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Introduction
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Building a collection

A collection is a home for a specific workflow or project in Attio. It contains entries that might be a list of sales leads, or maybe candidates for your hiring process. An entry is an item in a collection that references a record.

A typical collection in Attio using a table view

Create a new collection

To create a new collection, click the + icon next to Collections in the sidebar. You can then choose to browse from Attio’s ready-made templates or start from scratch. For this example, pick Table under Start from scratch with a view. You’ll now see your new (empty) collection.

Note: If you start with a template instead, some pre-defined attributes will already be set up for you. You can easily rename, edit or remove these with the View settings dropdown.

Now you can either import some existing data, or manually input data adding your own attributes.

Import your data

Click the Import/Export button in the top right corner of your collection. Here you can opt to import either people or companies from a CSV file into your collection.

Once you’ve imported your file, you’ll be prompted to choose corresponding attributes for each column of data in your CSV file. If there isn’t already a match, you can add new attributes to your collection with the + icon in the top right of the dropdown. Learn more about importing data in Attio.

Add attributes

Attributes are customizable data points you can add to your entries and track in Attio. Click the View settings dropdown and click Add an attribute. You’ll be prompted to pick from a menu of template options like Name, Location, Estimate ARR etc. You can also pick from a list of attribute types (formats), which we'll do now. Click the + in the top right of the dropdown to reveal all the attribute types available in Attio, and pick Status.

Note: Here are some popular attribute types used in Attio collections:

  • Multi-select attributes allow you to tag your entry with more than one value. For instance, you might assign two industries to a sales lead like 'Technology' and 'Finance'
  • Date and time attributes are useful for tracking contract renewals, due dates or expiring product trials
  • ★ Ratings let you visually represent scores such as close confidence on a deal or candidate suitability

We can now name our new Status attribute 'Subscription' and start adding options to give to our entries. For this example, we’ll add some customer subscription types. Using the Add stage button, create new options for 'Trial', 'Pro', and 'Enterprise'. You can choose to color-code your options with the colored dropdown arrows, and reorder them using the horizontal dots icon.

Now when you click inside the cell for this attribute, you can select/deselect your custom options. To jump back in and change your attribute values, click on the attribute name.

Filter your collection

Filters let you see a more focused view of your data, and quickly find the most relevant entries. Click Add filter at the top of your collection to drill down and see specific entry types while hiding the rest.

Create and change views

You can choose to display your collection data as a table view (like a classic database) or a kanban view (like a pipeline, usually with a column for different stages of a process). Click the view dropdown just under your collection name, and choose + Create view. Click Kanban view to create your first kanban. You can now add filters, change the display, and narrow down your pipeline to focus on what's most important. Use the View settings dropdown to reorder, hide, or create new attributes.

To jump back into your table view, select it from the view dropdown. Learn more about kanban views and table views.

Create a new view with the view dropdown - you can create as many as you like

Share and collaborate

To invite your team to your workspace, click your collection name in the top left, and from the dropdown click Workspace settings. Navigate to Members and scroll to the bottom to Add a member using their email address. You can invite new users up to the number of seats allowed by your plan. You can also change member access levels from here. Attio also supports real-time updates and @mentions throughout the platform. Learn more about sharing and collaborating with your team.

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