Views

Overview

Views = Different ways to arrange and visualize your information.

Switching between views is like toggling the same data between a Microsoft Word to Excel document: Changing views happens in a snap, and is effortless. Changing views doesn't undo the settings from the previous state; you can have several saved view states on the same set of information.

Views replace the traditional document: Tana stores your information in an outline form—a document-agnostic way—that allows you to add views whenever you want and wherever you need it at the moment.

Basics

• Views work on nodes with children: This means they also work on Search nodes, as well as Fields.
• Add a view to any plain node: Go to the node options (ellipsis button) and turn on "Show view options". This will visualize its child nodes in the selected view, and show a range of different options that change based on the chosen view.
• Available views include: List, Table, Cards, Calendar, Tabs and Side menu. More are in development and being added on a regular basis.
• Granular control of what you see: Customize your views through view options like Filter, Group, Sort and Display. These options give you a lot of control over what you see, and how you see it. Bonus: for long lists, use pagination to limit how many results you see at the time.

Details

Add/change/remove a view from a node

Add a view to a node

Add a view to a node using one of these methods:

• Click on Node option ⋯ or right-click on the node bullet > Show view options
• Command line: Cmd/Ctrl+K > Show view options, or Show as [view]

This will bring up the View options next to the node. These view options apply to the child nodes, and the parent node becomes the "frame" that contains this view.

To change/remove view type

Change the view type using one of these methods:

• Click on View options button > View as > [list of options]
• Command line: Cmd/Ctrl+K > Show as [view]

You can switch between any of the view types below.

To remove and return to the default, choose "Discard all view options"

View types

List view

List view shows nodes in outline view, with additional Filter/Sorting/Display capabilities that isn't possible without a view applied.

Available View options:

• Filter
• Group
• Sort
• Display

Table view

The table view shows child nodes as rows and their fields as columns.

Add child nodes using the empty placeholder row at the bottom of the table, or add in-between rows using Enter at the end of any node on the left-most column like you're adding a node underneath it.

Adding a column to a table adds a field to the node. If the table is showing results based on a supertag search, Tana will suggest incorporating the new field into the supertag definition.

You can move columns around by:

• Using the keyboard shortcut Cmd/Ctrl+Shift+Arrow Up to move to the left; Arrow Down to move to the right
• Right-click the field header and choose Move column left/right

Calculations

Calculations are allowed in columns with numeric field type. Turn on by right-clicking on the field and choosing one of the options in the Calculation menu. When turned on, calculations show up on the bottom row. Filtering values will change the calculated value.

Choose between the following calculations:

• Sum: Adds all values up.
• Average: Adds all values and divides by count.
• Median: Sorts values and displays the value of the one that appears in the middle
• Min: Shows the smallest value in the list
• Max: Shows the largest value in the list
• Count all: Counts all rows and returns this value
• Count values: Counts all rows with numbers in them and returns this value
• Count unique: Counts number of unique numbers and returns this value

Available View options:

• Filter
• Sort
• Display

Cards view

Cards view shows each child node as a card.

Add child nodes via the +Add button.

Group by a field that contains data like Status, Dates, or Categories will arrange the cards in grouped columns, and you can drag cards between columns to change their Status, Date, or Category.

Use Display to choose which fields are always shown on the bottom of the card. If a field contains an image, the image will fill the bottom of the card.

Available View options:

• Filter
• Group
• Sort
• Display

Calendar view

The Calendar view shows nodes in one of three different time granularities: day, week and month.

It looks for a date field in each child node and plots it in the month/week/day view.

Add child nodes by clicking in the calendar and creating a new entry.

Flip between month/week/day by using the navigation arrows on the top right of the view. The calendar symbol in the middle takes you to Today's date.

Child nodes without date information are set aside in a list called "[number of] nodes with no date >" at the bottom left of the calendar view. You can drag-n-drop these nodes into the calendar and this will add a date to an existing date field, or add a system date field if none other date field exists.

Child nodes with two or more date fields will show in the calendar twice. You can control which dates to use in the "Date fields" view option.

Available View options:

• Filter
• Date fields: Choose which date fields to turn on/off for all child nodes.
• Day length: Choose the time range for agenda views. Default is 00:00 -> 24:00.
• Display

Tabs view

Tabs show each child node as a horizontal tab on the top that you can click to see its contents.

Add child nodes via the +Add tab button at the end of all the tabs.

Move menu items around using the usual shortcuts for moving nodes up/down: Cmd/Ctrl+Shift+Arrow up/down

Open menu items in a new panel by holding Cmd/Ctrl when you click on it.

Each child node can have their own view options applied to show their contents differently.

Applying Filter settings will change which tabs show up on the top bar.

Available View options:

• Filter

Side menu view

Side menu shows each child node as a menu item to the left that you can click on to see its contents.

Add child nodes via the +Add button.

Move menu items around using the usual shortcuts for moving nodes up/down: Cmd/Ctrl+Shift+Arrow up/down

Open menu items in a new panel by holding Cmd/Ctrl when you click on it.

Each child node can have their own view options applied to show their contents differently.

Applying Filter settings will change which items show up on the menu bar.

Available View options:

• Filter

View options

Filter

• Available for all views.
• A quick way to filter child nodes based on certain requirements.
• Filter by title: Enter text to filter nodes based on matches in node titles. Doesn't look at field values or node contents.
• Field names: Filter nodes based on their field values.

Group

• Available for List and Cards view.
• Allows you to group nodes based on values in user-defined fields or system fields.

Sort

• Available for List, Table and Cards view.
• Lets you to sort child nodes based on any user-defined field or system field, in ascending or descending order.
• Press the +add sort button to further apply sort criteria. Tana prioritizes sort requirements from the top going down the list.
• Remove sort settings by pressing the minus button to the right of each sort.
• Making changes to sort may require you to hit the Reapply sort button to see changes.
• Hit the Reset button to remove all sort settings.

Display

• Available for List, Table, Cards and Calendar view.
• Lets you pick which fields you want to have values displayed from.
• Values are displayed in the same style as Node descriptions: smaller grey font under the title of the node.

View options

If you are in your private workspace, Tana will save what view you left it on last, along with the options you made.

Options are saved per view, so even if you switch between views, it'll appear like the lsat time you looked at it.

Save view for everyone

If you're in a Workspace with two or more members, you have the option to save default view settings that all will see as default.

If any changes are made to the default setting by any member, they will see the green button to "Save for everyone", which will change the default saved view for everyone.

You can change the view as much as you want without clicking on the "save for everyone" button, and Tana will remember your personal settings for next time.

Remove all view options

You can remove all view options, which will delete all saved view settings:

• Command line: Cmd/Ctrl+K > Remove all view options

Pagination in views

Any collection of child nodes have a limit of displaying 100 nodes before it turns on pagination. This is on by default to ensure speed and performance. You can adjust the number if needed, though this might affect performance.

Pagination is set in node configuration. See Nodes and references on how to control pagination through Page File.

Content widths

Tana shows content using different width settings, which depends on what view type is activated. All nodes are set on Auto, and you have the choice to override it.

Access content widths in the dropdown on the top right corner of the panel.

Options:

• Auto: Switches between Medium and Full automatically. List view is set on Medium, the rest are set for Full.
• Medium: Provides a focused writing experience by setting generous white space on either side of the content
• Full: Expands content as wide as possible, filling the view.