Navigating your workspace

Using the sidebar

The sidebar is home to your Notifications, Tasks, Notes, Reports, Favorites, Lists, and more.

• Notifications is where you'll find notifications about comments you've been mentioned in, emails you've been granted access to, tasks you've been assigned, and more.

• Tasks is where you'll see the status of any tasks assigned to you, as well as tasks you’ve assigned to others.

• Notes is where you'll find all your team’s notes and note templates.

• Emails holds your email drafts as well as email templates created by anyone in your workspace.

• Reports allow you to create dashboards and highly customizable charts to visualize your lists and records data.

• Favorites is where you can see items you've marked as favorites and organize them in folders.

• Under Records you will find your all records pages, including Companies and People and any other objects you are using. These contain all records in your workspace.

• Lists are homes to your various workflows or projects.

Favorites

You can mark the following as favorites, which will add them to your sidebar under Favorites:

• Reporting dashboards: Click the star next to a dashboard on the Reports page, or open a dashboard and click the star next to the dashboard name to save it as a favorite.

• Workflow automations: Click the star next to a workflow on the Automations page, or open a workflow and click the star next to the workflow name to save it as a favorite.

• Notes: From any note, select the ⋮ icon and then Add to favorites to save it as a favorite.

• Note templates and email templates: From any note template or email template, select the ⋮ icon and then Add to favorites to save it as a favorite. When you select a favorited template from the sidebar, it will automatically create a new email or note with that template applied.

• Records: From any record page, click the star in the top left to save it as a favorite. Or in any view of records, hover over the record name and click the star to save it as a favorite.

• List views: When selecting a view from within a list, click the ⋮ icon and then Add to favorites to save it as a favorite.

• All records views: When selecting a view from within an all records page, click the ⋮ icon and then Add to favorites to save it as a favorite.

Hover over the Favorites section of the sidebar and click the folder icon to create a folder. Give the folder a name and drag items into it to organize the items. Drag and drop favorites or folders in the sidebar to reorder them.

Hover over a favorited item and click the slashed star icon to remove it from your favorites. Hover over a folder and click the ⋮ icon to Rename the folder or Delete folder, which will remove all items it contains from your favorites.

Sort and search lists in sidebar

If you hover over Lists in the sidebar, you'll see a gear icon appear. Click the gear to customize how lists are shown in the sidebar. Choose a sort option:

• Most relevant: sort based on frequency and recency of interaction with lists

• Recently added: sort by list creation date, with newest lists first

• Alphabetical: sort by list name

• Custom: drag and drop lists to place them in a custom order

The sort option you choose will only be applied for you. Other workspace members can have different sort options applied. However, when you drag and drop lists to change the custom order, the changes will also be applied for all other workspace members who have selected the Custom option.

By default, the sidebar will show a maximum of six lists. Toggle Show all lists on to remove the limit and show all lists in the sidebar.

To find a list that isn't shown, click All lists and type the name of the list to search for it.

Quick search

Searching in Attio is simple, intuitive, and fast. Search through your records and find everything you need in seconds.

You can bring up the search window with the / key anywhere in Attio, or click the search box at the top of your sidebar. Use the search window to quickly find your records by name, email, domain, phone number, or ID (for standard objects), and you can also search by keywords contained in descriptions, social media handles, and location attributes to see all relevant results.

Quick actions and keyboard shortcuts

Attio supports over 30 quick actions, which are keyboard shortcuts for commonly used actions. You can use the following keyboard shortcuts anywhere in Attio:

• Open quick actions suggestions with cmd + k, which will differ depending on where you are in the platform

• Create a new note with n

• Create a new task with t

• Compose a new email with c

Find all of Attio's keyboard shortcuts by hitting the ? key anywhere in Attio and choosing ⌘ Keyboard shortcuts.

Calendar events in quick actions

If you have synced your email and calendar with Attio, you can see today's upcoming events in the quick actions window, RSVP directly from Attio, and create a meeting note in seconds.

When you open quick actions with cmd/ctrl + k you'll see your next calendar event today (if you have any) under Suggestions. You can RSVP or change your response directly from the quick actions window.

The date and time of the event, meeting room link, and description from the calendar event will be shown under Event details.

Under Participants you'll see who's invited and their responses via the colored circles to the right of their name: green (yes), orange (tentative), or red (no).

Create a note linked to your event by selecting an event and clicking Create note. Choose a record and create your note. Then you'll find your new note on the record's page under the Notes tab.

Switching workspaces

If you are a member of more than one Attio workspace, you can click your workspace name in the upper-left of your account, then click the name of another workspace to switch to that workspace.

Account and workspace settings

When you click your workspace name in the upper-left of your account you will find Account settings, and you’ll also see Workspace settings if you’re an admin.

In Account settings you can do things like update your profile picture, sync your email and calendar, and manage your notifications settings.

Within Workspace settings admins can do things like update the workspace name and logo, manage members and admins, see plans and billing information, and create object attributes.