We introduced Board view to help you to better visualise the organisation of objects in Planhat, and allow you to take action with cohort or group context. It's commonly used by:
Sales teams managing opportunities across pipeline stages
CS teams running customers across the lifecycle stages
Product teams who break down product requests/bugs by priority level
RevenueOps teams looking at licenses by product, filtered by payment time
With custom card layouts, board view now brings the visual simplicity of movable cards while allowing you to stay focused on your most valuable fields.
Check out the quick walkthrough below:
📌 Important to note: when you set the custom layout on any card, it will apply to all cards of that given object type (with "Save"), or to all within the specified filter (by selecting "Set for Filter"). However, this is per-user and not a global setting (even for filters).
🚩 Custom card layout - step-by-step
Right click on any card and select "Manage Card"
Select what field you would like to show under:
To add more fields on the card...
Click the blue "+" under "Items"
Click the field you want to add
Repeat (a) and (b) to add as many fields as you wish
Once you're done...
Click "Set for Filter" to apply this custom layout only for cards within the applied filter view
Click "Save" to apply this custom layout for all cards of the object, regardless of applied filters