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Customizing the Taskbar in Vista

9/5/2010 9:37:53 AM

The taskbar provides quick access to frequently needed information and active applications. You can change the taskbar's behavior and properties in many ways. This section explores key techniques you can use to do this.

Understanding the Taskbar

The taskbar is one of the least appreciated areas of the Windows desktop. Users and administrators tend to pay very little attention to its configuration, yet we use it day in and day out, relying on it for quick access to just about everything we do with the Windows operating system. If you find that users are having frequent problems accessing Windows features or running applications, you can help them by tailoring the taskbar to their needs. The Windows taskbar can contain several toolbars that can assist the user in different ways, several of which are shown in Figure 1.

Image from book
Figure 1: The Windows taskbar can have multiple active toolbars.

Sometimes, you can provide tremendous productivity increases simply by adding a frequently used item to the taskbar. For example, most people spend a lot of time finding and reading documents. They browse the Web or the corporate intranet to find the latest information. They open documents in Microsoft Word, Excel, PowerPoint, or other applications, finding documents individually and starting applications to read those documents as well. By adding an Address bar to the taskbar, users can access documents directly and launch the appropriate application automatically. They just need to type the document path and click Go. As time passes, the history feature of the Address bar tracks more and more of the user's previously accessed documents, making it easier to find the needed information.

Changing the Taskbar Size and Position

By default, the taskbar appears at the bottom of the screen and is sized so that one row of options is visible. As long as the taskbar position isn't locked, you can dock it to any edge of the Windows desktop and resize it as necessary. To move the taskbar, simply click it and drag it to a different edge of the desktop. You won't see the taskbar move as you drag, but when you release the mouse button, the taskbar appears in the new location. To resize the taskbar, move the mouse pointer over the taskbar edge and then drag it up or down.

Auto Hiding, Locking, and Controlling Taskbar Visibility

When you want to control the visibility of the taskbar, you have several options. You can enable the Auto Hide feature to hide the taskbar from view when it is not in use. You can lock the taskbar so that it can't be resized or repositioned. You can also make the taskbar appear on top of other windows when you point to it. Once the taskbar is positioned and sized the way a user wants it, you should enable all three of these options. In this way, the taskbar has a fixed location so users don't have to hunt for it, and the taskbar isn't hidden behind other windows so it is visible when it is pointed to.

To enable these options, follow these steps:

  1. Right-click the taskbar and then select Properties.

  2. Select the Taskbar tab in the Taskbar And Start Menu Properties dialog box.

  3. Select Lock The Taskbar, Auto-Hide The Taskbar, and Keep The Taskbar On Top Of Other Windows.

  4. Click OK.


Tip 

Locking the taskbar is one of the most useful taskbar options. If you lock the taskbar once it is optimized, users will have fewer problems caused by accidentally altering taskbar options. Locking the taskbar doesn't prevent users from changing the taskbar on purpose. If users really want to change the taskbar, all they need to do is right-click the taskbar, select Properties, and then clear Lock The Taskbar.

Grouping Similar Taskbar Items

The option of grouping taskbar items is designed to remove some of the clutter from the taskbar by grouping related items into a menu. Grouping similar items also makes it possible to use the flip and 3D flip views . You can enable or disable grouping of similar items on the taskbar by completing these steps:

  1. Right-click the taskbar and then select Properties.

  2. Select the Taskbar tab in the Taskbar And Start Menu Properties dialog box if it isn't already selected.

  3. Select Group Similar Taskbar Buttons.

  4. Click OK.

Controlling Programs in the Notification Area

The notification area or system tray is the area on the far right side of the taskbar that shows the system clock and applications that were loaded automatically by the operating system at startup and are running in the background. When you point to icons in the notification area, a ScreenTip provides information on the running application. To control an application in this area, right-click the application icon to display a menu of available options. Each application has a different menu of options, most of which provide quick access to routine tasks.

You can optimize the notification area for users in several ways. One way is to add or remove startup programs. Another is to set properties of the notification area that control whether system icons, such as the clock, volume, and network, are displayed and whether application icons are displayed or hidden.

Adding or Removing Startup Programs

Administrator-installed or user-installed applications that run in the background can be managed through the Startup folder. Startup programs that are to be made available only to the currently logged on user are placed in the Startup folder that is located within the profile data for that user (%UserProfile%\AppData\Roaming\Microsoft \Windows\Start Menu), and startup programs that are to be available to any user that logs on to the computer are placed in the Startup folder for all users (%SystemDrive%\ProgramData\Microsoft\Windows\Start Menu).

To add or remove startup programs for all users, follow these steps:

  1. Right-click Start and then select Explore All Users. This opens Windows Explorer with the %SystemDrive%\ProgramData\Microsoft\Windows\Start Menu folder selected.

  2. In the left pane, click the Programs folder under Start Menu and then click Startup.

  3. You can now add or remove startup programs for all users. To add startup programs, create a shortcut to the program that you want to run. To remove a startup program, delete its shortcut from the Startup folder.

To add or remove startup programs for a specific user, follow these steps:

  1. Log on as the user whose startup applications you want to manage. Right-click Start and then select Explore. This opens Windows Explorer with the %User Profile%\AppData\Roaming\Microsoft\Windows\Start Menu folder selected.

  2. In the left pane, click the Programs folder under Start Menu and then click Startup.

  3. You can now add or remove startup programs for this user. To add startup programs, create a shortcut to the program that you want to run. To remove a startup program, delete its shortcut from the Startup folder.


Note 

Technically, you don't need to log on as the user to manage that user's startup applications—it's just easier if you do. If you can't log on as the user, access the Users folder on the system drive and work your way down through the user's profile data folders. These are listed by account name.

Controlling Icon Display in the Notification Area

The notification area displays both application and system icons. Icons for applications appear in the notification area for several reasons. Some programs, such as Windows Update, are managed by Windows itself and appear periodically when there are pending notifications. For example, Windows Update runs periodically to check for updates to the operating system. When an update is detected, the user can be notified and given the opportunity to apply the update. Other types of programs are configured to run in the background at startup, such as an antivirus program. You can typically enable or disable the display of icons through setup options in the related applications, but Windows Vista provides a common interface for controlling icon display in the notification area. You can specify whether and how icons are displayed on a per application basis.

To control the display of application icons in the notification area, follow these steps:

  1. Right-click in the notification area of the taskbar and then select Properties. This displays the Taskbar And Start Menu Properties dialog box with the Notification Area tab selected, as shown in Figure 2.

    Image from book
    Figure 2: Configure application and system icons for the notification area using the options provided.

  2. If you want all icons to be displayed, clear the Hide Inactive Icons check box and then click OK. Skip the remaining steps.

  3. If you want to customize the appearance of icons, select the Hide Inactive Icons check box and then click Customize. This displays the Customize Icons dialog box, shown in Figure 3.

    Image from book
    Figure 3: Specify the notification behavior for background applications in the Customize Icons dialog box.

  4. You can now optimize the notification behavior for current items displayed in the notification area as well as items that were displayed in the past but aren't currently active. The Name column shows the name of the application. The Behavior column shows the currently selected notification behavior. Each entry in the Behavior column can be clicked to display a selection menu with the following options:

    • q Hide When Inactive Displays only when active

    • q Hide Never displays

    • q Show Always displays

  5. When you are finished updating the notification entries, click OK twice.


Note 

You can directly access the Customize Notifications dialog box when the Hide Inactive Icons option is selected in the Taskbar And Start Menu Properties dialog box. Right-click the notification area and then select Customize Notifications.

System icons are displayed by default in the notification area. On desktops, the clock, network, and volume icons are displayed by default. On laptops, the clock, network, volume, and power icons are displayed by default. To control the display of system icons in the notification area, follow these steps:

  1. Right-click in the notification area of the taskbar and then select Properties. This displays the Taskbar And Start Menu Properties dialog box with the Notification Area tab selected, as shown previously in Figure 2.

  2. If you don't want an icon to be displayed, clear the related icon under System Icons.

  3. Click OK.

Other  
  •  Optimizing Toolbars in Vista
  •  Working with Desktop Themes in Vista
  •  Optimizing the Desktop Environment in Vista
  •  Screen Saver Dos and Don'ts in Vista
  •  Modifying Display Appearance and Video Settings
  •  Installing Programs in Vista: The Essentials
  •  Configuring Program Compatibility in Vista
  •  Managing Installed and Running Programs in Vista
  •  Managing Remote in Vista
  •  Improving Disk Performance in Vista
  •  Working with Basic and Dynamic Disks
  •  Working with Disks, Partitions, and Volumes in Vista
  •  Partitioning Disks and Preparing Them for Use in Vista
  •  Moving a Dynamic Disk to a New System
  •  Troubleshooting Common Disk Problems
  •  Managing Offline Files in Vista
  •  Configuring Disk Quotas
  •  Installing Networking Components in Vista
  •  Configuring Local Area Connections
  •  Managing Local Area Connections
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