1. Video
You can check the video for a walkthrough of how to add a Risk with a Risk Template within the Project.
2. Create a New Project Risk (with Risk Template)
1. Navigate to the Project ‘Risk Register’ by clicking on the ‘Risks’ tab from the left sidebar of the page. Once done, click the ‘+ New Risk’ button.
2. The Risk Template selection dialog appears.
To create a Risk with pre-populated fields, click a Risk Template of your choice from the list.
NOTE: You can also use the Search box to look for a Risk Template.
Input a Risk Template in the Search field, and click the Risk Template of your choice based on the results displayed.
3. If you want to change to another Risk Template, click the Change Template link found in the upper right of the Overview section.
The Risk Template selection dialog will appear, and you can select another Risk Template from the given list.
4. Update fields where necessary. Once all the mandatory/ required data fields have been accomplished, click the diskette icon found at the top right of the “Create a new risk” page to save the Risk item.
5. Quick-Fill with a Template
If you don't have any pre-populated fields and you want to use a Risk Template, click the Quick-Fill with a Template link found in the upper right of the Overview section.
The Risk Template selection dialog will appear, and you can select a Risk Template from the given list.
6. Clear Form
To clear all the data in the form fields, click on the three-dotted vertical line icon found at the top right of the “Create a new risk” page. Then, select Clear Form.
Note: If you wish to Create a New Risk from Scratch ( without using a Template), please click here.