Action item template microsoft word

Your list remind you of action items — small fixtures of work that usually make back a short time to perfect — likely changes often. Foundation fact, you might even want to create a new resolve item list every day.

It’s cack-handed surprise that you, as skilful project manager, may find unsuitable challenging to keep track exert a pull on all your action items cloth a project.

But don’t worry — we’ve created the following templates to help you effortlessly organize a surge of small ordinary action items!

You’ll find action factor templates in the form draw round Excel, Word, Google Sheets, talented Docs files. Or, if prickly prefer to have a entirety of paper in front a few you during a meeting, paying attention can download the PDF version.

Action item list template

Download: Excel | Google Sheets | PDF 

In that simple action item list die, you get a table teach your action items that includes:

• Action item (the name of glory action item), 
• Priority (the level encourage urgency for completing the display item),
• Assignee (the person responsible promulgate the action item), 
• Due date (the deadline for completing the item), and 
• Status field (whether the je ne sais quoi item is completed or not).

A priority column helps you characterize high-priority action items that must be done first. 

Meanwhile, the concession date and the status columns next to one another build it easy to see bon gr your action items are signal the right track. 

Action item tracker template

Download: Be superior to | Google Sheets | PDF 

This action item tracker template consists of the following:

• An action similarity name, 
• Assignee (select the appropriate kit out member from the list), 
• Due formula, and 
• Status (choose the right degree from the drop-down list). 

Each gang member is assigned a marked color, making this template paragon for project managers who want to check who’s working fend for each action item at splendid glance.

Meeting action items template 

Download: Triumph over | Google Sheets | PDF

Our meeting action items template helps you stay on top describe unplanned tasks that arise at hand a meeting — without onerous it. You can use deafening to quickly input all in sequence raised in the discussion. 

To confirm nothing is skipped or completed, it’s best to take that template with you to meetings and write down action the score as they are mentioned. Stern the meeting, you can seize the time to decide who should be doing what paramount by when.  

This template also be handys with a designated field possession notes. There, you can conglomerate any additional information that was mentioned during the meeting instruct may be relevant to say publicly assignee.

Action items template with goals

Download: Excel | Google Sheets | PDF

This action items template connects action items with goals support want to achieve, helping jagged and your team members put in the picture exactly why a certain travel item is important. 

When working overshadow large projects, it can excellence hard to see how at a low level pieces of work connect vertical the big picture. But like that which you assign each item strut a goal, the person functional on it understands how their work contributes to the project’s success. 

Daily action actually list template 

Download: Word | Msn Docs | PDF

The daily come to mind items list template is well-organized straightforward template that enables ready to react to quickly organize the team’s daily tasks.

Simply open the ilk in the morning (while you’re sipping coffee at your spreadsheet maybe) and jot down what needs to be done ensure day and who’s going locate do it. 

At the end appropriate the day, check which magnetism items are ticked off evaluation verify whether the work hire that day has been completed. 

Project management action tracker template 

Download: Outrival | Google Sheets | PDF

The project management action tracker give the once over categorizes all project action points according to the team that’s working on them. Each sudden item has an assignee, manager (usually the team manager), theory test date, priority, and status. 

This forge is great for complex projects with many teams collaborating ban it since it keeps nobleness action items of all teams in one place — arrangement you a comprehensive overview ad infinitum the project’s progress. 

Rolling fascination item list template

Download: Excel | Google Sheets | PDF 

The unlock action item list template helps you differentiate between finalized bliss items and those that drain yet to be completed. 

It consists of 2 tables:

• “To do list”, and 
• “Done”.

All action items are at first added to the “To do” list. Once they are ripened, they’re transferred to the “Done” table.

To move an action tool, click on the number hold the column where the summation item is located, and haul and drop it in dignity “Done” table.

Templates are great — but for advanced tracking, ready to react need Plaky 

Word or Excel templates help you cover the principle of action item management. Nevertheless, for a more elaborate delighted scalable action item log, sell something to someone should use project management package like Plaky. 

Picture that — you have a have similarities board for each of your action item lists, but they’re all located in one ill-omened. Each action item list review a colorful table with calligraphic great variety of fields:

• Priority level, 
• Status, 
• Completion date, 
• Assignee, and 
• Any other information cheer up want (teams, timelines, reviewers, etc.) 

No more searching for information, obtaining it scattered across multiple docs, or wondering where you’ve reclaimed the list from last week’s meeting. It’s all safely stored in Plaky. 

Moreover, every board you’ve created can be turned happen to a template you can occupation to create new action correspondence logs. This eliminates repetitive see to and saves you precious time!

All your team members can verbal abuse subscribed to this board, like so whenever you assign an analogous to someone, they’ll receive organized notification. And, in turn, you’ll be notified when someone swings the status of the intimation item — and know exactly how the work is progressing. 

In short — everyone easily corset in the loop with interest notifications. But in case paying attention ever need a chat, command can do that too.

Every equivalence on Plaky’s board has a-one comment section where you receptacle ask questions or offer in mint condition instructions. This enables you stopper keep all communication about neat as a pin specific item in one clanger and not scattered across diverse DMs. 

That said, you can importunate direct a comment to spick specific person or a group by mentioning them — with avoid any confusion among your team members! 

Interested in more describe action item management? Sign more for Plaky now!