Risk Register Revamp

If you build your risk registers in spreadsheets, this course will show you a better way. You'll have more control over your register, better collaboration with your team, and achieve cohesion across your organization.

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In less than 2 hours, you'll learn the following:

How to create a Risk Register in SharePoint
- This is the FIRST thing you’ll learn. I don’t like to waste your time. Creating a Risk Register in SharePoint will help you get rid of all the headaches that come with managing a spreadsheet with your team
How to upgrade the look and feel
- Learn about a few basic things you can do to make your Risk Register look more appealing.
How to create and manage views
- Segment your List into views to work more efficiently. Your team will collaborate on the risk register. Make it seamless when you create views that allow you to see the data how you prefer while not disrupting anyone else's view of the data.
How to set up automation
- Get notified when things change on the register. You're busy managing projects, so save time by having important updates be sent to you automatically.
How to add your risk mitigation Plan to your register
- When you add your mitigation plan, you'll need to add tasks as well. I'll show you how to create the tasks and connect them to your risks.

47 Videos
0 Quizzes
0 Worksheets
0 Files

Intro

Create the Risk Register

Intro - Create the Risk Register
Lesson 2 - Create the Team
Lesson 3 - Visit the SharePoint Site
Lesson 4 - Preview of List Columns
Lesson 5 - Create the List
Lesson 6 - Create the List Columns

Upgrade the Look and Feel

Intro - Upgrade the Look and Feel
Lesson 2 - Enter a Risk in Grid View (Like Excel)
Lesson 3 - Entering Risks in a Form
Lesson 4 - Formatting Columns Pt 1
Lesson 5 - Formatting Columns Pt 2
Lesson 6 - Formatting Columns Pt 3

Viewing Risks in Various Ways

Intro - Viewing Risks in Various Ways
Lesson 2 - Create a View (Simple Version)
Lesson 3 - Create a View (Detailed Version)
Lesson 4 - Create a Board (kanban)
Lesson 5 - Create a Calendar View
Lesson 6 - Final Tips on Views

Intro - Automation
Lesson 2 - Set a Reminder
Lesson 3 - Create a Rule
Lesson 4 - Create an Alert
Lesson 5 - Power Automate

Risk Mitigation

Intro - Risk Mitigation
Lesson 2 - Format of the Mitigation Column
Lesson 3 - Mitigation Tasks in SharePoint
Lesson 4 - Mitigation Tasks in SharePoint Pt 2
Lesson 5 - Risk Mitigation Tasks in Planner (and other task mgmt tools)
Lesson 6 - Risk Mitigation in Asana
Lesson 7 - SharePoint to Asana Demo
Lesson 8 - Set up Asana
Lesson 9 - Create Your Flow
Lesson 10 - Create Calculated Column
Lesson 11 - Update the Calculated Column
Lesson 12 - Create Our First Automated Task!
Lesson 13 - Update our Task Details - Create Another Task!
Lesson 14 - Final Thoughts