How to Use Tana

Getting started with Tana

In this guide, you'll learn how to set up Tana, create your first outline, and make the most of its AI tagging and structured data features. By the end, you'll be ready to organise your notes efficiently.

Step 1: Sign up and set up

1. Go to tana.inc.
2. Click on the Get Started button on the homepage.
3. Enter your email address and create a password, or sign up using Google.
4. Confirm your email if prompted, and then log in to your new account.

Step 2: Your first outline

1. Once logged in, you’ll see a blank workspace. Click on the + New Document button in the top left corner.
2. Start typing your first note. Each line you create will become a node in your outline.
3. To create a sub-node, press Tab after typing your main node. This will indent the new line under the previous one.
4. To add tags, type # followed by your tag name (e.g., #Project), and press Enter.
5. You can also add properties to your nodes by clicking on the node and selecting Add Property from the menu.

Step 3: Get better results

1. Use the Search bar at the top to quickly find nodes or tags within your workspace.
2. Create relationships between nodes by using the Link option. Click on a node, then select Link to Node and choose the related node.
3. Experiment with computed fields by clicking on a node and selecting Add Computed Field. This lets you automate calculations or data displays.

Pro tip

Maximise your efficiency by using keyboard shortcuts. For example, use Ctrl + N to create a new document quickly and Ctrl + Shift + P to open the properties menu without using your mouse.

Common mistake to avoid

Avoid creating too many tags without a clear structure. This can lead to confusion and make it harder to find your notes later. Instead, develop a consistent tagging system that reflects your organisation style.