Access a task record from a Visual Task Board card

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

    • 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.

    시작하기 전에

    Role required: none

    이 태스크 정보

    Access a task record using one of the following options.

    프로시저

    • 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.