Day-to-day work in Tana
In this video, we'll look at some of the ways you can use it to automate your day get the most out of Tana.
Tana is changing at a rapid pace 🚀 While many concepts remain the same, some user interface and features have changed a lot since they first were documented here! Please keep this in mind while browsing.
Supertags are at the heart of Tana. You use them anytime you want to define a "something" that you want to keep track of.
John Doe (is a) #person
Acme Inc. (is a) #client
Order new tires (is a) #todo
This (is a) #meeting
Jambalaya (is a) #recipe
We call them supertags because they have the ability to give structure and context to any item they're tagged to in the following ways:
They are templates of structured information. Every time you apply a supertag to an item, it populates with default Fields and Nodes of your choice, to help you organize all important and related information regarding this item. If it is a person, adding a Field for their Phone Number and their Preferred Name might be handy. If it is a todo, you may want a Field with the Due Date.
They can be tabulated and aggregated in many ways. Tana's powerful search is made for building queries effortlessly as you need them. Sort your #Tasks according to Project they belong to, or Team member assigned to the Task, or Due in the next 7 days. Crowdsource your meeting agenda automatically by allowing all team members to tag items with #weekly-agenda.
Adding a tag to an item, clicking it and insert fields via the configure panel
Create a structure you want, and launching the command "Create supertag"
Remember to have 📋 Fields in the supertag, not regular content if you want to be able to add values in the tagged node.
On a node you want to tag, press # and continue to type its name until you find it, and hit Enter.
Hover over the tag and click the x that appears on hover
Go to Command Line > Remove Tag.
Clicking the tag will give you an overview on how many times its used, if its an extension of another tag, and the tags navigation targets.
Below are examples of how NOT to do it:
Supertags #TanaInc
or
Recipes from #JaneDoe
Extend allows you to use the template of an existing supertag. This supertag will be seen as an extension of the chosen supertag, which will make it appear in searches for the extended tag. For example, a #person can be extended by a #colleague or #author. Searching for #person will return all three but #colleague only returns colleagues.
Show as checkbox gives the supertag a checkbox which can be used to track not checked/checked states.
Done state mapping allows you to map the checkbox states to one or more field values. For example, you have a field that has three Task state options: Inbox, Doing, Done. For "not checked", you want this mapped to Inbox and Doing. For "checked" you want this mapped to Done.
Built title from fields allows you to build the title of the node based on its Fields - just tag a node, fill in the fields, and the item gets its title automatically populated. This is a great way for a team to have a consistent way of writing titles.
Navigation shortcuts is a custom target that shows up when you click on the supertag itself. This gives you the option to go straight to the target. If you have a list of tasks, a list of bugs, or a kanban for your team, it basically works like a shortcut that sends users to a default or custom view of a supertag collection.
You can add # to an item without doing anything else. This will behave like any other #, like on Twitter or Instagram. You can find it in search, make lists and a table of it.
In this video, we'll look at some of the ways you can use it to automate your day get the most out of Tana.
Supertags are the backbone of Tana, it's how you can give structure and context to item lightning fast, keeping your flow.
In this video you'll get an introduction to Supertags, how to create, change and use them.