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 bottomType 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 rightSearch and select people to message
Click in the
Start a new message
field at the very bottomType 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 conversationClick on the
i
button on the top of the chat to:Access the profile by clicking on picture or name
Click
Mute direct messages
orUnmute 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 messageClick in the
Start a new message
fieldType 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 rightAgain, click the same button, which now switches to
New group
Add people to new group and click
Next
on the bottom rightAdd a group name and a group photo by clicking on the camera icon
Click
Create
on the bottom rightClick in the
Start a new message
fieldType 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 manageClick 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