Access a task record

You can open the form view of any task card. Viewing a task record on a form allows you to see all fields for that record, including fields that are not visible in the card details.

Before you begin

Role required: none


Do one of the following actions.
Access the record from the task card Click the record number on the task card.
Access the record from the card details
  1. Open the card details for a task.
  2. Click the record number in the header.