1. Start by opening any record where you want to leave a comment. Let's proceed with people for this case.
2. Now, click into the comment box to start writing. Use it to share updates, ask questions, or track decisions.
3. Now, type your comment text here.
(Play Now)4. To mention someone, simply click on the @ icon.
5. Following that, select the person you want to mention.
6. Lastly, click on Comment, and it's done.
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This interactive demo/guided walkthrough on How to Use Comments and Mentions in Attio was created using Supademo.
How to Use Comments and Mentions in Attio: Step-by-Step Guide
Begin by navigating to the record where you want to add your thoughts or feedback. For this example, we’ll use a people record to demonstrate how comments are added.
Once you’re viewing the record, look for the comment box—this is where you can contribute. Click inside the box to activate it and start typing; it’s a great way to communicate updates, ask questions, or document important decisions related to the record.
With the comment box open, go ahead and enter the text of your message. Write clearly so your teammates understand your input or inquiries. This collaborative space helps keep everyone informed and aligned.
(Play Now)
If you want to draw someone’s attention specifically, click on the @ symbol within the comment box. This feature allows you to tag teammates so they receive a direct notification about your message.
After clicking the @ icon, a list will appear where you can select the person you want to mention. Pick the right contact to make sure your comment reaches the intended audience effectively.
When you’re finished composing your comment and tagging any relevant people, simply click the Comment button to post it. This saves your input and shares it with others who have access to the record.
Now you’ve successfully added a comment! With Supademo, creating and sharing insights like this happens quickly, keeping your team connected and informed in real time.
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FAQs
What is the purpose of comments in Attio?
Comments in Attio allow team members to communicate updates, ask questions, or leave feedback directly on records, fostering collaboration and keeping everyone aligned on tasks or projects.
How do I add a comment to a record?
Open the record you want to comment on, click inside the comment box, type your message, and hit the Comment button to post your input for your team to see.
How can I mention someone in a comment?
To mention a teammate, click the @ icon in the comment box, select the person you want to mention from the list, and finish by posting your comment. The mentioned user receives a notification.
Can I mention multiple people in one comment?
Yes, you can mention multiple users in a single comment by using the @ icon and selecting each person you want to notify before submitting your comment.
Do mentioned users get notified immediately?
Yes, mentioned users receive notifications promptly to ensure they’re aware of comments that require their attention, facilitating timely collaboration.
Can I edit a comment after posting it?
Attio allows editing of comments after posting. You can update or correct your comment by selecting the edit option, ensuring your communication remains clear.
What types of records support comments in Attio?
Most record types in Attio, including people, companies, and deals, support comments, enabling feedback and updates across your entire database.
How do comments help with team collaboration?
Comments provide a centralized space to share thoughts, track decisions, and clarify tasks, making teamwork transparent and organized within Attio.
Is it possible to delete a comment in Attio?
Yes, users can delete their comments if needed, which helps keep the conversation relevant and free of outdated or incorrect information.
Are comments and mentions tracked for auditing purposes?
Yes, Attio logs comments and mentions, allowing admins and users to review communication history for transparency and record-keeping.