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Getting started
Daily work
Find and understand
Research and publish
Protect your notes
Reference
Writing & the editor
Every note is a plain Markdown file. You can write it as a formatted page, as raw Markdown, or both side by side, and you can reach every formatting command from the keyboard, a menu or a small pop-up card.
Rich, Source and Split
Click the mode button in the toolbar at the top of the window and pick a mode. Its icon changes to match the mode you're in.
- Rich renders the Markdown as you write:
#becomes a heading,- [ ]a checkbox you can tick,**word**bold text. The symbols stay hidden unless you turn on Show Markdown marks around the cursor in the advanced editor options. - Source shows the file exactly as it is on disk, with the symbols visible. It's the mode for fixing a stubborn bit of syntax.
- Split puts the editable source on the left and a read-only preview on the right. Drag the divider to resize them; the two panes scroll together.
The Line width setting (Comfortable, Standard, Wide or Full width) applies to Rich mode. Source always uses the full window.
The + button and the / card
Put the cursor on an empty line and a small + appears beside it. Click it, or type / at the start of a line, and the same card opens. Keep typing after the slash to filter it (/tab, /math, /todo), move with the arrow keys and press Return. Escape closes the card. Both work in Rich and Source mode, but not inside a code block or the frontmatter.
/. The first row is ready to insert; arrow keys move between rows and columns. In a narrow editor the two columns become one list.Writing
Heading 1 to Heading 6, Bulleted List, Numbered List, Checklist, Quote, Link, Date (today, as YYYY-MM-DD) and Divider.
Blocks & media
Table, Image, Attachment, Audio, Video, Generated image, Wiki Link, Code Block, Mermaid Diagram, Math Block, Table of Contents, Meeting Template and Callout.
Callout opens a second list: Note, Tip, Success, Question, Warning, Important, Danger, Bug, Example and Quote. Image, Attachment, Audio and Video open a file picker and copy the file into your attachments folder. Generated image opens Apple's Image Playground instead of a file picker (see Images and attachments); it's listed only on Macs that have it. Mermaid Diagram starts with a tiny working diagram (A --> B) so you can see it render before you edit it.
Table asks how big to make it in an Insert table dialog. Enter Rows and Columns (both start at 2) and click Insert. The first row is the header. You can go up to 1,000 rows and 50 columns, and 10,000 cells in all; you can add more later.
/table and press Return. Ask for 4 rows and 3 columns, then type Item, press Tab, Qty, Tab, Packed?. Tab in the last cell adds a new row.The Format toolbar and the Format menu
Click the Aa button in the window toolbar ("Show formatting and writing tools") to show the Format toolbar. It sits at the bottom of the editor and holds, from left to right:
- a Style menu: Paragraph, Heading 1 to Heading 6, and Divider;
- Bold, Italic, Underline, Strikethrough, Inline Code and Link;
- the Assist menu of quick AI touch-ups for selected text (see AI writing tools);
- a ⋯ menu with Highlight, Superscript, Subscript, Clear Formatting, Wiki Link, the list, quote, code block and table commands, Templates, and a count of any Markdown issues in the note;
- a close button.
The toolbar is hidden until you ask for it. To change that, go to Settings → Editor → Format toolbar and pick Hidden, Shown, or Shown, collapses while typing.
The same commands live in the Format menu in the menu bar:
| Format menu item | Key |
|---|---|
| Bold · Italic · Underline | ⌘B · ⌘I · ⌘U |
| Inline Code | ⌘` |
| Strikethrough · Highlight · Clear Formatting | menu only |
| Link (asks for the text and URL if nothing is selected) | ⇧⌘K |
| Wikilink | ⌥⌘K |
| Style → Paragraph · Heading 1 to Heading 6 | Headings: ⌥⌘1 to ⌥⌘6 |
| Lists → Bulleted List · Numbered List · Checklist | menu only |
| Quote · Code Block | menu only |
View → Increase Editor Text Size ⌘+, Decrease Editor Text Size ⌘- and Actual Editor Text Size ⌘0 change the text size without opening Settings.
The selection toolbar
Select a few words and a small toolbar appears above them with B (Bold), i (Italic), Link, • (Make bulleted list) and ✓ (Make checklist). Its More formatting button adds Strike, Code, U (Underline), Heading 1, Heading 2, Quote, and a Highlight row of five colours (yellow, green, blue, pink, purple) plus Remove highlight. Yellow is written as ==text==; the other colours use a <mark> tag so they survive in other apps that read HTML.
The sparkle, set apart from the formatting buttons by a divider, opens the selection assistant. It has its own chapter: AI writing tools.
Find, replace and selection tools
Press ⌘F to open the find bar. It has Case, Whole Word and Regex checkboxes. Press ⌥⌘F for the replace row, where Replace changes the current match and All changes every match.
| Command | Key | What it does |
|---|---|---|
| Find Next · Find Previous | ⌘G · ⇧⌘G | Move between matches. |
| Use Selection for Find | ⌘E | Searches for the selected text. |
| Jump to Selection | ⌘J | Scrolls back to the selection. |
| Go to Line… | ⌥⌘G | Jumps to a line number. |
| Replace and Find · Replace All | menu only | In Edit → Replace. |
| Select Next Occurrence | ⌘D | Adds the next copy of the selected word to the selection, so you can type over both. |
| Select All Occurrences | menu only | Selects every copy at once. |
| Delete Line | menu only | Removes the line the cursor is on. |
Show Markdown Issues
Choose Edit → Selection → Show Markdown Issues ⇧⌘M to list problems in the open note. Click one to jump to its line, or step through them with Next Markdown Issue and Previous Markdown Issue in the same menu. The Format toolbar's ⋯ menu also shows a count, such as "Review 3 Lint Issues".
It checks for empty headings, more than one top-level # heading, headings that skip a level (H2 straight to H4), images without alt text, empty links, bare URLs, and [[wiki links]] that don't match any note. Code blocks and frontmatter are skipped. Nothing is changed for you; the list is advice.
Pasting
- Formatted text from a web page, Mail or a document becomes Markdown: bold, links, lists and tables come across as Markdown syntax. Code copied from a code editor such as VS Code pastes as plain text.
- Cells from a spreadsheet (rows of tab-separated values) become a Markdown table.
- A URL pasted over selected text turns that text into a link.
- Images are saved into your attachments folder as "Pasted image …" files and embedded where you pasted. Several images paste in order.
To paste plain text with no formatting at all, use Edit → Paste and Match Style ⌥⇧⌘V.
Templates
A template is any .md file in a folder called Templates at the top of your vault. Make one for a weekly review, a client call or a book note, then open the Format toolbar's ⋯ menu → Templates. Each template is listed twice:
- Insert at Cursor drops the template into the open note.
- New Note from Template creates a new note next to the one you're in, named after the template (with a number added if the name is taken), and opens it.
These placeholders are filled in when you use a template:
| Placeholder | Becomes |
|---|---|
{{title}} | The note's title (for a new note, its file name) |
{{date}} | Today, as 2026-10-22 |
{{time}} | The time, as 14:05 |
{{date:FORMAT}} / {{time:FORMAT}} | The same, in an Obsidian-style format such as {{date:dddd D MMMM}} |
{{cursor}} | Nothing; the cursor lands there |
If the folder is empty, the menu says so. Obsidian templates that use these placeholders work as they are.
Wiki links and aliases
[[ ]]Type [[ and Header lists notes you opened recently. Keep typing to search by name, then pick one. If no note has exactly that name, the list also offers + Create note. Hover a link to preview the note, whether it is a wiki link or a Markdown link to a note in your vault; click it to open the note. In an editable table cell, use ⌘-click instead.
[[Hotels#Kyoto]]opens Hotels at its "Kyoto" heading.[[#Kyoto]]jumps to a heading in the same note.[[Hotels|where we're staying]]shows your own wording but still links to Hotels.- Clicking a link to a note that doesn't exist yet asks whether to create it. Click Create Note and Header makes the file.
- A note can list other names under
aliases:in its frontmatter.[[Lit Review]]then finds "Literature Review Draft". Properties and aliases are covered in The Note Inspector & history.
Other suggestions pop up as you type: # for tags, @ for citations from your research library, and : for emoji. Backlinks and the graph are in Finding & connecting notes.
Images and attachments
Paste an image, drop a file onto a note, or use + → Image / Attachment / Audio / Video. Header copies the file into a folder called Header Attachments at the top of your vault (a number is added if the name is taken) and writes a link into the note.
Images are embedded, as ![[photo.png]], and PDFs as ![[report.pdf#page=1]], which shows the first page. Audio and video added with + → Audio / Video are embedded too. Other files, and audio or video you drop in, get a link, such as [[budget.xlsx]].
In Rich mode, click an image to size it: S (320 pixels wide), M (560), or Fit to the writing width. You can also drag its corner. The width is written into the Markdown, as ![[photo.png|320]], the same syntax Obsidian uses. The same small toolbar has Copy (the image's Markdown) and Remove; right-click for Edit Markdown Source.
Images that live on the web aren't loaded by default, because loading one contacts that server. Turn on Settings → Privacy & Data → Load remote images in preview if you want them shown, and pick Ask First, Include or Never for exports.
To make a picture from words, select a phrase such as a lighthouse at dusk, then right-click it and choose Insert Generated Image…, or pick Generate image on the selection card. Apple's Image Playground opens with your phrase as the prompt. Choose a style and click Done; Header saves the picture as a PNG in your attachments folder and inserts it after the selection, as . Cancel inserts nothing. On an empty line, + → Generated image does the same with an empty prompt. These appear only on Macs where Apple's Image Playground is available (an Apple silicon Mac with Apple Intelligence turned on), and the picture is made on this Mac: nothing goes to any AI provider you've set up in Header.
Tables
In Rich mode a table is a grid you type into. Tab moves to the next cell; Tab in the last cell adds a row. Drag a column edge to resize it. Right-click a cell for Copy Cells, Clear Contents, Insert Row Above or Below, Insert Column Left or Right, alignment, Delete Row and Delete Column.
Tables typed by hand get ragged in Source mode. Edit → Tidy Markdown Tables re-aligns every table in the open note, padding the columns and keeping their alignment. It never drops a cell, runs on your Mac with no AI, and ⌘Z undoes it.
Table density, striped rows, and how tables are written in the source (Table source style, Newlines inside table cells) are in the advanced editor options.
Math, diagrams, callouts and more
Math
Wrap a formula in dollar signs, $E = mc^2$, or put a block between $$ lines. Header renders it with KaTeX, which is built into the app.
Mermaid diagrams
A ```mermaid code block is drawn as a flowchart, timeline or other Mermaid diagram. Turn drawing off with Render Mermaid diagrams in Rich editor.
Callouts
Start a quote with > [!NOTE], [!TIP], [!WARNING] and so on to get a coloured box. + → Callout lists every kind.
Highlights and footnotes
==text== highlights. [^1] adds a footnote; hover the marker to read it.
Table of contents
A line containing only [[_TOC_]] becomes a clickable list of the note's headings.
Right-to-left text
Each line takes its direction from its first strong letter, so Arabic or Hebrew lines align right and English lines align left in the same note.
YouTube
Paste a YouTube link alone on its own line and Rich mode shows a video card. Nothing is fetched from YouTube until you press play, and the note keeps the plain link.
Tasks
- [ ] makes a checkbox; click it to tick it off. How finished tasks look is the Completed tasks setting. More in Tasks.
Focus Mode
Press ⇧⌘F, choose View → Enter Focus Mode, or click the expand arrows in the toolbar. The sidebar, list and toolbars step aside. The Focus controls come back when you move the pointer to the top edge of the window or move it after a pause, and they hide again when you type. Press Escape to leave.
The ⋯ in the Focus controls holds the options:
- Focus scope: Off, Sentence or Paragraph. The part you're writing stays clear and the rest dims.
- Scrolling: Natural, or Typewriter Scrolling, which keeps the line you're typing at the same height on screen.
- Writing width: Comfortable or Wide.
- Show Word Count, which also shows minutes of reading time.
- Show Formatting Palette, Find, Ask Header about this note and Exit Focus Mode.
Themes, fonts and the Readable preset
Choose Follow System, Light or Dark. Then pick a theme: an accent (Follow system, Clay, Indigo, Moss, Graphite, Rose or Marigold) colours buttons and highlights, while a page (Sepia, Solarized, Flexoki, E-Ink or True Black) changes the whole page. Reset Appearance puts everything back. The same choices are in View → Appearance → Theme.
Under the theme you'll find Editor font, Editor text size (11 to 32 pt) and Line width. If you find long pages tiring to read, click Apply dyslexia-friendly typography next to Readable preset. It switches to a readable font, larger text, gentler spacing and narrower lines. Restore my previous typography undoes it.
Advanced editor options
You can skip this card if the defaults suit you. Click the disclosure to find:
- Heading scale, Line height, Paragraph spacing and Letter spacing;
- Table density, Stripe table rows, Callout intensity, Media chrome, Link treatment and Completed tasks;
- Render Mermaid diagrams in Rich editor, Smart punctuation (curly quotes and dashes in prose, leaving code alone), Show nesting guides for indented lists and Show Markdown marks around the cursor;
- Attachments folder;
- Markdown Compatibility, below.
Markdown Compatibility tells Header which kind of Markdown you write, so that an export can warn you about syntax another app won't read. It applies only to the current vault and never rewrites your files. Header looks at the vault and may suggest a profile; the Examples disclosure shows what each one supports. The Table Markdown disclosure next to it sets Table source style and Newlines inside table cells.
Saving and reloading
Header saves a few seconds after you stop typing, when you switch notes, and when you quit. If another app changes a note you have open, Header protects your version (see Trust, safety & privacy).
Turn off Settings → Editor → Autosave notes while editing if you'd rather save by hand; then only File → Save ⌘S writes the file, and a Manual save / Unsaved button above the note reminds you. File → Reload from Disk ⌘R reads the file again, for example after you edited it in another app.
Export, print and share
Choose File → Export Note… ⇧⌘E, or Export… in the note's ⋯ menu. Pick a format: PDF, HTML, Word (.docx), Rich Text (.rtf), Markdown (.md), Plain Text (.txt) or PPTX Presentation. PDF, Markdown, Plain Text and Rich Text show a preview of the start of the result; HTML, Word and PPTX say there is no preview for that format. Click Export…, then choose where to save it. The note in your vault doesn't change.
- PDF, HTML and PPTX take a Theme.
- PDF also has Paper, Margins, Text Size, Landscape, Use file name as title, Include table of contents and Page numbers.
- PPTX has Include agenda and an accent colour.
- Rich Text keeps headings, emphasis, links, lists and quotes but leaves images out.
- If the note cites sources, Format cited sources adds a formatted bibliography in the style you pick (more in Research).
File → Print… ⌘P prints the note through the same PDF layout. In the note's ⋯ menu, Share Copy sends the Markdown file through AirDrop, Mail, Messages and the rest of the share sheet, and Share as PDF… sends a PDF. Locked notes can't be shared.