How to

How to Record Macros and Automate Tiresome Tasks In Microsoft Word

Macros are standard bits of programming that let you strike a fast button or keyboard faster way to trigger a pre-recorded action. Here’s how to make easy ones in Word.

What Is a Macro?

A macro is really just a recording of a series of button presses, clicks, and typing. When you tape-record a macro, you simply struck record, perform the steps you want to automate, stop the recording, let Word develop the programming for you, and after that designate the macro to a button or keyboard faster way. Whenever you want to carry out that series of actions in the future, you just trigger the macro.

You can utilize macros for all kinds of things. Truthfully, the possibilities are pretty much endless. For instance, you could establish a macro that creates a brand-new footer with your business information, formats the text nevertheless you like, and even inserts page numbers. So, why not just do this using a design template with some boilerplate text? Well, you can. But what takes place when you have an existing document to which you want to add that stuff?

You could also produce macros to insert already-formatted tables of a specific size, look for a specific paragraph style, or just place some text.

We’re going to utilize the extremely standard example of placing some text to stroll you through how to tape a macro. However use your creativity and experiment. You’ll be amazed how much you can do with them.

How to Record a Macro

First, create a brand-new blank Word file to work in. You’ll be able to save your macros in a system-wide database, so you do not require to develop brand-new ones for each file you work on. In the blank document, switch to the “View” tab on the Ribbon, click the “Macros” dropdown menu, and then click the “Record Macro” command.

Next, give your macro an appropriate name and type a quick description. It’s a crucial action, particularly if you’re planning on making a great deal of macros. For our example, we’re going to create a kind of jokey text insertion that types the name: “Lwaxana Troi, Daughter of the Fifth House, holder of the Sacred Chalice of Rixx, successor to the Holy Rings of Betazed”– something we would not want to type over and over again if it were our full title.

Select whether to assign your macro to a button or keyboard faster way. And finally, choose where to keep your macro. The default is to keep it in Word’s master design template (a file named Normal.dotm) so that you can utilize it in all your files. But, you can also keep it only in the current file if you desire. Click the “OK” button when you’re done.

For the sake of this explainer, we’ll reveal you the creation process for both the button and keyboard. And note that you can always click the “Macros” menu button and modify these settings later if you want to alter them.

If you select the “Button” alternative, you’re provided with a screen that lets you choose where to store the brand-new button. The default is to put it on the Quick Access Toolbar. Click the name of the macro in the left column, and after that click the “Add” button to add the macro to the list of buttons for the toolbar revealed on the right. When you’re done, click the “OKAY” button.

If you’re appointing your macro to a keyboard faster way, you’ll see the screen below rather. Make sure the name of the macro is picked in the “Commands” pane, click inside the “Press New Shortcut Key” box, and then push the keyboard combination you want to use. You can choose almost any mix of Ctrl, Alt, Shift, and any other main secret, but remember that you’ll need one that isn’t already designated to a Word or Windows/macOS faster way.

For our jokey Star Trek macro, we’re going to hold Ctrl, then press L, let go of the L, and then press T– all without releasing Ctrl. The resulting faster way is revealed as “Ctrl+L, T.” That multi-letter expansion is a way to prevent disputes with typical default faster ways. When you’re done, click the “Assign” button, and then click the “Close” button.

Now, you’re placed back in the main writing interface of Word. The program remains in taping mode, so perform any actions you like. You can click buttons, open menus, insert things– you call it. Word watches and records whatever you’re doing as a macro. And don’t fret about taking your time. Word does not truly duplicate these actions at the speed you’re performing them. Rather, it takes the real actions you make, and develops a script to run them.

For our example, we’re just duplicating our rather nerdy name and title:

While creating your macro, you can click the “Pause recording” button if you need to adjust something or make some quick notes. Click the “Resume recorder” button to continue dealing with your macro.

When you’re done, open the “Macros” dropdown menu again, and then click the “Stop recording” command.

That’s it. Word develops a macro from your recording and saves it as a button or keyboard faster way (whatever you chose).

To run the macro, click the button you assigned or the hit the keyboard faster way you defined. If you selected the button alternative, you’ll see your macro button in the “Quick Access Toolbar” at the extremely leading of the window.

Clearly, this is an extremely basic example we’ve provided you. You can use Word to produce some pretty sophisticated macros. Advanced users can even manually program their own (or by hand modify their taped macros). But this guide needs to at least get you began creating some standard macros.

Image credit: Mopic/Shutterstock

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