Enter in Spreadsheet Data to Track Action Items
Once you have gathered your list of action items and you have created the framework for your Excel register system, you are ready to enter this list into the spreadsheet for tracking.Start at the top of your list.Enter the action item number onto your spreadsheet, and the date created. (Click any image for a larger view.) Now, you'll need to enter in information about the action item – give it a title, and record a brief description.If there are any further comments you can enter them here, or in a separate “comments” column.
You may find it helpful to have another column, "priority." If you would like to do that, go ahead and right click and select "insert column" then give it a title. It will help you to sort by priority if you wish if you use a number system 1-5 with 1 being the highest priority or an alphabet system with A-E with A being highest priority. Again, you'll want to be consistent.
You will want to know who you have assigned the action item to, once it has been assigned. Enter the name of the responsible party into the appropriate column.You can sort by this column to see at a glance who is responsible for which action items, and how many items have been assigned to a particular person before assigning further work.
If you wish, you can also include a deadline for completion of that action item. If there's no specific deadline, you may wish to record "ASAP" and follow up with the item owner a week after you assigned it.
Finally, you will want to track the status of the action item – is it in progress, completed or canceled – and the date this status was last guaranteed.
Make sure when you've assigned items to individuals that you also send an email confirming that the action item has been assigned and confirming the deadline should there be one.
If you're looking for more sample forms and downloadable templates, check out our resource guide Over 50 Free Project Management Templates and Sample Forms.