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 — Mac buttons are listed in app order.
- iPad Toolbar — iPad buttons are listed in app order.
- iPhone Toolbar — iPhone buttons are listed in app order.
- Apple Vision Pro Toolbar — Apple Vision Pro buttons are listed in app order.
- Tools Reference — All 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 are interested in us implementing 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, when you first install OmniOutliner, includes:
Toolbar customization is only available on Mac and iPad. If you are interested in us implementing 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 on iPad 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 are interested in us implementing toolbar customization on other devices, please Email Support.
More Menu on iPhone
The More Menu on iPhone contains:
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 are interested in us implementing toolbar customization on other devices, please Email Support.
More Menu on Apple Vision Pro
The More Menu on Apple Vision Pro contains:
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![]()
Add Above![]()
Add Inside/Add Child![]()
Add Note![]()
Add Outside/Add Aunt![]()
Add Parent![]()
Add Row/New Row![]()
Apply Theme![]()
Attachments![]()
Collapse All![]()
Configure OmniPresence![]()
Connected Folders![]()
Contact Omni![]()
Copy![]()
Cut![]()
Delete![]()
Document Title Menu![]()
Documents![]()
Expand All![]()
Filter![]()
Flexible Space![]()
Fonts![]()
Group![]()
Hide Note![]()
Hide All Notes![]()
Indent![]()
Insert Line Break![]()
Inspectors![]()
License![]()
More Menu![]()
Move![]()
Move Down![]()
Move Left![]()
Move Right![]()
Move Up![]()
Omni Newsletter Signup![]()
OmniOutliner Help![]()
OmniOutliner Menu![]()
Outdent![]()
Paste![]()
Print![]()
Redo![]()
Release Notes![]()
Select Mode![]()
Settings![]()
Share Menu![]()
Show Note![]()
Show All Notes![]()
Space![]()
Split Row![]()
Undo![]()
Ungroup![]()
Zoom
About OmniOutliner ![]()
Available on iPad, iPhone, Apple Vision Pro in the OmniOutliner Menu
See About OmniOutliner in the Commands and Shortcuts chapter.
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 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 Template Theme to apply to your document.
Applying a theme will overwrite any Structural Styles or Named Styles in your document with those from the theme, but does not affect styles applied directly to text in your document.
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.
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.
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
Configure OmniPresence ![]()
Available on iPad, iPhone, Apple Vision Pro in the OmniOutliner 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 Menu
See Connected Folders in the Commands and Shortcuts chapter.
Contact Omni ![]()
Available on iPad, iPhone, Apple Vision Pro in the OmniOutliner 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.
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.
If you are viewing the Document Manager, this button reveals Favorites, Locations, and Tags.
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
![x mark]()
button to clear the field,
and close the Filter bar.
button to clear the field,
and close the Filter bar.To learn more about filtering, read Filtering the Outline.
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 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.
Inspector ![]()
Available on iPad, iPhone, Apple Vision Pro in the top toolbar
Show or hide The Inspector.
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 Menu
See License in the Commands and Shortcuts chapter.
More Menu ![]()
The More menu contains a selection of buttons which do not fit in the current toolbar, as displayed buttons depend on which device you are using, the orientation of your device, and window size.
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 Newsletter Signup ![]()
Available on iPad, iPhone, Apple Vision Pro in the OmniOutliner Menu
See Omni Newsletter Signup in the Commands and Shortcuts chapter.
OmniOutliner Help ![]()
Available on iPad, iPhone, Apple Vision Pro in the OmniOutliner Menu
See OmniOutliner Help in the Commands and Shortcuts chapter.
OmniOutliner Menu ![]()
Available on iPad, iPhone, Apple Vision Pro in the More Menu
Available on iPad, iPhone, Apple Vision Pro in the Document Manager Toolbar
The toolbar OmniOutliner 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 Toolbar
This toolbar button will only appear after you Configure OmniPresence, and only when viewing your OmniPresence folder or documents stored in the folder.
When editing, the button updates to show document status:
![]()
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.
- If you need help, please Email Support.
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.When using the
Document Manager,
tapping the
button will open a menu
where you can download files to your configured OmniPresence folder,
or open them by tapping items in the list.
Read our support article to learn more about using OmniPresence on iPad, iPhone, and Apple Vision Pro.
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 Menu
See Release Notes 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 Menu
See Settings in the Commands and Shortcuts chapter.
Share Menu ![]()
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 Files and Documents.
See Share in the Commands and Shortcuts chapter.
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
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.
Style ![]()
Available on Mac in the top toolbar
Note that this item displays as
in the toolbar.
Quickly apply
Bold,
Italic,
Strikethrough,
or
Underline
to the selected row or text.
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.