Configure the card view on a Visual Task Board

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間:1分
  • Configure the fields that appear on a card in a task board.

    始める前に

    Role required: admin

    手順

    1. Navigate to the form you want to configure fields for.
    2. Select the Additional actions icon from the header(additional actions icon), and then select Configure > Form Layout.
    3. Under the Form view and section, select the VTB view.
      You may need to create a VTB view for the form. For more information, see Create and delete views.
    4. Select the fields to appear on the card by adding or removing the fields from the Selected column.
    5. Select Save.