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Frequently asked questions

Drag and Drop from other Applications on macOS and Windows

On platforms that support Drag and Drop (DND) between applications, you can easily create tasks by dragging entries from the most common applications.


How to use it


Where to drop


You have multiple options where to drop (release) your drag from any other application:



  • Project title (Library): This will create a new task from the drop on the top level of the project

  • Background of currently visible task list: This will create a new task from the drop on the top level of the visible task list

  • Backgroud of currently visible Focus views (like "Next Actions"): A new task is created from the drop with the view options applied (i.e. if you display "Next Actions" for a specific date, this date will be applied as review date to the new task)

  • Backgroud of currently visible Context view: A new task is created from the drop with the currently visible context applied. The task is assigned to "Inbox" so you can assign a specific project later on.


Accessing attachments


Each task with attachments displays a paperclip next to the task title. To show a list of all attachments to a task, open the Task Details Inspector and expand the "Attachments" section. The "..." menu next to each attachments can be used to view, save or delete any attachment.


AttachmentListInInspector


How different Drag types are processed


DND on macOS


On macOS most Apple applications and default types are supported and processed:



  • Apple Mail: The subject of the mail is used as task title preceded by "MAIL". Additionally a back link to the original mail is added as attachment. If you select "View" for the attached back link the original mail will be opened (in Apple Mail on macOS - or if you sync the mail account to your iOS device in Apple Mail on iOS)

  • Safari (and other web browsers): Drag the URL from the title bar of your web browser (with some browsers you have to drag the icon left of the URL) to create a task with the URL address as task title. The URL is automatically added as attachment. If you select "View" for the attachment, the URL will be opened in your default web browser.

  • Image File (from macOS Finder): This creates a task with the file name (including path) as task title. The image is automatically added as attachment. This makes a copy of your image file in the database, so the file can be synced to other devices. Additionally a small thumbnail image is created. The thumbnail image is displayed as header in Kanban mode. If you select "View" for the attachment, the image file will be opened in your default viewer for this type of file (i.e. Preview on macOS).

  • Other File (from macOS Finder): This creates a task with the file name (including path) as task title. The file content is automatically added as attachment. This makes a copy of your file in the database, so the file can be synced to other devices. If you select "View" for the attachment, the attached file will be opened in your default viewer for this type of file (i.e. Preview on macOS).

  • Microsoft Outlook for macOS: The subject of the mail is used as task title preceded by "MAIL". Additionally the original mail is added as attachment (.eml file). If you select "View" for the attachment, the attached file will be opened in your default viewer for this type of file (i.e. Mail or Outlook on macOS).


DND on Windows (Win32 - Classic Edition)


This section is about the Win32 Edition of our App (available directly from our web site, not the Windows Store Edition). For the Windows Store edition feature set see section below.


On Windows most Microsoft applications and default types are supported and processed:



  • Microsoft Edge (and other web browsers): Drag the icon left of the URL from the title bar of your web browser (with some browsers you have to drag the URL itself) to create a task with the URL address as task title. The URL is automatically added as attachment. If you select "View" for the attachment, the URL will be opened in your default web browser.

  • Image File (from Windows Explorer): This creates a task with the file name (including path) as task title. The image is automatically added as attachment. This makes a copy of your image file in the database, so the file can be synced to other devices. Additionally a small thumbnail image is created. The thumbnail image is displayed as header in Kanban mode. If you select "View" for the attachment, the image file will be opened in your default viewer for this type of file.

  • Other File (from Windows Explorer): This creates a task with the file name (including path) as task title. The file content is automatically added as attachment. This makes a copy of your file in the database, so the file can be synced to other devices. If you select "View" for the attachment, the attached file will be opened in your default viewer for this type of file.

  • Microsoft Outlook: The subject of the mail is used as task title. 


DND on Windows (UWP - Windows Store Edition)


This section is about the UWP Edition of our App (available on the Windows Store). For the Windows Win32 edition feature set see section above.


On Windows most Microsoft applications and default types are supported and processed:



  • File (from Windows Explorer): This creates a task with the file name (including path) as task title. 


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