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 other types of 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 log three types of activities under the Activity tab: Phone calls or In-person meetings. Click + Add activity and select the activity type.

Next, fill out the following information for the activity:

• Title

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

• Host: Choose the person record or user who is the host of the activity. It defaults to you, but you can click your name to change it.

• Participants: + Add participants to search and select the other user(s) or person record(s) involved.

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

• Outcome (phone calls only): Indicate what happened (options dependent on whether the call was inbound or outbound): Answered, Left voicemail, Busy, No answer, Wrong number, or Declined.

• Linked records: Click the + by Linked records 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 activity.