My Tana System

Introduction

My name is Andre Foeken, and I am part of the leadership team of a Dutch Healthtech company called Nedap Healthcare. I started there in 2006, just after finishing my Master in Computer Science, and have stuck around for the last 17 years.
The years have gone by fast; I have had a vartiety of roles and responsibilities, but I had always been able to manage everything without too much external organisational structure. My mantra was always: if it is important, it will pop up again.
But, as my responsibilities increased, this did not always have the most desired effect. I started to notice that keeping everything in my head was costing more and more energy, and forgetting small stuff was starting to become more frequent. I needed something to help me organise.
Over the years, as many of us have, I had tried a multitude of todo apps and productivity hacks, but nothing stuck around for more than a month or so. I always either forgot I was using them or started to actively dislike them.
The key to long-term effectiveness for these systems for me lies in how they are embedded in my daily routine. It cannot be a tool I pick up as needed, it needs to be where everything lives.

I spend between two and eight hours a day in Tana.

This month marks my one year anniversairy with Tana and I use it to manage my entire professional life. I currently spend around two to eight hours a day in Tana. Most of that time is spent taking notes during meetings, but I also spend quite a chunk of time preparing, journalling, and reflecting in Tana.
This document, and the accompanying videos, will go into how I use Tana, and how to get it set up just the way you want. For me, customization is important, it needs to feel like my own, tailored to exactly what I need, and fluid enough to adapt to whatever comes up. I will periodically update this to reflect updates to how I work.

The Core Loop

Each of us has different organisational needs. The important part is to find your core loop, where in your routine can you reap the benefits and where will you need to spend energy to enable this. It is always a give and take, no system works without you investing some sort of effort into it.
My earlier attempts always failed when the amount of energy a system took to maintain outweighed its usefulness. Energy does not equal effort. I spent a ton of effort into customizing Tana to work exactly the way I want it to work, but I enjoy it, so it takes much less energy, and I built it up over time. Slowly adding layer after layer.
My core loop is simple. My need is to be prepared and reliable. This means I need to be able to remember what I discuss during meetings and track all my tasks that come up.
I take notes during all of my meetings in Tana, when a task pops up, I write it down as a todo item. Once a week, I make a weekly plan using my todo items and calendar. Once a day, I go through the plan and my Inbox, and start ticking them off.
It sounds ridiculously simple and obvious, but let’s go into the parts and see why they are important (and how to set them up).

Note-Taking

Note taking has several puposes. First of all, it means I always have Tana in front of me. My laptop is on my lap or in front of me during each meeting. This was awkward at first, but the benefits outweight the akwardness.
Having Tana open means I capture everything. This makes both looking back a breeze, but also provides needed context for any tasks that come up later. I often write a todo in a way that doesn’t have enough contextual information to perform it, having the notes solves this.
Secondly, it gives me superpowers in meetings. Tana automatically looks up relevant information to the meeting, helping me always be prepared (i.e delegated tasks and discussion points).
Initially, I struggled taking notes, but now it has gotten second nature. It helps me thing during meetings, even in meetings where I would have previously resisted using a laptop (personal development, bad news, …) having it has been a nett benefit.
Interestingly, 99% of my notes, I never revisit. But the 1% I do, combined with having Tana active during meetings, is enough to justify the effort of the other 99%.

Tasks

During meetings tasks usually pop up. For me there are three distinct types of tasks that are relevant. Tasks I need to do (#todo), things I need to discuss with someone (#discuss), tasks I asked others to do (#delegated), and tasks that come up in meetings that others will pick up (#assigned).
As a task comes up, I apply one of the Tana supertags to them, and optionally add some context (i.e who I need to discuss it with or who I asked to pick it up). I use Tana’s AI fields to prevent adding a lot of duplicate information.

A sample of a list of different types of todo’s

I use Tan’s AI fields to automatically extract information from my todo’s. I would often write ‘Discuss topic with person’, Tana will automatically then fill person in the ‘Discuss with’ field.

Weekly Loop

Simply gathering more and more tasks without a process to go over them periodically does not work. Your lists will keep growing and growing and eventually overwhelm you. This is why, once a week, I make a plan.

My weekly plans contains my Inbox, Scratchpad (see below), and an open tasks search query.

The plan is very simple. Just a list of tasks. I have a search query on top, when I type SHIFT + TAB on a todo in the query, it automatically adds it to the Weekly Plan. Super simple.
The only thing I track is the level of how busy I am. It is a rough estimate I fill in after I have picked all my tasks, and an active effort te reflect if I am too busy or not busy enough.
After making the plan, I don’t care that much about it anymore. The act of making the plan, is the important bit for me. Making the plan ensures I go through all my open todo items and calendar for the upcoming week, at least once a week and select what I want to do.
During this, I often find, I have forgotten to tick some items off (this is a great dopamine hit), but just as often it saves my ass. It reminds me of something important. This right here is its main use. It also ensures, I auto-prioritize as I read through them.
Lastly, I also just as often simply remove items from my list I no longer feel are important or relevant. Don’t feel bad about that, things change.

Daily Loop

The bread and butter of my system revolves around meetings and tasks. Every day, I use EventLink to quickly import my meetings for the day into Tana.

Using EventLink to import my events into Tana

During the day, I use my weekly plan and Inbox as a base to see what tasks I can pick up, ticking them off as I go through them.

Inbox

My inbox is a big part of my daily loop. I try to get information into Tana in a variety of ways. By having my inbox on my #day supertag, I always have it available.
A lot of things link to my inbox. Here is a list of the ones I use and how to set them up.

Tana Capture App (iOS/Android)

The Tana capture app is available on iOS and Android and is a great way to easily get stuff into Tana. It not only allows you use the app for mobile data entry, it also adds a few very nice ‘share’ extensions to your phone. These make it a breeze to share a website, tweet, whatever, right from your phone.
Below is CortexFutura’s great introduction of the app and how to set it up.

Shortcuts + OpenAI → Todo’s (MacOs/iOS)

I use Shortcuts on my iPhone and Mac a lot. I created some to create a screenshot of any app and extract todo items from that screenshot. This is great if you get a Slack message or email you want to convert to a todo item automatically and just move along with your day.

Email + OpenAI → Todo’s

One of my main sources of todo’s are emails. That is why, I created a small service called MailToTana. Which allows you to easily setup email addresses with an AI prompt behind them. Any email you forward to your secret address, will be parsed by AI, and land in your Inbox as you want.
I’ll record a video on this soon. Want to know more? Check the documentation.

EventLink → Recurring Todo’s (MacOS)

Tana does not natively support recurring todo’s yet. Using EventLink’s Tana Push feature, I can create events in my calendar and they show up as todo’s on the right day in my Tana inbox.

ChatGPT

Recently, Andrea from Tana Nodes posted a super effective way to get stuff from ChatGPT into Tana. I often use ChatGPT for a variety of ways, this will alow me to never have to copy/paste anything over again. It’s easy to setup yourself, but requires a paid ChatGPT subscription.

Scratchpad

Lastly, I have a spot that I reference in my daily node called the “Scratchpad”. This is a space where I can put anything i want to carry across multiple days as I want them close. I decided not to do this in my Inbox to keep it as clean as I can.

My daily node

My daily node is very simplistic. It contains a reference to my Inbox, Scratchbox, and a section for my meetings, notes, and tasks of the day.

Ideology

I am constantly trying new things in Tana, but I also make a point of removing the things that don’t stick. My system expands and contracts, and I only keep the best parts. I tend to favor the less is more ideology.

Customization and Tools

Visuals

As I stated before, I like shaping Tana to work and look the way I want. In order to achieve this, I use a combination of CSS and a paid icon font called Font Awesome. I made a video when tana was still in early access on how to use the Chrome extension Stylus to customize the look and feel of Tana.
You can find my CSS files here, I try to keep them updated.

Auto-insert Tana references

I often tag the same people over and over again. Using the @ search is sometimes not the fastest. So I created a Keyboard Maestro script to make it easier. Simply type a part of the name with two semicolons and it will autocomplete. (ie. Sool;; → Peter van Soolingen)

Hookmark

I use Hookmark to add textual links to anything on my Mac to Tana. The great thing is that I can then simply click the link and whatever I linked will open on my mac. This is great for referencing emails.
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