How to Collaborate in Real-Time in Attio

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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