> ## Documentation Index
> Fetch the complete documentation index at: https://support.affinity.co/llms.txt
> Use this file to discover all available pages before exploring further.

# How to use board views in Affinity

> Help center reference

<Note>
  **How-to** — task-oriented recipe.
</Note>

By [creating board views](/s/article/How-to-create-and-use-saved-views-within-a-list), you can now visualize your pipeline and other categories in your Affinity lists. See all the actions you can take by clicking on one of the sections below.

## Drag and drop cards from one category to another

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

<img src="https://mintcdn.com/support-affinity/3F7BkuHkiPnbCxp4/images/features-lists/how-to-use-board-views-in-affinity/board-view-1.jpeg?fit=max&auto=format&n=3F7BkuHkiPnbCxp4&q=85&s=b4f20b84594053cb4f9bc4e77e86c772" alt="Board View 1" width="1156" height="718" data-path="images/features-lists/how-to-use-board-views-in-affinity/board-view-1.jpeg" />

## 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).
   <img src="https://mintcdn.com/support-affinity/3F7BkuHkiPnbCxp4/images/features-lists/how-to-use-board-views-in-affinity/board-view-2.jpeg?fit=max&auto=format&n=3F7BkuHkiPnbCxp4&q=85&s=0eb14c6f96a62881c18ab5d9b1fc9e60" alt="Board View 2" width="1304" height="715" data-path="images/features-lists/how-to-use-board-views-in-affinity/board-view-2.jpeg" />

3. Or, condense them to view more cards at once by switching to **Slim View**.
   <img src="https://mintcdn.com/support-affinity/3F7BkuHkiPnbCxp4/images/features-lists/how-to-use-board-views-in-affinity/board-view-3.jpeg?fit=max&auto=format&n=3F7BkuHkiPnbCxp4&q=85&s=ec62a148c409825a1999375b0d120228" alt="Board View 3" width="1365" height="677" data-path="images/features-lists/how-to-use-board-views-in-affinity/board-view-3.jpeg" />

4. Here are all the field types that are available (or not) in board views based on list type:

| Field Types                                                                 | People lists | Organization lists | Opportunity lists |
| --------------------------------------------------------------------------- | ------------ | ------------------ | ----------------- |
| [Affinity Data: Biographic](/s/article/Affinity-Data)                       | Yes          | No                 | No                |
| [Affinity Data: Experience](/s/article/Affinity-Data)                       | Yes          | No                 | No                |
| [Affinity Data: Firmographic](/s/article/Affinity-Data)                     | No           | Yes                | Coming Soon       |
| [Affinity Data: Funding](/s/article/Affinity-Data)                          | No           | Yes                | Coming Soon       |
| [Affinity Data: Growth](/s/article/Affinity-Data)                           | No           | Yes                | Coming Soon       |
| [Enriched fields](/s/article/Enriched-Global-and-List-specific-Fields)      | Yes          | Yes                | Yes               |
| [Global fields](/s/article/Enriched-Global-and-List-specific-Fields)        | Yes\*        | Yes\*              | Coming Soon       |
| [List-specific fields](/s/article/Enriched-Global-and-List-specific-Fields) | Yes\*        | Yes\*              | Yes\*             |
| [Crunchbase](/s/article/Crunchbase-data-in-Affinity) fields                 | No           | Yes                | No                |
| [Dealroom.co](/s/article/Dealroom-co-data-in-Affinity) fields               | No           | Yes                | No                |
| [PitchBook](/s/article/How-to-integrate-Affinity-with-Pitchbook) fields     | No           | Yes                | No                |
| **Notes** / **Reminders** fields                                            | Yes          | Yes                | Yes               |

\* These are the specific field types that are **not** supported for board view at this time:

1. Location-type fields (single value and multiple values)

## Toggle on Action Bar for each card

Toggle on the Action Bar to quickly add a note, set a reminder, send an email, or upload a file to an entity's profile page with just one click.

1. Click the **Customize View** button, then turn the toggle on for **Show Action Bar**.
   <img src="https://mintcdn.com/support-affinity/3F7BkuHkiPnbCxp4/images/features-lists/how-to-use-board-views-in-affinity/board-view-4.jpeg?fit=max&auto=format&n=3F7BkuHkiPnbCxp4&q=85&s=4948bee3318be82cfa558c8280923ac0" alt="Board View 4" width="1361" height="752" data-path="images/features-lists/how-to-use-board-views-in-affinity/board-view-4.jpeg" />

2. You will see 4 icons appear at the bottom of each card, representing the 4 actions you can take:
   <img src="https://mintcdn.com/support-affinity/3F7BkuHkiPnbCxp4/images/features-lists/how-to-use-board-views-in-affinity/board-view-5.jpeg?fit=max&auto=format&n=3F7BkuHkiPnbCxp4&q=85&s=8ca9b40a7d285fb64e67c87695b16bd6" alt="Board View 5" title="Board View 5" style={{ width:"42%" }} width="284" height="251" data-path="images/features-lists/how-to-use-board-views-in-affinity/board-view-5.jpeg" />
   * Add a note
   * Set a reminder
   * Send an email
   * Upload a file

## Group by different ranked/regular dropdown fields

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

1. Click the **Customize View** button.
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](/s/article/Enriched-Global-and-List-specific-Fields)).
3. Make sure to click the **Save** icon to save the changes you made (see [Update a saved view](/s/article/How-to-create-and-use-saved-views-within-a-list)).
   <img src="https://mintcdn.com/support-affinity/3F7BkuHkiPnbCxp4/images/features-lists/how-to-use-board-views-in-affinity/board-view-6.jpeg?fit=max&auto=format&n=3F7BkuHkiPnbCxp4&q=85&s=de497c9cd30334585474efb686b44369" alt="Board View 6" width="1305" height="712" data-path="images/features-lists/how-to-use-board-views-in-affinity/board-view-6.jpeg" />

## 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**.
   <img src="https://mintcdn.com/support-affinity/3F7BkuHkiPnbCxp4/images/features-lists/how-to-use-board-views-in-affinity/board-view-7.jpeg?fit=max&auto=format&n=3F7BkuHkiPnbCxp4&q=85&s=391adf6e1460820552274ba98c3b0f8f" alt="Board View 7" width="1305" height="712" data-path="images/features-lists/how-to-use-board-views-in-affinity/board-view-7.jpeg" />

## Easily access profile pages

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

<img src="https://mintcdn.com/support-affinity/3F7BkuHkiPnbCxp4/images/features-lists/how-to-use-board-views-in-affinity/board-view-8.jpeg?fit=max&auto=format&n=3F7BkuHkiPnbCxp4&q=85&s=fcc9ddb884e834f5e6aa7a316e4e0832" alt="Board View 8" width="1307" height="671" data-path="images/features-lists/how-to-use-board-views-in-affinity/board-view-8.jpeg" />

## 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).

<img src="https://mintcdn.com/support-affinity/3F7BkuHkiPnbCxp4/images/features-lists/how-to-use-board-views-in-affinity/board-view-9.jpeg?fit=max&auto=format&n=3F7BkuHkiPnbCxp4&q=85&s=e960129510682b4d388395e9fb1b797a" alt="Board View 9" width="1309" height="602" data-path="images/features-lists/how-to-use-board-views-in-affinity/board-view-9.jpeg" />


## Related topics

- [Tutorial 9: Building Your Pipeline — Stages, Status, and Board View](/s/article/Tutorial-9-building-your-pipeline-stages-status-and-board-view.md)
- [Android Users How To Use The Affinity Mobile App](/s/article/Android-users-How-to-use-the-Affinity-Mobile-App.md)
- [How to create and use Note Templates within Affinity](/s/article/How-to-create-use-Note-Templates-within-Affinity.md)
- [How to create and use saved views within a list](/s/article/How-to-create-and-use-saved-views-within-a-list.md)
- [iOS Users How To Use The Affinity Mobile App](/s/article/iOS-users-How-to-use-the-Affinity-Mobile-App.md)
