Lists 

Lists are fundamental to Attio - a list is a central space for your workflow or team project.

Lists

A list is where you add, organize, and track your records (companies or people) in Attio. You can create lists for all of your workflows and projects. A list can be populated with either companies or people.

Once you have some records in your list, you can add attributes such as labels, stages, and other fields to organize your data. Visualize your network with different view types like kanban and table views, and use filters to sort and refine your list. Lists can be shared with your team, or kept private. Learn more about building a list in Attio.

Adding records to lists

A record is a company or person in your workspace. In the image above, you can see a typical list populated with records. A record might represent a deal, opportunity, candidate, etc. Records are represented as a row in a table view, or a card in a kanban view. Learn more about views in Attio.

To add a record to a list, hit cmd + k and add a record from the quick actions menu. If a record already exists in your workspace, you’ll see their name suggested as you begin to type. If the person or company doesn’t yet exist as a record in your workspace, you’ll be prompted to create one.

You can also add records by selecting them on People and Company pages or in other lists, then clicking Add to List at the bottom of the page. Records can also be added to lists by CSV import.

Keep in mind that each list can hold either companies or people. You won't be able to add people to a companies list, or vice versa.

Note: You must have at least Read and write access for a list in order to add records.

Removing records from lists

To remove records from a list in a table view, check the box(es) next to the record(s) you want to remove, and from the window that appears at the bottom of your screen, select More ▾ followed by Remove from list.

Note: This will not delete the record from your workspace, it will instead just be removed from the list. Learn more about permanently deleting records from your workspace.

In a kanban view, hover over the card to reveal the check box in the top right. Check the box and from the window that appears at the bottom of your screen, select More ▾ followed by Remove from list.

Note: You must have at least Read and write access for a list in order to remove records.

Manage lists

You can create and manage shared or private lists.

Create lists

To create a new list, select the + beside Lists in the sidebar. Then choose whether you'd like to start with a template, or click Start from scratch to set up your list manually.

Using templates

When creating a new list you can choose from our templates, organized by popular use cases. When you choose to start with a template, your list will be pre-populated with some useful attributes and views to help you get started. From that starting point, you can edit and further customize your list at any time.

Starting from scratch

If you choose to start from scratch, first choose your record type: Companies or People. You can only have one or the other in your new list, so consider whether you will be adding data points about people or their companies, and keep in mind you can only mass-send emails to people. Also give your list a unique name.

Then select a view type to start with, either a table or a kanban view. Learn more about view types.

Duplicating lists

You can duplicate an existing list if you'd like to use the same views and attributes but with different records. To duplicate a list, open the list you'd like to duplicate, select the ⋮ icon in the top right corner, then select Duplicate list.

Renaming lists

To rename a list, select the current name of the list to edit. Click + to set an emoji or click the existing emoji to change it. Note that you must have Full access to rename a list.

Reordering lists

To reorder your lists as they appear in the sidebar, hover over a list name and grab it using the horizontal dots icon ::: - drag and drop to reorder.

The order of lists is set across your workspace, and will be updated for all members. You must have Full access to a list to reorder it.

Sharing lists

You can share your lists with your team and collaborate in real-time. Learn more about sharing, collaborating, and managing member access.

Deleting lists

Members with Full access to a list can permanently delete the list at any time. Deleting a list also deletes the attribute data belonging to it.

To delete a list, select the ⋮ icon in the top right corner of your workspace. Select Delete list and confirm.