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Advanced Planning in Tana

CortexFutura Tools·
5 min read

Based on CortexFutura Tools's video on YouTube. If you like this content, support the original creators by watching, liking and subscribing to their content.

TL;DR

Use half-year “super cycles” split into six-week “macro cycles” (with slack) to balance stability and flexibility in planning.

Briefing

Planning in Tana is framed as a way to manage uncertainty by using longer horizons—half-year “super cycles” broken into six-week “macro cycles”—and then wiring those time blocks into a connected tag system. The core idea is that four weeks is often too short for most meaningful projects, while a year is too long to plan in detail. A half-year strikes a balance: it’s long enough to absorb change, yet structured enough to keep priorities and execution aligned.

Inside Tana, the system is built around “super tags” that interlock across four layers: super cycles, macro cycles, goals/experiments, and then projects/tasks. A super cycle spans roughly six months and contains multiple macro cycles (six-week blocks) plus slack time so disruptions like sickness or vacation still fit the framework. Each super cycle note holds an overall mission statement and a live query that surfaces the macro cycles already defined for that period.

Macro cycles function as the operational bridge between strategy and execution. Each macro cycle has its own start/end dates and includes goals and experiments. Goals represent what must be achieved during that six-week window—for example, “publish one YouTube video per week” or “publish one Twitter thread per day.” Experiments sit alongside goals and are designed to be testable within the same time horizon. An experiment includes an experimental status (planning, running, concluded), plus fields for hypothesis, interventions, and results—explicitly positioned as “n equals one” testing rather than formal scientific rigor.

Projects connect goals to deliverables. A project is linked to a specific goal and carries a status (such as backlog, in progress, done, dropped) and a “final form” description that clarifies what completion should look like. Tasks then link to projects and inherit the project’s structure. Tasks include status (to do, in progress, done, dropped, archived), due dates, and plan-for dates so work can be scheduled on a day even if it isn’t technically due yet. A checkbox mapping ties the task’s status to whether it counts as “done,” and clicking the checkbox jumps directly to the appropriate status.

The system’s real power comes from live queries and semantic “part of” relationships. On a daily note, a query filters to only the super cycle or macro cycle whose date range overlaps the current day, then expands to show the active goals. Another query can retrieve all projects that “serve” the current super cycle recursively—even when there’s no direct link from a project to the super cycle—because the chain of “part of” relationships runs through goal → macro cycle → super cycle. The same logic extends to tasks, enabling grouping of currently active tasks by project within the active macro cycle.

Overall, the planning method turns time horizons into navigable structure: half-year mission, six-week execution blocks, and a linked hierarchy that keeps daily work focused on what’s currently active and what’s connected to the next measurable outcomes.

Cornell Notes

The planning system uses half-year “super cycles” split into six-week “macro cycles,” because four weeks is often too short and a year is too long to plan in detail. In Tana, super tags connect time blocks to execution: macro cycles contain goals and experiments; goals link to projects; projects link to tasks. Experiments include hypothesis, interventions, and results, with an experimental status to track whether they’re planning, running, or concluded. Live queries on daily notes filter to the super cycle/macro cycle overlapping today and then surface the active goals, projects, and tasks—using semantic “part of” relationships to find items recursively even without direct links.

Why does the system prefer half-year planning over month-by-month or year-long planning?

It treats a year as too unstable for detailed planning because too many variables can change, and it treats four weeks as too short for most projects. The practical compromise is a six-month “super cycle,” divided into six-week “macro cycles,” with slack time so disruptions (like sickness or vacation) still fit within the half-year structure.

What are the four main layers of super tags, and how do they connect?

The hierarchy runs from super cycles → macro cycles → goals/experiments → projects → tasks. Goals are tied to macro cycles, projects serve specific goals, and tasks belong to projects. Semantic “part of” functions are used so Tana can infer relationships across levels (task is part of project; project is part of goal; goal is part of macro cycle; macro cycle is part of super cycle).

How does the system structure experiments inside a six-week macro cycle?

Each experiment includes start/end dates and an experimental status with three options: planning, running, and concluded. It also records hypothesis, interventions, and results. The approach is explicitly framed as practical testing (“n equals one”), such as taking cold showers every morning and tracking whether energy changes throughout the day.

How does the daily note show only what’s currently active?

A live query filters for nodes tagged as either super cycle or macro cycle and then checks date overlap using start date and end date relative to the day node’s date. It shows cycles whose start date is on or before today and whose end date is on or after today, so future and past cycles don’t clutter the daily view.

What makes the recursive search possible even without direct links?

Queries rely on semantic “part of” relationships. For example, a search can retrieve projects that serve a goal that is part of the current super cycle, even if the project has no direct field pointing to the super cycle. Tana follows the chain: project → goal → macro cycle → super cycle, then returns the matching projects and related tasks.

How do task status and the checkbox mapping work together?

Tasks have a status field (to do, in progress, done, dropped, archived) and a checkbox mapping that marks the checkbox as checked only for specific statuses (done, dropped, archived). Clicking the checkbox jumps to the first referenced “checked” status in the mapping order (e.g., clicking the checkbox selects done). Projects can use a similar checkbox mapping.

Review Questions

  1. If a macro cycle runs from a start date to an end date, what date-overlap logic would ensure it appears on the daily note only during its active window?
  2. Describe how a task can be found as part of the current super cycle even when there is no direct link from the task to the super cycle.
  3. What fields would you include to make an experiment trackable from planning through completion within a six-week macro cycle?

Key Points

  1. 1

    Use half-year “super cycles” split into six-week “macro cycles” (with slack) to balance stability and flexibility in planning.

  2. 2

    Build a connected super tag hierarchy: super cycle → macro cycle → goal/experiment → project → task.

  3. 3

    Represent goals as concrete deliverables tied to macro cycles, such as weekly video output or daily thread output.

  4. 4

    Track experiments with an experimental status (planning/running/concluded) plus hypothesis, interventions, and results.

  5. 5

    Use task fields like due date and plan-for date to schedule work on the right day even before it becomes due.

  6. 6

    Configure daily-note live queries to show only the super cycle/macro cycle overlapping today using start/end date overlap rules.

  7. 7

    Leverage semantic “part of” relationships so recursive queries can surface projects and tasks tied to the current time horizon without direct links.

Highlights

The system’s planning horizon is engineered: six months broken into six-week blocks, because four weeks is often too short and a year too long.
Experiments are treated as structured tests inside the same execution window, with status plus hypothesis/intervention/result fields.
Daily notes become a filter for “what’s currently active” by matching today against super cycle/macro cycle date ranges.
Recursive “part of” semantics let Tana find projects and tasks connected through goals and cycles even without direct super-cycle links.

Topics

  • Time Horizons Planning
  • Super Cycle Structure
  • Macro Cycle Execution
  • Semantic Part Of Relationships
  • Live Query Dashboards