Complete a Risk Workflow Action

Project risks can be managed with custom workflows, which automatically determine when and by whom they are reviewed and updated. If you are assigned a custom workflow task for a risk, you can view and complete that task on the Risk Register.

To complete a custom risk workflow action:

  1. In the object selector, select a project.
  2. In the sidebar, hover over Risk, and select Risk Register.
  3. Ensure the Actions column is displayed in the Risk Register page.
    • In Settings, Actions is located under General in the Columns tab. For more information, see the Configure a Column topic.
  4. In the Actions column, select a pending workflow action.

    The number on the Actions column header indicates how many pending, risk-related workflow actions are assigned to you.

  5. In the form or decision dialog box, complete the required fields or decisions, and then select Complete or Submit.

Last Published Monday, June 24, 2024