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.

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Written by Bruna Griebeler
Updated over a week 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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