How to add fields to a VTB card


Description

How to add fields to a VTB card.

Cause

Some users need more info on cards.

Resolution

  1. Go to a record in the table you are making a VTB for.
  2. Go to the hamburger menu and click Configure > Form layout.
    3. Create a new view named "vtb", and nothing else. It must be lowercase.
  3. Add the fields you want on the right side of the slush bucket.
  4. Go to the VTB configuration, uncheck (false) "Show compact card" and check (true) "Show card info".
    • You must have Number, Assigned to and Short description
    • The field must have data to show, if it's empty it will not show.

Additional Information

5 Visual Task Board Configuration (not so) Frequently Asked Questions (Community blog)