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Notes and editing

Writing, formatting, and managing documents in Tana.

How do I format text?

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

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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

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

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How do I add images and attachments?

Drag and drop, paste, or use the attach button to add images, audio, and video files to a note. 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.

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Backlinks are a key part of how information connects in Tana. When any document links to or mentions this note, 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.

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Can I open a note in AI chat?

Click "Open in chat" in the toolbar (speech bubble icon) to open a split view with proposed edits on the left and an iteration chat on the right. Describe the change you want and the AI updates the proposal in place. Accept lands the edits on the original doc; reject or close returns it unchanged. These iteration chats are owned by the doc itself, so they do not clutter the main chats list alongside real conversations.

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What are skill buttons on notes?

When a note has a type with skills attached, the skills appear as quick-action buttons in the toolbar. Click a skill button to run it with the note as context. If the skill connects to an external tool like GitHub or Linear, the button shows the relevant icon and links to the created issue once run.

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How do I export a note?

Select "Export Markdown" from the overflow menu or context menu to download the note as a .md file. The export includes the title as an H1 heading and the full content in markdown format.

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How do I delete a note?

Delete from the overflow menu or context menu. A confirmation dialog warns before proceeding.

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Notes and editing - Tana Help