How do I see my day?
Today is the first screen you see when you open Tana. It shows the day's meetings, pinned items, and an Ask or Capture bar for starting AI conversations tied to the selected date.
The Today view reacts to the clock. The greeting flips through the day, events roll from Now to Next up, Upcoming, and Past as time passes, and midnight rollover happens without a reload.
The day is organized into groups:
- Now: Meetings in progress
- Next Up: The very next meeting coming up
- Upcoming: Meetings later in the day
- Past: Meetings that have ended. Each past event shows outcome preview cards, so taglines, summaries, and captured artifacts appear inline on the event. Past events are listed newest-first, so the most recently ended meeting sits closest to Now and Next up.
- Pinned: Documents, tasks, and other items you have pinned to this date
Each meeting card shows the time, title, attendees, and either a Join button (for Tana calls) or the external meeting provider (Google Meet, Zoom, Teams). When someone is already in a call, the card shows who is in it. For an external meeting, a small icon next to the provider logo runs Host meeting in Tana right from the list, replacing the external link with a Tana call.
The Join button appears once a meeting is within 10 minutes of its start time. Hovering it opens a device-check preview with the camera feed and mic, camera, and settings toggles; clicking joins the call directly. Event cards can also be dragged into the sidebar to pin them to a space, or dropped into another document to create a reference. Right-clicking opens the standard context menu (Pin to space, Pin to date, Copy URL, and so on).
A Search meetings button in the top right of the day opens a search scoped to your meetings, so you can jump to a specific past or upcoming meeting.
If you have not connected a calendar yet, the day shows a Connect your Calendar card in place of events, with a short pitch and Google and Outlook options. Dismiss it from its "⋯" menu and it collapses to a Connect Calendar button so you can still sync later. Once a calendar is connected, your events appear automatically; see Integrations for setup.
How do I navigate between dates?
Use the arrow buttons next to the date heading to step to the previous or next day. The calendar icon opens a mini calendar for jumping to any date. When you are viewing a different day, a "Go to Today" button appears to return to the current date.
How do I pin items to dates?
Any document, task, or other item can be pinned to a date. Pinned items appear in the "Pinned" section alongside your meetings.
Meetings are not pinned this way because they appear on their scheduled date automatically.
To pin an item, use Pin to Date from any document's context menu (right-click the item, or open its toolbar menu). It then appears under "Pinned" on that date.
To unpin, right-click a pinned item and select "Unpin."
Pinning to a date is for work that belongs to a day. For the items you want permanently within reach, use Pin to sidebar instead, which files them into your own pinned area of the sidebar.
How do I create something from Today?
Two cards sit at the top of the day for starting a meeting:
- New Meeting: One form covers both starting now and scheduling for later. Add who you are meeting with, then either leave the time on Now, with a duration control that defaults to 10 minutes, to start right away, or set an explicit start and end to put it on the calendar. The button reads Join Meeting when you start now and Create when you schedule. Inside the people picker, the confirm label counts who you have added (for example Invite 3), and Myself with screen share starts a solo screen-share session.
- External Capture: Capture a meeting happening on any platform or in person. On the desktop app this starts a system-audio capture; elsewhere it links to the desktop download.
To create other kinds of item, use the create menu (the pencil icon) in the sidebar; see Interface.
How do I create a task?
Several ways to create tasks:
- Create menu: Select "Task" from the create menu. The task opens as an inline card, assigned to you by default.
- Chat: Ask the AI to create tasks during a conversation. AI-created tasks appear as proposals for your review.
- Meetings: Extract tasks from meeting outcomes during or after a call.
- Tasks view: Click the "+" button on the tasks page.
- Typed entries: When a type has a workflow, creating an entry of that type creates a task in the inbox state.
Tasks created from the create menu and the tasks view open as inline cards (a popover over your current view) rather than navigating away.
What are task states?
Every task has one of four states:
- Inbox: New tasks land here. This is the triage state for things that need to be reviewed and prioritized.
- In progress (or custom states): Active work. When a type has a workflow with custom states, each custom state represents a stage of progress.
- Completed: Done. Toggle by clicking the checkbox or pressing Cmd+EnterCtrl+Enter.
- Later: Deferred. For things you want to come back to but not right now.
Wherever a task appears, its state shows as a single state icon. The icon mirrors the current state at a glance, and inside a custom workflow it draws a progress pie sized by the state's position in the workflow's ordered states. Click the icon to open the state dropdown, right-click for the context menu, and hover to see the current state's name.
On a kanban board, drag cards between columns to change state. In the tasks view, use the checkbox or the state menu on each row.
How do I assign tasks to people?
Tasks can be assigned to any team member. Set the assignee from the dropdown below the task title, or drag a task onto a person in the People view in the sidebar.
Assigned tasks appear for that person in their tasks view.
How do tasks appear on Today?
Pin a task to a specific date using "Pin to Date" from the context menu. Pinned tasks appear in Today alongside your meetings. See Pinning items to dates.
How do tasks connect to types?
Tasks are documents with state tracking. When you assign a type with a workflow to a document, it becomes a task automatically. The workflow's custom states become the columns on the kanban board for that type.
This means you can have different kinds of tasks (bugs, features, design tasks) each with their own workflow stages, all visible in the same tasks view but manageable on their own kanban boards.