Getting Started

Understanding collections 

Collections are the fundamental building blocks of Attio. They are where you’ll add, organize, and track your network in Attio, and you can create as many collections as you like.

You can choose different view types for your collections like kanban and table views, and use filters to sort and refine what you see. Collections can be shared with your team, or kept private.

When you create a new collection, you can choose from a gallery of collection templates, organized by popular use cases and goals. Choose a template or start from scratch with a blank table or kanban view. A collection can be populated with either companies or people.

You’ll want to populate your collections with entries, which we’ll cover next.

A typical kanban view in Attio - sales leads are being tracked across various stages in a sales pipeline
A typical kanban view in Attio - in this example leads are tracked through a sales pipeline

Understanding entries

While records belong to a workspace, entries belong to a collection.

An entry is a reference to an existing record. An entry might represent a deal, opportunity, candidate, etc. Entries can be a person or a company, and are represented as a row in a table view or a card in a kanban view.

Below, we can see our ‘Recruiting collection has been populated with entries representing candidates in the various stages of a hiring process. Beside the entry’s name are attributes, which is the name we give to the data points belonging to an entry or record.

A typical table view in Attio, one of the ways to display your collections. Collection entries are shown in a spreadsheet style, with each cell representing a different candidate in a hiring process.
Tracking entries in a collection using a table view

Understanding attributes

Attributes are data points that belong to a record or an entry. An attribute might be a custom label you pick from a dropdown, a currency value, a checkbox, or even a star rating - check out some example attribute columns in the image above. Certain attributes are automatically created when you add new records to your workspace, and they can also be manually created and customized by you and your team.

Understanding views

Views allow you to see the same collection data in multiple, configurable ways.

Table views are like super customizable databases in Attio - you can track a list of records, with each of its attributes represented by a column.

Kanban views let you track entries through the stages of a workflow or process. Entries appear as cards in your kanban view, and you can move them through your pipeline with drag-and-drop.

Next, we'll build a collection and create some views.

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