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 begin

Role required: none

Access a task record using one of the following options.


  • 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:
    1. Open the card details for a task.
    2. Click the record number in the header.