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Creating a Risks and Issues Tracker

Track risks and issues across your workspace or within a project, assign follow-up work, and organize your tracker.

Written by Ellen Kajca

Use the Risks and Issues tracker to manage project risks and issues in one place. The workspace app brings items from your projects together; a project’s Risks/Issues tab focuses on that project.

Enable the workspace app

A workspace admin can enable Risks and Issues from the Apps page. Pin the app to your navigation panel for easy access.

Add a risk or issue

Open the tracker and enter a name for the item you want to track. Select the associated project so the item is linked to the correct project.

Add a Risks/Issues tab to a project

Use a project tab to view that project’s risks and issues without opening the workspace-wide tracker.

  1. Open the project.

  2. Select + beside the project tabs.

  3. Under Apps, select Risks/Issues.

  4. Enter a tab name, then select Add.

Assign and track follow-up work

Assign the risk or issue to the project member responsible for following it up. Use the card to record mitigation steps and keep its progress up to date.

Choose a layout and show item types

In the Risks and Issues app, you can change the layout of your view.

In List and Table views, add the Type column to identify each card’s type, such as Risk or Issue.

See Understanding action types for examples of each type, how to change a type, and how to limit custom fields to relevant cards.

RAG Report/Status

When managing your risks consider leveraging labels to add Red, Amber & Green statuses to complement the progress status of your risks.

When in table view you will be able to sort by RAG and also export the view easily in support of any delivery confidence assessment.

Action Templates

To align with your risk management framework you can create a handy action template to represent your identification, measurement, mitigation, reporting or monitoring steps throughout your risk management process.

Employ an action template to easily add subactions, labels, assignees, due dates, and dependencies to your risk action cards.

Action Card Custom fields

Where you need to add custom data to your risk action cards, action custom fields can be created to ensure you add any information you need to track. This could include:

  • Raised by

  • Risk Type

  • Portfolio

  • Executive Sponsor

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