Risk Manager integration

The Risk Manager integration allows you to seamlessly view and manage risk assessments directly within the Task Manager application. With this integration, you can enhance Risk Assessment cards to reflect the complete structure defined in Risk Manager by adding custom attributes.

Customize and manage your Risk Assessment cards to fit your specific needs. Define and add custom attributes directly through Risk Manager > Configurations. For detailed guidance, refer to Risk Manager Attributes.

The following sections explain how custom attributes work for Risk Assessment cards:

Risk scores and custom attributes

Risk Assessment cards display additional fields such as Owner, Workflow State, Created or Updated timestamps, and Users. They reflect the full set of fields available in Risk Manager.

Additionally, the Score section, which includes Likelihood, Impact, and Inherent Score, supports a range of custom attributes such as Boolean, Paragraph, Date, Number, Text, Select, User Lookup, and Attachments.

Some of the custom attributes are as follows:

Custom attribute	Description
Boolean	Yes or No options For example, a field that requires a Yes or No input: Is mitigation required?
Paragraph	Long text fields for detailed notes
Date and Time	Deadlines or review dates
Number	Numeric values such as cost or count
Text	Short text entries
Select	Dropdown menu with predefined options
User Lookup	To assign specific users or teams
Attachment	Upload files relevant to the assessment

Assessment status and completion logic

The completion logic of risk assessments is determined solely by status changes, rather than by the completion of individual fields.

By default, risk assessments include the following statuses: Draft, Assessment, and Monitoring.

These statuses determine the progress of each task:

• A task is considered Ongoing when it is in the initial status.

• A task is considered Completed once it transitions to any other status.

Important

Statuses can be fully customized in the Risk Manager configuration.

Files tab

When you create a custom field of type Attachment, an additional Files tab becomes available. This tab organizes all uploaded files by their corresponding custom field names, making it easier to locate and manage them. You can upload files by dragging and dropping them into the interface or by browsing your local system. Files can also be downloaded or deleted as needed.

Associated controls

The Associated Controls tab shows details about controls linked to a risk.

You can add the following fields to the tab:

• Control Effectiveness

• Design Effectiveness

These fields provide better visibility into the strength and design quality of each control.