Haruno Knowledge base

Menus and the menu bar icon

What is in each menu of the Mac menu bar, the Help menu, the About panel, and the small Haruno icon that stays in the menu bar.

  • Mac appAvailable
  • Windows appAvailable

The menu bar at the top of the screen has the usual Mac menus, plus two that are Haruno's own: Chats and Books. This page lists what Haruno adds. The keys for these items are on Keyboard shortcuts.

Haruno

  • About Haruno opens the About panel. It shows the app name and the version.
  • Check for Updates… is right under it. See Automatic updates.
  • Settings… opens Settings.

File

  • Open or Create Project… opens the project library. See Projects.
  • Export As saves the current chat as Plain Text…, Markdown… or HTML…. It is greyed out until the chat has something in it.

Edit

  • Find…, Find Next and Find Previous work on the screen you are on.
  • Search Chats searches your past chats from any screen.
  • Copy Chat and Copy Chat as Markdown copy the whole chat. They are greyed out until the chat has something in it.

View

  • On History, the sort and group choices are here too. They are greyed out on other screens.
  • One item for each screen in the sidebar, with its number key.
  • A show or hide item for the panel on the right.
  • Close Preview, while a document preview is open.
  • The usual Mac items for the sidebar and full screen.

Chats

Books

  • Show Portfolio
  • Reveal Books Folder in Finder
  • Export Portfolio Report…
  • Refresh reads the books again
  • More items for the page you are on. They only show when they can be used. See Portfolio.

Help

  • What's New in Haruno opens the page for your version. See What's New.
  • Keyboard Shortcuts opens the list of keys. See Keyboard shortcuts.
  • Privacy Policy opens the privacy policy on the website.

The icon in the menu bar

With Run in the background on in Settings ▸ General (advanced view), a small blossom icon sits at the right of the menu bar. While a scheduled task runs, the blossom turns into two circling arrows.

Click it and you see what is scheduled, then two items:

  • Open Haruno
  • Quit Haruno

If a scheduled task or a QuickBooks sync schedule is switched on, closing the window only hides it and Haruno keeps running here. Without one, closing the window quits Haruno. See Scheduled tasks.

If Haruno is working on something when you quit, it asks first: Quit while Haruno is still working? with Quit Anyway and Cancel.

Windows of their own

Three things open in a window of their own, apart from the main window:

  • Settings, with ⌘,. See Settings: General.
  • The Keyboard Shortcuts window, with ⌘/.
  • The Connectors window, from the account menu. See Connectors.

The Playbooks manager is a window too. See Playbooks.

Last updated · PR #2944 · View this version on GitHub

History (1 version)
  1. Internal knowledge base for staff: site, reader keys, assistant, 197 pages and the PR rule (#2944)
    PR #2944Commit a2a7836The page at this version
    What changed
    @@ -0,0 +1,80 @@
+---
+title: Menus and the menu bar icon
+summary: What is in each menu of the Mac menu bar, the Help menu, the About panel, and the small Haruno icon that stays in the menu bar.
+feature: menus
+covers:
+  - apple/Sources/HarunoShell/Commands.swift
+  - apple/Sources/HarunoShell/ScheduledStatusItem.swift
+  - apple/Sources/HarunoShell/HarunoApp.swift
+  - apple/Sources/WindowChrome/QuitConfirmation.swift
+---
+
+The menu bar at the top of the screen has the usual Mac menus, plus two that are Haruno's own: <Ui>Chats</Ui> and <Ui>Books</Ui>. This page lists what Haruno adds. The keys for these items are on [Keyboard shortcuts](/macos/app/keyboard-shortcuts/).
+
+## Haruno
+
+- <Ui>About Haruno</Ui> opens the About panel. It shows the app name and the version.
+- <Ui>Check for Updates…</Ui> is right under it. See [Automatic updates](/macos/app/updates/).
+- <Ui>Settings…</Ui> opens [Settings](/macos/app/settings-general/).
+
+## File
+
+- <Ui>Open or Create Project…</Ui> opens the project library. See [Projects](/macos/chat/projects/).
+- <Ui>Export As</Ui> saves the current chat as <Ui>Plain Text…</Ui>, <Ui>Markdown…</Ui> or <Ui>HTML…</Ui>. It is greyed out until the chat has something in it.
+
+## Edit
+
+- <Ui>Find…</Ui>, <Ui>Find Next</Ui> and <Ui>Find Previous</Ui> work on the screen you are on.
+- <Ui>Search Chats</Ui> searches your past chats from any screen.
+- <Ui>Copy Chat</Ui> and <Ui>Copy Chat as Markdown</Ui> copy the whole chat. They are greyed out until the chat has something in it.
+
+## View
+
+- On History, the sort and group choices are here too. They are greyed out on other screens.
+- One item for each screen in the sidebar, with its number key.
+- A show or hide item for the panel on the right.
+- <Ui>Close Preview</Ui>, while a document preview is open.
+- The usual Mac items for the sidebar and full screen.
+
+## Chats
+
+- <Ui>New Chat</Ui>
+- <Ui>Cancel Turn</Ui>, which is only on while Haruno is working
+- <Ui>Cycle Permission Mode</Ui>. See [Permissions and approvals](/macos/safety/permissions/).
+
+## Books
+
+- <Ui>Show Portfolio</Ui>
+- <Ui>Reveal Books Folder in Finder</Ui>
+- <Ui>Export Portfolio Report…</Ui>
+- <Ui>Refresh</Ui> reads the books again
+- More items for the page you are on. They only show when they can be used. See [Portfolio](/macos/books/portfolio/).
+
+## Help
+
+- <Ui>What's New in Haruno</Ui> opens the page for your version. See [What's New](/macos/app/whats-new/).
+- <Ui>Keyboard Shortcuts</Ui> opens the list of keys. See [Keyboard shortcuts](/macos/app/keyboard-shortcuts/).
+- <Ui>Privacy Policy</Ui> opens the privacy policy on the website.
+
+## The icon in the menu bar
+
+With <Ui>Run in the background</Ui> on in [Settings ▸ General](/macos/app/settings-general/) (advanced view), a small blossom icon sits at the right of the menu bar. While a scheduled task runs, the blossom turns into two circling arrows.
+
+Click it and you see what is scheduled, then two items:
+
+- <Ui>Open Haruno</Ui>
+- <Ui>Quit Haruno</Ui>
+
+If a scheduled task or a QuickBooks sync schedule is switched on, closing the window only hides it and Haruno keeps running here. Without one, closing the window quits Haruno. See [Scheduled tasks](/macos/automation/scheduled-tasks/).
+
+If Haruno is working on something when you quit, it asks first: <Ui>Quit while Haruno is still working?</Ui> with <Ui>Quit Anyway</Ui> and <Ui>Cancel</Ui>.
+
+## Windows of their own
+
+Three things open in a window of their own, apart from the main window:
+
+- Settings, with <Ui>⌘,</Ui>. See [Settings: General](/macos/app/settings-general/).
+- The Keyboard Shortcuts window, with <Ui>⌘/</Ui>.
+- The Connectors window, from the account menu. See [Connectors](/macos/connectors/connectors-window/).
+
+The Playbooks manager is a window too. See [Playbooks](/macos/chat/playbooks/).