Pipeline board view gets a glow up: check out the new look and feel 👀

This looks great! When will it be rolled out? Will we be able to show custom fields on the cards?

When is this being rolled out? I’m not seeing it in my account. 

Thanks!

Sarah

Hi @kyla.oneill and @Sarah M,

It’s rolling out over the next few days - but @Andrew from Copper has just enabled it for both of your companies right now 🥳 

Please refresh Copper and you should see this button on Pipelines to switch to the new experience:

Cheers,

Maggie at Copper 

@kyla.oneill As Amie alluded to in her post, we have lots of new features coming to Pipelines… including showing custom fields on cards 

This release paves the way for all the fun new things we’re rolling out this summer. Stay tuned!

Hi @Maggie from Copper thanks for the reply and for having @Andrew from Copper set this up on my account. 

I love the ability to save/see the filters, but I’m struggling a little bit with a few things, especially how wide the columns now are. I can zoom out and get more columns in, but don’t want to have to keep resetting the zoom everytime I go into Copper. Is there a way to set the column widths as a default so I see more of my pipeline?

And I know more features are going to roll out, but for now I’ll be using the old view because I LOVE seeing my tasks on the pipeline and the new view will not (yet) let me see them. Not sure why the write up makes it seem like this is not accessible from the pipeline now as it totally is using the little + in the upper right corner of each card. 

I also hope that when you add more detail to the cards it won’t mean that I see fewer cards on my screen (similar to the fewer columns). 

I hope the old view stays available. . .but I’ll defer judgement until the whole thing is finished. 

@Sarah M Hey Sarah, thanks for the feedback.  We will be adjusting the sizing of the board view columns and cards in a future release shortly as we agree, they are a tad too big right now.

Regarding tasks, yes, you’re absolutely correct and being able to see and use tasks directly off the cards will be supported in the next major Board View Release.

The more fields you add will increase the height of the cards, however with the resizing you should be satisfied with the number of cards you see at a time.

This current release is more of am early look teaser and opportunity to get feedback from customers like you, hence the opt-in to, so feedback like this is critical and super helpful.  Thank you again for sharing!

@Andrew from Copper thanks for your reply. I’ll take a deeper look and continue to follow the roll-out!

Looking good!

Is it correct that the due/overdue tasks are not yet visible in the board view? Additionally, what is meant by the green dollar sign and the yellow arrow down sign, I cannot see these in my own board?

By the way, only when you click on the owner icon does their profile picture appear; otherwise, it is just their first name initial.

Looking forward to the upcoming releases!

Appreciate the update on pipelines! 

Can you confirm whether there is a way to manually sort deals/projects within a stage/column inside this update? For example; drag deals/projects up and down within one column similar to Trello for example. Previously everything is sorted by an automatic sorting function based on the task date, name etc. 

Secondly is there an update on the timeline regarding the "Work Spaces" feature (visual task board to consolidate all tasks) which was "Next" on your 2024 roadmap?

Look forward to the response!

Hey @JesperCCmath, yes, you are correct - Pipeline Card Tasks are not yet visible in the New Board View.  That will be in our next release sometime in July.  And thank you for catching that bug - we’ll address that one as well!

@Funsho Currently there isn’t a way to support a manual sorting of deals/projects within a column, nor is that on the roadmap for New Board Views.  We’re looking into supporting manual sorting of records in Lists/Board Views generally in the future, but will first support this with the Task record type when viewing Tasks related to an Opportunity or Project as part of the “Workspaces” initiative.  That will start later this year.

Thanks again for the feedback, and please continue to be forthcoming with any comments, bug reports, or questions!

Looks good, but where is the Description field to be added as an option to the card? 
I used this to put customer information I can see at a glance.

a must

Still waiting on the Email automation for Pipeline Opportunities.

Hi there @Tracey , we’ll be introducing that field in the update that includes Extended Standard and Custom Field support on Cards.  It’s currently not in the New Board Release this month, but will come in the next couple weeks.

@Trackgood Hi there, we’re currently working on New Board View Custom Fields on Cards, as well as Email Automation for Pipeline Opportunities, so stay tuned!

Hi all,

I wanted to provide a quick update of what we’ve added to the New Board View!  The following features are now available in the recent New Board View Tasks Release:

• Task Counter indicating count of tasks and their open/completed states (or a Create Task call-to-action if no open tasks exist)
• Expandable & collapsible task panel
• Streamlined task creation with in-line create & renaming of tasks
• Tasks organized and color coded by due date

We also simplified the look and feel of the New Board View, while reducing the size of the cards, among other polish improvements and bug fixes.  

If you haven’t checked out New Board Views in a while, give it a spin and let us know what you think!

P.S. Custom Fields support on Pipeline Cards and Board View Insights are coming soon!

@Andrew from Copper appreciate the updates. Bringing tasks into pipeline views is so much easier. Do you plan to support the viewing of tasks as a column when switching to list view?