Contents

• Contents
• The Outline
  • Rows
  • Topic Column
  • Hierarchy

The Outline

The Outline is the center of everything you do in OmniOutliner. It allows you to create and organize your content, offers a hierarchy of rows to create the structure you seek, and can be easily updated with styles you choose.

An Outline in OmniOutliner Essentials is composed of one or more Rows and a single Column, with editable cells available at each intersection of row and column. Rows are displayed in a Hierarchy, allowing you to create simple lists, complicated outline structures, or something right in the middle.

Rows

When working in the Outline, Rows are the building blocks of your content. Rows may be as simple as a line of text; or they may include Row Handles for moving, collapsing, or expanding sections; Status Checkboxes for managing lists and tasks; or Notes for adding anything relevant to your work.

You can hide or show any attributes of a row, other than the text of the row itself.

Editing Rows

Tap or click a row cell to begin editing. A cursor will appear in the cell, and you can add text.

Row Handles

Row Handles can be used to move rows, along with any indented (child) rows, or can be used to hide or show indented rows. The style of the row handle indicates whether there are any indented rows.

Row Handles will display as:

• Bullet — Does not contain any indented rows.
• Collapsed Disclosure Arrow — An arrow pointing to the row indicates that the row contains indented rows, which are currently hidden. Click or tap this handle to show the next level of indented rows. On Mac, Option + click to expand all indented rows.
• Expanded Disclosure Arrow — An arrow pointing down indicates that the row contains indented rows, which are currently displayed. Click or tap this handle to collapse indented rows. On Mac, Option + click to collapse all indented rows.

In addition to clicking or tapping the arrows, you can use the keyboard shortcut keys for the Expand and Collapse commands.

Status Checkboxes

If you would like to track the status for items in your outline, you can display a Status Checkbox next to each row.

Turn the display of Status Checkboxes on or off for your document using the Show Status Checkboxes menu command on Mac, or the Row Status toggle in the Document Inspector on iPad, iPhone, Apple Vision Pro.

The state of each Status Checkbox is saved, even if the display of checkboxes is turned off, allowing you to update the appearance without losing information.

On Mac, there are additional options for setting status on a given row. Read about the Set Status submenu to learn more.

Notes

OmniOutliner supports adding notes to individual rows. On the leading edge of the Outline is a narrow Note column. This column may appear empty, but hovering the cursor over it will reveal a Note icon next to the row.

• Click or tap this icon to add note text to the row, or drag in attachments. Once text or attachments have been added to a note, the Note icon will permanently display, instead of only when hovering a cursor.
• Selecting the Note icon will expand or collapse the note for that row.

Topic Column

All OmniOutliner Essentials documents have one column, which contains content in Rich Text. This column (the Topic column) can be hierarchically organized.

If you would like your document to have multiple columns, you may want to consider OmniOutliner Pro.

Hierarchy

Once you have more than one row in your document, you can add hierarchy to your document, in order to create structure.

Sections and Levels

Each top level row of your outline is its own section, and each section can contain one or more subsections (children of that section). Those children, in turn, can have children of their own (grandchildren of the top level row), and so on.

Sections live at levels in the hierarchy of your outline. Every outline has at least one Level 1 section: all the rows at the top level are peers (or siblings) of one another. Indenting a row makes it a Level 2 subsection, beneath the top level Level 1 section above it, and so on.

Selecting Rows

To select a single row, click or tap the space to the left of the row handle, and to the right of the Note icon. (This is called the Gutter.)

To select multiple rows using a hardware keyboard, you can Shift + click to select a range of rows, or Command + click to select individual rows.

To select multiple rows on iPad, iPhone, or Apple Vision Pro, use Edit Mode. Select Mode.

Adding Hierarchy

With one or more rows selected, you can indent one or more selected rows beneath the row above, to create a parent/child relationship. To indent, you can (depending on your device):

• Press Tab on a hardware keyboard
• Press Command+] on a hardware keyboard
• Use the Indent command on Mac or iPad
• Tap the Indent button in the bottom toolbar on iPad, iPhone, or Apple Vision Pro

The handle of the new parent row changes from a bullet to a disclosure arrow to indicate that it contains indented rows.

Tap a parent row’s disclosure arrow to collapse and expand its contents. A vertical line descending from an open disclosure arrow 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.

With one or more rows selected, you can outdent one or more selected rows from beneath the row above, restoring their positions as peers to the row above, creating a sibling relationship. To outdent, you can (depending on your device):

• Press Shift+Tab on a hardware keyboard
• Press Command+[ on a hardware keyboard
• Use the Outdent command on Mac or iPad
• Tap the Outdent button in the bottom toolbar on iPad, iPhone, or Apple Vision Pro

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 arrow 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 arrow 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.