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.
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FAQs
What is real-time collaboration in Attio?
Real-time collaboration in Attio enables multiple users to work simultaneously on records, with instant updates visible to all. This feature streamlines teamwork by allowing simultaneous editing, commenting, and task assignment within a shared environment, enhancing productivity and communication.
How do I share a record with my team in Attio?
To share a record, click the Share button on the record page. From there, invite colleagues by email and specify permissions to control who can view or edit the object, ensuring secure and controlled collaboration.
Can I mention teammates in comments during collaboration?
Yes, Attio supports user mentions in comments. Simply type @ followed by your teammate’s name to notify them instantly. This drives clear communication and quick feedback within collaborative records.
Are changes saved automatically during collaboration?
All edits made in Attio are saved and reflected in real-time for all collaborators without needing to refresh. This guarantees that everyone is always viewing the most current information.
How can I assign tasks to teammates within Attio?
Within each record, navigate to the Tasks tab where you can create and assign follow-up tasks directly to teammates. This facilitates task management and accountability within your collaborative workflows.
What does the live cursor feature show?
Live cursors indicate the real-time position and activity of your teammates as they view or edit a record. This feature improves awareness and coordination during teamwork by visually showing who’s interacting with which content.
Is real-time collaboration available on all Attio plans?
Real-time collaboration features are typically included in Attio’s standard and higher-tier plans. Check your plan details or contact Attio support to confirm availability and any plan-specific limitations.
Can external users collaborate with my team in Attio?
External collaboration depends on your organization’s sharing settings. You can invite external users to view or edit specific records by granting appropriate access via the Share button, ensuring controlled and secure collaboration.
How do notifications work in Attio during collaboration?
Attio sends notifications instantly when you’re mentioned in comments or assigned tasks. This ensures you stay informed and can respond promptly to updates within shared records.
Are there any tips for effective real-time collaboration in Attio?
For effective collaboration, use clear comments and mentions, regularly assign tasks, and keep your records organized. Leveraging real-time updates and live cursors can also improve team coordination and reduce miscommunication.