Access a task record from a Visual Task Board card
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- UpdatedAug 3, 2023
- 1 minute read
- Vancouver
- Visual Task Boards
The Vancouver release is no longer supported. As such, the product documentation and release notes are provided for informational purposes only, and will not be updated.
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
About this task
Access 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.
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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.