Select properties to show on records in board view

You can customize the properties that appear on pipeline cards when viewing deals, tickets, or custom object records in board view. Once selected, the properties and a record's value for each property will appear on the cards in the pipeline.

If you're in an account with a Professional or Enterprise subscription, you can also select unique properties for each pipeline. Users must have Account and Edit property settings permissions to customize the pipeline board cards.

• In the left sidebar menu, navigate to Objects, then select Deals, Tickets, or Custom objects.

• Click the Pipelines tab.

• If your account has a Professional or Enterprise subscription, click the Select a pipeline dropdown menu, then select the pipeline that you want to edit cards for, or select Create a pipeline to create and customize board cards for a new pipeline.
• Click Customize [object] cards. For accounts with a Starter subscription, the customization will apply to all of the object's pipelines.

Please note: if you downgrade from a Professional or Enterprise subscription to Starter or free tools, board cards for all existing pipelines will be reset to display the default properties. You can then customize the board card properties for all the object's pipelines, but you'll no longer be able to customize for each individual pipeline. Learn more about pipeline limits based on your subscription.

• In the right panel, you can preview how the card will appear in the board view. The primary display property for each object (e.g., Deal Name, Ticket Name) will appear by default and cannot be changed. 
• To replace a property on the card, click the dropdown menu, then select a property.
• To add a property, click Add property, then click the dropdown menu and select the property you want to add. You can include up to four properties.

• To remove a property from the card, click the delete delete icon next to the property.
• To change the order of the properties, click and drag the properties to the desired location.

• Click Save. This configuration will now be applied to all pipelines (Starter) or the individual pipeline (Professional and Enterprise only).

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.

Learn more about additional ways to edit the appearance of cards in board view. For additional record customization, learn how to set up default properties sidebars and customize the properties shown on association cards.