Create lists

What is a list?

A list is where you add, organize, and track your records in Attio. You can create lists for all of your workflows and projects.

Once you have some records in your list, you can add attributes such as labels, stages, and other fields to organize your data. Visualize your network with different view types like kanban and table views, and use filters to sort and refine your list. Lists can be shared with your team, or kept private.

Create a list

To create a new list, select the + beside Lists in the sidebar. Then choose whether you'd like to start with a template, or click Start from scratch to set up your list manually.

Use a template

When creating a new list you can choose from our templates, organized by popular use cases. When you choose to start with a template, your list will be pre-populated with some useful attributes and views to help you get started. From that starting point, you can edit and further customize your list at any time.

Start from scratch

If you choose to start from scratch, first choose the object you want to use. You can only have one object in your new list. If you're choosing between companies and people, consider whether you will be primarily adding data points about people or their companies, and keep in mind you can only mass send emails to people. Also give your list a unique name.

Then select a view type to start with, either a table or a kanban view. Learn more about view types.

Duplicate lists

You can duplicate an existing list if you'd like to use the same views and attributes but with different records. To duplicate a list, open the list you'd like to duplicate, select the ⋮ icon in the top right corner, then select Duplicate list.

Create a view

Views allow you to see the same list data in different configurable ways. You can easily switch between views and apply filters to get the most out of your list data. Views you create will be visible to everyone who has access to the list. Learn more about list access.

To create a new view:

• Open the views dropdown beneath your list name or on an All records page

• Select + Create new at the bottom of the dropdown, or select the ⋮

  icon next to a view and choose Duplicate to make a copy of it

• If you are creating a new view, select the type of view you would like to create and give your view a name

There are two types of views, Table views and Kanban views:

• 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. Learn more about setting up and customizing your table view.

• 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. Learn more about configuring and customizing your kanban view.

Adding records to lists

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. In the image above, you can see a typical list populated with records. 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. Learn more about views in Attio.

To add a record to a list, hit e within the list and search for the record, or click the + at the top of the first column. You can also hit cmd + k and add a record from the quick actions menu by clicking Add to list. If a record already exists in your workspace, you’ll see their name suggested as you begin to type. If the person or company doesn’t yet exist as a record in your workspace, you’ll be prompted to create one.

When you go to add a record to a list that is already in the list, you will see the option to select the record already in the list to edit the attribute values for the existing instance, or you can click + Add duplicate to add it to the list again. Clicking + Add duplicate here will not create a duplicate record; it is just adding the record to the list again.

You can also add records in bulk by selecting the checkboxes for the records on Objects pages or in other lists, then clicking Add to List at the bottom of the page. Records can also be added to lists in bulk by CSV import.

Keep in mind that each list can only hold one type of object (e.g. companies or people). You won't be able to add people to a companies list, or vice versa.

Sharing lists

You can share your lists with your team and collaborate in real-time. Learn more about sharing and collaborating, and managing list access.