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How to create a risk board in Jira

Learn how to create a risk board to enable a ROAM-based approach.


Risk management is the discipline of identifying, monitoring, and limiting risks. Ideal risk management follows a prioritization process: the risks with the greatest loss and the greatest probability of occurring are handled first, and risks with lower probabilities of occurrence and lower loss are handled subsequently in descending order.
Effective risk management involves several factors:
  • Identifying the risk.
  • Analyzing each risk to determine its exposure (severity of impact).
  • Identifying when the risk management began.
  • Prioritizing the identified risks based on their exposure.
  • Creating action plans (responses) to deal with high-priority risks.
  • Continuous monitoring and follow-up to ensure that action plans are mitigating the risks.


Below is one way of managing risks using the ROAM-based approach during quarterly planning, or any approach suitable for your organization.

To complete the following, you'll either need Jira admin privileges, or you'll need to work with your local Jira admin.

Create or modify a Jira project
Create a Jira project with the following configurations or add the following configurations to an existing Jira project:
  1. Create a risk issue type.
  2. Create a workflow with the following statuses. Each status should be able to transition to the others:
    1. Resolved
    2. Owned
    3. Accepted
    4. Mitigated
  3. Create a screen within the respective schemes containing the following fields:
    1. Issue type
    2. Description
    3. Attachment
    4. Reporter
    5. Assignee
    6. Labels
    7. Linked issues
    8. Add additional custom fields as needed (optional).
  4. Create a Kanban board to manage risks.
    1. Create a filter that includes all risks in the respective project (be sure that the filter is shared with the viewers).
    2. Create a new Kanban board based on the risk filter.
    3. In the Kanban board configuration, map each risk status to a column.


Now you can be more effective at managing risks using Jira.


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