1. To start collaborating, either share the object or invite your colleagues. To do that, click here on the Share button. You control who can view or edit the record.
2. Following that, Attio allows users to leave comments and mentions to Click on the comment icon to leave feedback or updates. Use @ to mention teammates—they’ll get notified instantly.
3. Make changes to fields or notes collaboratively. Everyone sees updates instantly—no refresh needed.
4. Need a follow-up? Head to the Tasks tab and assign it to a teammate directly within the record.
5. Last but not least. As teammates join, you'll see their live cursors—showing exactly what they’re viewing or editing in real time.
6. Create a Supademo in seconds
This interactive demo/guided walkthrough on How to Collaborate in Real-Time in Attio was created using Supademo.
How to Collaborate in Real-Time in Attio: Step-by-Step Guide
Begin your collaborative journey by sharing the current record with your team. Look for the Share button located at the top right to invite colleagues or set their permissions, allowing you to decide who can view or make edits.
Next, engage with your team by adding comments directly to the record. Click the comment icon to open the feedback panel where you can leave notes or tag teammates using @mentions—this ensures they receive an immediate notification and stay involved.
Collaboration continues as you and your team edit fields or notes in real time. Any changes made will be reflected instantly for all participants, so everyone stays on the same page without needing to reload the page.
If you need to track specific follow-up actions, navigate to the Tasks tab within the record. Here, you can create tasks and assign them directly to teammates, keeping responsibilities clear and easy to manage.
As your team collaborates, watch their live cursors move across the screen, giving you real-time insight into what others are viewing or editing. This feature helps coordinate efforts smoothly and prevents overlapping work.
Finally, create a new Supademo effortlessly in just a few clicks. This quick creation process helps you set up demos or presentations seamlessly, so you can focus on showcasing your work instead of managing setup.
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FAQs
What is real-time collaboration in Attio?
Real-time collaboration in Attio allows multiple users to simultaneously view, edit, comment, and update records without delays. Changes appear instantly, enabling seamless teamwork and faster decision-making within shared records.
How do I share a record with my team in Attio?
To share a record, click the Share button at the top right of the record page. From there, you can invite colleagues by email and set view or edit permissions, controlling collaboration access precisely.
Can I leave comments on records in Attio?
Yes, Attio supports commenting directly on records. Use the comment icon to open the feedback panel. You can leave notes, give feedback, and mention teammates with @ to notify them instantly.
Do changes update automatically for all collaborators?
Absolutely. When you update fields or notes in Attio, changes sync instantly for all users currently viewing the record. No page refresh is needed to see the latest updates.
How can I assign tasks within a record?
Navigate to the Tasks tab inside a record to create new tasks. You can then assign these tasks directly to teammates, making follow-ups and action tracking easier and more organized.
What are live cursors in Attio?
Live cursors show you the real-time position and activity of other collaborators within a record. This feature improves coordination by indicating who is viewing or editing specific sections.
Is there a limit to how many users can collaborate simultaneously?
Attio allows multiple users to collaborate simultaneously. While there isn’t a published hard user cap, performance may vary with very large teams, so consider best practices for managing large collaboration groups.
Can collaborators see each other's edits in real time?
Yes, collaborators see all edits live as they happen. This instant visibility ensures transparency and reduces the risk of conflicting changes or duplicated work.
How do mentions notify my teammates in Attio?
When you mention a teammate using @ in comments, Attio sends them an immediate notification, drawing their attention to the message or update so they can respond quickly.
Can I control who can edit or just view shared records?
Yes. When sharing a record in Attio, you control permissions by assigning either view-only or edit rights to colleagues. This keeps sensitive data secure and collaboration controlled.