Bullet types
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Bullets can have different formats, not just bullet points. You can always change any item into another type and change it back if you want.
Turning a bullet into a header or a paragraph hides the bullet but you can access it by moving your mouse over the text.
1. Select any text with your mouse cursor
2. The context menu will appear
3. Select the H1, H2, or ¶ (paragraph) options
4. The text you had your cursor on will be updated
Slash command: To turn bullets into paragraphs or headings, you can use the context menu or the slash commands '/Paragraph', '/h1', and '/h2'.
Search operator: You can filter all paragraphs and headings using the 'is:paragraph', 'is:h1', and 'is:h2' search operators.
Code blocks let you post code in Workflowy in an easier to read format that preserves the spacing commonly used in code. You can also create code blocks using the ‘code-block’ slash command.
1. Put your cursor on a blank item
2. Type three backticks ```
3. Paste your code into the code block
4. To exit code block mode hit ENTER three times
Slash command: You can use the '/code block' slash command to create a new code block.
Search operator: You can search for code blocks using the ‘is:code-block’ search operator. This also allows you to search inside code blocks.
The inline code option lets you give any piece of text the code format. Putting text between two backticks ` will also format your text as inline code.
1. Highlight some text
2. Hit the keyboard shortcut Cmd / Ctrl + Shift + C
Search operator: You can use the ‘text:code’ search operator to filter all instances of inline code.
You can format text into quotes to indicate when you're referring to something someone else wrote or said.
1. Put your cursor on a blank item
2. Type > then hit the spacebar
3. Type or paste your content
4. To exit quote mode hit ENTER two times
Slash command: You can create a quote block with the '/quote' slash command.
Search operator: Quote blocks also come with their own search operator 'is:quote'. You can use this to filter all quote blocks.
To-do's let you add a checkbox to items to show that they are tasks or activities to be completed. You can create to-do’s with the bullet menu, the context menu or a slash command.
1. Select multiple items with your mouse
2. Choose 'To-do' from the menu
Slash command: You can use the the slash command 'to-do' to turn an item into a to-do.
Search operator: You can use the 'is:todo' search operator to search for all to-do’s.
You can auto-hide completed items so they don't clutter your document. At any point you can choose to unhide them.
1. In the menu bar, mouse over the checkmark icon
2. Click on the checkmark icon to toggle the hide/show completed items option
You can add notes to bullets. The note will be displayed under the bullet in a lighter font. Notes can be styled in the same way as text and can contain links and tags.
1. Mouse over the bullet you want to add a note to
2. Open the bullet menu for that item
3. Select “Add note” from the bullet menu
4. Type your note
Keyboard shortcut: Win: Shift + Enter, Mac: Shift + Return
To remove or change the format simply open the context menu for the item you want to change or open the slash command menu and choose the new format.
In the case of the context menu you would select the same format the item currently has to remove that format.
Slash command: If you use the slash command, you can select the "Bullets" option to remove the current format.
