Customize the board view for objects with pipelines

Use the board view to manage your records in a card layout. Customize board settings and card contents to display the information your team needs, at an account-wide or personal level. For example, configure a saved board view grouped by Deal Type with contact, company, and custom object associations displayed on the cards.

Your account may use personalized names for each object (e.g., opportunity instead of deal). This article refers to objects by their HubSpot default names.

Configure your board display

Edit the display settings for an existing board view or create a new one.

1. Navigate to your records (e.g., In your HubSpot account, click More, then navigate to CRM > Deals. If More doesn't appear in your account, navigate to CRM > Deals directly.).
2. Click the name of a saved view tab that's configured for board view (e.g., All deals).
   
   
3. In the upper right, click the board view icon.
   
   
4. Click the pipeline dropdown menu and select a pipeline.
5. Click the settings view configuration icon, then select Board settings.
6. Configure the following board settings:
   • Board group: the property by which your board is organized.
     • Select an enumeration property or pipeline stage. 
     • Toggle the No [property name] lane switch on to display a lane for records that don't contain a value for the selected property, if desired.
     • In the Select property values section, click Add to select the property value lanes for the board. Click and drag to reorder the value display.
     • In the Select property values section, click the X next to a value to remove it from the board.
   • Lane summary: displayed record metrics aggregated by lane.
     • Toggle the Show lane summaries switch on to display the metrics. Toggle it off to hide them.
     • Click Add metric to add a default metric or create a custom one. You can add up to 3 metrics. Click and drag to reorder the metric display.
     • Click the X next to a metric to remove it.
     • Click the Summary location dropdown menu, then select an option (e.g., bottom of lane).
     • Toggle the Abbreviate currency switch on to represent currency metrics as abbreviations instead of decimals (e.g., $2K).
7. Click the left back to view settings icon.
8. Click Card settings, then configure the following:
   • Card display: how the card contents are displayed. 
     • Click the Show properties as dropdown menu, then select an option. This changes how properties are displayed on the board cards.
     • Toggle the Show empty properties switch on to display properties without a value so you can add property values directly on a card.
     • Toggle the Show empty properties switch off to hide properties without a value and reduce clutter on the card.
     • Toggle the Combine associations switch on or off to display all added associations in one line or multiple lines on the card. 
     • Toggle the Show quick actions switch on or off to show or hide the create task and create note actions in the bottom left of the card.
     • Toggle the Show activity switch on or off to show previous and upcoming activities in the bottom right of the card.
   • Card contents: the contents of a card such as properties, associations, and other sections. You can add up to 15 display items total (e.g., 9 properties, 4 associations, and 1 additional section).
     • Click Add to add properties, associations, or sections.
     • Click the X next to a displayed item to remove it from the card contents.
     • Click and drag an item to reorder it in the list of card contents.
     • For association items, click the Association dropdown menu, then select all associations or a specific association label.
       
       
9. In the bottom right, click Save. 

Manage your board lanes and colors

Add or edit the color of your property or stage names that represent the lanes of your board. Reorder and rename pipeline stages or custom enumeration properties.

To manage your board lanes and colors:

1. Navigate to your records (e.g., In your HubSpot account, click More, then navigate to CRM > Deals. If More doesn't appear in your account, navigate to CRM > Deals directly.).
2. Click the name of a saved view tab that's configured for board view (e.g., All deals).
   
   
3. Hover over the name of a lane, then click the verticalMenuIcon three vertical dots icon and select an option:
   • Rename stage/property: change the name of the selected lane. 
   • Edit stage/property color: change the color of the selected stage/status. If color isn't configured, click Enable property color.
4. Hover over a lane, then click and drag to reorder it in the display.
5. Hover over a lane, then click the sidebarCollapse collapse lane icon to minimize it and hide the records.