The Anatomy of an Outline

An outline in OmniOutliner Pro is composed of one or more rows and one or more columns, with data entered into the cells created by their intersection. The Topic column can additionally display rows in hierarchy, offering the ability to create sophisticated outline structures.

Rows

In OmniOutliner, rows display text or other data in a way that is conducive to hierarchical display. In addition to the main text field, rows have other components that make them even more useful: handles for repositioning, collapsing, or expanding sections; notes for adding related content; and checkboxes for managing lists.

Columns

All outlines contain at least one column used for the vertical structure of the outline's data. Many templates contain only the single hierarchical Topic column, but others use multiple columns to organize and separate data of different types.

In a given document the column headers may be hidden by default; use the Column Headers control in the Document inspector to reveal the column headers in the outline.

Use the controls in the Document inspector's columns list to add columns to the outline, change their visibility, and edit their details (such as name and column type). Drag handles to the right of each column's name in the column header to resize the columns manually.

To sort the contents of a column, touch and hold the column header to reveal the contextual menu, then choose Sorting for options specific to each column. Columns are sorted with logic depending on their column type.

Editing Rows and Notes

Tap a row cell to select it for editing. A cursor appears in the cell for adding text or data.

When editing a row, touch and hold it to reveal the contextual menu. In addition to the iOS-standard controls for styling, selecting, copying, and pasting text, you can:

• Tap Paste Plain to paste the most recently copied item at the location of the cursor. Any text styles will be removed, and the text will inherit existing custom styles on the row.

• Tap Split Row to split the row at the location of the cursor, creating a new row that contains any contents of the current row that follow the cursor position.

• Tap to add a line break at the location of the cursor, creating a new paragraph (or adding a carriage return) within the row.

To edit a note, tap the Notes button in the edit bar to expose the note on a row and then tap the note field to open it for editing.

Alternatively, tap the notes column adjacent to a row to reveal the note field for that row.

Adding Hierarchy to Rows

Tap the row handle to the left of a row to select it, then tap Indent in the Edit bar to convert the row to a child of the row above it—the child row is now contained inside its parent, and considered 'inside' it for purposes of organization and positioning.

The handle of the new parent row changes from to a disclosure triangle to indicate that it contains additional rows inside it.

Tap a parent row's disclosure triangle to collapse and expand its contents. A vertical line descending from an open disclosure triangle denotes the span of child rows contained in the parent row.

Any number of levels of hierarchy can be added to the outline (provided there are enough rows to keep indenting), and each level can be given its own unique structural style to visually distinguish rows at the same level with their peers.

Copying and Pasting Rows

Touch and hold a row, then release it to reveal its contextual menu. This contains several editorial functions such as Cut, Copy, and (with something on the pasteboard) Paste.

Choose any of these commands to edit the outline as needed. When using the contextual menu to paste, the option is presented to paste above, below, or inside the target row (adding the pasteboard contents as children).

When copying and pasting a row with children (one with a disclosure triangle handle), the parent row and all of those hierarchically nested beneath it come along for the ride.

Organizing Rows With Drag and Drop

Touch and hold a row handle or disclosure triangle to pick it up, then drag it elsewhere in the outline to reposition it. When you have the row where you want it to be, let go and it will fall into place.

As you drag a row over others, they will move apart to make room for the row you're holding to be dropped between them as a peer (if dragging between a parent and child, the dropped row becomes a peer of the child). If you position a row directly atop another before dropping it, the row beneath is highlighted and upon being dropped, the held row becomes a child of the one you drop it on top of.

Multiple rows can be picked up at a time. To do this, touch and hold the first row you want to move, then tap each other row to add them to the selection (each row is picked up and added to the first). Dropping multiple rows works just like dropping a single one; any hierarchy in the rows you pick up will be preserved after dropping them.

The Edit Bar

The edit bar is located beneath the outline, and contains all the basic controls you need to add content to your document and organize it.

Indent and Outdent

Use the Indent and Outdent buttons to add hierarchy to your outline.

Tap to indent the selected row, making it a child of the row above it. Tap to outdent the selected row, making it a parent of the row or rows below it.

Audio Recording

Tap to start an audio recording. Tap to pause the recording, and tap to end and save it.

When you finish a recording, the audio file is attached to the outline in a new row beneath the current selection (or at the end of the document, if nothing is selected). The audio attachment file is labeled with the timestamp of the recording.

Tap the recording file in the row to play it back, and tap it again to pause playback. During playback, controls to start, pause, and cancel playback appear in the edit bar as well.

To delete an audio recording from the document, open its row for editing and press delete to remove it just as you would a piece of text.

Notes

Tap to edit the note on the currently selected row. Touch and hold the Notes button and other options appear as flyouts: tap to expand all notes in the outline, and tap to collapse all notes.

New Row

Tap to add a row to the outline that is beneath and at the same level as the currently selected row. Touch and hold the New Row button and other options appear as flyouts.

• Add Parent

  Tap to add a row above and one level of hierarchy higher than the selected row.

• Add Above

  Tap to add a row above and at the same level as the selected row.

• Add Aunt

  Tap to add a row beneath and one level higher than the selected row.

• Add Child

  Tap to add a row beneath and one level lower than the selected row.

• Expand All

  Tap to expand all sections of the outline, revealing every row.

• Collapse All

  Tap to collapse all sections of the outline, hiding all but the top level rows.

Attaching Files

OmniOutliner supports adding just about any type of file to the outline as an attachment.

There are two ways to attach files to an outline:

• Touch and hold an item in another app to reveal the contextual menu and choose Copy. Then switch to OmniOutliner, and touch and hold at the location in the outline where you would like to attach it and choose Paste from the contextual menu that appears.

• With multitasking on iPad, drag and drop items directly from other apps into OmniOutliner.

The way that OmniOutliner handles attachments differs slightly depending on the file type.

• OmniOutliner recognizes all common image types (such as JPEG, PNG, and GIF), and adds them to the outline as images imbedded in the row where they are dragged or pasted.

• Files of other types (such as OmniGraffle diagrams or OmniPlan projects) are represented in the rows where they are added by icons indicative of the file type.

Tap an attachment to open the iOS share sheet and access the standard array of controls that it provides for duplicating, saving, or copying the file to another application.

Dragging from the Outline

When multitasking on iPad, you can drag rows and selected text from the outline to other apps. This enables you to quickly export text from the outline or place it in other apps on your device.

For example, you can drag rows, sections, or text selections to:

• ...Files, creating a new text file (named "text" by default) in the target location, such as another app’s local documents folder or iCloud Drive.
• ...Mail or Notes, adding the selected rows as a hierarchically indented plain text list.

By default, when you drag out of the OmniOutliner outline to another app, the selected content is exported in a hierarchically indented plain text list.

Use the controls in OmniOutliner Settings to determine whether handles are included in this text export.

For export options for the entire document, see Available Export File Formats.