Tana for Researchers and Writers Training Course

Getting Started with Tana

• Understanding nodes, hierarchies, and navigation
• Using daily notes and workspace structure
• Building foundational habits for research workflows

Structuring Information with Supertags

• Creating and configuring Supertags
• Designing fields for metadata and classification
• Standardising information for consistent research organisation

Organising Research Materials

• Capturing articles, interviews, and source materials
• Creating systems for literature reviews and reference notes
• Tagging and linking sources for rich contextual connections

Building Writing Workflows

• Setting up spaces for outlines, drafts, and revisions
• Managing multi-stage writing processes
• Using live searches to track progress across manuscripts or articles

Managing Projects and Long-Form Work

• Planning and structuring long-form research or editorial projects
• Tracking tasks, deadlines, and submission milestones
• Integrating ideas from across the workspace into cohesive outputs

Knowledge Linking and Idea Development

• Building a network of connected concepts and insights
• Using references and backlinks for deeper understanding
• Creating map-like overviews for complex topics

Advanced Searches and Dynamic Views

• Designing powerful live searches for information retrieval
• Filtering and visualising research or writing pipelines
• Building dashboards for ongoing academic or creative work

Exporting, Sharing, and Long-Term Maintenance

• Generating shareable outputs for teams or collaborators
• Archiving projects and evolving workspace organisation
• Optimising Tana for long-term research continuity

Summary and Next Steps