Access a task record from a Visual Task Board card

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • 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.
    • 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.