Your day and tasks

Home is where you land when you open Tana. It is a board of cards rather than a single list. The set of cards and their layout are fixed.

Home shows your own calendar events and organization-level events synced by other members, so a meeting a colleague scheduled on a shared calendar appears alongside your own.

• Greeting: The time-of-day greeting, which flips with the hour, and a short summary of the day.
• Up next: The meeting you are heading into, with one action on it. For a Tana meeting that is Join. For an external one it is Capture, named for the provider Tana recognizes, or Capture anyway when a colleague is already capturing the same meeting. Where capture cannot run, on the web and on Linux, the button carries the provider's own name and opens the meeting there instead, and a meeting with nothing to enter falls back to Open. When meetings clash, every one of them stays reachable rather than the card picking a winner.
• Earlier today: Meetings that already finished today.
• Meeting outcomes: What came out of recent meetings, and the follow-ups worth picking up. See Outcomes.
• Tasks: Your tasks, with filters. See Tasks.
• Pinned today: Items pinned to today. Drop one on the card to pin it. A row of create buttons at the top of the card starts a doc, canvas, or meeting.
• Recents: Documents you have been in lately, ranked by how recently and how often you open them. It shows a fixed set in two groups, Jump back in and Recently edited by you, with Search in the card heading. A meeting you opened can appear under Jump back in, which holds what this device opened; Recently edited by you leaves meetings out.

Meeting tiles across Home and the other boards show the title, then the AI-written tagline, with the avatar stack below and a strip of up to three teaser cards mixing pinned items, accepted outcomes, and pending proposals, each with a type indicator and a cover thumbnail where it has one. On an external meeting the provider logo carries a frown icon, reading "This meeting is not in Tana. Move it?", on uncaptured events that still have a real provider link. Clicking it runs Host meeting in Tana.

The Calendar is your meetings over time, as Day, Week, or Month. It opens on Week, and the sidebar's Calendar row stays lit across all three.

An Attendees filter narrows the grid to meetings involving particular people.

Opening a date from anywhere else in Tana, a date mention or an item pinned to a date, opens that day on the Calendar's Day view.

The Calendar has no search of its own and no space scope: a search spans every date, which is the opposite of what a dated view is for. To reach a meeting outside the visible range, use Search or More, Meetings, both of which keep the date and attendee filters.

The Calendar shows your own calendar events and organization-level events synced by other members. See Calendar sync for connecting Google Calendar or Outlook.

The Day, Week, and Month switch sets how much you see at once, and stepping forward or back moves by that much. A control returns you to today whenever you are looking at another date.

With no explicit date, the Calendar tracks the clock: meetings roll from in progress to past as they end, and the date advances across midnight without a reload.

Any document, task, or other item can be pinned to a date. It then appears on that date, on Home's Pinned today card when the date is today, and on the Calendar day.

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, by right-clicking the item or opening its toolbar menu. To unpin, right-click a pinned item and choose 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.

Pinned dates are shared, so everyone in the organization sees the same pins on a date.

Two buttons on Home cover both:

• Meet starts a meeting now, with Schedule a meeting… behind it for one at a set time. Both open the same meeting card, where you add people and confirm. See Creating a meeting.
• Capture starts a system-audio capture for a meeting that is not on your calendar. On the web, or where system-audio capture is not available, it links to the desktop download instead.

For anything else, use the create menu (the pencil icon) in the sidebar. See Interface.

Work is the second board, for what you owe people rather than what happened: ongoing chats, your tasks, your agents, MCP chats, and your Notifications. The sidebar's Work row carries the unread notification count, because the Notifications card lives here. See Work for what shows up in it.

Each space opens on a board of the same kind. See The space home.

A daily-brief agent sends you one Slack direct message each morning: the meetings on your day, what happened since yesterday, preparation worth doing, and tasks or follow-ups you may have dropped. It covers the meetings you attend, not everything your account can see.

Set it up from the card headed Get a daily brief in Slack every morning and press Set up. That card lives on the day view at home.tana.inc/calendar, so open that address directly to reach it. Dismissing the card hides it on every device.

Setup needs your personal Slack account connected, from Settings, Integrations, Slack, or from the card itself. Link Slack account, in the Connected menu, is an optional second step. It lets Tana ask Slack who you are instead of matching addresses, so it is needed when your Slack email differs from the one you sign in with.

The agent is yours once it exists. Open it to change the prompt, its tools, or the schedule, and Tana leaves it alone afterwards. It can message only you. See Agents for changing when it runs.

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.

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.

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.

The Tasks card on Home shows your tasks with filters, so what is assigned to you is on the board you land on.

Pin a task to a specific date using "Pin to Date" from the context menu. Pinned tasks appear on Home and on that date in the Calendar, 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 in the same tasks view but manageable on their own kanban boards.