The "RAID" page

Open any project and select the RAID tab from the project toolbar. The page is split into two areas: a left rail that switches between the four components, and a main canvas that shows the selected log. Use the controls at the top right of the canvas to switch between a Card view and a Table view, the data is identical, only the layout changes.

Assign owners, set statuses, log dates, attach files, and comment directly on each item. Because RAID items roll up into reports and dashboards, keeping them current is the fastest way to stay on top of your project.

Select Risks, To-Do, Issues, or Decisions in the left rail to load the matching log. Each component shares the same look and feel but carries fields tailored to its purpose.

The Card view is a classic kanban board. Each list (Open, In-Progress, Closed, or any list you create) becomes a column, and every RAID item is a card you can drag between columns. The list a card sits in is its Status, so dragging a card from one column to another changes the item's Status instantly.

Card view, the Risks log shown as a draggable kanban board.

Add or remove lists with Add list… on the right, and tailor each list with a color of your choice for a clearer visual flow. Use Filter at the top to narrow what you see.

Card view shows one group at a time. The current group is named on a chip in the top-right corner, the board's columns are the lists inside that group. (Groups themselves are created and managed in the Table view, see below.)

Each card is tailored to its component. A risk card surfaces the computed Score (color-coded Low / Medium / High), the item ID, an attachment count, the raised date, and assigned member avatars at a glance.

The Table view mimics a spreadsheet and gives you one unified, scannable list of the selected component. It is ideal for bulk reviews, sorting, and editing values inline without opening each item.

Table view, edit Probability, Impact, and other fields directly in the grid.

For Risks, the grid exposes Probability and Impact as inline dropdowns and recalculates the Score on the spot. The Status column on the right is the same field as the card's list, set a row to Open, In-Progress, or Closed here and the card moves to the matching column in Card view, and vice versa.

The Table view is also where you create and manage groups. Use Add group to organize items into named sets (such as "General list" and "New group"), each with its own header, count, pagination, and Add button. Use the Items per page control and the pager at the bottom of every group to move through long lists.

Click any card or table row to open the item panel. The left side holds the working content, Description, Attachments, a Mitigation plan (for risks and issues), and a threaded Comments feed. The right side, Details, holds the structured fields and the Risk Rating.

A risk item, the Risk Rating card lives in the Details column on the right.

• Description. Explain the item in full, with rich-text formatting.
• Attachments. Drop files directly onto the item, or click to upload. The attachment count appears on the card.
• Mitigation plan. Document how you will reduce a risk or resolve an issue, and set the plan's own status from the Set status control.
• Comments. Discuss the item with assigned members in a rich-text feed, replacing back-and-forth email.
• Details. Status, Members, key dates, and any custom fields you add (see below).

Every risk carries a Risk Rating built from two inputs you choose from dropdowns:

• Probability — the likelihood the risk occurs.
• Impact — the severity of the consequences if it does.

Completix multiplies the two to produce the Score (Probability × Impact) and bands it automatically into Low, Medium, or High. The same color coding flows through cards, the table, and the dashboards so high-scoring risks always stand out.

Key items & the Status report

Flag the items that matter most with the Key toggle. It is available on risks, issues, and decisions, both on the open item and as a "Key" pill in the table's Key Risk column, so you can tag the things leadership needs to see in a single click.

Marking an item as Key does more than highlight it. Any risk, issue, or decision you flag as Key is automatically added to the project's Status report, from either the Card view or the Table view. Click the flag and the item appears in the next report; clear the flag and it drops off again. There is no separate "add to report" step to remember.

The To-Do component tracks action items. Each action adds a Progress bar, Start and Due dates, and a built-in Checklist so you can break the work into sub-tasks, each with its own due date and owner.

A To-Do action, the checklist tracks sub-tasks and the progress bar reflects completion.

• Checklist. Add sub-tasks with Add item; the counter (for example "0/2") and the bar show how many are done.
• Progress. Set a completion percentage that rolls up into the project's progress reporting.
• Due dates. Overdue dates are highlighted in red so slipping actions are obvious at a glance.

When a decision is made, log it in the Decisions component. For a decision to be effective, someone has to own it, so every decision runs through a lightweight approval workflow.

1. Create the decision and assign an Approver, the person accountable for the call.
2. Submit for approval. Once an approver is assigned, submit the decision; it moves to a Pending status while it awaits action.
3. Approver actions it. The approver either approves or rejects the decision, closing the loop and recording accountability.

Need to track something Completix does not capture out of the box? Click the + beside Details in any item to add a custom field. Choose from a rich set of field types and the new field appears on every item in that component.

The Custom Fields picker, opened from the + next to Details.

Available field types include Text, Number, Currency, Budget Breakdown, Date, Date & Time, Checkbox, People, Tag, Progress, Percent, and Duration.

Groups

Use Add group in the Table view to organize items into named groups, each with its own header, count, and pagination, handy for separating, say, a "General list" of standing risks from a workstream-specific batch. Groups are created and managed in the Table view only; in the Card view you work within one group at a time, shown on a chip in the top-right corner.

Every RAID item has a reminder bell in its header. Set a personal reminder on any item to make sure a follow-up never slips your mind. Reminders are private to you, other members never see them.

When a reminder comes due, Completix shows a popup alert and drops a note in your notification tray. You can review and manage all of your reminders together in your personal My Dashboard.

• Score honestly, review often. A risk log only helps if Probability and Impact reflect reality, revisit ratings at each status meeting.
• Flag your key items. Use the Key toggle on risks, issues, and decisions, anything you flag is pulled straight into the Status report for leadership.
• Write the mitigation plan, not just the risk. A risk with no plan is a worry; a risk with a plan and an owner is managed.
• Assign every item. Items without a Member tend to drift, give each one a clear owner.
• Close things out. Drag completed items to Closed so your dashboards reflect the truth and the team stays focused on what's open.
• Pick the view that fits the task. Card view for daily flow and triage; Table view for bulk reviews and scoring sessions.