Create a Task from a Risk/Opportunity

As you are in the process of evaluating your organisation’s context (risks and opportunities), you can create a new Task associated with any individual Issue.  Create Task gives you the opportunity to raise miscellaneous actions for yourself or others, for example when you identify that action needs to be taken or a reminder needs to be scheduled, but the matter does not merit an Improvement Log.

Each Issue’s Details tab has a number of action buttons, including Create Task:

To create a new task, click on Create Task.

A new Add Task window opens where you can enter the relevant details.  See Create a Task for further guidance.

Click on Save to complete the process of creating the new task.  You will be returned to the Issue’s Details tab where you can create further actions as required.

When a Task is created from a risk/opportunity, a link is maintained between the Task and the Issue.  You can view and manage all Tasks linked to an individual Issue on the Issue’s Tasks tab:

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