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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.

  • Metadata

    Define typed fields per project and attach values to documents from the Inspector.

Advanced Features

Customize the look of your editor, speed up your workflow, and build powerful Web Clipper templates.

  • 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.

  • Advanced Web Clipper Templates

    Full reference for the Rosetta markup template language — variables, filters, logic, and complete examples.

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.