Log activities on records

Email and calendar sync captures your emails and meetings automatically. You can also manually log meetings and other interactions that happen elsewhere, such as phone calls or in-person site visits. Logged activities appear on the Activity tab of the records they’re linked to, giving your team a shared history of interactions.

Attio includes Phone call as a standard activity, and workspace admins can create custom activities for anything else your team tracks. Learn how to create and manage activities and schemas.

Phone calls and other activities built on the Interaction schema also update communication intelligence attributes, such as Last interaction, when they're set to All interactions. This allows you to see who on your team spoke to a record most recently.

Log an activityCopy link

The Log activity menu has two groups. System includes Log meeting, which uses Attio's built-in meeting functionality. Activities lists the activities your workspace admins have set up, such as Log phone call. Meetings aren't managed with other activities in workspace settings.

1. Open a record page.

2. Open the Activity tab.

3. Click Log activity.

4. Under Activities, select the activity you want to log, such as Log phone call.

1. Fill in the activity's details.

2. Click the button at the bottom of the form, such as Log phone call, to save.

The activity appears on the Activity tab of every record in Linked records.

For activities built on the Interaction schema, only records in Participants count toward communication intelligence. Adding a record to Linked records shows the activity on that record's Activity tab without counting it as an interaction.

Log a meetingCopy link

Meetings use Attio's built-in meeting functionality rather than the activity types configured by your workspace admins. You can still log a meeting from the Log activity menu, but the fields and editing options are different.

To manually log a meeting that didn't come through calendar sync:

1. Open a record page.

2. Open the Activity tab.

3. Click Log activity.

4. Under System, select Log meeting.

5. Fill out the meeting details:

   • Title

   • Short summary: Add a brief description of the meeting.

   • Date and time: Indicate when the meeting took place.

   • Participants: Click the + to search and select any other users or person records involved.

   • Linked records: Click the + to add additional records of any object.

6. Click Create meeting.

You're added as the meeting's host, and the record you logged it from is linked automatically. The meeting will appear on the Activity tab of each linked record, in quick actions, on the Home page, and it will be accessible by Ask Attio.

Edit or delete an activityCopy link

To edit a phone call or other activity, select it on a record's Activity tab, click the ⋮ icon, then select Edit activity. Update the details, then click Save. To delete it instead, click the ⋮ icon and select Delete activity.

Logged meetings have different editing options. Select a meeting on the Activity tab to edit its details directly. Changes are saved automatically. To delete the meeting, click the ⋮ icon, then select Delete meeting.

Related resourcesCopy link

• Set up the activities your team can log with Create and manage activities and schemas.

• See who last spoke to a record with communication intelligence attributes.