Course Outline

Introduction to Tana for Business

  • Overview of Tana and its benefits for team collaboration
  • Understanding nodes, supertags, and live queries in a business context
  • Navigating the Tana workspace for effective team use

Structuring and Organizing Business Information

  • Creating a structured knowledge base for teams
  • Using supertags and dynamic fields for categorized information
  • Linking and referencing data for seamless knowledge retrieval

Task and Workflow Management

  • Setting up task lists and tracking project progress
  • Automating recurring tasks and workflows
  • Managing priorities and deadlines efficiently

Collaboration and Knowledge Sharing

  • Creating shared documentation and internal knowledge bases
  • Assigning roles, permissions, and responsibilities
  • Encouraging team engagement through collaborative content creation

Integrating Tana with Business Tools

  • Connecting Tana with project management and communication platforms
  • Automating data flow between Tana and external tools
  • Customizing Tana for different business use cases

Best Practices for Team Adoption

  • Ensuring smooth onboarding and team adoption
  • Optimizing workspace setup for different team structures
  • Common pitfalls and how to avoid them

Implementation Strategies

  • Best practices for integrating Tana into daily business operations
  • Creating team adoption strategies for effective knowledge sharing
  • Leveraging automation and advanced features for workflow efficiency

Summary and Next Steps

Requirements

  • Basic familiarity with digital note-taking or knowledge management tools
  • Experience working in team-based or collaborative environments

Audience

  • Knowledge workers looking to improve information organization
  • Project managers seeking better team collaboration and workflow management
  • Businesses integrating Tana for internal documentation and processes
 14 Hours

Delivery Options

Private Group Training

Our identity is rooted in delivering exactly what our clients need.

  • Pre-course call with your trainer
  • Customisation of the learning experience to achieve your goals -
    • Bespoke outlines
    • Practical hands-on exercises containing data / scenarios recognisable to the learners
  • Training scheduled on a date of your choice
  • Delivered online, onsite/classroom or hybrid by experts sharing real world experience

Private Group Prices RRP from €4560 online delivery, based on a group of 2 delegates, €1440 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.

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Public Training

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