Getting Started

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. Select the object you want to use for your list - you can only choose one.

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

A typical kanban view in Attio, one of the ways to display a list. This example shows list entries in various stages of a sales pipeline.

Understanding records

A record in Attio contains information about a specific item or entity. A specific person or a specific company are the most common examples of records in Attio. Records are represented as a row in a table view or a card in a kanban view.

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

A typical table view in Attio, one of the ways to display your lists. Records are shown in a spreadsheet style, with each cell representing a different deal in a sales process

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.

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