Access a task record from a Visual Task Board card

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • 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.

    Avant de commencer

    Role required: none

    Pourquoi et quand exécuter cette tâche

    Access a task record using one of the following options.

    Procédure

    • 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.