The timeline

Home is where you land when you open Tana. It shows your meetings as one timeline, a section per day, and opens on now, with Today heading the current day. Earlier days and Later days at either end load more. Click Home in the sidebar, or any day’s title, to get back to now. The day you scrolled to stays in the address, so reloading or sharing the link opens on it.

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. Cancelled and declined meetings are left out, and so is a meeting that is no longer on your calendar. The Meetings page and search still list them.

Days ahead with nothing on them read Nothing planned, and once today’s meetings are over, today closes with That’s a wrap. Past days with no meetings are left out.

The cards

Up next: Today’s next meeting, with one way in: Join meeting for a Tana meeting, or a capture button for an external one, which reads Capture anyway when a colleague is already capturing the same meeting. Upcoming rows get the same button shortly before they start. When meetings clash, each one stays reachable.
Your brief: Today’s upcoming meetings, and the Up next card, carry a short brief Tana wrote for you, introducing outside attendees you have not met. Press it to open the meeting on your private chat, where the whole brief is.
Past meetings: Each lists the work it left you. Items waiting on you come first, each with its answer on the row, such as Save or Send to …, then what is settled, then a line such as “3 more outcomes” that opens everyone else’s. Pressing a row opens that proposal or run. A past meeting where nothing happened is muted. See Outcomes.
Setup card: Until setup is done, a card at the top of today asks for the next step. In a Mac or Windows browser it reads You need the desktop app, with Connect calendar beside the download while no calendar is synced. Everywhere else it reads Connect your calendar while no calendar is synced. In the desktop app, until Claude or ChatGPT is turned on, it also offers Connect Claude and Connect ChatGPT, which open Settings, External agents; once a calendar is connected, the whole card reads Bring your own agent. Next step at the top of the card collapses it to its buttons.

Meeting rows work like other items. Drag one to the sidebar to pin it or into a document to reference it, and right-click it for the standard menu. On an external meeting that still has a provider link, the provider logo carries a frown icon, reading “This meeting is not in Tana. Move it?”. Clicking it runs Host meeting in Tana.

Starting a meeting or a capture

One New meeting button on Home covers both. It always opens a menu, so you pick the kind of meeting each time:

Meet in Tana starts a video call now and copies the guest link, so you can paste it to whoever should join.
Same room meeting starts a call for people sharing one device and one mic. It joins with the camera off; when someone joins remotely, you’re offered to turn it on.
Capture a call in another app starts a system-audio capture for a call in Zoom, Teams, Meet or another meeting app. In a web browser the row is dimmed, since only the desktop app can capture; on phones, tablets and the Linux desktop app the row is absent.

To schedule a meeting for later, use the Calendar. See Creating a meeting.

The Ask or capture… bar at the bottom of Home starts a chat with Tana. For anything else, use the create menu (the pencil icon) in the sidebar. See Interface.

Work

Work in the sidebar is one page for what you owe people. The sidebar’s Work row counts what is waiting on you. The count is red while something new has arrived since you last opened Work, and gray after.

Waiting on you heads the page, with one row per meeting, chat, or document that needs you.
- A row with drafts reads “For you to review from” and the meeting’s name, or “Needs your attention in” for a run that stopped. Expand it and press a draft to review it right there, with Save, Ask for changes..., or a Slack or Linear draft’s send button.
- A notification row says who did what, such as “Jane Doe mentioned you in Q4 planning”, with the quote under Says. Mark read is in its right-click and ⋯ menus. Notifications cover tasks assigned to you, being added to a document or meeting, incoming calls, chat messages, archived or restored types, and AI usage nearing your monthly limit.
- A chat’s drafts wait on you only if the chat is private to you, you wrote in it, or you pressed its draft button.
- A row you have dealt with folds away. Show cleared, in the ⋯ menu beside the heading, brings handled rows back, newest first. With nothing waiting, the section reads You’re all caught up.
Tasks and Chats tabs follow. Tasks lists your tasks with filters; see Tasks. Chats opens on the chats you started. Set Created by to “Anyone” to include chats others started and added you to.
Ask or capture… at the bottom starts a chat with Tana.

Each space opens on a board of its own. See The space home.

Pinning items to dates

Any document, task, or other item can be pinned to a date. Right-click it, choose Pin to date, and click a date, and the item appears in the To do row on that day of the Calendar.

A date you click is pinned for you only. To pin it for the whole organization, right-click the date and choose Toggle shared. To unpin, right-click a pinned item and choose Unpin.

Meetings are not pinned this way, because they appear on their scheduled date automatically.

A pin is a plan, not a deadline. For when something must be done, set a due date. For the items you want permanently within reach, use Pin to sidebar instead, which files them into your own pinned area of the sidebar.

Daily brief

A daily-brief agent sends you one Slack direct message each morning: the meetings on your day, what came out of them, and what needs you. It covers the meetings you attend, not everything your account can see.

Its setup picks the days and the time the brief lands. Turn on works once your personal Slack account is connected, from Settings, Integrations, Slack, and Send one now sends a first brief right away. Link account, on the same Slack row, is needed only when your Slack email differs from the one you sign in to Tana with.

The agent is yours once it exists. Open it to change what it covers, how it is written, or when it runs, and Tana leaves it alone afterwards. It can message only you. See Agents for changing when it runs.

No calendar connected

With no synced calendar, the setup card at the top of today asks you to connect one, and Connect calendar opens Settings, Calendars. Connect Google Calendar or Outlook and your events appear automatically; see Integrations for setup.