Use ProPlans on a Mac
ProPlans on a Mac is the same app as on a tablet, with a mouse and keyboard. Everything else on this site works on a Mac too: where a page says tap, click. To get it, see Install ProPlans.
The window
Section titled “The window”- Drag its edge to any size. Narrow, it takes a phone’s layout; wide, the menu stays down the left and lists show what you open beside them. Nothing you had open or typed is lost.
- Closing the window with its red button leaves ProPlans running in the Dock, so messages and notifications keep arriving. Click ProPlans in the Dock to bring the window back.
- To quit, choose ProPlans → Quit ProPlans, or press Command-Q.
- It opens again at the size and place you left it, still signed in.
The menu bar
Section titled “The menu bar”The menu bar has ProPlans, File, Edit, View, Window and Help, in your Mac’s language rather than the one chosen in the app.
- Edit → Copy and Edit → Paste work in every box.
- Edit → Find… puts the cursor in the search box: projects, documents, conversations, plans and task lists.
- View → Refresh reloads the project list, as pulling it down does on a phone.
- View → Zoom In, Zoom Out and Zoom to Fit zoom a PDF document.
- Help → ProPlans Help opens this site in your browser, in your Mac’s language.
Their keys are in Keyboard shortcuts.
A mouse instead of a finger
Section titled “A mouse instead of a finger”- Click where a phone taps.
- Right-click a conversation, a notification, a person in Contacts, a document or a plan sheet for its actions, or click its •••. These are what a phone gets by swiping or pressing and holding.
- Your own messages show a ••• beside their time while the pointer is over them, with Edit and Delete. Right-click a reaction to see who reacted.
- On a sheet, draw markups with the mouse, drag a box to select several, and click to place a note or a task pin. Zoom with the scroll wheel or two fingers on a trackpad, and double-click a blank part of the sheet to see all of it again.
- To rearrange sheets, click the arrow buttons on a sheet to move it one place earlier or later.
Files, printing and the camera
Section titled “Files, printing and the camera”- Attaching a file, or adding a photo from your files, opens the Mac’s file window, showing only the kinds of file asked for. Esc closes the file window and leaves the screen behind it as it was.
- Download in a document’s ••• menu asks where to save it. Sheets you pick in All Plans can be downloaded as one PDF or printed, as on a phone.
- Take Picture opens your Mac’s camera in a window over ProPlans: click Take Photo, or Cancel. With an iPhone nearby, you can choose it from the camera menu. The first time, your Mac asks to let ProPlans use the camera.
Notifications and links
Section titled “Notifications and links”- With ProPlans in front, a new notification shows as a banner inside it; otherwise your Mac shows it, even with the window closed or ProPlans quit. Clicking it opens what it’s about.
- The Dock icon’s number shows what’s unread.
- Invitation links and links to a project, clicked in Mail or a browser, open in ProPlans.
Not on a Mac
Section titled “Not on a Mac”Join with a code has no QR code scanner: type the code or follow the link instead. Invite People has no list of your contacts: type the email address. Everything else is there, including working offline.