Context Menus - banisterious/obsidian-charted-roots GitHub Wiki

Context Menus

Charted Roots adds context menu actions throughout Obsidian. Right-click on files, folders, and canvases to access quick actions without opening the Control Center.

Table of Contents

Person Notes

Right-click on any markdown file with a cr_id frontmatter property:

Action Description
Generate visual tree Open the Tree Wizard with this person pre-selected
Open profile Open the Entity Profile View for this person
Edit person Open the person editing modal
Add relationship...
→ Add parent Add a father or mother relationship
→ Add spouse Add a spouse relationship
→ Add child Add a child relationship
→ Add custom relationship Add a custom relationship type (mentor, business partner, etc.)
→ Add organization membership Add this person as a member of an organization with role and dates
Validate relationships Check for relationship inconsistencies
Find on canvas Locate this person on an open canvas
Open in map view Show this person's locations on the map
Show journey on map Enter journey mode on the map for this person
Show on calendar Open the calendar at this person's birth month/year
Generate report Open the Report Wizard with this person pre-selected
Calculate relationship... Find how this person relates to another
Manage memberships... Open the organization-member management modal for one of this person's organizations. If they belong to a single organization the modal opens directly; if multiple, a picker lets you choose which organization to manage.
Set group name Assign a custom name to this person's family group
Set collection Add this person to a collection
Add source... Add a source citation to this person
Events
→ Create event for this person Open Create Event modal with person pre-filled
→ Link to existing event Search for and link this person to an existing event note
→ Export timeline to Canvas Export all events for this person to a Canvas file
→ Export timeline to Excalidraw Export all events for this person to an Excalidraw file
Mark as root person Designate as a tree root (toggles to "Unmark" if already set)
Assign reference numbers
→ Ahnentafel (ancestors) Assign ancestor numbering from this person
→ d'Aboville (descendants) Assign descendant numbering with dots
→ Henry (descendants) Assign compact descendant numbering
→ Generation (all relatives) Assign generation depth numbers
Assign lineage
→ All descendants Mark all descendants with a lineage tag
→ Patrilineal (father's line) Mark descendants through male line only
→ Matrilineal (mother's line) Mark descendants through female line only
Create place notes... Create notes for places mentioned in this person's data
Add essential properties
→ Add essential person properties Add missing cr_id, cr_type, name, born, died, etc.
→ Add essential place properties Convert to a place note with required fields
More options... Open the Control Center

Place Notes

Right-click on markdown files with type: place in frontmatter:

Action Description
Set collection Add this place to a collection
Open in map view Show this place on the map
Edit place Open the place editing modal
Open profile Open the Entity Profile View for this place
Add essential properties Add missing place properties

Source Notes

Right-click on markdown files with cr_type: source in frontmatter:

Action Description
Edit source Open the source editing modal
Generate citation Generate a formatted citation for this source
Open sources tab Open the Control Center Sources tab
Open profile Open the Entity Profile View for this source
Add source roles block Insert a dynamic source roles block into the note
Link to existing event Search for and link this source to an existing event note
Add essential properties Add missing source or person properties

Event Notes

Right-click on markdown files with cr_type: event in frontmatter:

Action Description
Edit event Open the event editing modal
Open profile Open the Entity Profile View for this event
Show on calendar Open the calendar at this event's date
Media
→ Link media... Attach an image or document to this event
→ Manage media... View and manage linked media
Add essential event properties Add missing event properties
Add cr_id Add a unique identifier if missing

Map Notes

Right-click on markdown files with type: map in frontmatter:

Action Description
Open in map view Open this custom map in the Map View
Add essential map properties Add missing map configuration properties

Canvas Files

Right-click on .canvas files generated by Charted Roots:

Action Description
Regenerate canvas Update the tree with current data
Show tree statistics Display information about the tree
Customize canvas styles Open styling options
Open in family chart View in the interactive Family Chart
Export
→ Export to Excalidraw Convert to Excalidraw for annotation
→ Export as PNG Save as high-resolution image
→ Export as SVG Save as vector graphic
→ Export as PDF Save as PDF document
Split canvas wizard Plan how to split large trees
More options... Open the Control Center

Folders

Right-click on folders in the file explorer. Available actions depend on which folder type is configured:

People folder

Action Description
Create person Open the create person modal
Create family Open the family creation wizard
Import GEDCOM to this folder Import a GEDCOM file, creating notes in this folder
Export GEDCOM from this folder Export all person notes in this folder to GEDCOM
Scan for relationship issues Check all notes in folder for problems
New people base from template Create an Obsidian Base for managing people
Generate all trees Create canvases for all family groups in this folder
Show folder statistics Display data quality metrics for this folder

Sources folder

Action Description
Create source Open the create source modal
Add essential source properties Add missing source properties to all files in folder
Add cr_id Add missing cr_id to source notes
New sources base from template Create an Obsidian Base for managing sources
Show folder statistics Display data quality metrics for this folder

Events folder

Action Description
Create event Open the create event modal
Add essential event properties Add missing event properties to all files in folder
Add cr_id Add missing cr_id to event notes
New events base from template Create an Obsidian Base for managing events
Show folder statistics Display data quality metrics for this folder

Any folder

Action Description
Set as people folder Configure as the default folder for person notes
Set as places folder Configure as the default folder for place notes
Show folder statistics Display data quality metrics for this folder

Multiple Files

When selecting multiple markdown files, right-click for bulk operations:

Action Description
Add essential person properties Add missing person properties to all selected files
Add essential place properties Add missing place properties to all selected files

These options only appear if at least one selected file is missing the relevant properties.

Plain Markdown Files

Right-click on markdown files without Charted Roots properties:

Action Description
Add essential person properties Convert to a person note with cr_id, cr_type, name, etc.
Add essential place properties Convert to a place note with required fields

Mobile vs Desktop

On desktop, context menu items are organized in nested submenus under a "Charted Roots" parent menu.

On mobile, all items appear as a flat list with "Charted Roots:" prefixes for clarity in the smaller interface.

Control Center Context Menus

The Control Center includes context menus for quick actions within its various tabs and cards.

Person List (People Tab)

Right-click on any person in the People tab list:

Action Description
Open note Open the person's note in the current tab
Open in new tab Open the person's note in a new tab
Events
→ Create event for this person Open Create Event modal with person pre-filled
→ Link to existing event Search for and link this person to an existing event note
→ Export timeline to Canvas Export all events for this person to a Canvas file
→ Export timeline to Excalidraw Export all events for this person to an Excalidraw file

Event Timeline (Events Tab)

Right-click on any event row in the Timeline card:

Action Description
Open note Open the event note in the current tab
Open in new tab Open the event note in a new tab
Delete event Delete the event note (with confirmation dialog)

Source List (Sources Tab)

Right-click on any source row:

Action Description
Edit source Open the source editing modal
Extract events Extract events from this source
Open note Open the source note

Tips

  • Quick tree generation: Right-click a person → Generate visual tree (opens wizard with person pre-selected)
  • Bulk property addition: Select multiple files → right-click → Add essential properties
  • Fast relationship editing: Right-click a person → Add relationship → choose type
  • Canvas updates: After editing notes, right-click canvas → Regenerate canvas
  • Quick event creation: In People tab, right-click a person → Events → Create event for this person