All chapters
  1. Getting started

    1. Start here
    2. Install, update & first launch
    3. Bring your notes in
    4. Your vault & the window
  2. Daily work

    1. Writing & the editor
    2. The Note Inspector & history
    3. Capturing ideas
    4. Today & daily notes
    5. Tasks
    6. Minutes: recording meetings
  3. Find and understand

    1. Finding & connecting notes
    2. Setting up AI
    3. Ask Header
    4. AI writing tools: Review, Refactor & the selection assistant
    5. Lenses
    6. Atlas
    7. Mindprint, Review & Retro
  4. Research and publish

    1. Research & the Reading Room
    2. Manuscripts
    3. Boards
  5. Protect your notes

    1. Trust, safety & privacy
    2. Sync & backup
  6. Reference

    1. Header across macOS
    2. Settings
    3. Keyboard shortcuts
    4. Help, feedback & FAQ
Start here

Start here

Header is a Mac app for writing notes and connecting them. Your notes are plain Markdown files in a folder you pick, and Header works on them where they are.

Four things to know first

Your notes are files in a folder you choose

That folder is your vault. Each note is a Markdown file ending in .md. If the folder already holds Markdown, Header leaves those files where they are and doesn't convert them. You can open the same files in any text editor, and if you keep the folder in iCloud Drive, Dropbox or Google Drive, that service syncs it between your Macs. Syncing is not a backup: a deleted note is deleted everywhere. For recovery, see Sync & backup.

You write in Markdown

Markdown is ordinary text with a few symbols for formatting: # Trip to Lisbon makes a heading, - book the ferry makes a bullet. The editor has three modes. Rich shows the formatting, Source shows the text as you typed it, and Split shows both. More in Writing & the editor.

Notes link to each other

Type [[ and Header lists the notes you opened recently; keep typing to search all of them. Pick one and you have a link. Header also tracks the reverse direction, so a note's Backlinks show every note that points to it. See The Note Inspector & history.

AI is optional, and you review what it changes

You decide where AI runs: Apple Intelligence on this Mac, a local model through Ollama, or a cloud provider with your own key. Header works without any of them. Ask Header answers cite the notes they came from, and AI Review suggests edits that you accept or reject one at a time.

No account required. Header doesn't ask you to sign up, and your provider keys stay in this Mac's Keychain. If you turn on cloud AI, note excerpts go to the provider only when you start a cloud AI action, and by default Header shows you a preview of what will be sent first (Setting up AI).

How this guide is organised

Read the first three chapters in order if you're new. After that, jump to whatever you need.

If you want to…Read
Get Header running and pick a vaultInstall, update & first launch
Move notes over from Obsidian, Notion, Bear, Evernote or Apple NotesBring your notes in
Find your way around the window and the sidebarYour vault & the window
Write, format, link and exportWriting & the editor, The Note Inspector & history
Jot things down quickly, plan the day, record a meetingCapturing ideas, Today & daily notes, Tasks, Minutes
Find old notes and see how they connectFinding & connecting notes, Lenses, Atlas
Use AI with your notesSetting up AI, Ask Header, AI writing tools
Look back over what you've writtenMindprint, Review & Retro
Work with sources, write a long piece, or lay ideas out on a boardResearch & the Reading Room, Manuscripts, Boards
Keep notes safe, private and in syncTrust, safety & privacy, Sync & backup
Use Header from Spotlight, Shortcuts, widgets or the TerminalHeader across macOS
Look up a setting, a shortcut or a fixSettings, Keyboard shortcuts, Help, feedback & FAQ

Your first ten minutes

Two short checklists in the app walk you through the basics. Both tick themselves off when you actually do each step, and both can be brought back from the Help menu after you hide them.

The “Get oriented” checklist

Four steps, shown above your note list

After you set up a vault, a small card titled Get oriented sits above the note list and counts your progress out of 4. Click a step's name and Header does it for you:

  1. Open or create a note creates a new note.
  2. Capture a quick thought opens Quick Capture.
  3. Search your vault puts the cursor in the note list's search field.
  4. See where your notes are saved shows your vault folder in Finder.

A step is ticked when you really do it, from the card or anywhere else in the app. The circle next to each step lets you mark it done or not done by hand. Dismiss hides the card.

Find it Help → Show “Get Oriented” Checklist

Get your first cited answer AI

A three-step tour of Ask and Review

Once the Get oriented card is done or dismissed, and Header has an AI to work with, a second card appears at the bottom-left of the window. It has three steps:

  1. Ask a question about your notes. The Ask button opens Ask Header; the answer comes back with numbered citations.
  2. Open a cited source. Click one of the numbered notes under the answer to check what it was based on.
  3. Decide one AI change. Run AI Review from the editor toolbar, then accept or reject one suggestion.

The tour needs either Apple Intelligence or an AI provider you've set up. If neither is ready when you start it from the Help menu, Header says so and offers Open AI Settings.

Try this Ask something your notes can answer, such as “What did we decide about the venue for Maya's party?”, then click citation 1 to read the note it came from.
Find it Help → Get Your First Cited Answer · more in Ask Header
Help from inside the app. Help → Header Help (⇧⌘/) opens this guide, or a copy built into the app if you're offline. Help → Keyboard Shortcuts (⌘/) lists the keys, and Help → How Header Protects Your Files explains which files Header keeps in your vault, how it saves, and when it uses the network.