Configure the task board card view

Configure what fields appear in a card on a task board.

Before you begin

Role required: admin

Procedure

  1. Navigate to the form you want to configure fields for.
  2. Right-click the header and select Configure > Form Layout.
  3. Under the Form View section, select the VTB view.
    You may need to create a VTB view for the form. For more information, see Create and delete views.
  4. Select the fields to appear on the card by adding or removing the fields from the Selected column. You can also adjust the order they appear on the form by moving the fields up or down