Find your rhythm with Zana.

Start with one task

Pick something you actually want to move forward. “Finish the research proposal” gives you a more useful starting point than trying to plan your entire life at once.

1. Create a task from Home.

   Use Create task in the dashboard’s quick actions. Give it a clear title, then choose a class and priority if they help you organize the work.

2. Decide when it belongs.

   Assign it to a run if you intend to work on it during that week. If it is an idea for later, keep it in the Vault. A task can also have a due date when there is a specific deadline.

3. Add the next useful step.

   Open the task and write down what you need to do next. As the work moves forward, update its status. Completing a task is different from closing it without completion.

Plan the week, keep the rest

A run is a weekly planning window. The Vault holds tasks that are not assigned to a run. Use one for what you intend to work on, and the other for what can wait.

1. Check the current run.

   Home shows a run snapshot with your completed total. The Tasks screen lets you browse runs and the tasks assigned to them. A run’s dates are the planning window, not a separate deadline for every task.

2. Keep the week manageable.

   Choose the work you mean to tackle. Leave unscheduled ideas in the Vault until you are ready to give them a place in a run.

3. Carry unfinished work forward.

   In Tasks, select the task or tasks you want to carry forward, choose Rollover, and pick the destination date. Review where they landed. You can continue the existing work with its context instead of retyping it.

Keep the details with the work

A task can hold the brief, the checklist, and the files you would otherwise have to hunt down when you come back to it.

1. Write the context in the task’s notes.

   Open the task and use its notes editor. Add the instructions, useful links, or a quick explanation of where you left off. The editor saves changes as you work; check connectivity if a change does not sync.

2. Use the + menu for structure.

   In the editor toolbar, + opens the block menu. Choose Subtasks for a checklist, or use blocks such as Document, Code, Card, and Line to organize the information. You do not need every block in every task.

3. Bring in the supporting files.

   Use View Documents to manage a task’s documents. Files and supported images can be added there, and document references in notes open an in-app preview. The voice-memo toolbar action lets you record an explanation when speaking is easier.

Make space for the bigger picture

A task is work you can act on. A goal gives an ongoing outcome—like learning a language or finishing a course—a place beyond a single week.

1. Give the longer plan a goal.

   Open Goals from Home, create a goal, and describe what you are working toward. Open a goal and use Log update to record progress along the way.

2. Ask Onna for a starting point.

   Open Onna from Home and start a conversation. Try “Help me break my research proposal into a few tasks.” From a task, Chat with Onna starts a conversation with that task’s context.

3. Review before applying.

   Onna can propose task changes, help with notes, and suggest goal actions. Read the proposal, check details such as the title and date, and confirm only the changes you want. A suggestion in a chat is not the same as an applied change.

Choose who is involved

Task visibility, collaboration, and mutuals are separate choices. Connecting with someone does not automatically make them an editor of your work.

1. Check account and task visibility.

   Use the account privacy controls and each task’s visibility setting to decide what you share. Check the task itself before putting sensitive information into its notes or attachments.

2. Invite someone to a specific task.

   Open the task’s Collaborators screen and find the person you want to invite. Invitations have to be accepted. Review the permission setting: View only is for reading, while Can edit allows changes.

3. Use mutuals for the social connection.

   Mutuals are a two-way connection: one person requests it and the other accepts. Use that connection for accountability, and use the task’s collaborator controls when you want someone to work on a task with you.

Get back to what you were doing

Check the task’s location, access, and connection before recreating work. Often it is still there, just in a different view.