Tana Cheatsheet

Tana Cheatsheet

A comprehensive reference guide for Tana’s core features and functionality.

Core Concepts

Nodes: The basic building block of Tana. Every piece of content is a node that can be nested, tagged, and linked.

Supertags: Reusable templates that define the structure for types of nodes (e.g., Book, Project, Person). Apply tags to nodes to add fields.

Fields: Attributes on tagged nodes that store structured data. Types include text, numbers, dates, references, and more.

Instances: References to specific nodes of a given supertag type. Use instance fields to link related entities.

References: Create connections between nodes using [[node name]] syntax. Two-way links enable relationship tracking.

Live Searches: Dynamic queries that automatically show results matching your criteria. Searches update as content changes.

Supertag System

Creating a Supertag

Right-click node โ†’ Add tag โ†’ Name tag

Tag Inheritance with Extends

Apply existing tags to a new tag to inherit their field definitions:

Create new tag โ†’ extends: [Parent Tag Name]

Field Configuration

  • Name: Display name of the field
  • Type: Data type (plain, number, date, etc.)
  • Default: Default value for new nodes
  • Description: Help text for users
  • Required: Mark field as mandatory
  • Multi-value: Allow multiple values in one field
Field Types
Type Use Case Example
Plain Text, nodes, references Notes, descriptions
Number Numeric values Price, rating, count
Date Dates and times Due date, birthday
URL Web links Website, documentation
Email Email addresses Contact, email
Checkbox Boolean true/false Completed, archived
User Reference to Tana user Assigned to, owner
Instance Reference to tagged nodes Author, related project
Options Single selection dropdown Status, priority, category

Live Searches

Search Operators

  • AND: All conditions must match (implicit at root level)
  • OR: Any condition can match
  • NOT: Exclude matching results

Query Examples

Find all tasks due today:

#TODO
Due Date = TODAY

Find incomplete projects assigned to you:

#Project
Status = Active
Assigned to = [Your Name]
NOT DONE

Time Filters

  • CREATED LAST 7 DAYS
  • EDITED LAST 7 DAYS
  • DONE LAST 7 DAYS
Views
View Best For Features
List General navigation Hierarchical, nested structure
Table Comparing fields Column headers, sortable
Cards Visual scanning Card-based layout, thumbnails
Calendar Date-based items Timeline, date visualization
Tabs Grouped sections Tab navigation, organization
Side Menu Navigation Sidebar navigation structure

AI Integration

AI Commands

Access AI features via โŒ˜โŒฅI in Tana:

  • Summarize: Create brief summaries of content
  • Expand: Add detail and context
  • Translate: Convert text between languages
  • Write: Generate new content based on prompts
  • Edit: Refine and improve existing text
  • Custom Prompts: Create personalized AI workflows

AI Field Generation

Configure fields to auto-generate content based on other fields using AI.

Tana Paste Format

Basic Syntax

- Node name
  - Child node
  - [[Reference to existing node]]
  - #TagName
  - [[Field Name]]:: value

With Supertags

- Book #Book
  - Author:: Stephen King
  - Rating:: 5
  - Read:: [x]
  - ISBN:: 978-0451191730

Creating References

- [[^exactNodeId]]  # Link by ID (most reliable)
- [[Node Name]]      # Find or create by name
- [[name #tagName]]  # Find by name and tag

Date Format

- Task
  - Due Date:: [[date:2026-02-15]]
  - Scheduled:: [[date:2026-02-15 14:30]]

Calendar & Day Pages

Daily Page Workflow

Press โŒ˜J to navigate to today’s daily page. Tana automatically creates daily pages for calendar views.

Date Fields

Date fields enable:

  • Scheduling tasks to specific days
  • Viewing items on calendar
  • Date-based filtering in searches
  • Due date tracking

Calendar View

Use %%view:calendar%% on searches to display items by date.

Publishing

Publishing to Web

Share your Tana content publicly:

  1. Right-click node โ†’ Share โ†’ Publish to web
  2. Configure public/private access
  3. Share link with others
  4. Control which fields are visible to readers

Share Settings

  • Public: Anyone with link can view
  • Private: Only invited users can view
  • Password Protected: Require password to access
  • Comments: Enable/disable reader comments

Tips & Tricks

Command Node

Create a command node to run custom workflows. Use %%search%% syntax to create dynamic queries.

Templates

Use supertags as templates. When you add a tag to a node, all default field values populate automatically.

References vs Copies

  • References: Point to the same node (bidirectional)
  • Copies: Duplicate content into a new node

Use references to maintain single source of truth.

Inbox Workflow

  1. Quickly capture ideas in your inbox
  2. Use โŒ˜J for daily page
  3. Review and organize regularly
  4. Move to appropriate supertag/folder

Keyboard Efficiency

Learn the most-used shortcuts (โŒ˜J, โŒ˜K, โŒ˜/, โŒ˜โ‡งT) for significant speed improvements.