The Organizer

The Organizer is the navigation hub for your entire project, displaying a hierarchical outline of all your content.

The Organizer appears as a persistent sidebar on Mac and iPad, or as the root navigation view on iPhone. Expansion and collapse states persist across sessions, so your Organizer always looks the way you left it.

Built-in Locations

Every project includes two permanent locations:

• Inbox — The default home for new or unplaced documents. Documents created at the root level appear here.
• Trash — A review step before permanent deletion. Documents in the Trash can be restored or permanently removed with the Empty Trash action.

Default Folders

New projects include Draft and Research folders by default. These are starting suggestions — they can be renamed, moved, nested, or deleted entirely. You can disable their automatic creation in Settings > General.

Workspace Locations

The Organizer provides access to two workspace areas:

• Project — Your main document workspace containing all project content
• Templates — Browse and manage document templates. See Templates for details.

Organizing Content

Drag-and-drop reordering — Drag documents to rearrange them. Placement is position-aware: drop above, below, or inside a target document.

Context menu — Right-click (Mac) or long-press (iPad/iPhone) on any document for actions including:

• Create a new text document, folder, or canvas
• Import files or photos
• Move to… another location, or to a different project
• Duplicate
• Move to Trash (or restore from Trash)
• Export

The + button — Tap the add button in the Organizer toolbar to:

• Create a new document or folder
• Add media from Files or Photos

External drops — Drag files, media, and URLs from Finder, Files, or other apps directly into the Organizer to import them into your project.

Moving and Duplicating

Drag-and-drop is the quickest way to rearrange nearby items, but the Move to… menu relocates documents precisely — handy on iPhone, when moving across a large project, or when several documents are selected at once. It's available from the context menu in both the Organizer and the Folder Outline View, on a single document or a multi-document selection.

Moving within a project

Choose Move to… and pick a destination from the submenu — the Inbox or any folder in the current project. The selection moves there, bringing any nested children along with it.

Duplicating

Atlas can copy a document instead of moving it, in two variants:

• Duplicate — Copies the document on its own.
• Duplicate with Children — Copies the document together with everything nested inside it.

The context menu offers Duplicate; on Mac, both variants are also in the menu bar.

Moving or duplicating across projects

To send documents to a different project, choose Move to… → To Project…. This opens the Move to Project sheet:

1. Pick the destination under Project, then use the Filter locations field to narrow the list and choose where inside that project the documents should land.
2. Set Action to Move (remove the originals from the current project) or Duplicate (leave them in place).
3. Under Options, turn on Transfer tags and Transfer metadata to carry those across — any tag or metadata field that doesn't already exist in the destination project is created automatically.

Children always travel with the document across projects, and media attachments come along too.

Keyboard Shortcuts

See Also

• The Workspace — The full workspace layout
• Documents — The six document types you can create
• Using Folders — Folder structure and the Folder Outline View
• Importing Media and Web Pages — Bringing external content into your project