Manage records in board view

All object index pages have a table view, but objects with pipelines also have an updated board view, where records are shown as cards moving through stages in a pipeline. Edit and move records between pipeline stages. Learn how to create stages for pipelines on objects such as deals, projects, and services.

Edit individual records in the board view

Edit property values displayed inline on board cards. Learn how to display properties without property values on board cards.

To edit individual values on your board:

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. Open a saved view, create a new one, or apply filters to find the records you want to edit.
3. Hover on a card and click the edit edit property value icon next to the property you want to edit.
4. In the pop-up box, enter or select a value, depending on the field type.
5. Click Save.

Add activities to records in the board view

Create an activity from the card of a record displayed on the board view. You must have the quick actions or view activities settings turned on in your board card settings.

To create an activity on your board:

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. Open a saved view, create a new one, or apply filters to find the records you want to edit.
3. In the bottom left of a card, click the description create note icon or the tasks create task icon. 
4. In the activity compose window, enter the activity details.
5. To create other activities:
   • In the lower right of a card, hover on the activity section.
   • In the pop-up box, click the activity icon that matches the activity you want to create (e.g., schedule a meeting meetings).

Edit or delete records in bulk in the board view

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. Open a saved view, create a new one, or apply filters to find the records you want to edit.
3. Press and hold Cmd (macOs) or Ctrl (Windows) on your keyboard, then click the cards you want to edit.
4. At the top of the board, click Select all [number of records] to select all records in your pipeline if desired.
5. At the top of the board, click Edit.

6. In the dialog box, click the Property to update dropdown menu and select the property you want to edit (e.g., Pipeline).

   • In the field that appears, enter or select a new value for the selected property. For multi-select properties:

   • Select Append to current value(s) to add new values while maintaining the existing values. 
   • Select Replace current values to overwrite the existing values.

   • Click Update. For text or single-select properties, this will overwrite the old values in the property for these records.

1. Navigate to the records you want to edit. You can open a saved view, or apply filters to find the records you want to edit.
2. Press and hold Cmd (macOS) or Ctrl (Windows) on your keyboard, then click the cards you want to delete.
3. At the top of the board, click Delete.
4. In the dialog box, enter the number of records and click Delete.

Sort your pipeline cards

Select which property is used to determine the sort order of your records in each column. For example, you can sort tickets by the most recent value for Create date or sort deals by values from high to low for the Amount property.

If you're a user in an account enrolled in the Manual Sort for Board View Within Lanes public beta, you can also sort manually to fully customize the record order in each pipeline lane.

To sort by property: 

1. Navigate to the pipeline view for which you want to sort the cards.
2. Click Sort by.
3. In the pop-up box, select the property and sort direction. The type of property determines the sort order (e.g., Z -->A, 0-->9).
4. Your changes are saved for your profile only.

To sort manually (BETA):

1. Navigate to the pipeline view for which you want to sort the cards.
2. Click Sort by.
3. In the pop-up box, select Manual. Then, select a sort method:
   • Individual: click and drag record cards vertically within a lane.
   • Bulk: press and hold Cmd (macOS) or Ctrl (Windows) on your keyboard, then click the record cards to select them. Drag the record cards vertically to move them.

Users operating in the same saved view with manual sort selected will see the changes mirrored.