Your daily view
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.
Navigating 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.
Pinning 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.
Ask or Capture from Today
The Ask or Capture bar at the bottom of the day lets you start an AI conversation tied to the selected date. Type a message and press enter. A new chat is created and pinned to that date. See AI chat for what you can do in a conversation.
Creating 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.