Build a risk assessment matrix, create mitigation plans, and track risk management, all from the new risks module. Similar to issues, teams can flag and manage risks within procedures, providing control over variables that can negatively impact your operation.

Create a Risk

Navigate to the Risks module in the left navigation pane and click + New Risk.

Create a title to identify the risk.
Add any notes, if desired.
Associate the Risk to a project. (Optional)
Add an Owner. (Required)
Add an asignee. (Optional)
Set Severity vs Probability using the Risk Assessment Matrix.
Add any desired files / attachments. (Optional)
Click create.

New risks will be created in a Draft state.

Click into the Risk to view, edit, or set to Active.

A Risk can be marked as Accepted if there is nothing more to do and no mitigation steps. If the Risk has been Accepted, it will need to be re-opened before it can be edited.

Edit Risks

In the Risk overview screen click the vertical 3 dot menu in the top right corner to Edit.

Active risks can not be edited. To edit move back to draft using the 3 dot menu.

Edit the Risk to make changes, add attachments, or add a mitigation plan.

Add Mitigation

Create a mitigation plan with 1 or more steps which can contain Text, Note, Caution, Warning, or Link to Procedure content blocks.

For more info on adding steps and content blocks, check out the Anatomy of a Step article.

Click the Save icon when the mitigation plan is complete.

Associate to Procedure

To associate a Risk to a procedure, navigate to a Draft version of the procedure and click the + next to the Procedure ID. Select Add Risks.

Select the desired Risk from the drop down menu.

Multiple Risks can be added to the procedure using the + Add Risk button.

If there is a project associated to the Risk, the procedure must be in the same project.

The associated Risk(s) will be listed at the top of the procedure runs.

Click into the Risk from the procedure to complete the mitigation plan.

Custom Risk Form

Risk forms can be customized to match how your organization captures, reviews, and communicates risk data.

Navigate to Risk Settings and open Risk Form to configure the layout.

The form editor allows teams to place content in both the left details panel and the main risk form area, giving flexibility over how information is organized and presented to users.

Layout cards can include fields, static text, or images.

Content cards can be dragged, dropped, and resized to create a layout that best fits your workflow. This makes it possible to group related information together, highlight important instructions, or add reference material directly within the form.

Field cards support additional configuration options including required fields, default values, and display logic. Required fields help ensure critical risk information is always captured, while default values can streamline data entry for commonly used information.

Display logic can be used to dynamically show or hide fields based on other selections within the form, helping reduce clutter and guide users through the appropriate workflow.

Static text and image cards can also be added to provide documentation, internal guidance, company branding, or review instructions directly within the Risk form.

Archive Risks

Why Archive a Risk

Archiving a risk helps keep the Risks organized and focused.

Risks that are no longer relevant—because they have been resolved, mitigated, or are no longer applicable—can be archived to reduce clutter in active lists.

Archived risks remain accessible for historical reference or auditing, ensuring that past issues are preserved without interfering with current workflows. This practice helps teams prioritize active risks while maintaining a clear record of all past risk management activities.

Risks can be archived from the Draft, Active, and Accepted state.