Tape's chats are direct messages that take place in chat channels outside of records.

Chat messages are great for informal communication and are very valuable for this purpose. Chats can be one-to-one or they can include more people in a group.

💡 By nature, a chat channel does not work well for making decisions or moving work forward because it can become disorganized and chaotic very quickly. We recommend using the chat for conversations that are unofficial nature and are based on the informal, social relationships that are formed in a workplace outside of the normal hierarchy of business structure, for example, arranging lunch times and fun activities. For structured communication learn more about Comments, threads & mentions in records.

One-to-one messages

Send a direct message to an existing conversation:

Go to the ✉️ icon in your right sidebar
Click an existing conversation
Click in the Start a new message field at the very bottom
Type your message, attach files via the file icon, or via drag & drop, and add emojis of your choice
Press Enter to send your message or the paper plane icon

Start a new conversation:

Go to the ✉️ icon in your right sidebar
click the New message button on the top right
Search and select people to message
Click in the Start a new message field at the very bottom
Type your message, attach files via the file icon, or via drag & drop, and add emojis of your choice
Press Enter to send your message or the paper plane icon

Manage direct messages:

Go to the ✉️ icon in your right sidebar
Choose an existing message, or click the New message button on the top right to search for people you’d like to manage the conversation
Click on the i button on the top of the chat to:
Access the profile by clicking on picture or name
Click Mute direct messages or Unmute direct messages to change the settings

Group messages

Send a direct message to an existing group:

Go to the ✉️ icon in your right sidebar
Choose an existing conversation or click the New message button on the top right to search for a group to message
Click in the Start a new message field
Type your message, attach files via the file icon, or via drag & drop, and add emojis of your choice
Press Enter to send your message or the paper plane icon

Send a direct message creating a new group:

Go to the ✉️ icon in your right sidebar
Click the New message button on the top right
Again, click the same button, which now switches to New group
Add people to new group and click Next on the bottom right
Add a group name and a group photo by clicking on the camera icon
Click Create on the bottom right
Click in the Start a new message field
Type your message, attach files via the file icon, or via drag & drop, and add emojis of your choice
Press Enter to send your message or the paper plane icon

Manage groups:

Go to the ✉️ icon in your right sidebar
Choose an existing group or click the New message button on the top right to search for a group to manage
Click on the i button on the top of the chat to:
Add or change the group photo
Change the group name
Add a person to the group
Mute or unmute the group
Leave the group

Read new messages

A blue badge next to the ✉️ icon in your sidebar indicates unread messages.

To read new messages:

Click on the ✉️ icon to open all your messages
Click on the blue-colored (unread) message to read it

Actions on messages

You can add emoji reactions to messages, undo reactions or delete messages that you sent.

To add a reaction:

Hover over the desired message and click the emoji icon
Choose an emoji

To undo a reaction:

Hover over the message where you would like to undo the reaction you made
Undo your reaction by clicking the emoji

To delete your messages:

Hover over one of the messages you sent and click the three dots menu that appears
Click on Delete message

Start a call

You can easily start a (video) call from each of your conversations. Learn more about the Microsoft Teams integration