Customize what people see when creating, previewing or opening a card. These are different card layouts, not settings that automatically change by workflow stage.
Choose the layout you want to configure:
- Start Card – the form used to create a card manually.
- Card Preview – the side panel that opens when you select a card.
- Card Detail – the expanded card view with its supporting widgets and views.
These differ from the small card displayed in a Kanban column. Use the board view’s field-display controls for that layout. For card naming and other behavior settings, see Configure card settings.
Visibility is not data deletion or access control. Hiding a field from one layout does not delete its value or establish who may access it elsewhere. Use the relevant permissions settings to manage access.
Start Card
The Start Card controls what fields appear when you manually create a new card on a board.
To customize this view:
- Open your Board Settings.
- Select the Card Options section.
- Open the Start Card tab.
Here, you can:
- Toggle fields on or off – Only show the fields you want users to fill out when creating a card.
- Drag and drop fields – Reorder them in the order that makes the most sense for your workflow.
- Set required fields – Go to the Board Fields section and check the box under the Required column for any field that must be filled before a card can be created.
✅ Tip: Keeping only essential fields visible helps speed up card creation while ensuring key data is captured every time.
Card Preview
The Card Preview view controls what information appears in the right-hand panel when you select a card.
To customize this view:
- Go to your Board Settings.
- Open the Card Options section.
- Select the Card Preview tab.
From here, you can:
- Toggle on/off any field to show or hide it from the preview panel.
- Drag and drop fields to arrange them in your preferred order.
If a field is toggled off, it will remain hidden from the card preview — but will still exist on the card itself.
✅ Tip: Use this view to keep the most relevant details front and center — like applicant name, contact info, and stage — without overwhelming your screen.
Card Detail (Expanded Card View)
The Card Detail view is the expanded version of your card. Available information, views and widgets depend on the board’s configuration and your access.
Open Settings (⚙️) → Card Options → Card Detail to inspect the expanded layout. The current demo configuration shows Overview, Pages, Tasks, Files and History tabs, with Manage View, View and Widget controls.
Sections can include Card Preview, Comments, Related Items, Conversations and Activities. Inspect the controls available on your board before planning a layout change; not every board has the same tabs or sections.
Treat board-level layout changes as potentially shared. Review the intended configuration and confirm what other users can see before relying on a layout change; their access may differ.
✅ Tip: Customize widgets to highlight the information your team references most often — like upcoming showings, lease details, or pending documents.
Example: keep lead intake concise
- Start Card: show only the information needed to create a useful lead record, such as the lead’s name and contact details.
- Card Preview: show the key information needed for a quick decision, such as the assignee, stage and next important date.
- Card Detail: organize supporting information such as tasks, notes, files or related records using the controls available on your board.
After saving a layout change, open the corresponding creation form, side panel or expanded view and check the result. Use representative test data rather than changing a live record just to inspect its layout.