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How to customize the open card view

Choose which information to see on the left side of the card. Add attachments, checklists, comments, and emails.

Grazi Sabatini avatar
Written by Grazi Sabatini
Updated over 2 years ago

Estimated reading time: 2 minutes

When a Pipe's card is open, you find the Start Form information and the Card's history, with data from all past phases.

If you want, you may add 4 items here:

  • Attachments

  • Checklists

  • Comments

  • Emails

To do so, open a card and select Click here to customize this view.

You will see the options:

  • Select Attachments to add new files and view all that have been added to the card.

  • Click on Checklist to add a list of items with a checkbox.

  • Choose Comments to easily see all the card's comments.

  • And select Emails to see all Emails from a card.

You can move each one of these blocks up and down. Click on the three dots button and select the desired option.

Click on Remove this view to hide them.

📌 Start Form information can also be moved, but they cannot be removed. History cannot be moved or removed/hidden.

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