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.
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.

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.

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.

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.

Step 5: Link it to related records
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.

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.

Step 7: Assign someone to own it
Search for and select the person responsible for managing this event going forward.

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.

Last updated: 2026-07-04