Visual Task board card issue

[AchyuthKriE]

Hi Experts,

Requirement:

How can we display related matter tasks on Visual Task Board (VTB) cards?

scenario:

I have created VTB on matter table. The user wants to view related matter tasks directly on each VTB card.

Expected Behavior:

When user clicks on any card , the card should display the related matter tasks as shown in the below image 

Thanks in advance!

[GlideFather]

Hi @AchyuthKriE,

I am worried it is not available in the form you suggested, however you can add related lists to the records, but user would have always open the current record (one particular card) to access it...

Let me know if you find some way to solve this

[Shubham_Jain]

@AchyuthKriE 

Use the Card Link to Open Full Record

• Clicking the card opens the full Matter record.
• Ensure the related list for Matter Tasks is visible on the form.

Limitations

• VTB does not natively support showing related lists directly on the card.
• You need to use custom fields or form layout to expose related data.

[AndersBGS]

Hi @AchyuthKriE ,

 this is not possible, as the VTB only show the information from the single record - not any related record.