InDesign Tasks

Basic InDesign Tasks (CS3/CS4)

Creating a New Document:

  1. Open a new InDesign document by choosing New Document from the opening dialog box or by going to File→New Document.
  2. In the New Document dialog box check the boxes next to Facing Pages and Master Text Frame.
  3. Set the page size and margins as desired for the document.
  4. Click OK.

Building Master Pages:

  1. Any new document in InDesign automatically comes with an A-Master.  Open the Pages palette to view the A-Master.
  2. Double-click the words A-Master to open the master spread.
  3. Build the objects you want on the two pages (i.e. text boxes, text, etc.). Remember that everything placed on the master pages will show up on any page the master is applied to.
  4. To ensure the text will autoflow from one page to the next, thread the spreads:

    • Click with the arrow tool on the text frame you want to hold the main text in the first page.
    • Click on the empty blue square in the lower corner of the frame.
    • Click on the empty blue square in the upper corner of the frame with the now-loaded cursor.
    • If you did it correctly, the formerly empty blue squares will have arrows in them now.
  5. If you checked Master Text Frame when you created the document, the pages in the document will automatically have the A-Master applied.  If it’s not, highlight the pages, right click, and choose “Apply Master” and choose the appropriate master.

Importing/Placing Text:

  1. Make sure you are in the appropriate text frame and in the text mode by triple-clicking in the text frame.
  2. Go to File→Place and choose the file from the dialog box. Click Open.
  3. The text should appear in the intended text frame. If the text frame was not properly selected, a loaded cursor will appear (it looks like a small block of text next to your mouse pointer). If this happens, click in the appropriate text frame to place the text.
  4. If the text takes up more than one page, a small red plus sign will show up at the bottom corner of the page, indicating that the text is overset.  Click on the plus sign to load the cursor and click on the next page to carry the text over.  Hold down Shift while doing this to autoflow the text.

Setting/Applying Styles:

In a book, the text/paragraph characteristics vary by type of text (body text, captions, extracts, titles, etc.). Line spacing, indentation, font size, font face, and other characteristics can all change depending on the role of the text or paragraph. During layout, InDesign styles can be used so that each paragraph doesn’t need to be individually formatted.

  1. To create a new style, choose the New Style icon on the Paragraph Style palette.
  2. Double-click on the new style to name and specify the style.
  3. Click anywhere in the paragraph and choose the style you want to apply from the palette. You can also highlight multiple paragraphs and apply the style to all of them at once.

Note: Any change to the style will automatically change the text to which the style was applied. There is no need to reapply the style after making an adjustment.