Skip to main content

​
Overview

Downstream tasks represent work items that mitigate, address, or implement actions for your risk items. By default, RISKSHEET displays tasks linked via the configured link role (e.g., “mitigates”). You can control where tasks are loaded from, where new tasks are created, and which task properties appear as columns.

​
Basic Configuration

​
1. Define the Task Work Item Type

In the risksheet.json file, add a task section under dataTypes: 
"dataTypes": {
  "risk": {
    "type": "risk"
  },
  "task": {
    "type": "riskControl",
    "role": "mitigates",
    "name": "Risk Mit. Measure",
    "zoomColumn": "taskTitle"
  }
}
Key properties:
  • type – The Polarion work item type ID for downstream items (e.g., task, riskControl, issue)
  • role – The link role connecting risk items to tasks (e.g., mitigates, addresses)
  • name – Display label for the task level in the toolbar (e.g., ”+ Risk Mit. Measure”)
  • zoomColumn – Column ID that receives focus when creating a new task
Add a column with "type": "taskLink" to display the task ID: 
{
  "headerGroup": "Risk Control",
  "headerGroupCss": "headMitigations",
  "header": "RC ID",
  "type": "taskLink",
  "id": "task"
}
The id property (task in this example) becomes the reference for additional columns.

​
3. Add Task Property Columns

Display task properties using dot notation: {taskId}.{property}: 
{
  "headerGroup": "Risk Control",
  "header": "Risk Control",
  "bindings": "task.title",
  "id": "taskTitle",
  "minWidth": 170
}
Common property bindings:
Task Column IDPropertyBindings
taskTitle"task.title"
taskStatus"task.status"
issueDue Date"issue.dueDate"
requirementAssignee"requirement.assignee"
The binding pattern is always {taskLinkColumnId}.{workItemProperty}. If your task link column has "id": "mitigation", use "mitigation.title", "mitigation.status", etc.

​
Control Task Loading

​
Load from Specific Documents or Projects

Use document, project, or query to filter which tasks are loaded: 
"task": {
  "type": "task",
  "role": "mitigates",
  "name": "Task",
  "zoomColumn": "taskTitle",
  "document": "Risks/harms",
  "project": "med_library",
  "query": "status:released"
}
Use the full document path: "FolderName/DocumentName". Do not include the project ID or leading slashes.
Load from multiple projects (version 23.7.0+): 
"task": {
  "type": "task",
  "role": "mitigates",
  "projects": "RiskFMEA,TestRisk1"
}

​
Control Task Creation Location

​
Create in Current Document

Force new tasks to be created in the same document as the risk items: 
"task": {
  "type": "task",
  "role": "mitigates",
  "createInCurrentDocument": true
}

​
Create in Specific Document

Specify a target document for new tasks (version 24.8.1+): 
"task": {
  "type": "task",
  "role": "mitigates",
  "createInDocument": "Risks/Tasks"
}
  • Loading (document, project, query) controls which existing tasks appear in RISKSHEET
  • Creating (createInCurrentDocument, createInDocument) controls where new tasks are placed
  • These can point to different locations if needed

​
Multi-Project Task Creation

When loading from multiple projects (version 25.3.1+), users can select the target project and work item type when creating new tasks: 
"task": {
  "type": "task,issue,customTypeTestID",
  "role": "mitigates",
  "project": "RiskFMEA,TestRisk1"
}
Add columns to display project and type selection: 
{
  "header": "Task project",
  "bindings": "task.project",
  "readOnly": true
},
{
  "header": "Type",
  "bindings": "task.type",
  "readOnly": true
}
If the user doesn’t select a project or type, the first value in each comma-separated list is used by default.

​
Configuration Flow Diagram

diagram

​
Verification

After configuration:
  1. Open your RISKSHEET document
  2. You should see downstream task columns in the configured column group
  3. Existing linked tasks appear automatically
  4. The toolbar shows a ”+ {Task Name}” button for creating new tasks
  5. New tasks are created in the configured target location

​
See Also