How to move the Risk Workflow State

From the Risk dialog box

  1. Log in to the HTML5 client.

  2. Select the Risks tab, available in the Work workspace.

  3. In the Risks Home Page – Single project selection, click on the Risk Name of the Risk card to open the Risk dialog box.

    Risk_card___Open.png

  4. Click on the Workflow (WorkflowAction) button to update the Workflow State.

  5. Click on the CLOSE button.

From the Board view

  1. Log in to the HTML5 client.

  2. Select the Risks tab, available in the Work workspace.

  3. Click on the Risks_button.png button available in the Project Information panel.

  4. Select the Board tab.

  5. Drag and drop the Risks cards directly in the Board.

Warning

The Board view only displays Risks that share a common Workflow.