Quickly add an event to a record
Use the quick add event button to log key events, such as risks or issues, directly against a specific record without leaving your current view.
This guide is designed for project manager.
Steps
Step 1: Open the quick add event menu
Locate the "Add Event" button associated with the relevant record and select it to open the quick add dropdown menu.
Step 2: Choose the type of event to create
In the dropdown menu, pick the most appropriate event type (for example, a proactive risk or other configured event types) to indicate what you want to log.
Step 3: Complete the event details in the dialog
When the event dialog opens, review and fill in the required details for the selected event type, then confirm to create the event linked to the current record.
Step 4: Confirm the event has been recorded
After saving, verify that the event now appears in the record’s activity or events list, ensuring it is correctly linked to the project and organisation.
Related Tasks
Last updated: 2026-02-09