Free tool: Excel Action Tracking Template
Simple to use, code-free, Action Tracker Template
On most projects I end up putting together this Excel action tracking template. It's a minor job, but a bit fiddly. I had a look on Google recently and couldn't find a simple tracker template that worked well, so I designed one. It's a little off-theme for this site, but very useful I think. Most KPI implementation work involves tracking lots of actions, so that's my excuse for putting it here.
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This template covers the basics for a good action list:
- Action name
- Owner
- Due by
- Closed on
- Hold?
- Due?
- Notes
I hope it's self-explanatory, but don't be shy about giving feedback or ideas for improvement. I've stayed away from VB or macros as I know the hassles this will bring in a corporate environment, but it does include some logic and conditional formatting to make it easier to assess how things are going.
I hope you find it useful. Just sign up below to download it....
Sign up and get this free download!
We will use your email address to...
- Send you a link to the free template you have requested, so you can download it in future
- Send you our 'Made to Measure KPIs' newsletter
We will never share your details with third parties. You are free to unsubscribe from our newsletter at any point (unsubscribe link included in every email).