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Use AI assist to add risks and opportunities to the Risk Register

Use the Events section’s empty state to launch an AI assist task that logs proactive risks or value opportunities into the Risk Register.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the Events section

Navigate to the Events section from the main navigation and wait for the page to load; you will see the Events list and any existing filters applied.

Open the Events section

Step 2: View the empty Risk Register state

Switch the view to show only risks; if there are no matching events, the page displays an empty-state message with a call-to-action to log risks into the register.

View the empty Risk Register state

Step 3: Start the AI assist task for contract document review

In the empty-state panel, select the AI-powered option to review contract documents; this launches the "contract-document-review" assist task and opens a side panel or modal.

Start the AI assist task for contract document review

Step 4: Review the AI assist panel and follow the prompts

In the assist panel, follow the guided prompts to provide any required context so the assistant can identify and log relevant risk events into the Risk Register.

Review the AI assist panel and follow the prompts

Step 5: Use the "all" view to identify opportunities

Change the view back to "all" events to see the alternative empty-state CTA; from here, launch the "ve_opportunity_identification" assist task to surface value opportunities.

Use the "all" view to identify opportunities

Step 6: Close the assist task and refresh the Events list

When you have finished, close the assist panel; the Events section can then be refreshed to show any new risk or opportunity events added by the AI assist.

Close the assist task and refresh the Events list


Last updated: 2026-07-16