Affinity Board Views

With board views, you can now visualize your pipeline and other categories in your Affinity lists.

Here are the actions you can take while on board view:

• Drag and drop cards from one category to another
• Customize cards within board view
• Group by different ranked/regular dropdown fields
• Toggle between Open status options and All status options
• Easily access profile pages
• Sort by different fields

Drag and drop cards from one category to another

Click and hold on a card to drag and drop from one category to another.

Customize cards within board view

1. Click the Customize View icon.
2. Customize your cards by selecting the relevant fields you want to show within each card (6 fields max).
   
   
   
3. Or, condense them to view more cards at once by switching to Slim View.
   
   
   
4. For people lists and organization lists, card customization in board views currently does not support Affinity Data fields, the default Notes or Reminders fields, or the following field types:
   1. Dropdown-type fields (multiple values)
   2. Location-type fields (single value and multiple values)
   3. Organization-type fields (single value and multiple values)
   4. Number-type fields (multiple values)
   5. Text-type fields (single value)
      
      
5. For opportunity lists, card customization in board views currently does not support Affinity Data fields or global fields, the default Notes or Reminders fields, or the following field types:
   1. Dropdown-type fields (multiple values)
   2. Location-type fields (single value and multiple values)
   3. Organization-type fields (single value and multiple values)
   4. Number-type fields (multiple values)
   5. Text-type fields (single value)

Group by different ranked/regular dropdown fields

Though board views are initially grouped by the default Status field, but you can now group by a different ranked/regular dropdown field (single values only - multiple values not supported).

1. Click the Customize View icon.
2. Under Select your board's grouping field, select a field. You will see both list-specific fields and global fields available (see List-specific fields vs. Global fields).
3. Make sure to click the Save icon to save the changes you made (see Update a saved view).
   
   
   

Toggle between Open status options and All status options

Board views grouped by the default Status field will show status options in the Open category, but you can now show all categories (i.e. Won, Lost, and On Hold).

1. Click the Customize View icon.
2. Toggle on Display all statuses on the board.
   
   
   

Easily access profile pages

Simply click on a card to quickly access the contact's profile page.

Sort by different fields

Sort by these different fields: Amount, Connections, Date Added, Owners, Time in Current Status, Last Contact, or by Alphabetical Order (multi-sorting up to 3 fields max).

Feedback?

If you have any feedback/questions, let us know at support@affinity.co - your thoughts and insights are highly valued as we continue to improve your Affinity experience.