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Office 2010 User Learning Moments: Pack Your Bag of Tricks

February 20, 2012

As we all know, getting some users into the classroom is like herding cats. Where this becomes crucial is during a rollout where the desktop is changing and users will need to know how to function in the new desktop.  However, many will never pay a visit to the training room during a rollout because of workload and billable hours.

If these types of users are not attending training how can you capitalize on the valiant moment when you are called in for help?  You can capitalize on what we call a “learning moment.”

Learning moments can be defined as teachable moments where a user can acquire new information, or a new skill.  Learning moments are spontaneous and immediate.  They usually occur when technology is brand new or the technology has changed such as an upgrade from Office 2003 to Office 2010.

You may be familiar with the Buddhist saying” When the student is ready the teacher will appear.”  When the user is ready, it is time for you to be ready with your knowledge arsenal.

It is always best to start with the basics:  answer their immediate question and solve the issue. Sometimes though, you have given them enough empowerment that the user may want to learn more and here is your opportunity to shine.  With Office 2010 it is so easy to “throw in” a few more quick time saving options!

LiveNote – Having a light bulb moment and there is no pen or paper in sight?  Simply press the Windows key +N and a miniature OneNote window opens. Enter the note and click the X in the upper right-hand corner to close it.   Where did it go?  Open OneNote and find your clever idea under Unfiled notes.

Word 2010 – With the introduction of dual monitors or larger monitors, it is the “have to have” technology now.  I’ve noticed that when viewing a document in Word with a large monitor the zoom is set to 100% and Word automatically displays two pages.  To view the document as “one page” set the zoom to 120%.

Office 2010 –  Copying and pasting within documents and between applications has always been my best friend. (Don’t you sometimes wish you could copy and paste certain elements of your life?)  However, in Office 2003 sometimes my best friends failed me with producing  unexpected results of how the text “should” display.  Now, with the introduction of paste preview, I can resume my long lasting relationship with copy/paste.  Paste preview allows you to see what the paste will look like before you actually apply the paste.  When pasting, simply right click and hover your mouse over the paste options to view how the pasted text will display.

Office Search Command – Lastly, with the introduction of the ribbon some of us early adopters have implemented the hunting and pecking method of trying to find certain functions within Office 2010.  You can supplement the learning moment with the Office Search Command Add-in and it is a fabulous tool to empower those in need during that learning moment.  The Office Search Command can be downloaded from  and more information about the add-in is available on the website.

The Office 2010 Search Command allows the user to search for functions using their own words.  The ribbon will then display the functions that closely resembles the search terms.

Click on the Search Command menu option. 

The ribbon will display the following options:

Enter the search term in the search field such as “section breaks” and watch the ribbon transform!

There are so many more tips and I encourage all those in a support or training function to be armed with a bag of tricks.  The learner may not be ready when exposed to learning before they actually need it, but once the user is ready to use it, the learning becomes easy.  Why not be prepared with some quick tips and tricks to make the learning moment an enjoyable moment!

3 Comments leave one →
  1. Cindy permalink
    February 21, 2012 2:34 pm

    Great first post Melany,

    thanks for the tips

  2. Michelle permalink
    May 2, 2012 3:18 pm

    Great tips Melany, I intend to replenish my bag of Tricks.

    • May 3, 2012 3:05 pm

      Woo hoo! Glad to hear Michelle 🙂 We’d love to have you share any of your tips or let us know what you’d like to see more of from us.

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