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Log or update a risk or issue on your project

Record a new risk or issue, or update one you've already logged, including how it might affect the project and who's responsible for it.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the event form

Click "New event" (or the edit icon on an existing one) and wait for the form to appear.

Open the event form

Step 2: Fill in the basics

Add a title and description, then choose the nature of the event (risk or incident), its type, and its category, so it's classified correctly.

Fill in the basics

Step 3: Set how likely it is and when it happened

Set the likelihood, choose how close it is (proximity), and enter the date it happened or is expected to happen, so it's properly scheduled and assessed.

Set how likely it is and when it happened

Step 4: Add up what it could cost or affect

For each impact, choose a category, enter an amount and a short description, and say how confident you are in that estimate. You can add more than one.

Add up what it could cost or affect

Connect the event to other relevant records by choosing the type of record, picking the specific one, adding a reference, and saying how it relates.

Link it to related records

Step 6: Say how you'll deal with it

Write down your response plan, then list the actions you'll take to reduce or manage the risk. Add as many actions as you need.

Say how you'll deal with it

Step 7: Assign someone to own it

Search for and select the person responsible for managing this event going forward.

Assign someone to own it

Step 8: Save it

Click submit or save to create or update the event. Wait for it to finish saving, then check it appears in the event list.

Save it


Last updated: 2026-07-04