# Create and view records

URL: https://attio.com/help/reference/managing-your-data/records/create-and-view-records
Breadcrumbs: [Help](https://attio.com/help) > [Reference](https://attio.com/help/reference) > [Managing your data](https://attio.com/help/reference/managing-your-data) > [Records](https://attio.com/help/reference/managing-your-data/records)

Create, organize, and understand records in Attio.

> Available on all plans.
>
> **Members with write access** to an object can create records.  
> **All members** can view records.

Records represent the companies, people, deals, workspaces, users, or custom object entities you track, bringing together all related activity and data in one place.

## Create new records

There are several ways records can be created in your workspace:

- Manually one-by-one from quick actions or views and lists
- In bulk via [CSV import](https://attio.com/help/reference/imports-exports/csv-imports/import-data-into-attio-via-csv)
- With [workflow automations](https://attio.com/help/reference/automations/workflows/create-a-workflow)
- Through [integrations](https://attio.com/help/reference/apps/)
- Automatically by [syncing your email and calendar](https://attio.com/help/reference/email-calendar/email-and-calendar-syncing)
- From an [Ask Attio chat](https://attio.com/help/reference/attio-ai/ask-attio/chat-with-ask-attio)
- By using [email forwarding](https://attio.com/help/reference/email-calendar/email-forwarding)

Include an email for people and a domain for companies when creating records. This helps Attio prevent duplicates, [enrich data](https://attio.com/help/reference/managing-your-data/enriched-data), and link people and companies automatically.

> **Note:** Members with [Read only access to an object](https://attio.com/help/reference/managing-your-data/objects/manage-access-to-objects) cannot create records manually or with CSV imports.

### Create a record using quick actions

Use quick actions to create a record from anywhere in your workspace.

- Hit `cmd` + `k` (Mac) or `ctrl` + `k` (Windows) to open **Quick actions**.
- Click **Add [object]**.

This creates a new record without needing to navigate to a specific page.

![](https://a.storyblok.com/f/234930/1520x1070/c9523fbff5/create-record-quick-actions.png)

### Create a record from a view or list

You can also create records directly from an all records page or list.

- Navigate to the relevant all records page or list from the sidebar.
- Click the **+** icon in the first column header, or click **+ New [Object]** or **+ Add [Object]** in the top right.

In lists, **+ Add [Object]** lets you either add an existing record or create a new record and add it to the list.

![](https://a.storyblok.com/f/234930/852x580/6dfa63f5ba/add-record-all-records-pgae.png)

> **Note:** To customize which attributes are shown when creating a new record, see [Create templates](https://attio.com/help/reference/managing-your-data/create-record-and-list-entry-templates) (available on Pro and Enterprise plans).

## View all your records

In your sidebar under **Records**, you will find your all records pages, such as **Companies** and **People**. Each page contains every record for that object in your workspace.

All records pages let you view, filter, update, and export records for a single object.

From an all records page, you can:

- Customize how records are displayed by creating views, applying filters, and sorting data. You can also choose which attributes are visible. Learn more about [views](https://attio.com/help/reference/managing-your-data/views/).
- Save a view by clicking the **⋮** icon and selecting **[Add to favorites](https://attio.com/help/reference/productivity-collaborating/navigating-your-workspace#favorites)**.
- Export data by clicking **Export** in the top right.
- Select multiple records using the checkboxes, then add them to a list, run a workflow, send emails, or delete them.

> **Note: **If you don’t see a list as an option, you may be trying to add records to a list that uses a different object. For example, you won’t be able to add a person to a list of companies.

![](https://a.storyblok.com/f/234930/1832x1478/a30a55374f/all-records-actions.png)

## Favorite records

You can [save specific records](https://attio.com/help/reference/productivity-collaborating/navigating-your-workspace#favorites) to your sidebar for quick access.

Open a record and click the star in the top left, or hover over a record in a view and click the star next to its name. Favorites are only visible to you.

![Notion company record with start highlighted with cursor](https://a.storyblok.com/f/234930/895x365/5f2840d953/favorite-record.png)

## Record pages

A record page shows all information and activity related to a single record.

To open a record page, click the record name anywhere in your workspace. For people and companies, this includes activity, [enriched data](https://attio.com/help/reference/managing-your-data/enriched-data), emails, files, including those from [connected cloud storage](https://attio.com/help/reference/productivity-collaborating/cloud-storage), and notes for your record. You can also [preview a record](https://attio.com/help/reference/managing-your-data/records/create-and-view-records#preview-a-record-from-a-table-or-kanban-view) from a table or kanban view to see its highlights, activity, and tasks without leaving your current view.

> **Note:** Workspace admins and members with full access can [customize record pages](https://attio.com/help/reference/managing-your-data/records/configure-record-pages), so layouts may vary.

> For a video walkthrough of how to customize record pages, see **Record Pages **in Attio Academy.

![](https://a.storyblok.com/f/234930/1829x1067/6aed6cc3ee/full-record-page-overview.png)

### Record page actions

In the upper-left of the record page under the record's name, click the buttons to take actions on the record:

- Compose email
- Add to list
- New note
- Run workflow
- New task
- Enroll in sequence (for people)
- Other icons may appear for [connected Attio apps](https://attio.com/help/reference/apps/)

The actions can be reordered by [configuring the record page](https://attio.com/help/reference/managing-your-data/records/configure-record-pages).

![Mailchimp company record with buttons under name highlighted](https://a.storyblok.com/f/234930/990x503/bb2833a8de/record-actions.png)

### Record page tabs

Record pages are organized into tabs that group different types of information and activity for each record:

- **Overview:** A summary of recent activity, including emails, tasks, meetings, notes, and files in one place
- **Activity:** A timeline of interactions and updates related to the record
- **Emails:** A view of your team’s email interactions with the record
- **Files:** Files associated with the record, either uploaded directly or synced from connected storage providers
- **Notes:** A space to capture and share notes with your team
- **Team** (company records), **Company** (person records), or other relationship attributes (records connected to the current record)
- **Tasks:** Tasks linked to the record
- **Calls:** Recorded calls and insights from Call Intelligence

Your workspace may include additional tabs depending on how record pages are configured.

#### Activity tab

The **Activity** tab shows a timeline of interactions and updates related to the record.

This includes:

- Calendar events
- [Manually added activities](https://attio.com/help/reference/managing-your-data/records/add-record-activities)
- Notes
- Attribute updates
- List additions and updates
- Record creation details
- Upcoming tasks

Use this tab to understand how your team has interacted with a record over time.

![Record page showing Activity tab with upcoming and past meetings, tasks, and attribute updates](https://a.storyblok.com/f/234930/866x676/721cabee8f/activity-tab.png)

You can control which types of events appear in the timeline using **View settings**.

- Open a record and click the **Activity** tab.
- Click **View settings** in the top right.
- Under **Visible events**, toggle each event type on or off.

#### Relationship tabs

Relationship tabs show how a record is connected to other records through relationship attributes.

Some relationship tabs exist by [default for standard objects](https://attio.com/help/reference/managing-your-data/objects/manage-standard-objects), such as the connection between people and companies. Additional relationship tabs can be added by admins for standard or [custom relationship attributes](https://attio.com/help/reference/managing-your-data/attributes/relationship-attributes).

Each relationship tab includes a list of connected records.

To add a record to a relationship:

- Open the relevant relationship tab.
- Click **+ Add [record]**.
- Search for and select an existing record, or create a new one.

When you add or remove a relationship, the change is reflected on both records. For example, adding a person to a company also adds that company to the person’s record.

If the relationship supports multiple records, select one or more records using the checkboxes, then use the toolbar to take actions such as:

- **Add to list**
- **Enroll in sequence**
- **Run workflow**
- **Send email**
- **Unassociate** to remove the relationship
- **Delete** to permanently remove the record

If the relationship only supports a single record, click the **⋮** icon next to the record to access these actions.

![](https://a.storyblok.com/f/234930/1516x637/b1b5b0aaea/company-tab.png)

### Record details

The left side of a record page shows **Record Details**, a panel with key attributes for the record. For people and companies, this can include [enriched data](https://attio.com/help/reference/managing-your-data/enriched-data) such as contact details, location, and social profiles.

You can customize which attributes and sections appear in **Record Details** by [configuring record pages](https://attio.com/help/reference/managing-your-data/records/configure-record-pages).

To view and manage attributes in **Record Details**:

- Click and drag the divider to resize the panel.
- Click **View all values** to expand the full list of attributes.
- After clicking **View all values**, use **Search attributes** to find a specific attribute.
- Right-click an attribute value and select **View edit history** to see who or what updated it (available on Pro and Enterprise plans).

![Record details left-hand sidebar containing object attributes for companies](https://a.storyblok.com/f/234930/1920x1224/21bc80d98e/record-details-record-page.png)

> **Note: **If a person record has multiple email addresses, you can reorder them to set the primary email. Click into the **Email address** attribute, then drag and drop the handles to change the order. When you send an email to the person from Attio, Attio uses the first email address by default.

### Lists summary

The **Lists** section shows which lists include the record and displays list-specific attributes.

You can change how this section appears by clicking the settings icon and selecting a view mode:

- **Standard:** Larger entries with editable attribute values
- **Compact:** Smaller entries with read-only attribute values

In Standard mode, you can toggle **Show attribute name** to show or hide attribute names next to their icons.

To interact with list entries:

- Hover over a list entry to:

  - Click the comment icon to add a comment
  - Click the workflow icon to run a workflow using the list entry
  - Click the **⋮** icon to manage attributes or remove the record from the list

To quickly add a record to a list, hit `e` and select a list, or click **Add to list** on the record page.

![Lists section of company record page showing customer success, customer interviews, and ICP hit list lists with list attributes](https://a.storyblok.com/f/234930/1962x1550/73cb936859/lists-section-record-page.png)

## Preview a record from a table or kanban view

A record preview shows a record's contents next to the view you're already in, so you can read it, act on it, and move to the next record without leaving your table or board.

- Hover over a row in a table view, or a card in a kanban view. The icons appear on hover.
- Click the preview icon.

The preview opens on the right, and the row or card you're previewing stays highlighted. Click and drag the preview's left edge to make it wider or narrower.

#### What's in a record preview

The record preview includes:

- **Highlights:** Key attributes for the record, the same ones shown on the record page.
- **Activity:** Recent updates to the record. Click **View all** to open the full activity timeline.
- **Tasks:** Tasks linked to the record, with a count next to the heading. Click **+** to add a task without leaving the preview.

#### Move between records

The preview header shows your position in the current view, such as **1 of 500 in Entire Pipeline**.

- Click the up and down arrows to preview the previous or next record in the view.
- Click the expand icon in the top right to open the full record page.
- Click **X** to close the preview.

## Related resources

- Set up and customize record layouts with [configure record pages](https://attio.com/help/reference/managing-your-data/records/configure-record-pages).
- Define and structure your data using [create and manage attributes](https://attio.com/help/reference/managing-your-data/attributes/create-manage-attributes).
- Organize and filter records with [views](https://attio.com/help/reference/managing-your-data/views/).
- Add records in bulk using [CSV imports](https://attio.com/help/reference/imports-exports/csv-imports/import-data-into-attio-via-csv).

## FAQ

### Can I see how a record was created?

Within a table view, surface the **Created by** attribute to show the user, integration, workflow automation, etc. that created each record.

### Can I make records private?

Attio does not currently support private records.

If you need to limit access to specific information, you can add records to a list and [restrict access to that list](https://attio.com/help/reference/managing-your-data/lists/lists-access). This allows you to control which workspace members can view or work with certain records.

If you’d like to see support for private records, contact support@attio.com to share your feedback.