Sidebar

Overview

The sidebar is where you can immediately access the most important parts of your graph. Most often you'll be reaching for the daily notes page (Today), Pinned items, and all the workspaces you have access to.

Basics

• Today: Access your daily notes instantly. Use Ctrl+Shift+D as a keyboard shortcut from anywhere.
• Inbox: View everything collected through Tana Capture, your centralized gathering point for incoming information. Learn more about Tana Capture here.
• Global Search: The sidebar search (accessed via Cmd/Ctrl+S) shows everything you have access to across all workspaces, unlike workspace-specific searches which are limited by access/visibility settings.
• Pinned Items: Bookmark important nodes for quick access, whether they're active projects you frequently visit or commonly used resources.
• Workspace Management: View and access all your workspaces, including both those you've created and those you've been invited to join.

Details

Today

Press on the Today button to navigate to your daily note. You can also use the shortcut Ctrl+Shift+D from anywhere to do the same.

In addition, you can also:

• Cmd/Ctrl+click it to open to the right of the main window
• Shift+click to open to the top of the main window

Inbox

This button takes you to your Inbox which is the place everything gets sent to from Tana Capture.

• If you have AI enabled in Tana, a Transcribe button next to the Inbox appears, where you can run transcription on all voice memos in the Inbox that haven't been transcribed yet.

Quick Add (hidden)

Quick add is the fastest way to add things to your daily notes without context switching.

• Press Quick add in the sidebar, or use the keyboard shortcut Cmd/Ctrl+E
• Type in your note. Press Add to today, or press Cmd/Ctrl+E again to send to your daily note

(Go to) Search

This search has access to all nodes that you have permission to view, from all workspaces.

To start a search:

• Access it via the sidebar, or by hitting Cmd/Ctrl+S
• You only need to type two letters to start a search

To open a result:

• Use your arrow keys to navigate to desired result
• Then hit Enter to navigate to that node
• Or, Hit Alt+Enter to take you to a search list of the item you are on.

You can also search within any node you find:

• To search within a node, navigate to it with your mouse or arrow keys, then hit Tab. This will run the search again only looking within the node you specified.

Create new button

Create new adds a new node to your daily note - immediately

• Suggested tags: Shows the most used supertags from all workspaces you have access to.
• Start live transcription: Begins to transcribe using your microphone. Requires Tana Core.
• Create a search node: Creates a simple search node from here.

PS. Quick Add still exists via the shortcut Cmd/Ctrl+E

Pinned nodes

This is the place where you can pin nodes for easy access.

To pin a node:

• Option 1: Drag any node from the window into this area
• Option 2: Run the command Pin to sidebar

To open pinned nodes:

• Option 1: Click on them in the sidebar
• Option 2: Run the command Open pinned and select the node you want to open

To unpin:

• Hover over the pin until you see an x to the right, and click it.

Workspaces

Every workspace you have access to will show up here.

• To go to the home node of a workspace, click on the workspace.
• To go to the daily page of that workspace, Alt+click on the workspaces.
• When you've been invited to a workspace, go to Manage workspaces to add it to the sidebar.
• Expand the workspace node by clicking the arrow node to the left of it
• Add a new item to the home node by hovering over the workspace and click on the + icon when it shows up

Notifications

When someone uses the command Notify to notify you on a node, that notification will appear here.

Help

Opens a little in-app help box where you can quickly search for answers about using Tana.

Keyboard shortcuts

Opens a cheat sheet of common shortcuts in the side panel. If you're looking for your custom keyboard shortcuts, go to Account Settings.

Account settings

See Account Settings for more.