Dynamic Table of Contents in Word (How The Experts Do It)

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The 'No Fluff' guide to building a dynamic Table of Contents in Word.
(TOPIC TIME CODES & SHOW NOTES are listed below).
In this video you'll see exactly how to build a table of contents in Word that updates and reflects changes made in your document, thesis or report.
From setting up and formatting headings (inc. multilevel headings) to building, modifying and updating your table of contents, this comprehensive video leaves no stone unturned.
You'll discover which settings are important and which you can leave alone. It even covers how to format your Table of Contents' quickly and efficiently.
😃 TIME CODES (click the link to go directly to that spot in the video)
- (0:00) Who is this video for?
- (0:20) Why you need to listen carefully
- (0:35) The CORRECT way to build a dynamic Table of Contents (TOC)
- (1:30) Apply the Heading styles
- (2;25) An interesting fact about styles
- (2:50) A VERY IMPORTANT styling attribute
- (4:22) The quickest way to add multilevel numbering to your headings
- (5:26) How to build the Table of Contents and an exposition of the TOC options available and my recommendations
- (7:13) How to format the Table of Contents while you are building them.
- (7:57) Our VERY IMPORTANT styling attribute (again)
- (8:17) How to create a TOC from your custom styles instead of the standard Heading styles
- (9:06) Update the TOC content (to reflect changes in the document)
- (10:16) Update the TOC positioning
- (11:17) Update the TOC formatting
- (11:48) Change the level of the document content (including a quick tip to promote and demote text), then reflect those changes in the Table of Contents
😃 If you found this video useful, don't forget to give a thumbs up.
😃 What ONE thing resonated with you the most? Let me know by adding a quick COMMENT or question below.
Go get ‘em.
😃 USEFUL LINKS:
A deep dive into setting up your Word Styles:
• Deep Dive Into MICROSO...
How to reuse your custom styles in other documents:
• How To Copy Word Style...
How to set up multilevel numbering in Word from scratch:
• How To Create Multilev...
Share this Video:
• Dynamic Table of Conte...
😃 SUBSCRIBE if you want to see more content like this
ru-vid.com...
😃 HIRE JASON to fix your broken documents or to get private 1-on-1 Zoom coaching
trst.com.au/docdoc/?ref=yt
😃 ABOUT THE PRESENTER:
Jason Morrell helps people of all levels to leverage the power of Microsoft Office. Delivering training since 2002, he loves to simplify the hard stuff and provide helpful, actionable advice that has been proven to slash hours from daily computer tasks. Jason lives with his wife and 4 kids on the beautiful Gold Coast in Queensland, Australia.
😃 LET'S CONNECT!
officemastery.com (free training on the blog)
/ officemastery
/ jkmorrell
/ jasonmorrell
Have a fantastic day!

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Опубликовано:

2 июл 2024

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Комментарии : 54

@caramellattenas9657 3 года назад

The best video explain about styles & numbering so far..

@JasonMorrell 3 года назад

Thanks Caramel Latte. Appreciate it.

@wademaingot1734 4 года назад

All of your videos are excellent and have allowed me to fully understand Styles and Tables of Contents. Thank you very much !!

@JasonMorrell 4 года назад

You're welcome Wade.

@carolward1142 6 лет назад

brilliant - thanks so much!! :)

@JasonMorrell 6 лет назад

No worries Carol. It goes to show you folks. You just gotta ask!

@galathilion Год назад

So useful and clear. Thank you!

@JasonMorrell Год назад

You're very welcome.

@peoplespowerhellyeah8619 3 года назад

Hats off, u bring me to the next level....keep posting such dynamic video..for the sake of learner like us.

@JasonMorrell 3 года назад

@hamedramy 3 года назад

You have no idea really, how meaningful this and the other related video for me. brilliant informative one. Thanks for rescuing me I just completed my document and submit it to the client.

@JasonMorrell 3 года назад

Thank you for sharing Ramy. That's really encouraging.

@luisjrea 3 года назад

excellent video thank you !!

@JasonMorrell 3 года назад

Glad you liked it! Thanks Luis.

@MonoChorMe 3 года назад

Thank you for sharing this, it really helped me for my thesis... :) Thanks!

@JasonMorrell 3 года назад

No worries Andrey. I'm glad I was able to help

@Kratos-ow7lq Год назад

Helped alot. Thank you

@JasonMorrell Год назад

Great to hear. Thanks for sharing.

@TheJoshtheboss Год назад

Excellent video! Well done!

@JasonMorrell Год назад

Thanks TheJosh.

@ranik8890 5 лет назад

well done - thansk

@JasonMorrell 5 лет назад

Thanks Rani.

@alessandroformica6824 2 года назад

Thaaaaaaaaaaank you!!

@JasonMorrell 2 года назад

You're weeeeeelcome my friend!

@helmutsecke3529 2 года назад

Nice one bruv’!

@JasonMorrell 2 года назад

Big up

@abrahamj2691 4 года назад

Thanks a lot for this informative video. Can you do one for citations and Bibliography as well? Like, in reports, when we have to make a list of references at the end. Also, a tutorial for footnotes would be helpful.

@JasonMorrell 4 года назад

Thanks Abraham J. I'll add those to the list, although I have a pretty full schedule at the moment (having to pivot quickly and completely reinvent the way I run my training business in a matter of days, that kind of thing!) Check out officemastery.com/word-mastery if you want more of this kind of training. Cheers, Jason.

@TheJoshtheboss Год назад

9:10 Just wondering how can I modify the actual CONTENTS style? I hope my question makes sense 🙂. The TOC options allows you to style Heading levels. But how do I control the style of the title of the table of contents? Which usually by default is blue. I see in this video it's already modified as black and centred.

@JasonMorrell Год назад

The Table of Contents feature does not add a title by default, so you simply type it and style it. Also, if you click the launcher in the Styles gallery to display the Styles side pane, then change 'Recommended' to 'All Styles', you will discover styles called TOC1-9 and TOC Heading which you can modify. Check out this video for some interesting ideas... ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-dlyPf6ohW68.html

@TheJoshtheboss Год назад

@@JasonMorrell Thank you.

@laurenransford7638 3 года назад

How do I save a multi-level list and the corresponding heading styles to be available to use in all documents? Also, do I need to format the TOC? It is formatting differently from the heading styles. Can I save a TOC style to use across multiple documents? Thank you again for your great videos!

@JasonMorrell 3 года назад

Wow, a lot of questions in the mix here. The TOC has its own set of styles called TOC1, TOC2, TOC3 etc. You can find them if you click the launcher in the bottom-right corner of the Styles group, then change the option to display ALL styles if necessary. You can right-click and modify each style as required. Any style (TOC or regular) can be reused in other documents. You can copy styles from one document to another, or from a document to the Normal template which then makes them available to all future new documents. Best I point you to these videos (in particular, the second one): ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-S9G4WoE-Wl0.html and ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-hpEU9zlmsTw.html

@laurenransford7638 3 года назад

@@JasonMorrell Thank you again!

@lauriegrant1125 4 года назад

Hi, not sure if you're still taking questions, but I have one: I'm trying to update someone's Table of Contents while they're tracking changes. When I update the ToC, my new section is not added. IS there a way to do this when tracking changes is activated? Thanks!

@JasonMorrell 4 года назад

Hi Laurie. Thanks for your questions. Yes, I check comments daily. The table of contents works with the current content. So if somebody has made a change with the tracking on, the change will need to be accepted before it can be included in the table of contents. Does that make sense? Jason

@joan-mariacbrooks 4 года назад

I have been using Word 2019 and found some issues with Cross-Referencing. Will you be covering that in future videos? (Microsoft admits that there's an issue with paragraph numbering and cross-referencing.)

@JasonMorrell 4 года назад

Sure, I can add that to the list. Watch this space. If you're interested, my Word course is on special until 30 June 2020. Check it out at officemastery.com/mastery-bundle and use code CELEB25 at the checkout for a 25% discount. Jason

@jillbader3435 2 года назад

Q: My table of contents font continues to change to be style even when using the "Formal" format. I need the font of the TOC to be Normal or another style and nothing seems to work. Help

@JasonMorrell 2 года назад

Hi Jill. The Table of Contents styling is controlled by the TOC styles. Here's my video on how to do that: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-dlyPf6ohW68.html

@MrUtoobee 2 года назад

I tried placing a shape behind the TOC and it didn't work. Alternatively, when i cut the TOC and pasted on top of the shape it worked. Can you share the reason why shapes don't go and sit behind the TOC using the Send to back option but works when I do it the other way round?

@JasonMorrell 2 года назад

A couple of things to try. 1. Use the Wrap Text option (on the Picture Format ribbon) and choose Behind Text. 2. Double click in the header or footer, then insert the image, changer the Wrap Text option to Behind Text and reposition as necessary (you can move the image to anywhere on the page). Then double-click on the main page to return to the document. Let me know if that solves your problem. Jason,

@MrUtoobee 2 года назад

@@JasonMorrell i will try and inform here

@alfsilva 5 лет назад

I think the explanation is excellent, except for one thing, you speak a little fast. You should slow down a bit. I have seen several of your videos and the pace is similar

@JasonMorrell 5 лет назад

Point taken Alfredo. We were experimenting with adjusting the speed in the post-edit to up the energy a little. I agree, maybe too fast!

@sarveshpandey4563 4 года назад

Hare Krishna thanks for the wonderful explaination one problem i am facing is that the font style of navigation pane and the headings are not matching means its showing caps and small in the navigation or random caps and small how to resolve?

@JasonMorrell 4 года назад

Thanks for your question Sarvesh. Here are some things to check. 1) It doesn't really matter what the nav pane looks like - it is used to display the skeleton structure of the doc and provide a way of quick navigation. 2) If the case of the headings in the main document are inconsistent, a) check the case of the actual text and press Shift F3 to toggle between upper case, lower case and title case. b) Click the launcher in the Font group (Home ribbon), and review the Small Caps and All Caps check boxes c) If you are using styles, right-click the style in the style gallery, then click Modify. In the dialog, click the Format button, then Font and again check the Small Caps and All Caps settings. 3) If the case of the Table of Contents is inconsistent, click the launcher in the bottom-right of the Styles gallery to display the Styles pane. Find the TOC1/2/3 styles and check their case settings. I hope that helps. Jason

@sarveshpandey4563 4 года назад

@@JasonMorrell GRAPHICAL ANALYSIS OF ANTHROPOMETRIc DATA ERGONOMIC consideration IN PRODUCT DESIGN problems like this is appearing in my table of content as well as in the navigation pane after applying all the suggestions you told. whatever navigation pane is showing same is there at table of contents. please resolve as i am writing my thesis and this gives lot of problem.

@sarveshpandey4563 4 года назад

in the main text body these heading are good and organised but the problem is with the table of contents only

@JasonMorrell 4 года назад

Sarvesh, please send me a short sample of your document to support@trst.com.au and I'll take a closer look.

@JasonMorrell 4 года назад

Hi Sarvesh, I found your message in the spam folder, maybe because you keep calling me Hare Krishna (a common spam trigger) instead of my real name, Jason! This is your problem. You originally entered the heading text in mixed case. You can see this clearly if you select, say, the 1.3 ERGONOMIC heading, and in the Font dialog, switch off the ALL CAPS setting. This is how you fix your problem. In the same way that you have modified the Heading 1/2/3 settings to switch on the ALL CAPS, you need to do the same with the TOC 1/2/3 styles. These latter styles are not displayed in the Style gallery by default. Therefore you must click the launcher in the bottom-right corner of the Styles gallery to display the Styles pane. Scroll through the styles until you find TOC 1/2/3. Right-click each TOC style and choose MODIFY. Then click the Format button in the bottom-left corner of the dialog, choose Font, then tick the ALL CAPS box. This was outlined in solution 3 of my original reply. I wish you all the best Sarvesh. Jason

@Situacion_Envergadura 3 года назад

Bro, I like your videos, but your accent is difficult for Americans to understand when you speak so fast. Legit, I had to check my playback speed, lol. May I suggest you slow it down a bit in future vids? Other than that, I think your videos are extremely helpful and thorough. Great work man!

@JasonMorrell 3 года назад

Thanks Vicious. Time runs faster down under!