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View the Forms and Tasks Associated to a Process Task

Modified: 6 Jun 2026 Viewpoint Field View Project Management Help

View the REF number, description, issued to organisation, status, and date for each task or form associated to the Process Task.

Note: You can also view the associations for a Process Task from the Summary tab by clicking the task cell and then selecting Associations.
  1. Select the menu icon in the upper left corner, then choose Processes.
  2. In the Ref column, select the process you want to work with.
  3. Select the List tab.
  4. Select the Associations button in the row of the process task you want to work with.
    The Task Associations window appears.
  5. Select the Ref column for an association to open that item.
    For example, clicking the Ref column for an associated form opens that Form on the Forms tab.
  6. If you didn't open an associated item, select the Close button in the upper right corner to close the Task Associations window.
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