When it comes to getting a research paper, ebook or novel completed, Scrivener can help you stay organized and motivated — that is, if you know how to use some of its best features.
Our free PDF Guide to Scrivener explores what the software can really do, and why many feel it’s the best writing program available for the Mac. Today I want to go deeper and share with you four useful strategies and tools: importing OPML outlines, labeling sections, setting up collections, and syncing documents.
Developers Literature and Latte provide a 30-day free trial Scrivener download [No Longer Available] for both the Mac and Windows versions, so wait until your next writing project so you can learn about the project by actually working in it.
Outline Your Project
After you have done some brainstorming for your project, you will probably want to create an outline. Producing an outline provides a roadmap for your writing project. You can create an outline in Scrivener, but I have found that creating outlines in OmniOutliner (reviewed here) is faster and more efficient, because items in the outline can easily be reordered and numbered.
OmniOutliner also exports outlines to an .OPML format, which when imported into Scrivener automatically creates individual text files for each part of your imported outline in the Binder. If you’re new to Scrivener, you might want to start with a new blank document until you learn about how to use its template-based documents.
With the outline setup in Scrivener, you can write and work on different sections in any order you like. I typically start with the easier sections and work my way to the more difficult and time consuming parts of my project.
Scrivener also includes tools for labeling sections of the document. Applying labels is not only useful for managing your project, but it’s also a powerful way to motivate yourself to get sections drafted out. I use color coded labels (in the right Synopsis panel) for my sections, and though I may not apply every color label at each stage of the writing process, what motivates me is writing and applying colored labels to files, which showcases my progress.
The Project > Show Targets option is another useful tool for measuring progress by typing a specified amount of words.
You can customize and color code labels (as well as status headings) to fit your workflow by selecting the Edit button in the drop-down of the General panel. The labels you set stay with the project, so when it’s opened on another computer, the labels don’t need to be updated. You can also set which label gets assigned by default to each new folder or section.
Setting Up Collections
Scrivener is most useful for longterm projects involving multiple chapters and sections, which all reside in the Binder for easy access. But after a while, the binder can make your project seem overwhelming with too many folders and files. This is where the Collections feature comes in.
Collections can be created by manually selecting folders and files a creating a collection to hold them, or collections can be based on a smart search of a keywords, label, status, titles, text and so on.
The video below explains a little more about setting up Collections in Scrivener.
I always save my Scrivener project files to my Dropbox folder so they can be opened on both my Mac and laptop. I also really like being able to also read my Scrivener documents on my iPad Air, which truly feels as if I’m reading documents on sheets of paper.
To sync and share Scrivener documents to an iPad word processing app, select File > Sync > with External Folder… to reveal the sync preferences.
Create a new folder in your Dropbox folder, which Scrivener can use to sync your files (the folder can only be used for this purpose, so always create a new one). You can then select to sync all the files in the Drafts folder of your project, or you can select a collection of files in Collections, which is what I do.
Scrivener will copy your selected files to an external folder so they can be opened in another supported word processing application. I use Textilus because it includes a feature for pulling in documents from a Dropbox folder, and because it actually includes a Scrivener folder icon for synced drafts. In the sync pane of Scrivener, you can enable the “Check external folder on project open and automatically sync on close” option so that syncing process happens automatically.
Scrivener will make a snapshot of the original documents before they are synced, then detect changes in the synced folder and allow you to approve the syncing process before it is carried out. You can leave this feature unchecked and manually do the sync until you feel comfortable about the entire synchronization setup and process.
After you open synced files in another app and edit them, be sure to sync those files back to your selected Dropbox folder. In Textilus your opened and edited Scrivener files will be automatically synced before the document is closed.
When your files are synced back to Scrivener, it will create and add changed files to an “Updated Documents” folder in Collections, so you can see which files have been changed. The updated files will also be in the binder.
Revisions With Snapshots
Another useful tool in Scrivener is Snapshots, which works by tracking changes you make to your documents. As noted above, Scrivener will automatically make a snapshot of original documents before they are synced to an external folder. So if there’s a problem between syncing, you can always roll back to the original document.
To manually take a snapshot, select a document (or multiple documents) in the binder, open Snapshots (the camera icon) at the bottom of the info panel, and click on Documents > Snapshots > Take Snapshots of Selected Documents. Now you can delete and revise text in your selected document with the confidence that the original is still there.
When you click the compare button in Snapshots, you can elect to see the changes made by paragraph, clause, or by word. Most importantly you can always preview and roll back to the original version when the snapshot was taken. So revise and edit all you want, Scrivener has you covered when you use snapshots.
Customize the Toolbar
As you can see, Scrivener is a powerful text editor and project mangers with hundreds of tools and features. So in order to make the most productive use of the application, I suggest taking some time to customize the tool bar (View > Customize Toolbar…). Remove unnecessary icons and add shortcuts to tools you use on a regular basis, and then you don’t have to remember lots of keyboard shortcuts or get lost in menus.
Still The Best Tool for Writing Projects
I would be in tears if I had to write a book or long document without using Scrivener. So far I’ve used it for about a dozen writing projects, and each time I learn something new and sharpen my writing workflow using this genius application. I hope the above suggestions help you get more out of this excellent writing program.
If you have any questions and suggestions for using Scrivener, let us know in the comment section.