Configure the card view on a Visual Task Board

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Configure the fields that appear on a card in a task board.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to the form you want to configure fields for.
    2. Select the Additional actions icon from the header(Additional 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.