Introduction to navigating Attio

The Attio workspace can be divided into two main areas: the sidebar and the main panel.

SidebarCopy link

The sidebar is how you navigate and use Attio. It is expandable and collapsible, and has several sections:

1. The control panel section, which allows you to switch or add new workspaces, access settings, invite team members, make referrals, access the app directory, and sign out.

2. The quick access section, which allows you to quickly access commands by simply using cmd + k or quickly search your entire CRM using /.

3. The navigation panel, which allows you to access the Home page, notifications, tasks, notes, emails, reports, and automations.

4. The records section, which holds all records pages with directories of all records in your workspace.

5. The list section, which gives you access to every list you have created or has been shared with you.

6. The chats section, where you can access past Ask Attio chats or start a new one.

If you ever have questions about using Attio, our Help center and in-app chat support are just a click away. You can click the ? in the top right corner to access our Help center or to contact Support. You can also find keyboard shortcuts for nearly every function, as well as the library of shortcuts.

Main panelCopy link

The main panel is where your CRM data is displayed and where you take action on it.

For quick access to settings associated with the specific page you’re on, just click the ⋮ in the top right corner of every page. Note that access to settings is dependent on your permissions.

For example, if you’re an admin looking at the Company view, the menu will take you to the settings page to manage the Companies object and its associated attributes.

Learn moreCopy link

For more information about navigating Attio, including how to use search and quick actions, see Navigating your workspace in our Reference section.

Up nextCopy link

Learn how to sync companies and people to Attio.