Ep01: Word Multilevel Lists, List Styles & Design Sets For 2023

Поділитися
Вставка
  • Опубліковано 10 січ 2025

КОМЕНТАРІ • 105

  • @JasonMorrell
    @JasonMorrell  Рік тому +2

    *Questions or feedback welcome.* 😊
    *Here are 17 docx numbering templates already done for you:*
    officemastery.com/ready-made-multilevel-list-templates/

    • @pandasrover
      @pandasrover 9 місяців тому

      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.

    • @pandasrover
      @pandasrover 9 місяців тому

      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!

    • @JasonMorrell
      @JasonMorrell  9 місяців тому

      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.

  • @karolyntimarkos
    @karolyntimarkos Рік тому +3

    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!

  • @christineforsyth597
    @christineforsyth597 Рік тому +3

    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.

  • @domhatch
    @domhatch 17 днів тому

    I'm busy creating a set of contracts for my freelance business. I couldn't find a decent multilevel numbering tut anywhere. Thank you soooo much!

    • @JasonMorrell
      @JasonMorrell  14 днів тому

      You are most welcome. Good luck with the contracts!

  • @carelschilp8592
    @carelschilp8592 Рік тому +1

    Thanks for the quick feedback Jason! Much appreciated.

  • @风都树影
    @风都树影 4 місяці тому

    For the amount of office work I do (college professor), this is one of the most useful UA-cam videos in my collection of saved videos. Many thanks!

    • @JasonMorrell
      @JasonMorrell  3 місяці тому

      I have a few of those myself. Glad it helped you.

  • @JolandieSadie
    @JolandieSadie Рік тому +2

    Very helpful video, thanks Jason!

  • @malcolmharvey427
    @malcolmharvey427 8 місяців тому

    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!

    • @JasonMorrell
      @JasonMorrell  8 місяців тому

      Fantastic. Thank you for sharing.

  • @glantedavid9728
    @glantedavid9728 18 днів тому

    You are a genius

  • @MsKitty183
    @MsKitty183 Рік тому

    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.

  • @abdulmajeedalshaye5042
    @abdulmajeedalshaye5042 Рік тому

    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.

    • @JasonMorrell
      @JasonMorrell  Рік тому

      I appreciate your kind feedback. Cheers, Jason

  • @marshaalford4088
    @marshaalford4088 7 місяців тому

    This is one of the best, most helpful tutorials I have watched. Thank you.

    • @JasonMorrell
      @JasonMorrell  7 місяців тому +1

      Thank you. Love your enthusiasm. Appreciate the comment.

  • @keruili7
    @keruili7 2 місяці тому

    Many thanks! This has been a boon to my OHS program documentation process. You're a real time saver.

    • @JasonMorrell
      @JasonMorrell  2 місяці тому

      Great to hear. Thanks for your feedback.

  • @richardbailey7984
    @richardbailey7984 5 місяців тому

    This was an excellent video showing how the style sytem is set up and used. real nuts and bolts video.

    • @JasonMorrell
      @JasonMorrell  5 місяців тому

      Cheers. Thank you. Appreciate your words.

  • @jaybcreighton
    @jaybcreighton 7 місяців тому

    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

    • @JasonMorrell
      @JasonMorrell  7 місяців тому

      Thanks Jay. Maybe we'll work on a project together soon.

  • @babulalsahu77
    @babulalsahu77 6 місяців тому

    Thanks, It helped me in learning MS word better. One of the best videos for MS-Word file formatting.

  • @daviddesola8720
    @daviddesola8720 Рік тому +1

    Awesome video. Thank you!!!

  • @tamihammond133
    @tamihammond133 11 місяців тому

    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.

    • @JasonMorrell
      @JasonMorrell  11 місяців тому

      You are correct. The dialog and interface is a little different but the key elements are there and the concept is identical. Good luck.

  • @saalimpp
    @saalimpp Місяць тому

    sir , very very useful video, appreciate for your effort , thank you

    • @JasonMorrell
      @JasonMorrell  Місяць тому

      Thank you. I appreciate your kind words.

  • @Apeiron242
    @Apeiron242 2 місяці тому

    Thank you!
    Getting headings and outline numbering to play nicely together has been driving me nuts.

    • @JasonMorrell
      @JasonMorrell  2 місяці тому

      Good to know this was helpful for you!

  • @karenhansen4717
    @karenhansen4717 Рік тому

    This is a fantastic tutorial thank you! You saved my life LOL!!!

  • @finolaaustin5423
    @finolaaustin5423 10 місяців тому

    That is so clear! Thank you!

    • @JasonMorrell
      @JasonMorrell  10 місяців тому

      Mission accomplished! Onwards and upwards!

  • @koinegreekbible
    @koinegreekbible 10 місяців тому

    Thank you! Fantastic!

  • @beans8048
    @beans8048 Рік тому

    Thanks very much, most helpful!

  • @maxmunaf1475
    @maxmunaf1475 4 місяці тому

    Great Video I was watching it and pulling me hair. At the end It all sunk in. Thanks

    • @JasonMorrell
      @JasonMorrell  4 місяці тому +1

      Hair is precious. Keep what you can!

  • @smitchell2913
    @smitchell2913 Рік тому

    So useful, thank you!

  • @MikeMaio
    @MikeMaio 11 місяців тому

    Thanks for this!

  • @rrifkind
    @rrifkind 11 днів тому

    I thank you for this video -- for the first time in many years I finally understand how to use styles and multi-level lists. I do have one question -- if I make a change to a stylein one of those style sets and then save it overwriting an existing style set -- do I have to reapply the style set to all procedures where I have applied it or does it update all of those procedures.

    • @JasonMorrell
      @JasonMorrell  10 днів тому

      I have good news and bad news. Unfortunately, each document is independent, so if you change a style in one document, the change(s) won't appear in the other. However, I strongly suggest that you create a master document where all your styles are defined, then create a macro to copy the latest styles from the master into another document. here's the link - officemastery.com/word-macro-copy-styles-between-docs/. Of course you could use display the Styles pane, click the Manage Styles icon at the bottom, click Import and Export, then copy styles manually from one doc to another, but personally the macro method is a lot less hassle once it is set up. Happy new year.

  • @CRESCENDO.Giovani.Digita-hn4vy
    @CRESCENDO.Giovani.Digita-hn4vy 10 місяців тому

    Super useful. Grazie.

  • @kylanshireman2875
    @kylanshireman2875 21 день тому

    A year later. These tips made look like a wizard to my boss.

    • @JasonMorrell
      @JasonMorrell  14 днів тому +1

      I'm happy for you. Just slip the check in the post ... !

  • @tomdarling-fernley3178
    @tomdarling-fernley3178 9 місяців тому +1

    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...

    • @JasonMorrell
      @JasonMorrell  9 місяців тому +1

      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.

    • @tomdarling-fernley3178
      @tomdarling-fernley3178 8 місяців тому +1

      @@JasonMorrell Thank you for your response! I missed it, sorry not to acknowledge sooner.

  • @charliestobert5514
    @charliestobert5514 2 дні тому

    Hi Jason. Great video covering a very confusing topic. I've been using Word since its invention and used it in every situation imaginable and this still confuses me. Perhaps because I was used to the old system. Anyway I managed to create a list format using your instructions. However I can't work out how to move that to another document or have it permanently available as part of a template? Thanks

    • @JasonMorrell
      @JasonMorrell  День тому

      Hi Charlie, to reuse multilevel lists in another document, you should choose '*Define New List Style*' on the multilevel icon. Give it a name, then click the *Format* button, then *Numbering*, then set up your multilevel list as you normally would. To use your multilevel list in another document, use the Organiser. (Styles pane --> Manage Style icon --> Import/Export --> Organiser to move styles to from the Normal template). List Styles appear in the Organiser but multilevel list definitions do not. This video explains about copying styles in more detail (use the time codes to skip ahead) - ua-cam.com/video/hpEU9zlmsTw/v-deo.html
      If you are up to tinkering with macros, this method is far better - officemastery.com/word-macro-copy-styles-between-docs/
      Unfortunately you cannot create a new list style from a standalone multilevel list definition, you need to start from scratch.

  • @m66rus
    @m66rus 4 місяці тому

    Very useful video which i found very helpful. I would like to know how you then edit and change the details ?

    • @JasonMorrell
      @JasonMorrell  4 місяці тому

      No it's not intuitive. Click the multilevel number icon and choose 'Define new multilevel list'. Your existing settings will be displayed and you can modify them as necessary.

  • @shenawix
    @shenawix 7 місяців тому

    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…

    • @JasonMorrell
      @JasonMorrell  7 місяців тому

      Are you saying that the issue highlighted at 1:37 wasn't answered by the end of the video?

    • @shenawix
      @shenawix 7 місяців тому

      @@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

    • @shenawix
      @shenawix 7 місяців тому

      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.

    • @JasonMorrell
      @JasonMorrell  7 місяців тому

      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.

  • @Elflamencojuan
    @Elflamencojuan 11 місяців тому

    @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?

    • @JasonMorrell
      @JasonMorrell  11 місяців тому

      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!

  • @carmianderson9073
    @carmianderson9073 8 місяців тому +1

    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.

    • @JasonMorrell
      @JasonMorrell  8 місяців тому

      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.

  • @alexandrebergeron4661
    @alexandrebergeron4661 Рік тому

    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)??

    • @JasonMorrell
      @JasonMorrell  Рік тому

      There is already a video - ua-cam.com/video/GSRgLXTPyqk/v-deo.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

    • @alexandrebergeron4661
      @alexandrebergeron4661 Рік тому

      @@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.

  • @judyl.7811
    @judyl.7811 5 місяців тому

    7:00 how to control the numbering levels in the documents using tab and shift tab

  • @KaWouter_
    @KaWouter_ 9 місяців тому

    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...

    • @JasonMorrell
      @JasonMorrell  9 місяців тому

      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.

  • @umar.khengari
    @umar.khengari Місяць тому

    Hi mate , I customized my Multilevel list as the following (e.g., Chapter 1 , 1.1 , 1.1.1 ) and When I copy Multilevel lists (e.g., Chapter 1 , 1.1 , 1.1.1 ) from ChatGPT and paste it into Microsoft Word, Word treats everything as a single-level heading (e.g., Chapter 1 , Chapter 2: 1.1 , Chapter 3: 1.1.1). So Word just skips to the second chapter and treats every heading as Level 1 heading which i customized it as Chapter 1 , I’ve tried pasting with "Keep Source Formatting", using Paste Special (HTML and unformatted text), and disabling AutoFormat options, but Word still doesn’t maintain the multilevel structure correctly.
    What I Need:
    A way to easily paste the content while keeping the correct multilevel numbering intact without manual adjustments every time.
    I Hope you can help me with that , sorry for bothering you

    • @JasonMorrell
      @JasonMorrell  Місяць тому

      While ChatGPT is useful for many things, it's not perfect. You'll have to invest a bit of effort, get your head down, get stuck in and apply the proven principles explained in the video to your ChatGPT output.
      Sorry mate.

    • @umar.khengari
      @umar.khengari Місяць тому

      @@JasonMorrell
      Hi Mate,
      I think you didn't understand my issue clearly .
      Thanks for your response! I wanted to clarify the issue further. It's not just related to ChatGPT, but to any multilevel lists I copy and paste into Microsoft Word.
      Whenever I copy text with a multilevel list (e.g., Chapter 1, 1.1, 1.1.1) from any source (including ChatGPT, websites, or other documents), Word treats the entire list as a single-level heading. This means it only recognizes the first level (Chapter 1, Chapter 2, etc.) as a Heading 1, and it doesn't preserve the hierarchical structure (like 1.1, 1.1.1, etc.).
      I've tried various paste options (Keep Source Formatting, Paste Special with HTML, unformatted text, and disabling AutoFormat), but none of these preserve the multilevel structure correctly. Every time, I end up having to manually fix the levels and reapply my custom formatting.
      What I'm hoping for is a way to paste content into Word while keeping the correct multilevel numbering intact without needing to adjust it manually every time.
      Let me know if this makes more sense!
      Best regards

    • @umar.khengari
      @umar.khengari Місяць тому

      @@JasonMorrell I hope it's clear now

    • @JasonMorrell
      @JasonMorrell  Місяць тому +1

      It was clear the first time, and I did understand your issue. My point is this. There is no shortcut. You need to create the multilevel structure patiently and properly, create your styles and then methodically apply them to the content that ChatGPT provided to you.

  • @VeerMaharaj
    @VeerMaharaj 4 дні тому

    How do i remover a multilevel list and delete it from my current document entirely?

    • @JasonMorrell
      @JasonMorrell  4 дні тому

      Is your intention to remove all the numbered items and replace them with standard paragraph text?
      If so, this is easy so long as each level of numbering is linked to a style. For example, Level 1 numbering is connected to Heading 1, Level 2 to Heading 2 etc.
      1. Display the styles pane.
      2. Right-click Heading 1 in the styles list then choose 'Select all x instances'.
      3. Once selected, click the Normal style. This will override all instances where the Heading 1 style is used with the Normal style.
      4. Repeat for Heading 2, 3, 4 ...
      Let me know how you go.

    • @VeerMaharaj
      @VeerMaharaj 4 дні тому

      @@JasonMorrell Nope, how do i remove them from the multilevel list gallery. I can't find any option to delete those custom lists.

    • @JasonMorrell
      @JasonMorrell  День тому

      Use the Organiser (Styles pane --> Manage Style icon --> Import/Export --> Organiser). Select your multilevel list from the left column then click the Delete button.
      Important distinction: List Styles appear in the Organiser but standalone Multilevel Lists do not.
      Hope that helps.

  • @rrifkind
    @rrifkind Місяць тому

    I have an existing document and when I follow your steps, they work in an empty document but when I try to apply the styles to the existing document it does not work. How do I fix this?

    • @JasonMorrell
      @JasonMorrell  29 днів тому

      This video - ua-cam.com/video/hpEU9zlmsTw/v-deo.html - shows how to copy styles between docs, or if you're up to playing with macros, this post - officemastery.com/word-macro-copy-styles-between-docs/ - demonstrates how to copy the styles from another document into your current one. Let me know how you go.

    • @rrifkind
      @rrifkind 22 дні тому

      Thank you for this video -- I have never gotten a good handle on multi level list although I have been using them and pulling out my hair for all those years. I now have a better grasp. But I do have one question, in all the years I have been doing this I did create a template which has not always worked but it did mostly but my question is do I have to remove the template which is attached to all of my procedures or does using the custom Design-theme I saved overwrite my template settings.

    • @rrifkind
      @rrifkind 22 дні тому

      @@JasonMorrell I used the macro link and it worked well -- the only question I have is that it keeps all the styles I never use no matter how many times I remove them from the gallery.

    • @rrifkind
      @rrifkind 22 дні тому

      and sometimes the font does not hold and I have to update them

    • @JasonMorrell
      @JasonMorrell  22 дні тому

      If you open an existing document (whether based on a template or not) selecting a custom design theme will override current settings.
      If the template is changed, existing docs based on the template will not change. When you create a document from a template, a new (independent) doc is created.