The Risks in planner will allow users to Define and Assign Risk Factors to Tasks in your Plan Board. Users can access data associated with Response, Cause, Probability, Severity, Priority types of Risk.

  • Response - Write a Response Plan for when this Risk Occurs.
  • Cause - Write a Cause for when this Risk Occurs.
  • Probability - Set the Probability of the Risk Happening: (Improbable, Remote, Occasional, Probable, Frequent).
  • Severity - Set the Severity of this Risk: (Negligible, Low, Moderate, Significant, Catastrophic).
  • Priority - Set the Priority this Risk should be Set to: (No Action, Monitor, Action, Urgent Action, Stop).



Risk Mode Options:

The Risk mode options are as follows 

  • File 



Import local Gantter file

Choose a Gantter File from your Local Drive and Import into Planner.

Import from MS Project

MS Project files (.MPP) and files in MS Project XML format can be imported.

Import from P6 (XER)

Files of (.XER) can be imported.


Manage the following Schedule Properties - (General, Duration, Regional, Time Defaults, Resources, Notes, Links, Risks)

Export to local Gantter file

Export your View as a (.gantter) file.

Export to MS Project (XML)

Export your View as a .XML file.

Export to P6 (XER)

You have the option to - Export Roll Up Tasks Only, Export Rollup and Summary Tasks or Export All Task

Export to CSV (download)

Export your View as a .CSV file.

Publish to Procore

The following Procore Publishing options are available - (Procore Connector Settings, Publish Now, Open Procore).

Export milestones to iCalendar(Download)

Export your Milestones as a .ICS file.

Export milestones to web Calendar

 Copy the Smartapp beta URL and use your web calendar's 'Add by URL" feature to add a new calendar with all the milestones for the schedule.

  • Edit




Undo Edits CTRL-Z


Redo Edits CTRL-Y


Cut Text CTRL-X


Copy Text CTRL-C


Paste Text CTRL-V

  • View



Reset View to Default

Selecting this resets the View to Default.


Selecting this sets the View to Fullscreen.


Unchecking this option hides the 5 Sidebar Mode Options.

Sidebar Modes

Click to Select a Sidebar Mode: Board, Schedule, Risks, Resources, Calendars

Show relevant risks

Click to only show Risks that are still relevant.

Show addressed risks

Click to show Risks that have already been addressed.

Show happened risks

Click to show Risks that have already happened.

Response Column

Show or Hide the Response Column.

Cause Columns

Show or Hide the Cause Column.

Probability Columns

Show or Hide the Probability Column.

Severity Columns

Show or Hide the Severity Column.

Priority Column

Show or Hide the Priority Column.

Actual Response Column

Show or Hide the Actual Response Column.

  • Actions



Insert Above

Insert a Task Above the Selected Task. 

Insert Below

Insert a Task Below the Selected Task. 


Delete the Selected Task.


View Task Board Properties.

  • Dispatch



Dispatch Settings

Set Auto Dispatching to None, Hourly, Daily or Weekly. 

  • Baselines



Manage baselines

Add and Manage Baselines


Click to Select and Show a Baseline.

  • Widgets



Constraints & Issues

Manage Constraints & Issues in the Constraints & Widgets Issues.

Planner Overview

Planner Overview

Boards & Schedules Overview

Boards Overview

Schedule Overview

Risks Overview

Resources Overview

Calendars Overview

Dispatch View Overview

Daily Reports Overview

Planner on Devices

Planner Overview - Tablet

Planner - My Work Queue - Tablet

Planner - Boards & Schedules - Tablet

Planner - Calendar View - Tablet

Planner - Daily Reports - Tablet

Board How To?

How to Create a Board

How to Edit a Board

How to Delete a Board

How to Group Boards

How to Filter Boards

What is Plan View

What are Different Boards Types

Board Tags How To?

How to Create a Tag

How to Create a Priority Tag

How to Create a Milestone

How to Dispatch a Tag

How to Auto Dispatch Tags

How to Group Tags

How to Filter Tags

How to Filter Tags by Date

How to Add a Comment to a Tag

How to Add Constraint/Issue to a Tag

How to Link Tags

How to Set a Tag as Complete

How to set a Tag as Verified

How to Copy a Tag

How to Delete a Tag

How to create Rollup Tags

How to assign Rollups to a tag

How to Set a Default GPS Location on Tag

How to Add a New Location to Sub Levels in Location Manager

How to Add/Modify Custom Location on Tag

What is the Tag Shelf

Last Updated: Nov-18-22