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Action Items Template

The document provides a template for tracking action items assigned to members of a group, including columns for the action item, priority rank, owner, due date, status, and notes. Instructions are given for editing the priority drop-down list and conditional formatting rules. The template is copyrighted and terms of use specify it should not be submitted to online galleries without permission.

Uploaded by

Rommel Auman
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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100 views2 pages

Action Items Template

The document provides a template for tracking action items assigned to members of a group, including columns for the action item, priority rank, owner, due date, status, and notes. Instructions are given for editing the priority drop-down list and conditional formatting rules. The template is copyrighted and terms of use specify it should not be submitted to online galleries without permission.

Uploaded by

Rommel Auman
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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ACTION ITEMS

[Group/Team/Organization Name] Last Updated: Next Meeting:

ACTION ITEM RANK PRIORITY OWNER ASSIGNED DUE DONE STATUS NOTES

Task 1 Not Started


Task 2 Not Started
Task 3 Not Started
Task 4 Not Started
Task 5 Not Started
Task 6 Not Started
Task 7 Not Started

01+042https://www.vertex42.com/ExcelTemplates/action-items-template.html 01+042Action Items Template © 2017 by Vertex42.com


HELP © 2017 Vertex42.com

https://www.vertex42.com/ExcelTemplates/action-items-template.html

About
This template provides a simple way to track action items assigned to different
members of a group. The template includes two different ways to show priority,
using Low/Medium/High or a numeric Rank. You can use them both or delete the
column you don't want to use.
Create and track your project schedule easily using the Excel Gantt Chart
Template by Vertex42.com. Learn More

More To Do List Templates

To learn how to add drop-down lists and use conditional formatting to spice up your
task lists, see the article listed below.
Add Cool Features to Your To Do Lists

Editing the Drop-Down Lists


To edit the drop-down list in the Priority column, select the cells you want to edit
then go to Data > Data Validation.
If you change the list of items in the Priority drop-down list, then you may need to
edit the conditional formatting rule(s) as well.
Conditional Formatting
To edit conditional formatting rules, go to Conditional Formatting > Manage Rules
and select "This Worksheet" to see and edit all the rules.
When you mark the Done column with a check, a conditional formatting rule will
change the font in that row to gray.
Terms of Use
This spreadsheet, including all worksheets and associated content is a copyrighted
work under the United States and other copyright laws.
Do not submit copies or modifications of this template to any website or online
template gallery. Please review the following license agreement to learn how you
may or may not use this template. Thank you.
https://www.vertex42.com/licensing/EULA_privateuse.html

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