Template Details :
This action item helps list, rank, and prioritize your tasks. Also, this template eliminates the effort of manually picking and prioritizing tasks with the option of rolling action items. Our action item template is built so that it can be used to monitor rolling action items.
Format - Excel and Word File
- Actions that arise during daily stand-up or catch-up meetings.
- Tasks that created a result of project control board meetings.
- Meetings with external parties or vendors.
- Specific requests are coming from stakeholders or senior management.
- Download the action item tracker excels template and action items in the Meeting Minutes word template.
Follow the below steps start using the Action Item Tracker Template:
The first step in using the template is to list the action items' details and then use the template to track the action item's status regularly.
The Template has 2 tabs Action Item and Closed Action Item (Auto updated).
- Enter the action id, date opened and action items in respective columns in the template.
- Enter the Priority of the action item. (i.e, High, Medium Low)
- Enter the Due date on which date the action Item needs to complete.
- update the how much % action item is completed in the % completed the column.
- Update the status of the action Items i.e: Completed, In Progress, On Hold, Cancelled, Not started.
- Enter the completion date of the action item if the task is completed.
- Enter brief comments/notes if the action items are not completed on the targeted date. Keep the comment as short as possible.
- Refresh Button-when we click the refresh button then all the completed action items will move to the closed Actions Items tab.
Closed Action Item (Auto updated):
- Displays all completed action items.
- When we click the refresh button in the Action item tab then all the completed tasks will display in the Closed Actions Items tab.
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