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4. Risks

User & Administration Guide — Version 1.0.0.19

Guide summary

Browse, search, create, and edit risks in list or card views.

On this page

4.1 Risk lists

Open, My Risks, Unassigned, Assigned to Me, and All Risks share the same table. Filter by status, priority, category, and owner. Switch between table and card layouts and hide columns you do not need. Overdue and Due Today badges appear on risks with review dates.

4.2 Create a risk

  • Click Create New Risk and complete title, description, category, owner, and optional attachments.
  • On save, the app assigns a risk ID using the prefix from Settings (for example RISK-2026-14).

4.3 Risk details

Open a risk to update status, owner, likelihood, impact, comments, and activity. Managers typically pick up Unassigned items and move them to In Progress, then Resolved and Closed.

4.4 Export

Export the current filtered list when you need a spreadsheet for reporting outside the app.

Risk Matrix 365 risk list
Risk list with risk IDs, status, owner, and due dates.
Risk Matrix 365 create risk form
Create Risk form with tabs for details, rating, and attachments.