Word 2016 and 2019 cheat sheet

Use the Ribbon

The Ribbon interface in Word 2016 and 2019 hasn’t changed much compared to earlier versions. The Ribbon has been included in Office suite applications since Office 2007, so you’re probably familiar with how it works. But if you need a refresher, see our Word 2010 cheat sheet.

Just as in Word 2013, the Ribbon in Word 2016 and 2019 is flatter-looking, cleaner and less cluttered than the one in Word 2010 and 2007. The 2016 and 2019 Ribbon is smaller than in Word 2013, the title bar is now solid blue rather than the previous white, and the menu text (File, Home, Insert and so on) is now a mix of upper- and lowercase rather than all caps. There are other minor changes as well — for instance, the old Page Layout tab is now called just Layout — but the Ribbon still works in the same way and you’ll find most of the commands in the same locations as in Word 2013.

To find out which commands live on which tabs on the Ribbon, download our Word 2016 and 2019 Ribbon quick reference. Also see the nifty new Tell Me feature described below.

Just as in earlier versions of Word, to make the commands underneath the tabs on the Ribbon go away, press Ctrl-F1. To make the commands appear again, press Ctrl-F1. (Note that the Ribbon tabs — File, Home, Insert and so on — stay visible.)

You’ve got other options for displaying the Ribbon as well. To get to them, click the Ribbon display options icon at the top right of the screen, just to the left of the icons for minimizing and maximizing Word. A drop-down menu appears with these three options:

• Auto-hide Ribbon: This hides the entire Ribbon, both the tabs and commands underneath them. To show the Ribbon again, click at the top of Word.
• Show Tabs: This shows the tabs but hides the commands underneath them. It’s the same as pressing Ctrl-F1. To display the commands underneath the tabs when they’re hidden, press Ctrl-F1, click a tab, or click the Ribbon display icon and select “Show Tabs and Commands.”
• Show Tabs and Commands: Selecting this shows both the tabs and commands.

And if for some reason that blue on the title bar is too much color for you, you can turn it white or gray. (In Word 2019, there’s also a black option.) To do it, select File > Options > General. In the “Personalize your copy of Microsoft Office” section, click the down arrow next to Office Theme and select Dark Gray or White (or Black) from the drop-down menu. To make the title bar blue again, choose the Colorful option from the drop-down list. Just above the Office Theme menu is an Office Background drop-down menu — here you can choose to display a pattern such as a circuit board or circles and stripes in the title bar.

There’s a useful change in what Microsoft calls the backstage area that appears when you click File on the Ribbon: If you click Open or Save As from the menu on the left, you can see the cloud-based services you’ve connected to your Office account, such as SharePoint and OneDrive. Each location now displays its associated email address underneath it. This is quite helpful if you use a cloud service with more than one account, such as if you have one OneDrive account for personal use and another one for business. You’ll be able to see at a glance which is which.

Collaborate live

The biggest feature launched with Word 2016 is live collaboration that lets people work on documents together from anywhere in the world with an internet connection, a feature that Google Docs has long had. There are only two requirements for collaboration in Word 2016: You must be logged into your Microsoft or Office 365 account, and the document must be stored in OneDrive, OneDrive for Business or SharePoint Online.

However, while Office 365 subscribers or anyone using Word 2019 or Word Online can see the changes that other users of those versions make to a shared document in real time as they happen, Word 2016 users have to save their documents periodically to see and share changes. So while it is live collaboration, it’s not real-time visibility into that collaboration. Still, it does allow you to work with others on the same document at the same time.

To collaborate on a document, first open it, then click the Share icon in the upper-right part of the screen. If you haven’t yet saved your file in OneDrive, OneDrive for Business or SharePoint Online, you’ll be prompted to do so.

Clicking the Share button opens the Share pane on the right-hand side of the screen — this is command central for collaboration. At the top of the pane, type in the email addresses of the people with whom you want to collaborate on the document, separated by commas. As you type, Word looks through your address book and displays the matches it finds; click the person you want to invite. If you’re on a corporate network, you can click the address book on the right to search through your corporate email address book. If a person isn’t in your address book — just type in their complete email address.

After you enter the addresses, select either “Can edit” or “Can view” in the drop-down to allow collaborators full editing or read-only privileges. (If you want to assign different rights to different users, you can send two separate emails, or you can change any collaborator’s permissions later by right-clicking their name in the Share pane.) Type a message in the text box if you want. When you’re done, click Share. An email gets sent out to everyone with whom you’ve shared the file, showing a “View in OneDrive” button that they can click to open the document.

There’s another way to share a file stored in a personal OneDrive for collaboration: At the bottom of the Share pane, click “Get a sharing link,” and from the screen that appears, choose “Create an edit link” if you want to create a link to the file that will allow people to edit the file, or “Create a view-only link” if you want to create a link that will allow them to view the file only. Then copy the link, paste it into an email using any email program, and send it.

When your recipients receive the email from you, they click a button or link to open the document, which opens in Word Online in a web browser rather than in the Word desktop client. At this point, they can view the document but not edit it. Users who aren’t signed into a Microsoft account will see an Edit in Browser button; once they click that, they can start editing in their browser window. Logged in users will see an Edit Document menu, from which they can choose Edit in Word to open the file in the client version of Word, or Edit in Browser to work in the free web version.

The web version isn’t as fully featured as the client version — for instance, there aren’t as many formatting options and you can’t insert shapes, take screenshots, use mail merge, or use several other features. But for basic editing, it works fine.

When a collaborator starts working in a shared document, you’ll get a notification that someone else is editing the document. What you see next depends on whether you’re working in Word 2016 or 2019.

If you’re using Word 2016, whenever a collaborator makes a change, a small Updates Available icon appears along the bottom of your Word window. As mentioned above, though, you’ll have to save your document (or click the Updates Available icon) to see their changes or have them see yours. After you save or click Updates Available, your collaborators’ additions appear in your document with a pale green overlay.

When you’re working on a document in Word 2019 with other people in real time, each person gets a cursor with their own unique color. You can see what they do as they do it, including deleting, editing and adding text. They see what you do as well.

Be aware that how well real-time collaboration works depends on the strength of your internet connection. On slow or flaky connections, you won’t immediately see edits that other people make and they won’t see yours immediately — there will be a lag. So it’s always best, when possible, to have the strongest connection possible when collaborating.

In addition to seeing each other’s changes to the document, you can communicate with your collaborators in other ways. The Share pane shows a list of people who have access to the document, with a note underneath their name indicating if they are currently editing the document, and if not, whether they have editing or viewing access.

Right-click the icon of anyone currently working on the document and click Open Contact Card; a screen pops out with the various ways you can contact them, including chat, phone and video via Skype (if they have Skype) and email. That lets you talk or text with them while you’re working on the document together, making collaboration that much more effective.

Tackle tasks with Tell Me

Although live collaboration is the biggest addition to Word 2016, there are several other new features as well. A very useful one is Tell Me, which is extremely helpful when you want to do a task that you haven’t done before or have forgotten how to do.

It’s a text box just to the right of the Ribbon tab labels at the top of the screen with the words “Tell me what you want to do” in it. Type in a task, and you’ll get a list of possible matches. Click the task you want to get instructions on how to do it.

For example, I typed “address an envelope” and chose the “Envelope” result, and the screen you use for addressing envelopes appeared. When I typed in the more general query “write an essay,” it popped up a link to Word’s Researcher feature that lets you do research from right within Word, add sources from the research you find, and then cite the sources in the document properly. If you type in a query and hover your mouse over a result instead of clicking it, you’ll see a screen describing what you can do if you click the results.

It’s a big time-saver, because you don’t have to hunt through the Ribbon to find the command you want. And it remembers the features you’ve previously selected in the box, so when you click in it, you first see a list of previous tasks you’ve searched for. That way, tasks that you frequently perform are always within easy reach.

Use Smart Lookup for quick online research

Another new feature, Smart Lookup, helps you do research while you’re working on a document. Right-click a word, or highlight a group of words and right-click them, and from the menu that appears, select Smart Lookup. Word then uses Microsoft’s Bing search engine to do a search on the word or phrase and displays the results in the a pane that appears on the right side of the screen. (In Word 2016 this is called the Insights pane, while in Word 2019 it’s the Smart Lookup pane, but they work the same way.) Microsoft says that Smart Lookup uses the context around the words, not only the words themselves, to give you more relevant results.

The pane is divided into two tabs at the top — Explore and Define. By default, when you use Smart Lookup, it shows the Explore tab, which includes a Bing image search, a web search and an Explore Wikipedia search. (For some odd reason, in some searches the web search is at the top of the page, in other searches the Wikipedia section is, and at other times the Bing image search is.)

Click any result to go to the web page that is the source of the results. When you click an image in Bing image search, you’re not sent to the individual image, but instead to a page full of the results of the Bing image search. However, the image that you click will be the first image on the page.

In the web search, the first result is often a Wikipedia entry, followed by a variety of other results. For example, when I did a search on “coal mining,” the Wikipedia entry was first, followed by information from the World Coal Association. Similarly, when I searched for “gravity waves,” the first two results were from Wikipedia, one for “Gravitational wave” and other for “gravity waves.” In instances like this in which there’s more than one Wikipedia entry, Wikipedia gets its own section in the Smart Lookup pane, followed by web search. Each of the sections in the Explore tab has a More link underneath the results. Click it to see additional results.

If you’re not pleased with the results of a search, I suggest doing the search again, because you might get different results. I did the coal mining search twice; once it returned one result from Wikipedia, and another time it turned multiple results (one for coal mining and another for “History of coal mining.”).

As for the Define tab, the result is simple and straightforward: a definition of the word or term from the Oxford Dictionaries from Oxford University Press. Don’t bother clicking the definition; it doesn’t link out to the web.

Note that in order to use Smart Lookup in Word or any other Office app, you might first need to enable Microsoft’s intelligent services feature, which collects your search terms and some content from your documents. (If you’re concerned about privacy, you’ll need to weigh whether the privacy hit is worth the convenience of doing research from right within the app.) If you haven’t enabled it, you’ll see a screen when you click Smart Lookup asking you to turn it on. Once you do so, it will be turned on across all your Office applications.

Add new types of charts

Office 2016 debuted six new types of charts you can add to documents, spreadsheets, and presentations: Treemap, Sunburst, Waterfall, Histogram, Pareto, and Box & Whisker. And Office 2019 added two more: Funnel and Map charts. Each provides a unique way to display data visually. See our Excel 2016 and 2019 cheat sheet for details about the new chart types, including what each one looks like and what type of data it’s best suited for.

To insert any of the new chart types (or any other chart) in a document, select Insert > Chart and then choose the type of chart to insert. When you do that, the chart appears in your document with placeholder data, and a pop-up window appears that looks like a mini Excel spreadsheet. Enter or edit the data, or else click the Edit in Excel button to open it up in Excel and edit it there.

Use the new Translator pane in Word 2019

In addition to two additional chart types and true real-time collaboration, Microsoft rolled out a spiffed-up version of its translation tool.  Called the Translator pane, it’s useful for those who need to work in multiple languages. To translate words or phrases, select them, right-click your selection and choose Translate from the menu that appears.

The Translator pane appears. The top of the pane shows your selection, and the bottom shows the translation. The top pane attempts to identify the original language, which it does with uncanny accuracy. If it misidentifies the language, though, simply select the right one. After that, in the bottom of the pane select the language you want to translate to.

The translation appears. To insert it somewhere into the document, move your cursor to the spot where you want it to appear, and click the Insert button at the bottom of the pane. You can also copy and paste any part of the translation into the document or another document.

Translator can also translate an entire document. To do it, go to the Review tab on the Ribbon, and in the Language section, click Translate > Translate Document. The Translator pane appears. You can let it auto-detect the original language or click the From drop-down to set it. Then click the To drop-down to set the language you want to translate the document to and click the Translate button. Word opens the translated document in a new window.

Keep in mind that Translator is part of Microsoft’s Intelligent Services, the artificial intelligence behind other Office features including Lookup and Researcher. If it’s the first time you’ve used one of these AI-driven features, a screen appears asking if you want to turn Intelligent Services on. Click Turn On. You’ll only have to do that once.

Handy keyboard shortcuts

Using keyboard shortcuts is one of the best ways to accomplish tasks quickly in Word 2016 and 2019. You can even use them to navigate the Ribbon. For instance, Alt-H takes you to the Home tab, and Alt-G takes you to the Design tab. (For help finding specific commands on the Ribbon, see our Word 2016 and 2019 Ribbon quick reference.) 

But there are many other keyboard shortcuts to help you accomplish a vast array of tasks in Word 2016 and 2019. We’ve listed the ones we’ve found the most useful below. For even more shortcuts, see Microsoft’s Office site.

Useful Word 2016 and 2019 keyboard shortcuts

Don’t forget to download our Word 2016 and 2019 Ribbon quick reference!

This story was originally published in April 2018 and updated for Word 2019 in August 2019.

Credit: Preston Gralla, Computerworld