How to Customize the Redesigned HubSpot Board View

The redesigned HubSpot board view gives you a flexible way to organize, filter, and visualize records like deals, tickets, and custom objects. By tailoring columns, cards, and views, you can build a workspace that matches your team’s exact process while keeping data clean and easy to scan.

This step-by-step guide walks you through every key customization, based strictly on the official product behavior, so you can get the most out of the new board experience.

Understanding the HubSpot Board View Layout

The updated board view in HubSpot is organized into columns representing stages or statuses, and cards representing individual records. You can drag and drop cards between columns to update their stage and quickly assess what needs attention.

The main elements are:

• Columns: Represent pipeline stages or equivalent phases.
• Cards: Individual records with key properties displayed.
• Board toolbar: Contains view selection, filters, search, and display controls.
• Sidebar: Optional panel for record details and property updates.

Most of what you see on the screen can be customized per object and per view, allowing teams to fine-tune the visual layout within HubSpot.

Accessing the Redesigned HubSpot Board View

The redesigned board view is available for standard objects and compatible custom objects. To open it:

1. Navigate to the object (for example, Sales > Deals or Service > Tickets).
2. At the top right of the records table, switch from list view to Board view.
3. If prompted, confirm that you want to use the redesigned board interface for that object.

Once in the board, you can start configuring columns, filters, and saved views to adapt the layout for your specific process inside HubSpot.

Customizing Columns in HubSpot Board View

Columns define how records move through your process in HubSpot. On pipelines, each column typically corresponds to a stage. You can manage them directly from the board.

Reorder Columns

1. Hover over a column header.
2. Click and hold the header.
3. Drag the column left or right to place it in a new position.

This does not change your underlying pipeline stage order unless explicitly saved in pipeline settings, but it does change how users see the board for that view.

Show or Hide Columns

1. Click the Board settings or Columns control on the toolbar (name may vary by object).
2. In the column list, select or clear checkboxes to show or hide specific stages or statuses.
3. Apply your changes to update the HubSpot board instantly.

Hiding unused or rarely used stages creates a cleaner, more actionable board view.

Edit Column Properties

Some columns allow extra configuration, such as:

• Choosing which records qualify for that column.
• Updating probability or SLA-related details (depending on object and pipeline settings).

To edit these, use the standard pipeline or status settings for that object in HubSpot. Changes there will appear automatically in the redesigned board view.

Configuring Card Layouts on HubSpot Boards

Card layouts define which properties appear on individual record cards. Well-designed cards help your team identify priority items at a glance without opening each record.

Choose Properties Shown on Cards

1. In the board toolbar, click Customize cards or Card properties.
2. Search for properties you want displayed (for example: Amount, Close date, Owner, Priority).
3. Add or remove properties using the checkboxes or drag-and-drop interface.
4. Reorder properties so that the most important fields appear at the top of each card.
5. Save your changes to update every card in that HubSpot view.

Keep card layouts concise. Too many properties can make the board cluttered and harder to scan.

Use Conditional Information on Cards

Depending on the object and subscription level, certain HubSpot boards can surface contextual information, such as:

• Badges or labels for specific property values.
• Icons to indicate tasks, emails, or conversation status.

These indicators are tied to default behaviors and cannot always be fully customized, but they respond to property and activity changes, giving your team quick visual cues.

Filtering Records in HubSpot Board View

Powerful filtering ensures each user sees only the records relevant to their role. Filters in the redesigned board view work similarly to filters in standard HubSpot lists or table views.

Apply Filters

1. Click Filters in the top toolbar of the board.
2. Choose properties such as Owner, Stage, Deal type, Ticket status, or any custom property.
3. Set conditions (equals, is any of, is unknown, etc.).
4. Apply the filters to instantly update the cards shown.

Use filters to focus on a single team, territory, or priority level, reducing noise in the HubSpot interface.

Clear or Adjust Filters

To widen your view again:

• Open the Filters panel.
• Remove individual filters or click a clear option if available.
• Reapply your new settings.

Filters can be saved as part of a view, ensuring consistent visibility for your team across sessions in HubSpot.

Creating and Managing Saved HubSpot Board Views

Saved views allow you to preserve specific combinations of filters, column visibility, sorting, and card layouts. They are especially useful for teams that need different perspectives on the same data inside HubSpot.

Create a New Saved View

1. Configure the board the way you want: columns, card properties, filters, and sorting.
2. At the top of the board, click the view dropdown.
3. Select Save view or Save as new view.
4. Enter a clear, descriptive name (for example, “High-priority deals this quarter”).
5. Choose who can access the view (only you, specific teams, or all users) based on your HubSpot permissions.
6. Save the view.

The board will now be available from the view selector for quick access.

Edit or Delete Existing Views

1. Open the view from the dropdown in the board toolbar.
2. Make any adjustments to filters, layout, or sorting.
3. Click the view menu again.
4. Choose Update current view to save changes, or Delete view if you no longer need it.

Managing views helps keep your HubSpot account organized and reduces confusion for new team members.

Using Drag and Drop to Update Records in HubSpot

One of the biggest advantages of board view in HubSpot is quick, visual updates via drag and drop.

1. Click and hold a card in a column.
2. Drag it to a new column representing the desired stage or status.
3. Release the card to drop it into that column.

This action updates the underlying stage or status property on the record. If your pipeline uses automation, moving a card can also trigger workflows, notifications, or other HubSpot actions configured for that stage.

Additional Tips for Optimizing HubSpot Board Usage

To get more value from your boards:

• Keep stages meaningful: Regularly review pipeline stages so each column reflects a clear and distinct phase.
• Standardize properties: Align card properties across views so users can quickly read any HubSpot board.
• Limit noise: Hide unused columns and unnecessary filters to keep focus on active work.
• Train your team: Ensure teammates know how to use drag and drop, filters, and saved views consistently.

These habits create a more predictable experience in HubSpot and improve data quality for reporting.

Where to Learn More About HubSpot Board Features

For a full, official breakdown of every option in the redesigned board experience, refer to the original HubSpot documentation: Customize the redesigned board view.

If you need strategic help designing pipelines, data structures, or board configurations beyond the basics, you can also consult experienced HubSpot specialists. A good starting point is Consultevo, which provides professional CRM consulting and implementation services.

By combining the flexibility of the redesigned board view with thoughtful configuration, your teams can manage deals, tickets, and other records more efficiently inside HubSpot, while keeping your data structured for accurate reporting and automation.

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