How to customize the card view on Visual Task Boards
Overview
To do this:
- Log on to the instance
- Open the task record, for example incident form
- Switch to VTB view, via Right click on ☰ at the top left corner of the incident form > View > VTB
- Right click on the form context header > Configure > Form Layout as shown in the below screenshot
- Add the fields which you wanted to see on the card view on VTB
- Save the VTB form
- Open the VTB board and then click on the configuration > Show card Info as shown in the below screenshot
- Enabling Show card info option will show the added fields on the card view
Note: Below Card details view appears to be hard coded on the platform and hence not possible to customize it.