To create a new collection, click the + icon next to Collections in the sidebar. Browse from Attio’s gallery of ready-made templates, or start from scratch with a blank view.
By default, your new collection is private. To start collaborating with your team, you'll need to add users with the + icon in the top right corner. When you invite others to share your collection, you can also set the level of access they'll have.
Your new collection won't have any entries in it yet, so you'll want to add some. You can add entries by:
From there, you can start adding attributes to your entries. An example attribute might be a record’s location, where they work, or how often they reply to your emails.
You can now start adding more views and using filters to drill down and see your network in a whole new light.
To access existing views or create a new one, click the view dropdown beneath your collection name. Select + Create new at the bottom of the dropdown. Select the type of view you would like to create and give it a name - kanbans require a status attribute in order to track cards through a pipeline or process.
Drill down into your data with powerful filtering and sorting options. Click Filter or Sort at the top of your view to get started. You can combine multiple filters, and create filter groups to change how your filters interact.
Next up, take Attio with you on the move and across the web with our mobile app and Chrome extension.
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