Step-by-Step: Creating a New Risk
1. Open the Risk Console
Go to the Risk Console from your dashboard.
2. Click “Create New”
Click the Create New button at the top of the screen.
Image description: A black “Create New” button is visible in the top right corner of the Risk Console.
3. Enter the Risk Summary
A field will appear. Type the summary of the new risk and press Enter to save.
Image description: A text field is shown.
4. (Optional) Assign a Portfolio
If your organization uses the Portfolios feature, you'll see a dropdown field to assign the risk to a specific portfolio.
Image description: A dropdown labeled “Select Portfolio” is next to the risk name input field.
5. Configure the Risk
After saving, you'll be taken to the Risk Details screen to complete the configuration.
Creating Multiple Risks via Risk Library
If your organization has the Risk Library feature enabled, you can create multiple risks at once from the Risk Library console.
Image description: The Risk Library screen shows multiple risks being selected for creation.
Bulk Upload Option
If you need to import risks in bulk, contact your Account Representative. The Tracker team can assist with uploading your risks for you.
Applies to: Standard Users, Admin Users
Keywords: add risk, create risk, portfolio, risk console, bulk risk upload, risk library