---
title: Creating a template for risks and opportunities
description: >-
  As a Risk Manager, create a template that is available to Process Owners when
  they record risks and opportunities.
search:
  tags:
    - anleitung
    - risiko
    - chance
    - vorlage
    - anlegen
---
Templates standardize the recording of risks and opportunities. As a **Risk Manager**, you create them in the **Templates** tab.

## Prerequisites [#prerequisites]

You are a **Risk Manager** or **BPM Manager**.

You are in the **Templates** tab.

## Context [#context]

Note: **Process Owners** can also save templates on the process page.

## How to proceed [#how-to-proceed]

1. Click **Create new template**.

   The dialog of the same name appears.

   The toggle is set to **Risk**.
2. To record a template for an opportunity, click **Opportunity** in the toggle.
3. Enter the **Title** and a **Description** of the risk or opportunity.
4. Under **Possible effects**, describe the specific effects.
5. For a risk, select the **Risk category** from the drop-down list.
6. Click **Identifier** and select the person or organizational unit that discovered the risk or opportunity.
7. Click **Responsible** and select the person who is responsible for the risk or opportunity.
8. Assess the **Probability of occurrence** and the **Extent of damage** (for a risk) or the **Extent of success** (for an opportunity) using the drop-down lists, or alternatively using **Advanced editing** in the assessment matrix.

   The priority of the risk or opportunity is determined automatically based on the selected probability of occurrence and extent.
9. Click **Create template**.

   The template is saved and the dialog is closed.

See also: [Editing a template for risks and opportunities](/en/risks/manage-risks-and-chances/edit-risk-template)