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.
8. Create a Supademo in seconds
This interactive demo/guided walkthrough on How to Create and Manage Notes in Attio was created using Supademo.
How to Create and Manage Notes in Attio: Step-by-Step Guide
Begin by locating the specific record within Attio where you'd like to jot down your note. Once you find it, move your cursor over the record to reveal additional options.
Next, look for the Notes icon that appears when you hover over the record. Click on this icon to open the note-taking interface.
Once the note panel is open, start by giving your note a clear and concise title. This helps you and others quickly identify the subject of the note.
After setting the title, provide a detailed description for your note. If you prefer, you can also select from available templates to structure your content efficiently.
To keep everything connected, you have the option to link your note directly to a related meeting. This helps maintain context and easy access to relevant discussions.
When your note is ready, use the "Copy link" function to grab the note’s URL. This makes it simple to share the note with colleagues or include it in other communications.
Congratulations! You've now added a note in Attio, making it easier to track important information tied to your records.
Lastly, discover how effortless it is to create a Supademo in just seconds, helping you showcase your workflows with ease.
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FAQs
Commonly asked questions about this topic.
How do I add a new note to a record in Attio?
Can I link notes to meetings in Attio?
Is there an option to use templates when creating notes?
How can I share a note with others in Attio?
Where do I find the Notes icon in Attio?
Can I edit or update notes after creating them?
Is it possible to organize multiple notes in Attio?
How does linking a note to a meeting improve workflow?
Can I copy note links to external tools?
What should I do if I can’t find the Notes feature in Attio?
Vimal Kumar
Product Operations Associate
Vimal Kumar helps build and grow Supademo’s team and GTM efforts, with a focus on figuring out growth levers and improving product traction.
