Access a task record from a VTB card 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 beginRole required: noneAccess a task record using one of the following options. Procedure Access the record from the task card by clicking the record number on the task card. Access the record from the card details by doing the following: Open the card details for a task. Click the record number in the header.