SOP 15: Customising Views

  When to Use

Use this process when:

• You want to personalise an existing view.
• You need different information displayed.
• Your role requires a different layout.
• You want to improve efficiency when reviewing projects.

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Before You Start

You must have:

• Access to HubSpot.
• Access to the relevant tracker.
• Permission to edit views.

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Video Walkthrough

🎥 SOP 15 – Customising Views

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Process Steps

Step 1: Open the Required View

1. Navigate to the tracker.
2. Select the view you wish to customise.

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Step 2: Access View Settings

1. Locate the view settings menu.
2. Select Edit View or Customise View.

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Step 3: Review Current Layout

Review:

• Displayed columns
• Sort order
• Filters applied
• Visible information

Determine what changes are required.

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Step 4: Make Required Changes

Adjust:

• Column visibility
• Column order
• Sorting preferences
• Display settings

Only customise information relevant to your role.

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Step 5: Save Changes

1. Review modifications.
2. Save the updated view.

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Step 6: Verify Results

Confirm:

✓ Required information is visible.

✓ Layout is easy to use.

✓ Changes have saved correctly.

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Best Practice

Keep views simple.

Display only the information you regularly use.

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Common Mistakes

❌ Adding too many columns.

❌ Hiding important information.

❌ Editing the wrong view.

❌ Forgetting to save changes.

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Success Criteria

✓ View customised successfully.

✓ Required information visible.

✓ Workflow improved.

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Related SOPs

• SOP 04 – Creating a Personal View
• SOP 06 – Editing Columns
• SOP 16 – Creating Your Own View with Filters

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