A Task can be created from a Risk once the last Workflow State is reached.
Log in to the HTML5 client.
Select the Risks Center workspace, Risks Grid.
Click on the Workflow State Vote cell and select a Workflow State.
OR
Click on the Open button available on the right-hand side of the Risk Name to open the Risk Card and select a Workflow State.
After having reached the "Closed" Workflow State, the user will be prompted to select specific actions from a pop-up display.
Click the Create a Connected Task button.
In the Task popup, select a task in order to have the newly created task inserted as a child after the one selected.
In the Task Details dialog box, enter all the information related to the new task.
NoteThe Task Name will be fulfilled automatically with the Risk Name. The Name can be modified.
A connection is created.
In the Risk Card, the Connections section is automatically activated displaying information regarding the connected Task.
The newly created task is now displayed in the Gantt view.
To perform this action, the Workflow State Vote must be set to “Closed”.
Log in to the HTML5 client.
Select the Risks Center workspace, Risks Grid.
Click on the Open button available on the right-hand side of the Risk Name to open the Risk Card.
Click on the Connections button to display the Connections section.
In the Connections section, click on the Create & Connect button and select the Task option to open the Task popup.
In the Task popup, select a task in order to have the newly created task inserted as a child after the one selected.
In the Task Details dialog box, enter all the information related to the new task.
NoteThe Task Name will be fulfilled automatically with the Risk Name. The Name can be modified.
A connection is created.
The newly created task is now displayed in the Gantt view.