Understanding lists 

Lists 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 lists as you like.

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

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

You’ll want to populate your lists with records, which we'll cover next.

Understanding records

A record is a company or person in Attio. A record might represent a deal, opportunity, candidate, etc. Records are represented as a row in a table view or a card in a kanban view.

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

Understanding attributes

Attributes are data points that belong to a record. 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 list 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 records through the stages of a workflow or process. Records appear as cards in your kanban view, and you can move them through your pipeline with drag-and-drop.

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