Add record activities

While email and calendar sync allows you to automatically see the who, what, and when of email and calendar interactions taking place in your workspace, you can also log activities manually to track additional interactions with records.

With communication intelligence attributes, you can view which team member had the most recent or upcoming interactions of different types, or see the date of the last or next interactions.

Add an activity

On any record page in Attio, you can manually log meetings under the Activity tab. Click + Add meeting.

Next, fill out the following information for the activity:

• Title

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

• Date and time: Indicate when the activity 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. The activity will appear on the Activity tab of each linked record.

Edit or delete an activity

To edit or delete an activity, locate and select it in the Activity tab on a record page. Click any field to update the details, or delete the activity by clicking the ⋮ icon in the top-right corner and selecting Delete.