How to Manage Records in Hubspot Board View
The Hubspot board view lets you manage deals, tickets, and other records in a clear, drag-and-drop pipeline so your team can focus on the work that matters most.
In this guide, you will learn how to open board view, move records between stages, customize what you see on each card, and filter or sort your pipeline for faster decision-making.
This walkthrough is based on the official documentation at Hubspot board view help so you can confidently apply every step in your own portal.
Understanding Hubspot Board View Layout
Board view displays records as cards grouped in vertical columns. Each column represents a stage or status from the selected pipeline. This layout makes it easy to see progress and identify bottlenecks at a glance.
Key elements you will see in the interface include:
- Pipeline selector at the top
- View selector (board vs. table or other views)
- Filters and sort options
- Columns representing stages or statuses
- Individual cards representing records
How to Access Board View in Hubspot
You can switch to board view from the main records tools in Hubspot, such as deals or tickets. The exact navigation may vary slightly depending on your subscription and object type, but the pattern is consistent.
Step-by-step: open a pipeline in Hubspot
- Navigate to the object, for example:
- Sales > Deals
- Service > Tickets
- At the top left, use the Pipeline dropdown to choose the pipeline you want.
- In the view options, select Board to open the pipeline in columns.
Once board view is active, the screen will update to display columns in the order defined for that pipeline, each one containing the appropriate records.
Managing Records in Hubspot Board View
From board view you can work with records directly without opening each one in a new tab. This helps you keep your Hubspot workflow fast and simple.
Move records between stages in Hubspot
To change a record’s stage or status:
- Click and hold the card you want to move.
- Drag the card to the target column.
- Release the card to drop it into the new stage.
When you move cards in board view, their underlying stage or status property is updated automatically in Hubspot, keeping your reports and automation accurate.
Edit record properties from the card
Depending on your configuration, you can often update key fields directly from the card:
- Hover over the card to see quick actions.
- Click the property you want to edit, such as amount or owner.
- Enter the new value and save.
For more detailed updates, click the card to open the full record in a side panel or new window.
Customizing Hubspot Board View Cards
Customization lets you surface the most important data on each card so your team can make decisions without opening every record. This can dramatically improve speed inside Hubspot.
Choose which properties appear on cards
- In board view, look for the settings or Customize cards option.
- Select which properties to display, for example:
- Deal name
- Amount
- Close date
- Ticket priority
- Owner
- Reorder the properties to control how they appear on the card.
- Save your changes to apply them across the board view.
Use only the most meaningful fields on each card to keep the layout clean and scannable.
Adjust column width and scrolling
Depending on your screen size and pipeline length, you may want to adjust how you view columns in Hubspot:
- Scroll horizontally to move between columns.
- Resize your browser window to show more or fewer columns at once.
- Use zoom controls in your browser to fine-tune visibility.
Keep the focus on the stages where you spend the most time to simplify daily pipeline reviews.
Filtering and Sorting in Hubspot Board View
Filters and sorting help you find the right records quickly. You can combine multiple criteria for very targeted views inside Hubspot.
Apply filters to your pipeline
- In board view, click Filters at the top.
- Choose filter criteria such as:
- Owner
- Create date
- Amount range
- Pipeline or stage
- Ticket priority or status
- Apply the filters to update the board.
You can remove or adjust filters at any time to broaden or narrow your view.
Sort records within each column
Sorting changes the order of cards inside each column without affecting their stage. Typical sorting options include:
- Close date
- Amount
- Create date
- Last activity date
Choose a sort setting that aligns with your team’s priorities, for example sorting by soonest close date when running daily Hubspot standups.
Best Practices for Hubspot Board View
To get the most from your pipeline, follow these practical tips when working in Hubspot board view.
Keep stages and statuses clean
- Review pipeline stages regularly to ensure they match your current process.
- Remove or rename outdated stages.
- Define clear entry and exit criteria for each stage.
A clean structure makes drag-and-drop work more reliable and your analytics clearer.
Standardize card fields across your team
- Agree on a small set of properties that every team member should see on cards.
- Use the same property configuration across pipelines when possible.
- Train new users on what each field means and how to update it.
Consistent usage of properties leads to better reporting and automation inside Hubspot.
Use views to support different workflows
Create separate saved views for different teams or working modes, for example:
- “Today’s follow-ups” view filtering by next activity date.
- “High-value deals” view sorted by amount.
- “Escalated tickets” view filtered by priority and status.
Switching between these targeted views in Hubspot lets you run quick, focused pipeline reviews without manual filtering each time.
Advanced Optimization Beyond Hubspot
Once you master the core features of board view, you can improve your wider sales or service process with expert support. For advanced consulting on automation, reporting, and CRM architecture, explore Consultevo for strategic guidance that pairs well with your Hubspot setup.
Next Steps
To deepen your understanding of board view capabilities, including any recent interface changes or object-specific nuances, refer to the official documentation at Hubspot board view help. Then apply the steps in this article to configure a clean, actionable pipeline that supports your team’s daily workflow.
Need Help With Hubspot?
If you want expert help building, automating, or scaling your Hubspot , work with ConsultEvo, a team who has a decade of Hubspot experience.
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