Purpose: This guide explains how to utilize and customize the Board View for Custom Objects designed as Workflows or Pipelines. With step-by-step instructions, it helps you tailor the layout and settings to improve workflow tracking, streamline processes, and gain better insights into your data

TABLE OF CONTENTS

• How to Access Board View 
• How to Customize Board View Layout
  • Board View Settings 
  • Stage Settings

How to Access Board View 

1. Navigate to Data > Custom Objects tab

2. Locate the View menu at the top right corner

3. Click on the Board  icon to apply a Board View

Hint: The Board View option is available exclusively for Custom Objects that are configured as Workflows or Pipelines

    - No Summary

    - # Records

    - Total $ Value

4.2 Stage Column Width

4.3 Card Display Customization - Choose which fields will be displayed on the Entity Card, when viewing it from the Board. Click on the  icon to hide the field and no longer needed

Hint: Time in Stage is the total time a record has been in that particular stage. If a record has been moved between stages, the Time in Stage will be the cumulative time in that stage

5. Click Save

Note: You can add up to 5 custom fields to be displayed on a card

Stage Settings

1. From the Board View Layout go to Stage Settings tab

2. Customize available stage name, its status and % to close 

3. Add a new stage (optional)

4. Once ready, click Save

Related Articles:

• View Layout Options for Contacts / Custom Objects
• How to use the Table View for Contacts / Custom Objects
• How to use the Chart View for Contacts / Custom Objects