Item Menu

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  • Insert:
    • New Item: Inserts an item at the same indentation level as the current item
    • New Sibling: Same as New Item, except when the item has more than one parent. New Sibling will have the same parents as the current item
    • New Sub-item
    • Current Date
    • Current Date and Time (using the Windows regional setting)
    • Long Date Format: Toggles the format of the above 2 commands, between short and long date formats
    • Insert Tab: Only visible when editing
  • Move: Moves items up / down and left / right. (Alt + arrow). Up / down does not change the indentation level. To move an item to another parent, either move it left or use drag-drop
  • Select Item: Split button to select the current item. Sub-commands to:
    • Unselect all
    • Invert Selection
    • Select Sub-Items: Selects the immediate sub-items. Hold Ctrl to keep current selection. On the Surface, Hold shift to also select linked items (i.e. detached items)
  • Split Item, Join Items: See Item Join and Split
     
  • Sub-Items:
    • Collapse (Ctrl + Left arrow)
    • Collapse Parent
    • Expand (Ctrl + Right arrow)
    • Show Main Sub-Items: Sub-Items whose main parent is not this item will not be shown. Useful in multi-parent scenarios. Shortcut: Shift + Click on the expand button (+)
    • Show All Sub-Items: Filters may filter out some sub-items. This command shows all sub-items (i.e. same list as shown in the Properties pane). Shortcut: Ctrl + Click on the expand button (+)
    • Show Levels...: Shows a dockable pane to expand / collapse items:
    • Select Sub-Items
        
  • Font: Split button to open the standard Font dialog. Plus the following sub-commands:
    • Bold, Italic, Underline, Strike-through: Works when editing and not
    • Grow Font / Shrink Font: When not editing only
    • When editing, the font property is embedded HTML tags, shown in all views
    • When not editing, the font is saved in the Item Font property. Effective in grids only
  • Text Foreground Color, Background Color: 
    • Dropdown to select from Named colors, Standard colors or the full color palette
    • When editing, the color is embedded HTML tags, shown in all views
    • When not editing, the color is saved by default in the ItemForeColor and ItemColor fields. How these are shown depends on the view type and view settings
    • In Tools > Options > This file, the fields used to store / show colors can be changed. Hence, by changing these, different color sets can be applied (for printing / reporting purposes for example)
       
  • Mark as Done (Ctrl + M): Marks selected item(s) as done. If already "done", removes the Done flag. By default, the "done" flag is a date in the Done field. This can be changed in Field Properties > General > Is Done Field
  • Favorite: Checked if item is a favorite item. See Favorite Items
  • Lock: Checked if item is locked. See Locked Items
     
  • Item Events: Checked if item has 1 or more events
    • Create Event...:
      • If only 1 item is selected, the New Event dialog is shown
      • If more than 1 item is selected, the event created will be current date and time
      • If in a grid and dates are selected (i.e. not the item column, but any date column), then the actual dates in the grid will be used as event date and event type will be Unscheduled
      • See 2. IQ Calendar
    • Edit Event...: Visible if the item has events. Shows the Event Detail dialog for each event
    • List of Events
      • Click to view the event in the Event Detail dialog
      • Right-click > View Event in the Calendar
      • Right-click > Delete Event
  • On the Surface: Toggles between showing / hiding the selected item(s) on the IQ Surface. See 3. IQ Surface
  • Show in Home View: See Item Home
     
  • Hyperlink... (Ctrl + K): Opens the Hyperlink dialog. See Hyperlinks
  • Remove Hyperlink
  • Index Linked File: Indexes the text content of compatible file types. Uses the FileRef fields or the URL field.
    Currently, the compatible types are PDF, RTF, HTM, plain text and web pages. This means that if you drag/drop a set of files / URL onto a grid, their text content will be searchable within IQ.
    Click on a hyperlink (in the Properties pane) to open the file in an appropriate viewer / editor: 

  • Mark Item (Replace) (Shift + Ctrl + M): Split button to set the Marked item list to the currently selected items: Plus the following sub-commands:
    • Tip: Add marked items as children support multiple items. That is, if you select two or more items, each of these will have the marked items as sub-items
       
  • Link Items (Related)
    • If only one item is selected, opens the Related Items dialog
    • If two or more items are selected, links the selected items together
    • Details here: Related Items Links
       
  • Item Properties: Shows the item in the Properties pane and moves focus to that pane