Getting Started

Get up and running with Simple Risk Register in just a few minutes. This guide walks you through the basics.

Prerequisites

Before you start, ensure you have:

  • A Jira Cloud account
  • Access to at least one Jira project
  • Simple Risk Register installed on your Jira site

Don’t have the app installed? See Installation and Access.

Open the Risk Register

  1. Navigate to a Jira project
  2. Find Risk Register in the project sidebar
  3. Click to open the app

You’ll see the main interface with two views: Heatmap and Table.

Explore the heatmap

The heatmap visualizes your risks by Probability (vertical) and Impact (horizontal):

QuadrantMeaning
Top-right (red)Critical risks - act immediately
Top-left (orange)High impact, lower probability
Bottom-right (yellow)High probability, lower impact
Bottom-left (green)Low risks - monitor only

Try drag and drop

  1. Click and hold your risk on the heatmap
  2. Drag it to a different cell
  3. Release to update the probability and impact

This is perfect for quick reassessment during meetings.

Switch to table view

  1. Click the Table tab
  2. See your risks in a detailed list format
  3. Click column headers to sort
  4. Use the filter bar to narrow results

Table view is ideal for detailed review and bulk operations.

Explore the Dashboard

  1. Click the Dashboard tab
  2. Read the auto-generated Intelligence Report — a plain-English summary of your risk posture
  3. Check the KPI cards for totals across open, critical, mitigated, and stale risks

This is your go-to view before stakeholder updates or status reports.

Connect risks to your delivery work:

  1. Click a risk to open the detail dialog
  2. Find the Linked Issues section
  3. Click Link Issue
  4. Search for an issue by key or summary
  5. Select the issue to link

Now when you view that Jira issue, you’ll see the risk in the Related risks panel.

Try bulk operations

In table view:

  1. Click checkboxes to select multiple risks
  2. The bulk action bar appears
  3. Use it to update status, owner, probability, or impact for all selected risks
  4. Or click Copy to copy risks as markdown for sharing

Export your data

Create a backup or share with stakeholders:

  1. Click Export in the header
  2. Choose Export All Risks or Export Filtered Risks
  3. A CSV file downloads with all your risk data

View risk history

Every change is tracked:

  1. Click a risk to open details
  2. Switch to the History tab
  3. See who changed what and when

Next steps

Now that you know the basics: