Getting started with TanaNew to Tana? The fastest way to see what it does is to run a meeting with a colleague and watch the conversation turn into finished work your team shares, no setup needed.
Tana Tutorials: The Basics of TanaA recorded walkthrough of the basics in Tana and how they fit together: run a meeting, review the proposals it drafts, send the work to your tools, and organize everything with spaces and types so it stays findable.
How to work with your team in TanaThe recommended way for a product or tech team to work in Tana together: how meetings turn into finished work, where to capture, when to add spaces and types, and what a productive day looks like.
Catch up on your team's work, then act on itBehind after time away or back-to-back meetings? Ask Tana what your team decided and what is on you, then turn it into filed follow-ups in the same chat, each one reviewed as a proposal before it lands.
Walk into every meeting preparedAsk Tana to draft your meeting prep from your team's record, capture it as a reusable skill so it runs the same way every time, then hand that skill to an agent on a schedule so a prep is waiting before every meeting.
Manage your context with spaces and typesHow items, spaces, and types fit together in Tana, when to reach for each, and how where something lives decides who on your team can see and work on it.
Capture meetings from Zoom, Teams, and MeetCapture your Zoom, Teams, and Meet calls with the Tana desktop app, with no moving the call or asking anyone to switch, and get the transcript, screenshots, and outcomes in Tana to share with your team.
Build a shared issue tracker with a typeCreate an Issue type so your team tracks work the same way: shared fields, one board, and the AI filing new issues in, complete and consistent, from a meeting or a chat.
Create AI agents with skills and integrationsCreate your own AI agents in Tana just by describing them: assistants you equip with skills and integrations that work on demand, in meetings, or on a schedule.
Connect GitHubSet up the GitHub integration so the AI can file and manage issues, review and merge pull requests, read code, and hand work to Copilot, from your meetings and chat.
Connect HubSpotSet up the HubSpot integration so Chat can search contacts, companies, and deals, log notes to CRM records, and update lifecycle stages without leaving Tana.
Connect JiraSet up the Jira integration so the AI can create and update issues from your meetings and conversations, and search projects and issues for context.
Connect LinearSet up the Linear integration so the AI can create and update issues from your meetings and conversations, and search issues to avoid duplicates.
Connect PipedriveSet up the Pipedrive integration so the AI can find contacts, companies, and deals, log notes to your CRM, and create or update records from your meetings and conversations.
Use Tana with ClaudeConnect Tana to Claude so you can pull meetings, tasks, and team knowledge into a Claude conversation as context, and save new docs and tasks back to Tana, with every write reviewed as a proposal first.
Work in Tana
DocsDocs are the default kind of item in Tana for writing, thinking, and capturing context and information.
TasksTasks in Tana are documents with a state and an assignee, gathered in the tasks view.
Spaces and sharingSpaces group related content in Tana with their own members and AI personality. Access inherits from organization to space to document.
CanvasCanvas is an infinite whiteboard in Tana for visual thinking.
InterfaceTana's interface is built around a flat sidebar, a create menu, quick chat, search, and an activity feed.
AppsTana runs on the web and as a desktop app, all syncing in real time.
Agents and extensions
TypesTypes are schemas you define to give documents structured fields.
SkillsSkills are reusable AI instructions you create once and use everywhere.
IntegrationsIntegrations connect Tana to the tools your team already uses.
MCPTana provides a Model Context Protocol (MCP) server so external AI tools can read and write your content in Tana.
Keyboard shortcutsEvery shortcut in Tana, including keyboard shortcuts and text input shortcuts. Organized by feature area, with the correct keys for your operating system.
ImprovedMeeting cards show who is actually attending. Avatar stacks on meeting cards now show the meeting's real attendees: people on the calendar invite plus anyone who has joined the call. Sharing a meeting with a space or with the whole organization does not add those members to the avatar stack. People invited by email who are not Tana members appear as a gray initials chip, so it is easier to tell at a glance who in the meeting is a teammate and who is external. The same stack is reused on event tiles in the Today list, pre-join meeting tiles, library meeting cards, the in-meeting details widget, and the "Attendees" column in meeting tables.
ImprovedChat drafts survive reloads. A chat message you have started typing is preserved if the app reloads while you are composing. Reopen the same chat and the text and any @-mentions you had typed are restored, ready to keep editing or send. Works across every chat surface in Tana: the main chat panel, side and event chats, the private meeting chat, the calendar compose, Space Home compose, and the desktop Quick Chat. Drafts are kept per window, so two windows on the same chat do not overwrite each other's draft, and the draft clears as soon as you send.
FixedTana does not reload while you are capturing an external meeting. While the desktop app is capturing a Google Meet, Microsoft Teams, or Zoom meeting through Tana, an in-the-background app update no longer silently reloads the app and takes the meeting view with it. The pending-update banner and any forced-update prompt wait until the capture has ended.
Fixed"Find and pin" search popover holds steady. The 🔍 "Find and pin" popover in the meeting toolbar opens reliably with the search box focused on first click, keeps a fixed width while you type, and renders result rows at a consistent height regardless of how many results are showing.
ImprovedAllow all and Deny all for an MCP tool catalog. When you connect a custom MCP server as a skill, its tools list now has "Allow all" and "Deny all" buttons next to "Refresh tool catalog". Use them to set every tool's permission in one click before tuning individual tools, which is handy for servers that expose a long list of tools and you only want a handful of them on.
ImprovedAI features keep working when a model is overloaded. When the underlying AI model has a brief outage, more of Tana's AI features now switch to a healthy model automatically instead of failing. This already covered streaming chat; it now also covers post-meeting tagline and summary writing, chat-title generation, outcome extraction, and artifact and diagram generation.