You can create Risks and Issues and track your team’s progress in addressing them.

Risks and Issues can be created on Deal, Stream Group, Stream, Task Group, and Task Levels.

Deal-level Risks and Issues:

• You can create risks and issues on a deal-level
• Click on the ‘Risk’ icon in the deal toolbar
• On the right pane, enter risk/issue details:
  • ‘Summary’ and ‘Description’ of the risk/issue
  • Assign risk/issue to any of the users assigned to the deal
  • Enter target date of addressing this risk/issue
  • Type: select whether this is a risk or issue
  • You can also select the criticality of the risk/issue and status, whether it’s ‘done’ or ‘in progress’. This can be changed at anytime
  • Select whether this is an inter-deal risk/issue or not
  • Enter your ‘mitigation plan’ (if any)
• Once you click on submit, the new risk/issue is going to appear in the list on the left
• If you click on any of the risks/issues in the list on the left, its details will appear on the right and you can edit them

Stream group, Stream, Task Group and Task-level Risks and Issues:

• You can create risks and issues for any of the lower levels in the deal i.e stream group, task group and task
• All you have to do is click on the Add Risks/Issues icon shaped like a triangle beside the task or task group you would like to create it for
• The ‘Add Risks/Issues’ icon is in the actions column
• Once a Risk/Issue is added the icon gets highlighted

You can view and edit all the Risks and Issues created for a deal on your Dashboard.

You can also Create and Export Executive Reports for Risks and Issues.