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Working with Visual Task Board cards › Using Visual Task Boards › Visual Task Boards › Configure UIs and portals › Configure user experiences
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure the card view on a Visual Task Board

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(

Image omitted: additionalIcon.png
Additional icon\), and then select **Configure** > **Form Layout**.

  1. 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.

  2. Select the fields to appear on the card by adding or removing the fields from the Selected column.

  3. Select Save.

Parent Topic:Working with Visual Task Board cards