Today and tasks

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.

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 without going through the Get Ready screen. 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).

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.

Any document, task, or other item can be pinned to a date. Pinned items appear in the "Pinned" section alongside your meetings.

Ways to pin:

• Create from Today: Items made with the Create button on the day are automatically pinned to that date. Meetings are not pinned because they appear on their scheduled date automatically.
• Pin an existing item: Use the Search button below the date header to find and pin any existing document.
• Pin from a document: Use "Pin to Date" from any document's context menu.

To unpin, right-click a pinned item and select "Unpin."

Below the Ask or Capture bar, three buttons let you add content to the selected day:

• Meet: Start a new Tana meeting on the selected date. Pick the time and duration in natural language (for example, "tomorrow at 3pm" or "45 minutes"), so you do not have to open a date or duration picker.
• Create: Open the full create menu for notes, canvases, tasks, chats, types, skills, and any custom types. Items created this way are automatically pinned to the selected date.
• Search: Pin an existing document to the selected date by searching for it.

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 tasks view open as inline cards (a popover over your current view) rather than navigating away.

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.

On a kanban board, drag cards between columns to change state. On the tasks view, drag to a different tab.

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 in the assignee's tasks view under the Open tab.

Notes with tasks as children show a subtask count and progress indicator in the toolbar. Click the indicator to view subtasks grouped by status, time, or assignee. Toggle "Show My Tasks Only" to focus on tasks assigned to you.

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.

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 on the same tasks view but manageable on their own kanban boards.