How to Customize Hubspot Board View Properties

Configuring record properties in Hubspot board view helps your teams scan key details quickly on deals, tickets, and custom objects. This guide walks you through selecting and managing the properties that appear on cards in your pipelines.

The steps below are based on the official Hubspot documentation and apply to objects that support board view, including deals, tickets, and custom objects.

Understanding Hubspot Board View Properties

In Hubspot, board view shows records as cards organized into columns based on a pipeline stage or status. Each card can display selected properties so users can see important information at a glance.

You can configure which properties appear:

• Globally for each object (deals, tickets, custom objects)
• Specifically for each pipeline within that object

Changes to board view properties affect all users who can access that pipeline, making this a key part of your CRM layout strategy.

Who Can Edit Hubspot Board View Settings

To change board view properties in Hubspot, you must have permission to edit object settings. Typically, this is available to:

• Super admins
• Admins with access to CRM object settings

If you cannot see the options described here, contact your Hubspot administrator to request the correct permissions.

How to Select Hubspot Properties for Board View

Use these steps to choose which properties appear on cards in your pipelines.

Step 1: Open Hubspot Settings

1. Log in to your Hubspot account.
2. In the main navigation bar, click the settings gear icon.

This opens the central settings area where you can manage objects and pipelines.

Step 2: Navigate to the Correct Object

Next, go to the object whose board view properties you want to configure:

1. In the left sidebar menu, hover over or click Objects.
2. Select one of the following:
   • Deals
   • Tickets
   • Custom objects (if available in your Hubspot account)

The board view options differ slightly depending on which object you choose, but the process is similar.

Step 3: Open the Pipelines Tab

1. Within the chosen object’s settings, click the Pipelines tab at the top.
2. Use the pipeline dropdown menu to select the specific pipeline you want to edit (for example, “Sales Pipeline” for deals or a particular support pipeline for tickets).

Each pipeline can have its own board view configuration, so make sure you are editing the correct one.

Step 4: Edit Board View Properties

After choosing the pipeline, locate the area dedicated to board view configuration. Based on the official Hubspot documentation at this page, you will see an option to select which record properties appear on cards.

Typical actions include:

• Adding new properties to card view
• Removing properties that are no longer needed
• Reordering properties for better readability

Board view usually has a limited number of property slots, so choose the most critical details for your users.

Best Practices for Hubspot Board View Configuration

To get the most from board view in Hubspot, follow these practical guidelines.

Choose Properties That Support Quick Decisions

Board view is most useful when users can quickly decide what to do next with a record. Consider including properties such as:

• Deal amount or ticket priority
• Close date or due date
• Owner or assignee
• Lifecycle information or pipeline-specific status indicators

Avoid crowding cards with information that rarely affects next steps.

Align Hubspot Properties with Team Workflows

Different teams use Hubspot in different ways. When configuring board view, involve team leads so the selected properties match their daily workflows. For example:

• Sales teams may want deal amount, close date, and decision maker.
• Support teams may need ticket priority, source, and time to first response.
• Custom object teams might track unique fields specific to their process.

Review properties periodically to ensure they still fit current processes.

Keep Hubspot Board View Clean and Scannable

The goal is a clear, uncluttered overview. To maintain clarity:

• Limit the number of properties on each card.
• Place the most important details at the top of the card.
• Use consistent property choices across similar pipelines when possible.

This helps new team members quickly understand what they see in board view.

Managing Hubspot Properties for Better Board Views

Sometimes you may need new properties to improve what appears on board view cards. In that case, create or update properties in object settings before adding them to the pipeline layout.

Create or Edit Properties in Hubspot

1. Go to Settings > Properties for the relevant object.
2. Create a new property or edit an existing one.
3. Choose clear names and field types (e.g., dropdown, number, date) that make sense on small cards.
4. Save your changes, then return to the pipeline board view settings to add the property to the card layout.

Well-designed properties not only improve board view but also enhance reporting and automation across Hubspot.

Advanced Tips for Hubspot Power Users

If you manage multiple teams or complex pipelines in Hubspot, consider these additional tips:

• Standardize naming conventions so properties are intuitive for all users.
• Document your configuration in an internal playbook so new team members understand the board layout.
• Audit pipelines regularly to remove outdated properties from cards.

For broader strategy and CRM process optimization beyond Hubspot board view configuration, you can explore expert resources such as Consultevo for guidance on CRM architecture and scalable workflows.

Summary: Making Hubspot Board View Work for Your Team

Customizing record properties in Hubspot board view ensures that every card surfaces the details your teams need most. By selecting relevant properties per pipeline, keeping layouts clean, and aligning fields with real-world workflows, you turn board view into a powerful operational dashboard rather than a simple list of records.

Use the steps from the official Hubspot documentation and the best practices in this article to refine your current pipelines and improve visibility for sales, support, and any custom object teams that rely on board view every day.