How To Plan Your Year Using Tana OS

Ev Chapman
December 29, 2022
0 min read

It's that time of the year again when we're all thinking about the new year. Making plans, doing reviews and setting goals. For the past few years, I've used a really simple template to reflect on my year and plan for the new one.

It won't take you 5 days of deep work to do. In fact, it will probably take you an hour of focused time and then some gentle reflection time before you lock it in.

AND, you don't have to be using Tana to use this template - you can recreate this same simple worksheet in whatever app you use... even on paper!

Timestamps:

00:00 Introduction

00:45 Three guiding principles of my yearly planning ritual

02:36 The More/Less List

03:10 Visualise A Perfect Day

04:38 Areas Of Focus

05:12 Word Of The Year

06:32 Your Mantra

08:00 Set Your Goals & Practices

09:50 Create A Vision Board

////Join Tana The Fast Track Course

Want to get up & running with Tana FAST. Join my Tana Fast Track Course where I teach you the fundamentals of Tana & together we set up 6 common workflows & templates that will have you up & running FAST. PLUS monthly workshops just like this one on planning & living an intentional life.

Click here to join 👉 https://evielync.gumroad.com/l/dzqki

Browse More Posts Like This...

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

How to Build a Complete AI Workspace in Tana (Goodbye ChatGPT & Claude Subscriptions)

Tana recently dropped a massive update to it's AI Chat - you can now chat with ANY of your favourite AI models right inside your workspace with their new model picker.
Read post

3x AI Agents To CAPTURE & PROCESS Readwise Notes in Tana

Ever feel like your Readwise highlights are just collecting digital dust? I've built 3 AI agents in Tana that will transform how you use them ⚡️
Read post

Transform Tana Into Your Perfect Task Manager (TickTick Style)

Ever feel like your tasks in Tana are scattered everywhere? What if you could have a clean, organized dashboard that shows you exactly what needs to be done today, this week, and in different areas of your life?
Read post

These AI Prompts Just Changed How I Take Notes In Tana Forever

Using AI with my notes completely revolutionised my note-taking practice.
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.