My Tana 5 Minute Daily Planning Routine (Inspired by Sunsama)

Ev Chapman
May 6, 2024

I am notorious for creating day plans that are unrealistic and have WAY too much packed into them. Which is why when I saw Sunsama's daily planning routine it really got my attention & I knew I had to recreate it in Tana.What I created was a simple 5 minute daily planning routine that has helped me create a realistic day plan where I'm working on only the things that matter and I feel like a winner at th end of everyday.

Timestamps:

00:00 Introduction
01:15 The 5 Minute Planning Process
07:24 The Four Step Planning Process
11:17 Custom Buttons To Make You Go FAST

Whenever You’re Ready To Turn Your Information Chaos Into A Powerful Personal Knowledge System — Here Are Three Ways I Can Help:

  1. Get some easy, quick Tana tips to take your workflows to the next level with my free Tana Toolbox Newsletter.
  2. Get More Of Your Highest Value Work Done with my Focus Hub Template (available for Tana & Notion)
  3. Check out my Tana Fast Track Course if you want to jump all the way into building an AI Powered Personal Knowledge Platform that doesn’t just organise your work — but does work for you.

If you like this video and you want to get even more out of Tana, then check out my Tana Fast Track Course. Learn the fundamentals of working with Tana and the 6 Core Workflows to help you unload your thoughts & ideas, make room in your head to think & create and move through your day fully engaged & energised doing work you love.

Browse More Posts Like This...

Turn Tana Into the Best Bookmark Manager for Your Second Brain

I built a complete bookmark manager in Tana that lets me close all those tabs while keeping everything organised, searchable, and connected to my actual work.
Read post

My 'No Inbox' Tana Note-Taking System: How I Get Things DONE

Most of us have been taught that a good note system needs a capture inbox - get things out of your head fast and deal with them later. But let's be honest: "later" often becomes "never" and your inbox turns into a digital graveyard of forgotten ideas.
Read post

Finally! Collapsible Fields In Tana - Amazing Secret Tana Hack

I've found a way to setup collapsible fields in Tana (& you'll wish you knew this sooner)
Read post

The Day Page Dashboard Every Tana User Needs (Focus Mode Setup)

How to set up custom focus modes that filter your day page related content automatically
Read post

Tana's New Meeting Notetaker 2.0 (botless meetings) ✨

Tana just released Meetings 2.0 (botless meeting transcripts) and it's a complete game-changer for anyone who spends their day jumping between calls.
Read post

3 Ways To Master Live Search in Tana

Tana's live search is incredibly powerful, but most people I talk to are completely intimidated by it. They open that search box, see all those options, and immediately close it thinking "this is way too complex."
Read post

Build a Personal Knowledge System for the Way We Work in 2025.  Not 2005

Every week, I send you one simple system, workflow, or mindset shift to help you ditch outdated PKM habits and build a smarter, AI-powered knowledge system that helps you get real work done—instead of endlessly managing your notes.

Note: You’ll be taken to Substack after you hit the button. You'll need to click ‘Subscribe’ one more time to confirm.