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Review an event card

Learn how to open and review detailed information about an event using the event card.

Audience

This guide is designed for project manager.

Steps

Step 1: Locate the event card in the list

Go to the events list and identify the event card you want to review by its reference code, title, and coloured badges showing the event type and category.

Locate the event card in the list

Step 2: Check event badges and basic details

Look at the type, category and (for proactive events) proximity badges at the top of the card, along with the event reference and title, to understand what kind of event it is at a glance.

Check event badges and basic details

Step 3: Review financial impact and likelihood

Scan the middle of the card to see any displayed cost or value information formatted in your working currency, together with the likelihood badge indicating how probable the event is.

Review financial impact and likelihood

Step 4: Open the full event details

Click anywhere on the event card, or press Enter or Space when the card is focused, to open the full event details view.

Open the full event details

Step 5: Access additional event actions

Use the action menu on the card (usually shown as a menu button) to access options such as viewing, editing, materialising, or deleting the event, depending on which actions are available.

Access additional event actions


Last updated: 2026-02-09