The Toolbar
The Toolbars at the top and bottom of your OmniOutliner window contain buttons for commonly used commands and functions, making them accessible with a single click or tap.
This chapter is structured to help you quickly find the toolbar information you need:
- Mac Toolbar — OmniOutliner 6 for Mac buttons are listed in app order.
- iPad Toolbar — OmniOutliner 6 for iPad buttons are listed in app order.
- iPhone Toolbar — OmniOutliner 6 for iPhone buttons are listed in app order.
- Apple Vision Pro Toolbar — OmniOutliner 6 for Apple Vision Pro buttons are listed in app order.
- Tools Reference — All OmniOutliner 6 buttons are listed in alphabetical order. This is a good place to start if you would like more information about a button, or want to see where a button is available.
Toolbar on Mac
The toolbar on Mac, when you first install OmniOutliner, includes:
Toolbar customization is only available on Mac and iPad. If you would like toolbar customization on other devices, please Email Support.
Customizing the Mac Toolbar
Select Customize Toolbar… from the View Menu to remove any of the default toolbar buttons, or add buttons for:
Toolbars on iPad
The top toolbar on iPad includes:
Toolbar customization is only available on Mac and iPad. If you would like toolbar customization on other devices, please Email Support.
Customizing the iPad Toolbar
Select Customize Toolbar… from the View Menu to remove some of the default toolbar buttons, or add buttons for:
More Menu on iPad
The More Menu contains:
OmniOutliner Menu on iPad
The OmniOutliner Menu contains:
Bottom Toolbar on iPad
The bottom toolbar changes configuration, depending on whether or not you are editing.
If you are not editing, the toolbar contains:
If the selected row already has a note,
the
Add Note
button will update to either of:
You can touch and hold any of the Note buttons to reveal additional options, which may include:
You can touch and hold the
Add Row
button to reveal additional options:
If you are editing using the onscreen keyboard, buttons update based on your selection, and may include:
If you are editing using an external keyboard, the toolbar contains:
Toolbars on iPhone
The top toolbar on iPhone includes:
Toolbar customization is only available on Mac and iPad. If you would like toolbar customization on other devices, please Email Support.
More Menu on iPhone
The More Menu contains:
OmniOutliner Menu on iPhone
The
OmniOutliner Menu includes
Bottom Toolbar on iPhone
The bottom toolbar contains:
If the selected row already has a note,
the
Add Note
button will update to either of:
You can touch and hold any of the Note buttons to reveal additional options, which may include:
You can touch and hold the
Add Row
button to reveal additional options:
Toolbars on Apple Vision Pro
The top toolbar on Apple Vision Pro includes:
Toolbar customization is only available on Mac and iPad. If you would like toolbar customization on other devices, please Email Support.
More Menu on Apple Vision Pro
The More Menu contains:
OmniOutliner Menu on Apple Vision Pro
The
OmniOutliner Menu includes
Bottom Toolbar on Apple Vision Pro
The bottom toolbar changes configuration, depending on whether or not you are editing.
If you are not editing, the toolbar contains:
If the selected row already has a note,
the
Add Note
button will update to either of:
You can touch and hold any of the Note buttons to reveal additional options, which may include:
You can touch and hold the
Add Row
button to reveal additional options:
If you are editing using the onscreen keyboard, buttons update based on your selection, and may include:
If you are editing using an external keyboard, the toolbar contains:
Toolbar Buttons Reference
All toolbar buttons, listed in alphabetical order:
![]()
About OmniOutliner![]()
Action Menu![]()
Add Above![]()
Add Column![]()
Add Inside/Add Child![]()
Add Note![]()
Add Outside/Add Aunt![]()
Add Parent![]()
Add Row/New Row![]()
Apply Theme![]()
Attachments![]()
Audio Recording![]()
Automation![]()
Collapse All![]()
Colors![]()
Columns![]()
Configure OmniPresence![]()
Connected Folders![]()
Contact Omni![]()
Copy![]()
Cut![]()
Decrease Font Size![]()
Delete![]()
Document Title Menu![]()
Documents![]()
Expand All![]()
Filter![]()
Flexible Space![]()
Fonts![]()
Group![]()
Hide Note![]()
Hide All Notes![]()
Increase Font Size![]()
Indent![]()
Insert Line Break![]()
Inspectors![]()
License![]()
Move![]()
Move Down![]()
Move Left![]()
Move Right![]()
Move Up![]()
Omni Automation Plug-Ins![]()
Omni Newsletter Signup![]()
OmniOutliner Help![]()
OmniOutliner Toolbar Menu![]()
Outdent![]()
Paste![]()
Print![]()
Redo![]()
Release Notes![]()
Remove Column![]()
Select Mode![]()
Settings![]()
Share![]()
Show Console/Automation![]()
Show Note![]()
Show All Notes![]()
Sidebar![]()
Space![]()
Split Row![]()
Undo![]()
Ungroup![]()
Zoom
About OmniOutliner ![]()
Available on iPad, iPhone, Apple Vision Pro in the OmniOutliner toolbar menu
See About OmniOutliner in the Commands and Shortcuts chapter.
Action Menu ![]()
Available on Mac in the top toolbar, after customization
The Action menu includes many commonly used commands from the Edit Menu, Format Menu, View Menu, and Organize Menu.
In addition to including those commands in their original menus, we have placed the ones we think you will use most in this compact menu. The contents of the action menu change based on your selection. With nothing selected, the only item in the menu may be Paste; with one or more items selected in the outline, the menu includes additional options.
Add Above ![]()
Available on iPad, iPhone, Apple Vision Pro in the bottom toolbar
Add a row above and at the same level as the selected row.
See Hierarchy in the Glossary.
Add Column ![]()
Available on Mac, iPad, Apple Vision Pro in the top toolbar
See Add Column in the Commands and Shortcuts chapter.
To add a column on iPhone, use the Columns Inspector.
Add Inside/Add Child ![]()
Available on Mac in the top toolbar, after customization
Available on iPad, iPhone, Apple Vision Pro in the bottom toolbar
Add a row beneath and one level lower than the selected row.
See Hierarchy in the Glossary.
Add Note ![]()
Available on iPad, iPhone, Apple Vision Pro in the bottom toolbar
Add a note to the selected row.
Add Outside/Add Aunt ![]()
Available on Mac in the top toolbar, after customization
Available on iPad, iPhone, Apple Vision Pro in the bottom toolbar
Add a row beneath and one level higher than the selected row.
See Hierarchy in the Glossary.
Add Parent ![]()
Available on iPad, iPhone, Apple Vision Pro in the bottom toolbar
Add a row above and one level of hierarchy higher than the selected row.
See Hierarchy in the Glossary.
See also Group.
Add Row/New Item/New Row ![]()
Available on Mac in the top toolbar, after customization
Available on iPad, iPhone, Apple Vision Pro in the bottom toolbar
Add a row to the outline that is beneath and at the same level as the currently selected row.
See Hierarchy in the Glossary.
Apply Theme ![]()
Available on Mac in the top toolbar, after customization
Click the Theme button in the toolbar or choose Apply Template Theme… to open the Template Picker and choose a theme to apply to your document.
To theme an outline is to take the set of styles stored in an OmniOutliner .otemplate file and apply them to the current document. This overwrites any existing saved styles in the document’s Styles Sidebar tab (but leaves styles directly applied to text intact).
To learn more about styles, read the Styles section of The Outline chapter.
Attachments ![]()
Available on Mac in the top toolbar, after customization
Available on iPad, iPhone, Apple Vision Pro in the bottom toolbar
On Mac,
the
Attachments button
uses the
Attach File
command.
On iPhone, iPad, and Apple Vision Pro, this button provides you with options for:
- Photo Library — Attach selected photos from your photo library.
- Take Photo — Attach a new photo.
- Attach File — Attach a file using the Document Manager. This works similarly to Mac, but always embeds attachments, without an option for linking.
- Scan Document — Attach a newly scanned document.
- Record Audio — Attach an Audio Recording.
There are two additional ways to attach files:
- Control + click or touch and hold an item in another app to reveal the shortcut menu, then select Copy. Switch to OmniOutliner, select the location in your document you would like to place your attachment, and select Paste from the shortcut menu.
- Drag an item from another app (such as Safari) to OmniOutliner.
When you attach an image or PDF file, a preview automatically scales to the width of the column in which it appears. Other types of files appear as an icon with their filename.
If you press and hold on an image or PDF file, you will see the Attachment Shortcut Menu.
Audio Recording ![]()
Available on Mac in the top toolbar
Available on iPad, iPhone, Apple Vision Pro in the Attachments menu
Start Recording.
OmniOutliner starts recording as soon as you select the
button,
and updates to show additional options:
- The Recording bar will appear just below the top toolbar on Mac, and in the bottom toolbar on iPad, iPhone, or Apple Vision Pro.
- The bar contains a button to Pause the recording.
- Pausing the recording shows a Resume button.
- Selecting the Checkmark will end recording, and save it as an audio attachment.
On Mac,
the
button in the top toolbar is also replaced with a button to end recording.
On Mac,
if you click the
Info button for the audio recording,
the
Edit Attachment Properties
dialog will appear.
Automation ![]()
Available on iPad in the top toolbar, after customization
Available on iPhone, Apple Vision Pro in the top toolbar
Open a menu with controls related to Omni’s JavaScript automation:
To learn more, visit the website for Omni Automation in OmniOutliner.
Collapse All ![]()
Available on Mac in the top toolbar, after customization
Available on iPad in the top toolbar, after customization
Available on iPad, iPhone, Apple Vision Pro in the bottom toolbar
Collapse all sections of the outline, hiding all but the top level rows.
See also Expand All
Colors ![]()
Available on Mac in the top toolbar, after customization
Show or hide the Colors window, to make adjustments to the selection color.
To learn more about the Colors window, see Choosing Colors.
Columns ![]()
Available on Mac in the top toolbar, after customization
Note that this item displays as
in the toolbar.
Allows you to hide or show specific columns.
- Note — Hide or show the Notes column.
- Topic — The Topic column cannot be hidden; it is always viewable.
- All other columns — Each additional column can be hidden or shown.
Since you can change the default name of the column heading from Topic to anything else, the options you see in the Columns submenu will reflect the titles you’ve assigned to the column headings, including text or any Emoji characters you may have used.
Configure OmniPresence ![]()
Available on iPad, iPhone, Apple Vision Pro in the OmniOutliner toolbar menu
See Configure OmniPresence in the Commands and Shortcuts chapter.
See also OmniPresence in this chapter.
Connected Folders ![]()
Available on iPad, iPhone, Apple Vision Pro in the OmniOutliner toolbar menu
See Connected Folders in the Commands and Shortcuts chapter.
Contact Omni ![]()
Available on iPad, iPhone, Apple Vision Pro in the OmniOutliner toolbar menu
See Contact Omni in the Commands and Shortcuts chapter.
Copy ![]()
Available on iPad, iPhone, Apple Vision Pro in the bottom toolbar
Available on iPad, iPhone, Apple Vision Pro in the Select Mode toolbar
Copies the selected rows or text, while saving them on the clipboard, so you can paste the selection somewhere else.
Cut ![]()
Available on iPad, iPhone, Apple Vision Pro in the bottom toolbar
Available on iPad, iPhone, Apple Vision Pro in the Select Mode toolbar
Removes the rows, while saving them on the clipboard, so you can paste the selection somewhere else.
Decrease Font Size/Increase Font Size ![]()
Available on iPad in the top toolbar, after customization
Decrease or Increase the font size.
Delete ![]()
Available on iPad, iPhone, Apple Vision Pro in the Select Mode toolbar
Removes the rows, while saving them on the clipboard, so you can paste the selection somewhere else.
Remove the selected rows from your document.
Document Title Menu ![]()
Available on iPad, Apple Vision Pro in the top toolbar
When space allows, the name of the current document displays here.
Tap to display a menu, which contains options to:
On narrow devices the document title is hidden to leave room for additional tools. You can change the title of your document by tapping the file name in the Document Manager.
Documents ![]()
Available on iPad, iPhone, Apple Vision Pro in the top toolbar
Close the current document and return to the Document Manager.
Expand All ![]()
Available on Mac in the top toolbar, after customization
Available on iPad in the top toolbar, after customization
Available on iPad, iPhone, Apple Vision Pro in the bottom toolbar
Expand all sections of the outline, revealing every row.
See also Collapse All
Filter ![]()
Available on Mac, iPad, iPhone, Apple Vision Pro in the top toolbar
Shows the Filter bar at the top of your document, which allows you to enter search terms to filter the outline, so that only rows and notes containing those terms display.
- Select the
![]()
Filter button to
change the scope of the filter from Entire Document
to a specific column, or the Notes field. - Select the
![x mark]()
button to clear the field,
and close the Filter bar. - Select Save as Filter to use this filter in the future.
button to clear the field,
and close the Filter bar.To learn more about filtering, read Filtering the Outline.
To learn more about saved filters, read about the Filters Tab.
Flexible Space ![]()
Available on Mac in the top toolbar, after customization
Drag this from the toolbar customization sheet to add an area of space to the toolbar which will expand to fill the available space.
Compare to Space
Fonts ![]()
Available on Mac in the top toolbar, after customization
Available on iPad, iPhone, Apple Vision Pro in the bottom toolbar
Show or hide the Fonts window from which you can choose a font, styling, and size.
Group ![]()
Available on Mac in the top toolbar, after customization
Available on iPad, iPhone, Apple Vision Pro in the Select Mode toolbar
Indents the selected rows, grouping them together under a new parent row.
See also Ungroup
Hide Note ![]()
Available on iPad, iPhone, Apple Vision Pro in the bottom toolbar
Hide the note for the selected row.
See also Add Note, Show Note, Hide All Notes
Hide All Notes ![]()
Available on iPad, iPhone, Apple Vision Pro in the bottom toolbar
Hide the notes for all rows.
See also Add Note, Hide Note, Show Note, Show All Notes
Indent ![]()
Available on iPad, iPhone, Apple Vision Pro in the bottom toolbar
Tap
to indent the selected row, making it a child of the row above it.
See also Outdent
Insert Line Break ![]()
Available on iPad in the top toolbar, after customization
See Insert Line Break in the Commands and Shortcuts chapter.
Inspectors ![]()
Available on Mac, iPad, iPhone, Apple Vision Pro in the top toolbar
Show or hide The Inspectors.
Keyboard Menu ![]()
Available on iPad, Apple Vision Pro in the bottom toolbar
Contains options to:
- Keyboard Settings… — Open System Settings, and show the Keyboards section of General settings.
- Minimize — Shrink the editing toolbar down to a single button; tap the button to expand the toolbar.
- Show Keyboard — Show the onscreen keyboard.
- Show Emoji — Show the emoji picker.
License ![]()
Available on iPad, iPhone, Apple Vision Pro in the OmniOutliner toolbar menu
See License in the Commands and Shortcuts chapter.
Move ![]()
Available on iPad, iPhone, Apple Vision Pro in the Select Mode toolbar
Tap Move, then tap a row in the outline to move selected rows relative to a position relative to it. A menu appears, offering options to move the selected rows Above, Below, or Inside the target row.
Move Down ![]()
Available on Mac in the top toolbar, after customization
Moves the selected row down one row, along with any children.
Move Left ![]()
Available on Mac in the top toolbar, after customization
Moves the selected row to the left, along with any children.
The row becomes a sibling of its former parent.
Move Right ![]()
Available on Mac in the top toolbar, after customization
Moves the selected row to the right, along with any children.
The row becomes a child of the row immediately above.
Move Up ![]()
Available on Mac in the top toolbar, after customization
Moves the selected row up one row, along with any children.
Omni Automation Plug-Ins ![]()
Available on Mac in the top toolbar, after customization
Any installed Omni Automation Plug-Ins can be added to your toolbar.
Omni Newsletter Signup ![]()
Available on iPad, iPhone, Apple Vision Pro in the OmniOutliner toolbar menu
See Omni Newsletter Signup in the Commands and Shortcuts chapter.
OmniOutliner Help ![]()
Available on iPad, iPhone, Apple Vision Pro in the OmniOutliner toolbar menu
See OmniOutliner Help in the Commands and Shortcuts chapter.
OmniOutliner Toolbar Menu ![]()
Available on iPad, iPhone, Apple Vision Pro in the top toolbar
Available on iPad, iPhone, Apple Vision Pro in the Document Manager
The OmniOutliner toolbar menu is located under the
More menu
if you are viewing a document,
and in the
Document Manager
toolbar if you are not viewing a document.
The menu contains:
![]()
About OmniOutliner![]()
License![]()
OmniOutliner Help![]()
Contact Omni![]()
Omni Newsletter Signup![]()
Release Notes![]()
Connected Folders![]()
Configure OmniPresence![]()
Settings
OmniPresence ![]()
Available on iPhone in the top toolbar
Available on iPad, iPhone, Apple Vision Pro in the Document Manager
This toolbar button will only appear after you Configure OmniPresence, and only when viewing your OmniPresence folder, or documents stored inside the folder. The button appears in the Document Manager on iPad, iPhone, and Apple Vision Pro, as well as in the top toolbar on iPhone.
When editing a document synced with OmniPresence, the button can have several appearances:
![]()
Ready —
OmniPresence is online,
and ready to sync files.
Your document will automatically sync changes,
but you can also tap the button to start a sync.![]()
Syncing —
OmniPresence is syncing changes.![]()
Download —
Tap the icon to download your document.![]()
Error —
OmniPresence has encountered an error.
This may be due to an invalid name or password,
or something as simple as an intermittent Internet connection.- Tap the icon to display the error. This may suggest an immediate fix for the problem.
- Double-check your Omni Account name and password.
- Check your network connection in System Settings.
Syncing —
OmniPresence is syncing changes.
Download —
Tap the icon to download your document.
Error —
OmniPresence has encountered an error.
This may be due to an invalid name or password,
or something as simple as an intermittent Internet connection.If you need help, please Email Support.
Outdent ![]()
Available on iPad, iPhone, Apple Vision Pro in the bottom toolbar
Tap
to outdent the selected row, making it a parent of the row or rows below it.
See also Indent
Paste ![]()
Available on iPad, iPhone, Apple Vision Pro in the bottom toolbar
Available on iPad, iPhone, Apple Vision Pro in the Select Mode toolbar
Pastes the contents of the clipboard.
Print ![]()
Available on Mac in the top toolbar, after customization
Available on iPad, Apple Vision Pro in the Document Title Menu
Opens the print panel, where you can customize the appearance of your outline for printing or PDF export.
To learn more, see Printing in OmniOutliner.
Redo ![]()
Available on iPad, iPhone, Apple Vision Pro in the bottom toolbar
Re-create the most recent change that you just used Undo to reverse.
You can keep redoing edits, allowing you to return to a later point in time.
Release Notes ![]()
Available on iPad, iPhone, Apple Vision Pro in the OmniOutliner toolbar menu
See Release Notes in the Commands and Shortcuts chapter.
Remove Column ![]()
Available on Mac in the top toolbar, after customization
See Remove Columns in the Commands and Shortcuts chapter.
Select Mode ![]()
Available on iPad, iPhone, Apple Vision Pro in the top toolbar
Switch to Select Mode to select multiple rows, then make simultaneous edits to all rows you have selected.
While in Select Mode,
tap a row anywhere to select or deselect it.
With one or more rows selected,
additional tools are available;
depending on the width of your device,
some of them may be hidden behind a
More button.
Tap Select All to select all rows.
Tap the checkmark to exit Select Mode.
To paste rows that you have cut or copied:
- Tap the checkmark to exit Select Mode.
- Select the row next to where you would like the pasted rows to appear.
- Touch and hold the row to show a shortcut menu.
- Tap Paste then choose Above, Below, or Inside to add the copied rows as peers above or below the selected row, or as children of the selected row.
Settings ![]()
Available on iPad, iPhone, Apple Vision Pro in the OmniOutliner toolbar menu
See Settings in the Commands and Shortcuts chapter.
Share ![]()
Available on Mac in the top toolbar, after customization
Available on iPhone in the top toolbar
Opens a system menu containing options to share either selected items, or the open document (iPhone only), to another application.
Choose from a list of available destination applications, or select Edit Extensions… (on Mac) or More (on iPhone) to customize the available options.
Selected rows are shared as plain text. If you share the open document, you can choose from several formats; to learn more about available options, read Exporting from OmniOutliner.
See Share in the Commands and Shortcuts chapter.
Show Console ![]()
Available on Mac in the top toolbar, after customization
Opens the Automation Console.
Show Note ![]()
Available on iPad, iPhone, Apple Vision Pro in the bottom toolbar
Show the note for the selected row.
See also Add Note, Hide Note, Show All Notes
Show All Notes ![]()
Available on iPad, iPhone, Apple Vision Pro in the bottom toolbar
Show the notes for all rows.
See also Add Note, Hide Note, Show Note, Hide All Notes
Sidebar ![]()
Available on Mac, iPad, iPhone, Apple Vision Pro in the top toolbar
Click or tap to show or hide The Sidebar along the left side of the screen.
Space ![]()
Available on Mac in the top toolbar, after customization
Drag this from the toolbar customization sheet to add a fixed area of space to the toolbar (roughly the size of a toolbar button).
Compare to Flexible Space
Split Row ![]()
Available on iPad in the top toolbar, after customization
See Split Row in the Commands and Shortcuts chapter.
Undo ![]()
Available on iPad, iPhone, Apple Vision Pro in the top toolbar
Available on iPad, iPhone, Apple Vision Pro in the bottom toolbar
Reverse the most recent change that you made. You can keep undoing edits, allowing you to return to an earlier point in time.
Touch and hold
to reveal a pop-up menu with the option to
Redo.
Ungroup ![]()
Available on Mac in the top toolbar, after customization
Available on iPad, iPhone, Apple Vision Pro in the Select Mode toolbar
Ungroup the rows of a selected group, turning the children of the parent row into peers of the parent row.
The parent row can then be removed, if you choose.
See also Group
Zoom ![]()
Available on Mac in the top toolbar
Note that this item displays as
in the toolbar.
Change the magnification of your document, selecting from a range between 50 and 400 percent.