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Collections

Collections are fundamental to Attio - a collection is a central space for your workflow or team project.

Collections

A collection is where you add, organize and track your entries in Attio - entries are references to your records (people or companies). You can create collections for all of your workflows and projects.

Once you have some entries in your collection, you can add attributes such as labels, stages, and other fields to organize your data. Visualize your network with different view types like kanban and table views, and use filters to sort and refine your collection. Collections can be shared with your team, or kept private. Learn more about building a collection in Attio.

Manage collections

You can create and manage several shared or private collections.

Create collections

  • To create a collection, select the + beside Collections in the sidebar
  • Give your new collection a name and an (optional) emoji
  • Select a view type to start with - choose from a table, kanban, or dashboard view. Learn more about view types

Using templates

When you create a new collection, you can choose from our collection templates, organized by popular use cases and goals. Choose a template or start from scratch with a blank table or kanban view. Each template comes with some useful attributes and views to help you get started - you can edit and customize your templates at any time. Learn more about templates.

Renaming collections

  • To rename a collection, select the current name of the collection to edit
  • Click the emoji to change the icon

Reordering collections

To reorder your collections as they appear in the sidebar:

  • Hover over a collection and grab it from the right of your sidebar
  • Drag and drop the collection to reorder
  • The order of collections is set across your workspace, and will be updated for all members

Sharing collections

You can share your collections with your team and collaborate in real-time. Learn more about sharing, collaborating and managing member access.

Deleting collections

Members with full access to a collection can delete the collection at any time. Deleting a collection also deletes the attribute data belonging to it permanently.

  • Select the icon in the top right corner of your workspace. Select Delete collection and confirm
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