which covered using the 1, 1.1, 1.1.1, and 1.1.1 styles for BOTH headings AND paragraphs. (LOL - probably because the same document has, e.g. Under heading 1: paragraphs 1.1, 1.2 etc, and then followed by headings 1.1, 1.2 etc - but it’s what my client wanted). He replied and said, leave it with me - and he’s done it! And sent me a template to use. BRILLIANT!
Much appreciated Kaz. I was glad to help.
Love u man @@JasonMorrell
Thank you. This is by far the most useful and clear explanation of the tricky subject of multi-level numbering that I have ever encountered.
You are very welcome. Thank you.
Thanks, It helped me in learning MS word better. One of the best videos for MS-Word file formatting.
Thank you.
Very helpful video, thanks Jason!
Thank you. Appreciate your words.
Thanks for the quick feedback Jason! Much appreciated.
Any time!
Brilliant demonstration. You have saved me hours of frustration. I can now create all the multilevel numbering I need and re-use whenever I want. You’re star!
Fantastic. Thank you for sharing.
Thank you, Jason. This is the video that changed the way I've been formatting word doc. You've saved me days for formatting headaches.
That's great to hear Kathy.
Many thanks, Jason. I was struggling with this problem for a long time. Now, it is resolved. Your video is the best in the internet explaining this topic. 1 Million Like.
I appreciate your kind feedback. Cheers, Jason
That is so clear! Thank you!
Mission accomplished! Onwards and upwards!
This is one of the best, most helpful tutorials I have watched. Thank you.
Thank you. Love your enthusiasm. Appreciate the comment.
Thank you! Fantastic!
Cheers!
Hello Jason: Thank you for creating this video and the series of follow-up videos dealing with Multilevel Lists...These things are the bane of my existence. I'm an attorney (30 years of practice) who creates numerous documents (e.g., trust documents, wills, contracts, agreements, etc.) and I have done the best I can to learn how to use styles with my lists. Sometimes they work fine...many times, well, they don't. And I'm going to lose what little hair I have left. I look forward to taking your courses and viewing the other videos dealing with Multilevel lists. I commonly will assign Heading 1 style to Level 1, Heading 2 style to Level 2, and so on. But one of the problems I have is if I have one Multilevel list in the body of my document and then try to create another Multilevel list in, say, an Exhibit to the document. Argh...Anyway, I'll study your videos and sign up for your courses. Thank you, sir. Jay Creighton, La Quinta, CA
Thanks Jay. Maybe we'll work on a project together soon.
Awesome video. Thank you!!!
Cheers David
Thanks for this!
My pleasure!
So useful, thank you!
You're welcome. Onwards and upwards!
Thanks very much, most helpful!
Very welcome.
Thank you! Even though I was on a Mac, your instructions were clear enough to transfer. The only thing I couldn't do is get my first "2nd-level" number to behave. I worked around it, but I'll try this again in a different document.
You are correct. The dialog and interface is a little different but the key elements are there and the concept is identical. Good luck.
This is a fantastic tutorial thank you! You saved my life LOL!!!
Thank you. You're very welcome!
Super useful. Grazie.
Grazie. You're welcome.
Very helpful, Jason, thank you. Something I come up against is when a report template needs to be used, but the template's been prepped by someone who isn't knowledgeable in Word. Often, body text will be numbered in outline, which means the Normal style ends up as an outline level with List Paragraph style governing the paragraph spacing. I never know if I should create (or customise) a Body Text style and associate with a numbering level, or untick the 'Don't add space...' checkmark inside the List Paragraph style...
I personally don’t rely on anything that could behave strangely. I always set things up so I have control. If you display the styles pane, you can then click on teh drop-down for any style and choose"Select All" top highlight all text in the document that uses that style. Then simply apply your own style. So even if content is styled in outline it can be addressed reasonable quickly. The "don’t add a space to" is a paragraph setting. Personally I always leave it unchecked. I hope that fills some gaps.
@@JasonMorrell Thank you for your response! I missed it, sorry not to acknowledge sooner.
@JasonMorrell - question: The example here was a simple list with no body text content. When you have an existing document with 22 level 1 headings and everything else is a mess, should you simply clear all the formatting and then apply the new multilevel list created to the whole document?
You can if you want, but I prefer to have a style for every bit of text in my document, including different levels of body text. I leave nothing as 'Normal'. I leave nothing to chance!
I've set a new Multilevel list several times, but within a previous document that I'm trying to convert and i cannot seem to figure out how to make the document recognize the new multilevel list and use it. Essentially, how to you Modify existing defined Multilevel lists and also how do you work with the lists within existing documents? Thank you! I'llkeep watching videos to see if I come across this.
Hi Carmi. It's not obvious, but to edit an existing multilevel list, you need to choose 'Define New Multilevel List'! I strongly recommend you link each number level to a style, then in the document, position your cursor or select some text, then click a style to apply the associated numbering level. I hope that clarifies things for you.
I doesnt cover the formatting of the texte following those headings. could you make a video on that. I would like my text to follow the indent on the multilevel list. this doesnt seem to work. When using a style (normal) for the text but also having a multilevel list, which indent settings are prioritized (style or multilevel indent)??
There is already a video - czcams.com/video/GSRgLXTPyqk/video.html.
Because *Normal* is a style, it has a fixed left indent. You should never really use the Normal style unless your document is basic.
Instead, create a custom style for the body text that sits underneath each heading level. For example, under Level 1 headings, create snd use a style called *BodyText 01* (or BT1 if you want to keep it short), which has the appropriate indentation. Then under Level 2 headings, create and use a style called *Body Text 2* with the appropriate indentation etc. It's a bit of extra work up front, but makes it super-easy to manage going forward.
I hope that helps.
Jason
@@JasonMorrell That is what i did. I realised that the paragraph settings in the multilevel list was not for the texte following the heading but for the heading itself (in the case that the heading text is long enogh to be on multiple lines). That was the missing part.
If I press tab on one line, ALL my lines shift to the right without changing the level. That box you mentioned in options is ticked, though...
It's hard to say without seeing it but it sounds like you are working within a table, where TAB and SHIFT TAB do not work the same. To ensure consistency, link every number level to a style and control your document that way.
Very useful. However the question I was looking for answer hasn’t been covered . It the issue @1:37 where numbering got crazy … I am disappointed it wasn’t covered…
Are you saying that the issue highlighted at 1:37 wasn't answered by the end of the video?
@@JasonMorrell
Thanks for getting back to me. Yes, I came across it exactly as shown in your video , it didn’t pick from 2 like 2.1, 2.2 and so on as it should be. I didn’t know how to resolve it. Thanks
In other words I have 3 chapters, say 1, 2 and 3. Multi level numbering works fine as it should be for character 1 and 3 including all levels in them but when it is in chapter 2 the level 2 numbering in stead of being 2.1, 2.2 …it , for a reason, continues picking from the last numbering in chapter 1 above , 1.14, 1.15, 1.16…. Ignoring chapter 2 totally as if it’s not there.
It just means you haven't set it up correctly. Somewhere you have mixed up the 'Number style for this level' and 'Include level number from'. For each of your levels, clear the 'Enter formatting for number' box and start over. Takes less than a minute. Keep us posted.