In the better example, the group commands benefit from having extra labels, and a single, short group name works better than separate, longer ones .
The group has many commands of different sizes and needs organization.
In this example, there are many commands of different sizes.
The group can be split into 2-3 roughly equal groups.
Using a split group is more self-explanatory or less awkward than using separate groups.
Place the most commonly used groups in the most prominent locations, and make sure there is a logical order for the groups across the tab.
Optimize the group design so that users find commands quickly and confidently. All other considerations are secondary.
Don’t scale groups containing a single button to a pop-up group icon. When scaling down, leave them as a single button.
(Use a maximum of seven groups.) If there are more than seven groups, it becomes more difficult to determine which group has a command.
For group labeling guidelines, see (Group labels .) Standard ribbon groups
Whenever practical, map your program’s commands to these standard groups, which are given within their associated tabs in their standard order of appearance.
In this example, the Line numbers setting was previously buried in a property sheet. Putting the setting in the ribbon makes it much more discoverable.
Don’t use the scalability of ribbons to justify adding unnecessary complexity. Continue to exercise restraint don’t add commands to a ribbon just because you can. Keep the overall command experience simple. The following are ways to simplify the presentation:
Use context menus and mini-toolbars for in-place , contextual commands.
In this example, a context menu and mini-toolbar show contextual commands in place.
(Move (or keep) rarely used commands in dialog boxes.) Use dialog box launchers to access these commands. You can still use dialog boxes with ribbons! Just try to reduce the need for using them during common tasks.
(Eliminate redundant, seldom used features.)
(Presentation)
Present each command on only one tab. Avoid multiple paths to the same command especially if the command requires many clicks to invoke. It may seem like a convenience to find a command through multiple paths. But keep in mind that when users find what they are looking for, they stop looking. It is all too easy for users to assume that the first path they find is the only path which is a serious problem if that path is inefficient.
Exception: Contextual tabs may duplicate a few commands from the Home and Insert tabs if doing so prevents changing tabs for common contextual tasks.
Within a group, put the commands in their logical order, while giving preference to the most frequently used commands. Overall, the commands should have a logical flow to make them easy to find, while still having the most frequently used commands appear first. Generally, commands with (x) pixel icons appear before commands with (x) pixel icons to aid scanning across groups.
Avoid placing destructive commands next to frequently used commands. A command is considered destructive if its effect is widespread and either it cannot be easily undone or the effect is immediately noticeable.
Use separators to indicate strongly related commands, such as a set of mutually exclusive options.
Consider using toolbar-style groups for sets of strongly related, well-known commands that don’t need labels. Doing so allows you to present many commands in a compact space without affecting discoverability and ease of learning. To be so well known, such commands are frequently used, instantly recognized, and therefore tend to be on the Home tab.
In this example, toolbar-style groups are used for strongly related, well-known commands.
(Use) (x) pixel icons for the most frequently used and important labeled commands. When scaling a group down, make these commands the last to convert to (x) pixel icons.
Avoid arbitrary command placement. Think carefully about your tab and group design to ensure that users aren’t wasting time inspecting every tab to find the command they want.
Avoid marketing-based placement. Marketing objectives around the promotion of new features tend to change over time. Consider future versions of your product and how much frustration a constantly changing organization will cause.
(Interaction)
Disable commands that don’t apply to the current context , or that would directly result in an error. If helpful, use the (enhanced tooltip) to explain why the command is disabled. Don’t hide such commands because doing so can cause the ribbon layout to change, making the ribbon presentation unstable.
Don’t update command labels dynamically. Again, doing so might cause the tab layout to change, resulting in an unstable appearance. Instead, design commands so that they work with constant labels.
Even though Insert note and Delete note are never enabled at the same time, displaying both commands is required for a stable ribbon.
(Prefer direct controls.
A command is direct if invoked with a single click (that is, without navigating through menus). However, with the exception of in-ribbon galleries, direct controls don’t support Live preview, so the need for Live preview is also a factor.
If a command is among a related set of formatting options, and Live preview is important and practical, use Live preview to indicate the effect of the options especially if users are likely to choose the wrong option otherwise .
If the command is used frequently, use an in-ribbon gallery for directness.
If the command is used infrequently, use a drop-down gallery.
While the correct example is direct, the better example supports Live preview.
Otherwise, to obtain directness use ribbon controls in the following order of preference (all other considerations being equal):
(Command buttons, check boxes, radio buttons, and in-place galleries.) These are always direct.
Split buttons. (Direct for the most common command, but indirect for the command variations.)
Menu buttons. These are indirect, but present many commands that are easy to find.
Text boxes (with spin controls). Text input generally requires more effort than the other control types.
If your ribbon consists mostly of menu buttons when displayed at full size, you might as well use a menu bar.
Incorrect:
This ribbon has so many menu buttons that using a menu bar is a better choice.
Prefer immediate commands.
A command is immediate if it takes effect immediately (that is, without dialog boxes to gather additional input). If a command might require input, consider using a split button, with the immediate command in the button portion, and the commands that require input in the submenu.
In this example, the tooltip image illustrates the effect of the command.
For labeling guidelines, see (Enhanced tooltip labels . Access keys and keytips
[!Note]
Keytips are the mechanism used to display access keys for commands displayed directly on a ribbon.
(Access keys for drop-down menu commands are indicated with an underlined character.) They differ from menu access keys in the following ways:
Two character access keys can be used. For example, FP can be used to access the Format painter command.
The access key assignments are shown using tips instead of underlines, so the character width and descenders aren’t a factor in making assignments.
(Assign access keys to all ribbon tabs and commands.) The only possible exception is for commands coming from legacy add-ins.
(For the Application button and Quick Access Toolbar:
Assign F to the Application button. This assignment is used because of the Application button’s similarity to the traditional File menu.
For the Quick Access Toolbar and recently used file lists, assign access keys numerically.
Keytips for Application button and Quick Access Toolbar.
(For tabs:
Assign H to Home.
Starting with the most frequently used tabs, assign the first letter of the label.
For any tabs that cannot be assigned to the first letter, choose a distinctive consonant or a vowel in the label.
For programs that used to support menu bars, strive to maintain access key compatibility to the best extent practical. Avoid assigning different meanings to access keys from legacy menu categories. For example, if the legacy menu bar version of a program had an Edit menu, strive to use an E access key to the equivalent tab. If there is no equivalent tab, don’t assign an E access key to any tab to prevent confusion.
Keytips for tabs.
(For ribbon commands, menus, and submenus:
Assign unique access key combinations within a tab. You can reuse access key combinations within different tabs.
Whenever possible, assign the standard access keys for commonly used commands. See the
standard access key table .
For other commands:
For the most frequently used commands, choose letters at the beginning of the first or second word of the label, preferably the first letter.
For less frequently used commands, choose letters that are a distinctive consonant or a vowel in the label, such as “x” in “Exit.”
For the least frequently used commands and dialog box launchers, use two letters as necessary.
For Menus and submenus, use a single letter to reduce the number of keystrokes required for the complete command.
Don’t use access keys starting with J, Y, or Z because they are used for contextual tabs, unassigned keytips, and popup groups.
Keytips for ribbons and menus.
For pop-up groups:
Use a two-letter access key that starts with Z.
Starting with the most frequently used groups, assign the second access key letter to the first letter of the label.
For any remaining groups, choose a distinctive consonant or a vowel in the label.
Keytips for pop-up groups.
for shortcut key guidelines, see (Keyboard .
Application buttons
Use an Application button to present a menu of commands that involve doing something to or with a file. Examples include commands that traditionally go in the File menu to create, open, and save files, print, and send and publish documents.
(Always provide an Application button when using a ribbon.) If the program does not use files, use the Application button to access the program options and the Exit command. Application buttons always display a command menu they are never just decorative.
(Use the following standard Application menu commands when appropriate:
(New) Open Save Save as … Print … Print … Quick print Print preview Close
(Reserve commands that belong in the Application menu only for that menu.) Don’t place them redundantly in any of the tabs.
For each menu item, provide:
(A label with the command name.)
A) (x) pixel icon.
A brief description. Make sure the description can be displayed using at most two lines of text.
(Use tooltips to document the shortcut keys.) Unlike normal menus, Application menus don’t document the shortcut keys using labels.
In this example, tooltips are used to document the shortcut keys.
Quick Access Toolbars
(Use the Quick Access Toolbar to provide access to frequently used commands.) The commands can be from the Application button or the ribbon.
Always provide a Quick Access Toolbar when using a ribbon. Do so even if the ribbon has a single tab; This provides consistency across programs.
Prepopulate the Quick Access Toolbar with the frequently used commands in the Application menu. Provide Save and Undo if your program supports them, and Open and Print if supported and frequently used.
For the Customize Quick Access Toolbar menu, provide up to of the most frequently used immediate commands. Immediate commands don’t require additional input before they take effect, and are therefore well-suited for the Quick Access Toolbar. While these can be any immediate commands, prefer those commands that aren’t on the Home tab, because users are more likely to choose those.
For the Customize Quick Access Toolbar menu, if There is a pair of related commands, provide both, regardless of frequency. Common pairs are Open / Close, Back / Forward, and Undo / Redo.
For the Customize Quick Access Toolbar dialog, provide a way to add any command. Provide a Popular commands filter that displays the most frequently used commands , and select this filter by default.
Dialog box launchers
Provide a group with a dialog box launcher if there is a related dialog box with infrequently used commands and settings.
The dialog box should contain all the commands in the group, plus others not a completely different set of commands or the same commands as the group.
In this example, the Font dialog box displays a superset of the commands in the Font group.
Don’t use a dialog box launcher to perform commands directly. A dialog box launcher must display a dialog box.
Don’t use a dialog box launcher to access frequently used commands and settings. Compared to commands directly on the ribbon, the dialog box commands and settings are relatively undiscoverable.
(Match the name of the dialog box with the name of the group.
It doesn’t have to be an exact match, but the names should be similar enough so that users aren’t surprised by the results.
Incorrect:
While a reminder sound is a reminder option, using the dialog box launcher to set the reminder sound is unexpected.
(Display only the commands and settings that relate to the group.) If the dialog box displays other things, users may conclude that this path to these other commands and settings is the only path.
Incorrect:
In this example, the Font dialog box displays Character Spacing settings, which are unrelated to the associated tab.
Labels
(Tabs)
Label all tabs.
Whenever practical, (use the standard ribbon tabs) .
(Prefer concise, single word labels.) While multi-word labels are acceptable, they take more space and are harder to localize.
Choose meaningful tab names that clearly and accurately describe their content. The names should be specific, but not overly specific. Tab names should be predictable enough so that users aren’t surprised by their content. Note that the Home tab is generically named because it is used for the most frequently used commands.
Incorrect: Basic
Advanced
These tab names don’t describe their content in a meaningful way. They require users to determine if the command they are looking for is basic or advanced.
Choose tab names that reflect their purpose. Consider the goals or tasks associated with the tab.
Choose tab names that are clearly distinct from all the other tab names.
(Use either nouns or verbs for tabs.) Tab names don’t require parallel phrasing, s o choose the best label regardless of whether it’s a noun or verb.
(Don’t use gerunds) ( names that end in “-ing”). Use the verb from which the gerund is derived instead.
Correct:
Draw
Review
Incorrect:
Drawing
Reviewing
Avoid tab names with the same initial letters, especially adjacent tabs. When the ribbon is scaled down, these tab names will have the same truncated text.
Incorrect:
Format
Formulas
Prefer singular names. However, you can use a pural name if the singular name is awkward.
Use title-style capitalization.
(Don’t use ending punctuation.)
Contextual tabs and tab sets
(End contextual tab set labels with “Tools”.) Doing so helps identify the purpose of contextual tabs.
Use title-style capitalization.
Don’t use ending punctuation. Groups
Label all groups.
Exception: Omit the group label if the group has a single command and the group and command labels would be the same.
Omit the group label if it is redundant with the group’s only command.
Whenever practical, (use the standard ribbon groups.)
(Prefer concise, single word labels.) While multi-word labels are acceptable, they take more space and are harder to localize.
Choose meaningful group names that clearly and accurately describe their content. The names should be specific, not generic.
Incorrect:
Commands
Tasks
Tools
Actions
Objects
Basic
Advanced
Settings
Options
Personalize
More
Other
These group names don’t describe their content in a meaningful way. Any command could be in these groups.
Choose group names that reflect their purpose. Consider the goals or tasks associated with the commands in the group.
Avoid using gerunds
(names that end in “-ing”). You can use gerunds, however, if using the verb from which the gerund is derived would be confusing. For example, use “Editing” and “Proofing” instead of “Edit” and “Proof.”
Don’t use group names that are the same as tab names. Using the tab name that the group is on provides no information, and using the name of a different tab is confusing.
Incorrect:
In this example, giving a group the name of a different tab is confusing.
Prefer singular names. However, you can use a pural name if the singular name is awkward.
Correct:
Font
Paragraph
Illustrations
Transitions
Use sentence-style capitalization.
(Don’t use ending punctuation.)
Commands
Label all commands. Having explicit text labels helps users find and understand commands.
Exception: A command can be unlabeled if its icon is extremely well known and space is at a premium. Most likely, unlabeled commands will be on the Home tab. In this case, assign its Name property to an appropriate text label. This enables assistive technology products such as screen readers to provide users with alternative information about the graphic.
(Correct:)
These commands are extremely well known, so they don’t need labels.
Incorrect:
These commands require labels for rich commands.
(For command buttons, use a concise, self-explanatory label.) Use a single word if possible; four words maximum.
(For drop-down lists, if the list always has a value, use the current value as the label.
In this example, the currently selected font name acts as the label.
If an editable drop-down list does not have a value, use a prompt .
In this example, a prompt is used for the editable drop-down list’s label.
Drop-down lists that aren’t self-explanatory or are infrequently used need an explicit label.
Put a colon at the end of the label.
In this example, an infrequently used drop-down list benefits from an explicit label.
(For text boxes, use an explicit label.) Put a colon at the end of the label.
In this example, the text box control has an explicit label.
Use sentence-style capitalization. Doing so is more appropriate for the Windows tone .
(Start the label with an imperative verb.) Exceptions:
Omit the verb if it’s the same as the tab or group name .
Omit common verbs like Show, Create, Insert, or Format if the verb is easily inferred from the remaining label.
Don’t use ending punctuation.
(To conserve space, don’t put ellipses on ribbon command labels.) However, ellipses are used by commands in the Application button and drop-down menus.
Enhanced tooltips
Use the title to give the command name and its shortcut key, if applicable.
For the title, don’t use ending punctuation.
(Start the description with a verb.) Use the description to help users determine whether a specific feature is the one they are looking for. The description should be phrased to complete the sentence “This is the right feature to use if you want to …”.
Correct:
Insert or draw a table into the document.
Incorrect:
Inserts or draws a table into the document.
Keep the description short.
right to the point. Lengthy text discourages reading.
For split buttons, use a different tooltip to explain the split button menu.
In this example, the split button menu has a different tooltip from the main button.
(Use an optional supplemental description to explain how to use the control.) This text can include information about the state of the control (including why it is disabled) if the control itself does not indicate state. Keep this text short, and use a Help topic for more detailed explanations.
(For the description and supplemental description, use complete sentences with ending punctuation.
An enhanced tooltip with a supplemental description.
Use sentence-style capitalization.
Application buttons
Use “Quick” to indicate an immediate version of a command. command
In this example, “Quick” indicates that the command is immediate.
(Use an ellipsis to indicate that a command requires more information.)
Use sentence-style capitalization.
(Documentation)
When referring to ribbons:
Refer to the ribbon and its components as ribbon, tabs, groups , and controls. These terms are not capitalized.
Refer to the round button as the Application button, and the menu it contains as the Application menu.
Refer to the toolbar as the Quick Access Toolbar.
Refer to tabs by their labels and the word tab. Use the exact label text, including its capitalization.
Refer to commands by their labels. Refer to unlabeled commands by their tooltip names. Use the exact label text, including its capitalization, but don’t include the ellipsis. Don’t include the word button or command.
To describe user interaction, use click for tabs and controls. Use enter for editable drop-down lists. Don’t use choose, select, or pick.
Refer to unavailable items as unavailable, not as dimmed, disabled, or grayed. In programming documentation, use disabled.
When possible, format the labels using bold text. Otherwise, put the labels in quotation marks only if required to prevent confusion.
Examples:
.
On the (Home) (tab, click Paste special) .
On the
Home (tab, in the (Font) box, enter “Segoe UI.”
On the
Review (tab, click Show markup , and then click (Reviewers) .
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