Now, enjoy exploring Tape!

The beauty of Tape is its adaptability, but this flexibility can also make it challenging to describe exactly what you’ll see, as features like workspaces in your sidebar are uniquely named for your team, such as "HR" or "Task Management." To provide a general guide, we’ve created four key terms to define Tape’s structure:

Sounds tricky at first, but it’ll become clearer the more you explore. With these terms, you can navigate Tape and make the most of its flexible design. Keep in mind that some features might look different or be unavailable to you; if that’s the case, ask your organization admin for assistance.

1.) Left Sidebar

Tape’s expandable left sidebar is your navigation system.

Sidebar Tools:

Learn more about the sidebar, control panel, and sections here → Left sidebar

2.) Main Screen

This is where all your organization’s content is displayed. The left and right sidebar navigation controls what appears on the main screen—whether it’s a workspace, record, home, or, for example, the search pop-up.
Explore what's happening on the main screen in detail → Main Screen

3.) Right Sidebar

This section is all about your personal tools, including account settings, notifications, chat messages, and calendar.

Check out the advantages → Right sidebar
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Tape’s left sidebar makes it easy to organize all your organization’s content, offering quick access to workspaces, and settings. Here’s a breakdown to help you structure, rearrange, and manage content using the left sidebar.

Located on the left side of your screen, the sidebar is the starting point for many Tape features:

To move workspaces around in your sidebar, just drag and drop. The workspace order is personalized for each user and won’t affect other members’ views.

Your sidebar is elastic — configure it however is most helpful for you.

Click on your current organization’s name to switch between organizations you belong to, create a new one, add an account, or log out. Here, you’ll also see your organization’s unique URL (tapeapp.com/yourorganizationname), which you can enter directly in your browser to access your account.

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Home provides a clear view of recent visits, your team, and your frequently used apps.

Click Focus in the left sidebar to access

💡 Displayed content depends on your admin's settings.

The Recently Assigned section acts as an inbox within your focus. Whenever something is assigned to you for the first time, it appears here. You can rename this section to fit your needs—just make sure the new name reminds you that this section only displays newly assigned items.

Click the Sort button to organize your focus by due date. Turn on Sort within Sections to sort items by due date only within each section.

Show or hide specific content:

The button at the top left lets you toggle between Completed, Incomplete, or All items. For Completed tasks, you can also filter by those done Since today, Since 1 week, or Since 2 weeks.

Your individual sorting, filter, and view settings are automatically saved in your focus, so your personalized organization setup will be just as you left it next time.

If your focus isn’t sorted by due date, you can reorder content by drag & drop.

Tape allows you to add extensive information to solve any problem with your team, and the Search makes it easy to find what you need.

Use sorting and filtering options within the search window to narrow your results:

Sort by:

Filter by:

When you open the search window, you’ll see recently viewed content from your organization, along with timestamps.

Keep your sidebar clean: leave any workspaces you don’t need by hovering over the workspace name, clicking •••, and selecting Leave workspace. You can always re-enter the workspace by clicking All Workspaces.

Open a workspace: click on a workspace name to access it. Depending on the settings, this will either:

Hover over a workspace name, click the ••• icon, and a menu with options will appear.

If there are more than 7 records or apps in the Shared section, additional options help keep it organized:

This opens Tape’s template market, where you can create a new workspace using templates for a quick start. You can also explore our template gallery, where creators share their top templates: https://templates.tapeapp.com/

This menu contains some options, including:

Every item in your database, whether it's a row in a table, a card on a board, or a line in a list, is its own individual record. Here's how you can open and edit these records:

How to Open a Record

Once you open a record, you'll find:

Field types are designed to make editing intuitive. e.g. date field, text field, numbers field, member, etc.

Click here to learn more about → Records

Click the black button labeled New (12). This opens a record where you can add values. Once you're done, click the Save button at the top right.

After the first save, all changes in the record are automatically saved without needing to press a button. If you close the record, you'll return to the starting position, here to the database app.

Set up and reuse record fields with a few clicks using record templates.

If you often create similar records—like 1:1 notes, leads, or bug reports—templates save time by storing field values for repeated use.
Use all the hacks here → Record template
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Dashboard apps help visualize the vast amount of information from your database apps. They can include reports, charts, text, and images, making each dashboard unique to your needs.

Click the star to pin the database to your left sidebar for quick access.

This menu contains some options, including:

Records are where the magic happens—bringing data and teamwork together in one place for a specific topic (e.g., a contact or task). You can navigate to a record in various ways within Tape:

Each record in Tape includes these four core components:

To give your records all kinds of context - there are fields like: due date, task owner, helpful URLs, last modified timestamps, etc.

Edit field values

Any data put into a field is called a value. There is a different way to edit values for each type of field in order to keep things simple. Here are just a few examples:

Displays links to other records that reference the current record, making it easy to navigate between related items. Especially helpful for connecting related information, like tasks with projects or contacts with companies. This section appears only when there is at least one incoming relation.

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Here is an overview of how you can communicate with your team live and asynchronously in every record. Tape's records activity helps you cut down on in-person meetings, provide information to remote teammates around the clock, and keep you on top of deadlines.

At every single record in Tape, you will see the activity stream on the right side. It keeps a running list of updates and comments made on the record. This allows you to easily keep track of who has commented or updated the record at what point in time. With the field values on the left in all records, the record activities are the perfect addition. It's all in one place to do your best work.

By default, all activity on your records will be shown. You can switch your record activity by clicking the dropdown menu next to Activity. From here you can filter your record activity by:

To see the exact time stamp you can hover over the time icon next to the name

Updates help you stay on top of work that needs your attention and changes made to the records you care about.

Record updates history is an overview of the changes made to each record over time. You can see which user has been added, changed, or deleted field value, and when. The more people you collaborate with in your record, the more helpful this feature become.

Tape's comments are in a form of a record discussion. That's the best way for contextually based collaboration. Just give your opinion about the record content or you give an explanation for it, answer questions or ask them yourself to all workspace members. It's like a mini chat room for multiple people to talk about the context in every record - keeping all the communication to one topic structured in one place.

To get your colleague's attention use @-mention within comments and bring them into the discussion. They will get automatically a notification.

Simply click on @ at the bottom of your activity stream or type "@" into the comment field to prompt the menu with all your team members. Then search for, and select, the person to mention. Several at the same time, just add as many as needed.

Organize your discussion by nesting your replies in threads. This allows you to have more focused discussions and discuss a topic in more detail without adding clutter to the activity stream. You add a threaded comment by doing the following:

You'll only receive notifications about activity on threads you are part of. When you gain a comment or are mentioned on a thread, you are now part of that thread. To go back to all activities click the "back arrow" icon on the top of the thread.

Emoji reactions can be added to activities, and respond quickly to any updates or comments. An emoji reaction can often replace the need for a follow-up message. Simply hover over the activity and click on the smiley icon to add the emoji. You can hover over and hold reactions to see who added them.

💡 Emojis can be both fun and helpful for getting work done. For example, you can celebrate 🎉 that a project status has been changed to "Done" or confirm 🆗 that one of your colleagues @-mentioned you for telling you what to do.

The bell icon in your right sidebar shows all your notifications.

Notification Types:

A blue badge on the bell notification icon in your right sidebar shows the count of notifications. Click it to open the notification menu.

The menu is divided into two sections:

Click a notification to open the relevant record on the main screen. Workspace invitations appear as informational notifications and are not clickable.

Stay on top of your work by organizing your notifications.

Filtering:

Mark all as read:

Mark as Unread:

You’ll automatically follow records if:

You can also manually follow records by clicking Follow at the top right of the record.

To stop receiving updates for a record, hover over Following and click the red Unfollow button.

You’ll receive email updates for notifications and direct messages if you’re not actively using Tape, and you can enable desktop notifications when Tape isn’t open. Learn more about email notification in → Account Settings
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Chats in Tape are direct messages that happen in channels outside of records, perfect for informal, quick communication. Use them one-on-one or in groups to keep everyone in the loop.

To send a direct message in an existing conversation:

Send a direct message to an existing group:

Create a new group and send a message:

A blue badge next to the chat icon in your sidebar shows you have unread messages.

To read new messages, click the chat icon to view all messages, then click any message highlighted in blue to read it.

You can add reactions, undo reactions, or delete messages you’ve sent.

To add an emoji reaction:

To undo an emoji reaction:

To delete your messages:

What's on your personal calendar for today? With Tape, you can view events, tasks, and projects on a calendar to help manage your time, workload, and deadlines. Each user in Tape has their own personal calendar.

See all your scheduled events, assigned tasks, and followed records by viewing your calendar.

Access the Calendar: Click the calendar icon in the right sidebar. The selected date displays all events for that day. From here, you can:

In the calendar menu, choose the types of events you'd like to display on your personal calendar.

Select Your Calendars

1.) From here, you can specify what appears on your calendar by checking the options you’d like to see:

2.) Selecting calendar color

3.) Show Completed Entries

To view completed records in your calendar:

You can share your Tape calendar, allowing specific events to sync with an external calendar.

To share your Tape calendar with others:

You can add this link to your favorite calendar app, like a subscribed calendar on your iPhone.

The events that appear on your calendar depend on your organization’s settings. Make sure to check with your organization admin or review your settings to see which events are configured to display.

“Automation” means Tape is performing a task through a workflow automation set up by an admin. The name "Automation" helps show it’s not done by a user.

The beauty of Tape lies in its adaptability - what you see depends on your role, permissions, and preferences.

Tape already has many features, but if you need something more, simply submit a feature request in the → community

If you delete a record, it moves to your Trash and can be restored from there via your profile. However, apps, workspaces, and organizations are permanently deleted and cannot be recovered.

Click your profile icon at the top of the right sidebar and select "Log Out."

The best way to stay informed is by following Tape on social media. For example, on LinkedIn:
1.) Click → Tape on LinkedIn + Follow
2.) Tap the bell icon and select ‘All’

Ask your admin for access, or create your own organization in Tape for free. Sign up here.