Docs and editing

Select text to access inline formatting: bold, italic, strikethrough, and inline code.

Type / anywhere in the editor to insert:

• Heading 1, 2, 3: Section headings at different levels
• Bullet list: Unordered list
• Numbered list: Ordered list
• Code block: Syntax-highlighted code
• Quote: Blockquote
• Divider: Horizontal rule
• Math block: LaTeX equation
• Mermaid diagram: A diagram written in Mermaid syntax

In the title, type / to set or remove a type on the doc.

A Mermaid block renders the diagram with a "Preview" / "Source" toggle (Preview by default); click the diagram to open it in a pan and zoom view. You can also turn any existing code block into a diagram by changing its language to Mermaid. Flowcharts and the common graph types are supported.

Drag and drop, paste, or use the attach button to add images, audio, and video files to a doc. Images get AI-generated descriptions automatically. Video and audio render inline as native HTML5 players in the editor, the read-only viewer, the diff preview, and the compact editor, so attached media plays in place rather than as a separate download.

Type @ to mention another document, a person, or any item. Each mention is a pill with a leading symbol that matches what it points to: a task's state, a person's avatar, an image thumbnail, a type badge for a typed item, or the document-kind icon for everything else (Doc, Canvas, Meeting, Chat, Skill, Agent, Space, and audio, video, or other assets). Long titles truncate so the pill stays one bounded shape, including inside table cells and headings.

Move between mentions with the arrow keys, and open one by pressing Enter or clicking: a Doc opens in a peek side panel, other kinds navigate to the item. Modifier-clicks open the mention in a new tab, window, or split, the same as any other link. You can also drag a mention to move it within the doc.

Backlinks are a key part of how information connects in Tana. When any item links to or mentions this doc, that reference appears in the backlinks panel. Backlinks are grouped by how the reference was made: through a specific field (shown as "Type > Field"), or as an inline mention.

Every item has a Send to menu in its toolbar, and on meeting tiles, that routes the item without leaving it:

• Chat with...: start a chat about the item with Tana, one of your custom agents, or a teammate. This creates a new chat with the item attached and opens it, ready for your first message. Choosing a teammate makes a shared private chat with just the two of you; if they do not already have access to the item, Tana offers to grant it.
• Skills and integrations: run any skill attached to the item's type, or a connected integration like GitHub or Linear. If a skill creates an external issue, it links to it once run.
• Pin to meeting: attach the item to a meeting so everyone in the call can see it.
• Copy link: copy a link to the item.
• Export Markdown: download the item as a .md file, with the title as an H1 heading and the full content in Markdown.

In the Chat with... list, the people you have recently shared docs, chats, and canvases with come first, shown with their profile photos.

Right-click a doc and choose "Open in chat" to iterate on it with AI in a split view: proposed edits on the left, an iteration chat on the right. Describe the change you want and the AI updates the proposal in place. Accepting lands the edits on the original doc; rejecting or closing leaves it unchanged. These iteration chats are owned by the doc itself, so they stay out of your main chats list.

Delete from the overflow menu or context menu. A confirmation dialog warns before proceeding. A deleted document is soft-deleted: opening it shows a "Document deleted" panel with a "Restore document" button, so you can bring it back if you removed it by mistake.