Feature Summary
Tabs sit at the top of an Aligned Room and group related sections, so buyers can find what they need without scrolling through one long page. Every Room is created with four tabs — an overview tab, the mutual action plan tab, Files, and a seller-only Internal tab — and you can add more on top of them, up to ten tabs in total. Buyers see each new tab as soon as you create it, because tabs added in the Aligned app are visible immediately. Adding a tab requires Edit mode in the Room.
Prerequisites
Plan: All plans. Adding a tab from a saved tab template requires Pro or Enterprise.
Role: Room owner or internal Room collaborator.
Technical: The Room must be in Edit mode.
How to add a blank tab
Add a blank tab when you want to build the tab's content from scratch in this Room.
Open the Room.
Enter Edit mode.
Click the + icon at the end of the tab row.
Choose to create a blank tab.
Click the new tab's name and enter the name buyers will see.
Add sections to the tab.
A tab created from scratch is named New by default. Rename it before buyers open the Room, because the tab is visible to them as soon as you create it.
How to add a tab from a saved template
Add a tab from a saved tab template when your team reuses the same tab structure across Rooms — for example a Security or Kick-Off tab. Saved tab templates are available on the Pro and Enterprise plans.
Open the Room.
Enter Edit mode.
Click the + icon at the end of the tab row.
Choose From a template.
Select one or more templates to add.
The tab arrives with its sections already built. Templates save structure only — not assignees, due dates, or other user-specific data.
What buyers see
Buyers see a new tab in the Room's tab row immediately after you create it, along with any sections inside it. Buyers do not see the seller-only Internal tab, and they do not see any tab you have hidden. To build a tab privately, create it and then hide it until the content is ready — see Hiding and Showing Tabs.
Adding a tab in the Aligned app vs. through Aligned MCP
Both the Aligned web app and Aligned MCP add tabs to a Room. The difference that matters is visibility: a tab added in the app is visible to buyers right away, while a tab added through Aligned MCP is hidden from buyers until you make it visible in the app.
| Aligned app | Aligned MCP |
Best for | Hands-on tab and layout work in the Room | Adding a tab conversationally from an AI assistant |
Key difference | New tab is visible to buyers immediately | New tab lands hidden until you unhide it in the app |
Limitations
Maximum tabs: Ten tabs per Room in total, including the four the Room is created with. The limit is the same on every plan.
Starter tabs: A Room is created with an overview tab, the mutual action plan tab, Files, and a seller-only Internal tab. The exact names depend on the template the Room was created from. Files, Internal and the action plan tab cannot be deleted.
Tab types you can add: General tabs only. You cannot create a second action plan tab, Files tab, or Internal tab.
Saved tab templates: Pro and Enterprise only. The Files, action plan and Internal tabs cannot be saved as templates.
Adding multiple templates to multiple Rooms at once: Not supported.
Troubleshooting & FAQ
Expected errors and blocks
You cannot add another tab
What this means: The Room already holds ten tabs, which is the maximum.
How to fix it: Delete a tab you no longer need, or move its sections into an existing tab, then add the new tab.
How to avoid it: Keep three to six buyer-facing tabs. Rooms with many tabs are harder for buyers to navigate long before the limit becomes a problem.
"From a template" is not available
What this means: Saved tab templates are a Pro and Enterprise feature, so accounts on other plans can add blank tabs only.
How to fix it: Add a blank tab and build its sections, or contact your Aligned account team about Pro or Enterprise access.
Unexpected errors
Q: Why did my new tab not appear in the Room?
A new tab appears in the tab row immediately, so a tab that does not appear usually means the change did not save. Refresh the Room and check the tab row again. If the tab is still missing, contact Aligned support with the Room name and the tab name you tried to create.
FAQ
Q: Can I add a tab to a Room after it has been shared with buyers?
Q: Can I add a tab to a Room after it has been shared with buyers?
You can add a tab to a Room at any time, including after the Room has been shared. Buyers see the new tab the next time they load the Room.
Q: Will buyers see a new tab before I finish adding content to it?
Q: Will buyers see a new tab before I finish adding content to it?
Buyers see a tab created in the Aligned app as soon as you create it, including a tab with no sections in it yet. Hide the tab while you build it, then show it to buyers when the content is ready.
Q: How many tabs can I add to a Room?
Q: How many tabs can I add to a Room?
A Room holds ten tabs in total, including the four it is created with. The limit is the same on every plan.
Q: Can I reuse a tab I built in another Room?
Q: Can I reuse a tab I built in another Room?
Save the tab as a tab template on a Pro or Enterprise plan, then add it to any other Room through + → From a template. See Saved Tab Templates.
Q: Can I add a second action plan or Files tab?
Q: Can I add a second action plan or Files tab?
The action plan, Files, and Internal tabs are created with the Room and cannot be added a second time. Tabs you create are General tabs.
Pro Tips
Create the tab, hide it, then build it. Buyers see a new tab the moment it exists, and an empty tab in a shared Room reads as an unfinished Room.
Name tabs by buyer intent — Overview, Plan, Security, Pricing — rather than by internal team language.
If your team builds the same tab in every Room, save it once as a tab template and add it from + → From a template instead of rebuilding it.