For convenience, all Tasks that have been raised from or linked to a Risk/Opportunity can be managed from the Issue’s record from its Tasks tab.
This article provides guidance on managing your Risk/Opportunity’s linked Tasks, and covers:
- Viewing a Risk/Opportunity’s Tasks
- Exporting a Risk/Opportunity’s Tasks
- Unlinking a Risk/Opportunity’s Tasks
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View a Risk/Opportunity’s Tasks
To view a Risk/Opportunity’s linked Tasks, open the Issue and click on its Tasks tab. This will open a register of all Tasks that are currently linked to the Issue. By default, Tasks will be listed chronologically by their Code, but you can also order them by their Summary, Status, Due Date, Task Type, Priority, or who they are Assigned To by clicking on the corresponding column headings.
In addition, you can narrow the list of Tasks shown within the register using the search options at the top of the screen.
To open a Task and view its details, click on its Summary.
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Export a Risk/Opportunity’s Tasks
To export a Risk/Opportunity’s Tasks, open the Issue on its Tasks tab and click on the Export button at the bottom of the screen.
The CSV file will automatically download to your computer.
Note that download behaviour is controlled by your browser settings. If the CSV file does not download as expected, we recommend that you check your browser settings to ensure that they are properly configured.
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Unlink a Risk/Opportunity’s Tasks
If a Task is incorrectly linked to a Risk/Opportunity, or is no longer relevant to it, then you have the option to break the link to remove the Task from the Issue’s record without removing it from your system. To do so, open the Issue on its Tasks tab and locate the appropriate Task within the register, then click on the Unlink icon to the right of its record.
You will be prompted to confirm whether the link should be broken. Click on OK, and the Task will be unlinked from the Issue.
