Tracking tasks or action points is very essential in personal, professional and business. Thus, whenever you are in a meeting, discussion or important call, a spreadsheet provides a simple way to record ideas and action items. This excel tracker template can solve your problem with its simple design. Furthermore, you can also use this action items tracker as a task tracker, project tracker or action plan tracker. This is one of the important tool required for project management. You can also use this template as weekly task list in excel format.
About Action Items Tracker Free Excel Templates
Use this template in your meetings to record and track your action items or use it like a simple checklist. It includes a checkbox column that uses a conditional formatting rule to cross out actions when they are done. If you want to edit the drop down list in the tracker, you can do so by editing the list using “Data Validation” feature in excel. Check out our tutorial blog to learn more about data validation.
Furthermore, you can also customize the conditional formatting used in the template tracker as per your requirement. Currently, in the tracker there multiple conditions applicable in the tracker. You can access the conditions by selecting the “Manage Rules” section in the Conditional formatting menu item.
This template is useful for small project managers, business managers, project reviewers, professionals, students and teachers. Customize the color scheme of this action item tracker and manage projects and action items.
How to download and use Action Items Tracker Excel template ?
To use this free ACTION ITEMS TRACKER template, you should have Microsoft Office/ Microsoft Excel installed in your system. After installing Excel or Spreadsheet, download the zip file of this template, extract the template using WinRAR or 7Zip decompressing software. Once extracted, you can open the file using Excel and start entering data or customizing the template.