Customize the redesigned board view

In a board view, you can manage your object records in a card layout. For deal, ticket, admin-activated and custom object records, you can filter by pipeline. For contact and company board views, the pipeline is Lifecycle stage. You can customize the board cards to display the information that fits your business needs. Users can also customize the cards to show data relevant to them. For example, as an admin, you can configure all board cards to show four specific properties. Then, a user can reorder the existing four and add two additional properties relevant to their role.

Edit the appearance of board cards in a pipeline

You can customize the information shown within a board card on a pipeline. Depending on the object, you will see different section options, including: 

• Activities: displays the last and next activity (e.g. Task 3 months ago). You can toggle this display, card inactivity, and configure inactivity timing (e.g. 14 days without activity, highlight the card as inactive).

• Approvals (Sales Hub Enterprise): displays approval process status and details for deals. This section appears only for pipelines where approvals is turned on, and it cannot be edited or removed. 

• Associations: displays [object]-to-company and [object]-to-contact associations. You can reorder them, filter by association label, or show the record image.
• Priority: displays key items for easy prioritization. You can toggle color-coded object tags or labels and reorder them. (e.g. Your account has a red deal tag for deals with a Close date value of more than one day ago.)
• Properties: displays property values of the record. You can reorder them and toggle the display of the property name and value or just the value. As a Super Admin, you can configure four properties to display for the account. As a user, you can add two additional properties relevant to your needs.

Please note: when viewing records in board view, if a record doesn't have a value for a selected property, the property will not appear on the card for that record.

Depending on the object, you will also see different quick action options, including:

• Preview: display a preview of the record.
• Summary: generate an AI summary of the record. Learn more about Breeze Copilot.
• Create an email: open a dialogue box to create an email that logs to the record.
• Create a note: open a dialogue box to create a note that logs to the record.
• Make a phone call: open the HubSpot calling menu.
• Create a task: open a dialogue box to create a task that logs to the record.
• Schedule a meeting: open a dialog box to schedule a meeting that logs to the record.

To edit the board cards:

1. Navigate to the pipeline view you want to customize.

2. Click Board options in the top right of the board.
3. Select Edit card setup for yourself or Edit card setup for all users if you are a Super Admin.
4. Click Edit on a section.
5. Click Save.
6. In the upper right, click Exit to return to the board view on the pipeline.

To add sections or quick actions to the cards:

1. Navigate to the board editor.

2. Click Add sections, then select the section you want to add. Learn more about the section options.
3. Click Add quick actions, then select the quick action you want to add. Learn more about the quick action options. 
4. In the upper right, click Save.
5. In the upper right, click Exit to return to the board view of the pipeline.

To remove sections or quick actions from the cards:

1. Navigate to the board editor.
2. On the section or quick action, click Hide. You can only hide the following sections: Activities, Associations, and Priority.
3. In the upper right, click Save.
4. In the upper right, click Exit to return to the board view of the pipeline.