1. To start off, navigate to any record where you want to add a note and hover over it.
2. Following that, click on the Notes icon.
3. Now add a title to the note.
4. Then add the description for the note. You can also choose a template.
5. You can also link the note to a meeting.
6. Click on "Copy link" to copy the link of the note and share it with anyone.
7. You have successfully added a note in Attio.
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FAQs
How do I add a new note to a record in Attio?
To add a note, hover over the desired record, click on the Notes icon, then add the note title and description. Optionally, you can select a template or link the note to a meeting before saving it.
Can I link notes to meetings in Attio?
Yes, Attio allows you to link notes to specific meetings, providing better context and organization for your records. This helps associate detailed information with relevant interactions.
Is there a way to share notes created in Attio?
You can easily share notes by clicking the Copy link option in the note view. This copies a direct link to the note, which you can then share with team members or external stakeholders.
Can I use note templates when creating notes in Attio?
Yes, Attio supports note templates. When adding a note, you can choose from pre-built templates to streamline and standardize your note-taking process.
How do I edit or update an existing note in Attio?
To edit a note, open the note from the record, make the necessary changes in the title or description, and save the updates. This keeps your information accurate and up-to-date.
Are notes in Attio linked to specific records only?
Yes, notes in Attio are always associated with specific records such as contacts, companies, or deals. This ensures all relevant information stays organized within the proper context.
Can I search and filter notes in Attio?
Attio allows you to search and filter notes within records or across your workspace, helping you quickly find relevant information based on keywords or filters.
What types of content can be added to a note in Attio?
Currently, notes mainly support text-based content including titles and detailed descriptions, with options to use templates and link to meetings for richer context.
Is there a way to organize or categorize notes within Attio?
While notes are linked to records and optionally linked to meetings, organizing notes beyond this is done by categorizing records or using relevant templates to maintain consistency.
Can notes be accessed and managed by all team members in Attio?
Access to notes depends on team permissions and record visibility settings within Attio. Generally, team members with access to a record can view and manage its associated notes.