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.
Sidebar basics
Located on the left side of your screen, the sidebar is the starting point for many Tape features:
Switch between different organizations
Manage organization settings
Access
HomeNavigate your
FocusUse
searchManage workspaces and rearrange them with drag-and-drop
Access your shared content
View and duplicate templates
Access workflow automations
💡 Tip: you can open and close the sidebar by clicking the >> and << buttons next to your organization name or by using cmd/ctrl + #
Left sidebar tools
Control Panel
The control panel at the top of your sidebar includes several key features:
Organization switcher: Click your current organization’s name to access:
Settings: Manage account, organization settings, and billing.
Add Members: A shortcut to add members to your organization.
Switch Organizations: Switch, create, add accounts, or log out.
Home: View recently visited content, team members, and more.
Fokus see everything assigned to you in Tape. More about focus →
All workspaces access all workspaces within your organization and join as needed.
Sidebar Sections:
Favorites: keep frequently accessed pages here for quick reference.
Workspace: dedicated spaces for each team, customizable as needed.
Shared: displays records or apps shared with select individuals.
💡 Tip: Click on any sidebar section title—Workspaces, Shared, or Favorites—to collapse it and keep your sidebar organized.
Favorites
A section for pinning frequently used records or apps. This appears once you favorite the first record or app.
Add to Favorites: navigate to a record/app and click the
starbutton.Remove from Favorites: click the
staragain or hover over the name, click •••, and select Remove from favorites.
Workspace
Workspaces are dedicated areas for each team within your organization, customizable for individual needs.
Open a Workspace: Click on any workspace name to access it.
Keep Your Sidebar Clean: Leave any workspaces you don’t need by hovering over the workspace name, clicking
•••, and selectingLeave workspace.
Create a new workspace in your sidebar
Hover over the Workspaces label to see a
+sign.Click the
+to open the workspace creation menu.Name your "Workspace" (required).
Add a description and icon to customize it.
Choose an access level: default, open, closed, or private.
Click Create workspace to finalize.
Create a new app in your sidebar
Hover over the workspace name in your sidebar.
Click the
+button to add a new app. Choose to create from templates, import, or start a new blank app.
Open an app from the sidebar
If Sidebar App Navigation is enabled, just click the arrow next to each workspace to see and open its apps.
Access workspace options
After creating a workspace, you can add members, adjust settings, copy the link, duplicate, or delete the workspace directly from the sidebar.
Hover over any workspace, click the
•••icon, and a menu with these options will appear.
Shared
The Shared section shows records or apps that have been shared with you without granting access to the entire app or workspace.
If there are more than 7 records or apps in Shared, additional options help keep it organized:
Click
Moreto open a pop-up for the Shared section.Pin records or apps to your sidebar.
Search for specific shared records or apps.
Hover over any record or app to see who shared it with you.
Templates
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/
Automations
This opens the automation center, where you can manage all workflow automations for your organization.
Edit your sidebar
Rearrange workspaces
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.
Resize or hide your sidebar
Your sidebar is elastic — configure it however is most helpful for you.
Just click and drag the right edge to resize it.
Click the
<<that appears on hover to collapse your sidebar completely. It'll slide back out when you hover over the left-hand edge of the window.You can reopen it by clicking the
☰button at the top left.You can also collapse or hide the
Favorites,Workspace,Shared, orPrivatesections of your sidebar. Just click on those headings to hide or reveal them.
Delete workspace
To delete a workspace, hover over its name, click •••, and select Delete workspace.
Hide starter templates
When you first log in, Tape provides starter workspaces for testing. You can remove these at any time by hovering over the workspace name, clicking •••, and selecting Delete workspace.