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Guides & Tips

These guides go deeper than the Getting Started articles, covering specific workflows, advanced features, and practical strategies for getting the most out of Atlas.

Planning & Structure

Suggested workflows for organizing large creative projects.

  • Organizing a Novel

    Folder structure, status tags, synopsis summaries, and canvas plot maps for fiction projects.

  • Organizing Research

    Import sources, tag by relevance, link citations to drafts, and map concepts visually.

  • Canvas Workflows

    Practical patterns: plot mapping, character webs, concept maps, storyboarding, and world maps.

Connecting & Finding

Build connections between ideas and find anything in your project.

  • Using Wiki Links Effectively

    Link documents with [[, discover connections through incoming links, and build a knowledge graph.

  • Tags and Search

    Create hierarchical tags, filter with query tokens, and find documents with Spotlight.

Advanced Features

Customize the look of your editor and speed up your workflow.

  • The Theme Editor

    Create custom editor themes with per-element styling, Quick Colors, and real-time preview.

  • Math Equations

    Embed LaTeX math expressions inline or as blocks, with live rendering, autocomplete, and export support.

  • Keyboard Shortcuts

    Complete shortcut reference for markup, file management, canvas, and navigation.

Managing Your Work

Templates, version history, sync, and export.

  • Templates

    Create reusable document blueprints with pre-filled content, tags, and icons.

  • Document History

    Automatic snapshots, the version browser, and restoring previous content.

  • iCloud Sync and Conflicts

    Sync setup, status monitoring, conflict resolution, and troubleshooting.

  • Working Offline

    How Atlas handles offline work, image and equation caching, and reconnecting.

  • Exporting an ePub

    Styles, metadata, chapter modes, footnote placement, and annotation options.