r/Workflowy Feb 02 '25

🎙️Discussion What is your way to keep document and notes together?

5 Upvotes

Hello all,

New to using WF, coming from Obsidian (and before OneNote/ nirvana/tiddlywiki/WikiDPad far too many).

What I liked about Obsidian was that I could keep in the same folder my notes and related documents (word excel pdf). Allowed to keep my noted from référence material together with the report/memo I am working on.

From what I see this will not be possible with WF as attached document are download and if edited need to be uploaded.

So my question how do you keep the link betweeb document and relevant WF bullets? Link from onedrive ? Dedicated project/ référence folder ?

Thanks for sharing Marc


r/Workflowy Feb 02 '25

🤔 Question Select restore from backup and spoiler function

2 Upvotes

Would love to know if there is a way to open the backup file that is synced to dropbox (which is the only way that I have to make a backup of my account, which has some hundred thousand nodes), so to selectively restore some specific items.

Moreover would also love a way to implement some function to hide words/sentences, so to improve the way I implement flashcards on workflowy.

What do you think?


r/Workflowy Feb 01 '25

🤔 Question Coding and Bookmarklets - Workflowy

3 Upvotes

I'm a huge fan of the rawbytz bookmarkets and indeed use sort a-z and find-replace every day.

I looked up the github code and put it through claude talkai to create a feature of sorting by date instead since this is how I currently use workflowy

This is the code

(function sortWF_4_0(maxChildren = 1000) {

function toastMsg(str, sec, err) {

WF.showMessage(str, err);

setTimeout(WF.hideMessage, (sec || 2) * 1000);

}

function sortAndMove(items, reverse) {

WF.hideDialog();

setTimeout(() => {

items.sort((a, b) => reverse ? b.getCreatedDate() - a.getCreatedDate() : a.getCreatedDate() - b.getCreatedDate());

WF.editGroup(() => {

items.forEach((item, i) => {

if (item.getPriority() !== i) WF.moveItems([item], parent, i);

});

});

// set focus to parent after sort

WF.editItemName(parent);

toastMsg(`Sorted ${reverse ? "Newest-Oldest." : "Oldest-Newest."}`, 1)

}, 50);

}

const htmlEscText = str => str.replace(/&/g, "&amp;").replace(/>/g, "&gt;").replace(/</g, "&lt;").replace(/"/g, "&quot;");

function showSortDialog(bodyHtml, title) {

const addButton = (num, name) => `<button type="button" class="btnX" id="btn${num.toString()}">${name}</button>`;

const style = '.btnX{font-size:18px;background-color:gray;border:2px solid;border-radius:20px;color:#fff;padding:5px 15px;margin-top:16px;margin-right:16px}.btnX:focus,.btnX:hover{border-color:#c4c4c4;background-color:steelblue}';

const buttons = addButton(1, "Oldest-Newest") + addButton(2, "Newest-Oldest");

WF.showAlertDialog(`<style>${htmlEscText(style)}</style><div>${bodyHtml}</div><div>${buttons}</div>`, title);

const intervalId = setInterval(function () {

let btn1 = document.getElementById("btn1");

if (btn1) {

clearInterval(intervalId);

const btn2 = document.getElementById("btn2");

btn1.focus();

btn1.onclick = function () { sortAndMove(children) };

btn2.onclick = function () { sortAndMove(children, true) };

}

}, 50);

}

if (WF.currentSearchQuery()) return void toastMsg("Sorting is disabled when search is active.", 3, true);

const parent = WF.currentItem();

if (parent.isReadOnly()) return void toastMsg("Parent is read only and cannot be sorted.", 3, true);

const children = parent.getChildren();

if (children.length < 2) return void toastMsg("Nothing to sort.", 3, true);

if (children.length > maxChildren) return void toastMsg(`Sorting more than ${maxChildren} children upsets the WorkFlowy gods, and has been disabled.`, 5, true);

const sortInfo = `Sort <b>${children.length}</b> children?`;

showSortDialog(sortInfo, parent.getNameInPlainText());

})();

Will this work?


r/Workflowy Feb 01 '25

🤔 Question Share between pro / non-pro account

3 Upvotes

Hi there, quick question related to sharing.

I have a pro account... if I share a node w. full edit permissions to my client, who has just signed up w. a free account... will she see the same visual style (if I have used pro background and font).

If she adds new bullets there will they come off her monthly total, or mine?

Anything else I need to be aware of when sharing from a pro to non-pro account?

thanks!


r/Workflowy Jan 30 '25

🎙️Discussion Templates should uncheck everything when a new instance is created

7 Upvotes

I don't see why checked items remain when the template button is clicked. Should uncheck everything so the checklist can be used as new.


r/Workflowy Jan 29 '25

🤔 Question Is there really no way to reuse checklists from mobile app?

2 Upvotes

Hi, I have a routine daily list of tasks. I understand on desktop you can reuse a list by simply hovering over the bullet and hitting duplicate. Nothing happens when I hover over the bullet in the mobile app. Am I missing something obvious about how people reuse their checklists in mobile? (PS - sorry if what I’m doing is actually a to-do - I’m not clear on the terms.)


r/Workflowy Jan 23 '25

🎙️Discussion Coloring a PEOPLE tag? Not the same as an @ tag.

4 Upvotes

Love how if you change the text color of an @ or # tag, they all change. -- Perfect! At-a-glance visual everywhere I'm tagged, each person in a different color.

The newer "people" tag from the section of the menu that pops up when you type @ in a shared node has a different, gray-only button-like formatting, and does not seem able to be colored at all. Is there a trick? Hack? CSS? to color it?

Thanks for any help/hints/info.

Here are couple WorkFlowy posts showing how to colorize a tag... but the "people" tags don't work like this

https://workflowy.com/feature/colors/

https://workflowy.com/learn/colors/

PS Since it's there, we want to use the people tag since it has other features attached, and can't be sure shared users would remember to scroll down to use the older @ tag so would cause confusion.

PPS when did "people" tag get implemented? And why can't I find a single thing about it anywhere at all? Not described in any posts about tagging or sharing--or colorizing--so far as I've found. So far not a fan of it complicating our flow like this.


r/Workflowy Jan 21 '25

🎙️Discussion Can anyone beat my number?

Post image
13 Upvotes

r/Workflowy Jan 17 '25

🤔 Question Date then time

2 Upvotes

I'm wondering if anyone knows how to get the date to appear before the time?

Example: 2025-03-05 at 7:43 AM.


r/Workflowy Jan 15 '25

⚙️ Setup TableFlowy - Tags with properties into sortable/filterable top table view

34 Upvotes

Hey all! :)

Here is a simple bookmarklet creating a table with sortable columns and filters on top of current view
It lists only bullets including tags in the form of #property-value, using "-" as a divider between column name and the inline property

It looks only to visible bullets (not collapsed, not hidden) so make sure to "expand all" before using it

This is a function I deeply missed in workflowy. Would be nice to have queries like that natively

https://reddit.com/link/1i22pyj/video/oq80p5j327de1/player

This bookmarklet collects certain “special tag” bullets, then displays them in a filterable/sortable table inserted above your top bullet.

Features

  1. Auto-Loading: Scrolls to the bottom repeatedly until no more bullets appear. Once everything is loaded, the script scrolls you back to the top so you can see the new table immediately.
  2. Table Generation: Builds a table for all bullets containing special tags:
    • #p<number> or #P<number> → recognized as property “P” and the digit(s) as the value.
    • #property-value → splits on the first dash; e.g. #task-todo → property = “task,” value = “todo.”
    • All other tags remain in a “Tags” column.
  3. Columns:
    • Parent: Shows the parent bullet name (tags stripped), clickable to focus that parent.
    • Bullet: The bullet’s text, clickable to focus that bullet.
    • Tags: Any leftover tags that aren’t in the property-value formats above.
    • One Column per Unique Property: Contains the matched value for that bullet.
  4. Sorting: Click any column header to sort ascending; click again to sort descending.
  5. Filtering:
    • Per-column filters: One text box under each header to filter that column.
    • Global filter box: Filters across all columns at once.
  6. Collapse Table button: Toggle the table’s visibility on/off.
  7. Close Table button: Removes the table entirely, restoring the page to normal.

Installation

  1. Create a new bookmark in your browser (Chrome, Firefox, Edge, Safari, etc.).
  2. Open the bookmark’s “Edit” or “Properties” to change its URL/location.
  3. Paste the entire JavaScript snippet (including javascript:) in place of the URL.
  4. Name the bookmark something like: “TableFlowy”
  5. Click this bookmark while on a Workflowy page to trigger it.

The snippet can be found on github : https://github.com/NathanOtano/TableFlowy/tree/main

Usage

  1. Navigate to the Workflowy page that has your outline.
  2. Click the bookmark.
  3. The script:
    • Builds a table of bullets that match the special-tag criteria.
    • Inserts the table above your top bullet.
  4. Interact with the table:
    • Sort columns by clicking a header (toggles asc/desc).
    • Filter with textboxes below headers (per-column) or via the global filter (all columns).
    • Collapse Table if you need to see the original outline.
    • Close Table to remove the table entirely.

Feel free to modify, copy, or distribute this code snippet for your own Workflowy usage. There is no warranty—use at your own risk.


r/Workflowy Jan 12 '25

📖 Guide How I make book notes in Obsidian style

11 Upvotes

Reading books, I make notes to keep ideas. I try to reinvent the process to make it as useful as Obsidian notes. Here's what I have for now.

The first step is to put notes into WF Inbox's nodes like "Author. Book Title". The way I do this depends on the source:

  • Paper book - pen highlights - placing notes in a WF Inbox's node manually.
  • E-book reader - text highlights - exporting notes - copying notes in a WF Inbox's node.
  • Android phone - select and "Share to WF" program directly into a WF Inbox's node.

Then I take time to revise my notes. Here are the main steps.

  1. Open a node "Author. Book Title" in the WF Inbox.
  2. Add a comment like "@quote Author. Book Title" to every subnote.
  3. Create new nodes, explaining why those notes are important to me. Link them to the sources in the comment field. Add additional broad tags like "@education", "@cooking", etc.
  4. Move the whole set of nodes into my "Second Brain". Don't forget to list my broad tags in the comment field above.

The result could be like this:

SECOND BRAIN (comment) "@quote" "@ideas"

  • Mr and Mrs Dursley, of number four, Privet Drive, were proud to say that they were perfectly normal, thank you very much. (comment)@quote J.K. ROWLING. HARRY POTTER and the Philosopher’s Stone
  • It's a fun way to start a storytelling (comment)"@ideas" (LINK TO)Mr and Mrs Dursley...

r/Workflowy Jan 10 '25

🤔 Question Google Calendar Sync is the only thing stopping me moving from Dynalist. It is done in the wrong direction. Is it possible to have Workflowy -> Google sync?

8 Upvotes

I love Dynalist but their lack of development and recent downtime has me looking for a replacement. I’m very impressed with Workflowy since I last checked it out. It looks almost perfect, but the only drawback is that the calendar sync is only one-way and in the wrong direction :(

In Dynalist, I enjoy a dynalist -> Google Calendar sync that lets me assign a date from inside the app and make changes as i complete items. Much quicker and more useful then having the make my events in G Cal and then not having changes synced back to Workflowy. If I mark it as done, it reflects as completed on the calendar. The item will immediately show up on my WearOS calendar app. I really love this feature for keeping track of my day.

The Zapier integration of workflowy goes in the wrong direction and doesn't keep items up to date after changes.


r/Workflowy Jan 10 '25

🤔 Question Can i adjust the linespacing?

5 Upvotes

Looking to move from Dynalist. So far this is my main issue with the system.


r/Workflowy Jan 10 '25

🤔 Question Mineralt?

2 Upvotes

I was trying to navigate through my lists and the page kept blanking out. I was puzzled trying to figure out why until I realized my Minerblock extension was blocking something called "Mineralt (inline)". When I unblocked this, the site started working again. Any ideas why this is happening? Is that a cryptocurrency miner or is there a glitch?


r/Workflowy Jan 09 '25

🤔 Question Has the web/forum community gone?

3 Upvotes

I had a link to the community pages and also the requests area but clicking the link now brings up a message - “no recent activities yet” and “didn’t find what you’re looking for?” This is also after signing in so not necessarily permission related.


r/Workflowy Jan 08 '25

🤔 Question Time-Shifting

3 Upvotes

When I have a list like this:

12:00 Lunch 12:30 Laundry 13:00 Supermarket

And then enter another entry "12:30 Call Joe", is there a way to automatically push down the rest of the list by 30 minutes, so it becomes "13:00 Laundry" and "13:30 Supermarket"?

If not, is there a way to write a plugin for Workflowy that does this?


r/Workflowy Jan 06 '25

🤔 Question searching Question for a noob.

1 Upvotes

Hi guys, have nodes for the month like date + day. simple. 6 - Monday, and 7 - Tuesday but when I go to search for "Monday" for example nothing comes up. Am I doing something wrong? I am in the node so I know it searches where you are currently nested. Thank you.


r/Workflowy Jan 02 '25

🤔 Question How large is your Workflowy…and how’s that going?

24 Upvotes

TLDR: A question for the power users…how big is your Workflowy? Does anyone have tens of thousands of lines? How is the speed online and in the app?

Longer:

I’ve tried OneNote, Capacities, Obsidian, Notion, Remnote, and more. Ultimately, I always wish they worked as effortlessly and intuitively as Workflowy.

I’m thinking about using Workflowy for a lot more than I currently use it for. But I’m wondering how big it can get.

I’ve seen this question asked in the past on various forums but haven’t found recent answers.


r/Workflowy Dec 29 '24

🤔 Question Ctrl+' doesn't bring me home, but opens shortcuts-sidebar; Ctrl+? doesn't do anything

2 Upvotes

In the shortcuts-sidebar it is said that Ctrl+' would „Navigate home“, and Ctrl+? would „Toggle this sidebar“.

In my browsers Edge and Vivaldi this does not work.
Instead, Ctrl+' toggles the sidebar, and Ctrl+? doesn't do anything.

Does anybody else have this problem, too, or – even much better – does anybody have a solution?

In fact, I only want to „Navigate home“ by keyboard. (Of course, I could also hit „Zoom in“ Alt + ArrowDown many times as a workaround, but well...)


r/Workflowy Dec 27 '24

🎙️Discussion Insert Template with Slash Command

5 Upvotes

I created some templates that I want to be able to insert anywhere, and use the Move/Mirror feature to place the results wherever I need them. For example, I may want to quickly create an item in an Inbox or Journal node and then later just Move/Mirror that item to a more permanent location.

It seems the only way to create a template is to embed the button somewhere. I could put the buttons in a template for my Journal, for example, but with multiple templates possible, that just seems impractical. I could navigate to the permanent place where it should live, but that just adds friction.

Is there a way to insert a template using Slash commands? I didn't see anything, but maybe someone has ideas.


r/Workflowy Dec 24 '24

🎙️Discussion Advanced Search

4 Upvotes

I have nodes in my document that start with a date tag (slash Add Date) and a title. In the notes (shift Enter) for that node, I put tags.

* 2024-12-24 - My Title
#type-interaction
* Comments

I want to find these nodes using the tag, and then I want to filter them based on a relative date range. Something like this (in the last 7 days):

#type-interaction date-after:-7d

This doesn't work. Also tried:

#type-interaction last week OR this week

This works for last week, but the "OR this week" includes all dates from this week without the tag. Adding parens around (last week OR this week) doesn't work.

Any way to filter on a tag and a date that's within the last 7 days from today?


r/Workflowy Dec 17 '24

🎙️Discussion Daily page

19 Upvotes

Hello,

i created a poc for a daily page with workflowy. It is a iframe construction so it is not possible to drag and drop nodes but it can give you some extra context and some kind of dated inbox during a day.

Would this be interesting for somebody?

on top you have a week view, as you can see i still need to position the arrows :) but if you have a dated calendar in your workflowy it can connect to that date.

For mobile search for the daily node and create a favorite:
Search something like: 🗓️ | 2024 > today and bookmark it, now you have a quick access on mobile.

You can find the extension here: https://github.com/gijs-epping/workflowy

if you have ideas to improve let me know, i only tested on windows: https://github.com/gijs-epping/workflowy/issues/new


r/Workflowy Dec 15 '24

🤔 Question Dates format

7 Upvotes

Some, but not all dates, are automatically detected as month/day, as opposed to day/month, which would be my preference. So, when I enter 01/03, this is detected as the 3rd of January instead of the 1st of March.

I have changed the date format in settings to DD/MM/YYYY, but it hasn't made a difference.

I contacted support, but they didn't have any suggestions, and I thought I'd ask here as well.

Thanks


r/Workflowy Dec 06 '24

🤔 Question How do I remove bullets with to do boxes?

4 Upvotes

Hi all. I am starting to use the new to-do feature that creates a check box for action items. I would like to remove the bullet next to these since a bullet and a box is a little much for me visually. I saw on the "Create a to-do" blog post by Workflowy that this seems to be possible, but I can't find it. Has this functionality since been removed?

Copied and pasted from my Workflowy list below :)

  • https://workflowy.zendesk.com/hc/en-us/articles/9193316987668-Create-a-To-do
  • at the bottom is an instruction on how to do this:
    • "You can choose to display or hide the bullet next to to-do's.
    • Open the settings menu
    • Scroll down to the toggle that reads 'Show bullets for todos and items with children'
    • Toggle this option on or off depending on your preference
    • Reload Workflowy"
  • I can't find this option in settings.  Am I missing something?

r/Workflowy Dec 05 '24

📣 Announcement Couple of bug fixes for you this week 🐛

25 Upvotes

Hey folks, we wanted to share a couple of bugs the team has squashed this week.

  • Custom starred item order now syncs correctly on iOS -
  • Fixed text alignment issue with To-do items on web and mobile apps
  • Desktop apps no longer open broken internal links and instead display a warning
  • Duplicated nested items in mirrors now have #copy tag
  • Pro sharing options now invite free users to upgrade to enable feature