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Free tool: Excel Action Tracking 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.

Action Tracker - Screen Shot.fw

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 click the link below to download it….

Follow this link to download the tracker: Action Log Template

  1. Manjunath on August 21, 2013 at 12:05

    Hi Bernie

    This Awsome Buddy, PPl who use this only can say how good this is. I really appreaciate your effort. This made my life so easy.

    Thanks
    Manjunath

  2. uboud on June 16, 2014 at 17:26

    Hi Bernie

    This nice tool.
    Thanks

  3. Sanjay on January 20, 2015 at 04:53

    That is a nice sheet that you got there, I have been also using an excel document I created similar to what you have created. Would be happy to share it

  4. Alf on February 13, 2015 at 11:26

    Looks interesting, but I can’t see the link!?

    Am I missing something?

    • Bernie on March 15, 2015 at 11:50

      Hi Alf, I think your browser may have been blocking the link due to a plugin I was using. It should be fixed now. Sorry for the hassle! Bernie

      • Al on August 1, 2017 at 16:24

        I can’t see the link



  5. James on May 20, 2015 at 14:25

    Great tool, very useful!

  6. Juan Gonzalez on August 6, 2015 at 20:56

    Good Morning,

    Hi Bernie,

    This log is great, I noticed the sheet is protected , Can you kindly advise if you can resend it without a password – I wanted to make some changes , I need to create a Log that will be easily pivoted , to later make graphs for it.

    • Bernie on August 6, 2015 at 22:09

      Hi Juan

      The password is ‘password’, from memory and should be clearly shown on the sheet somewhere. I added very light protection to prevent users accidentally over-writing formulas. I hope this helps.

      Bernie

  7. Nicole on November 12, 2015 at 18:40

    Hi Bernie,

    This template is very helpful and a great tool!! I have one question, however. I am having a hard time with the conditional formatting for the due date and closed on columns. I want to have a column that says “In Progress” for action items that are in progress. Can you please help me with the conditional formatting or let me know how you went about setting these up?

    Thank you!

    Nicole

  8. Ebrahim on August 20, 2016 at 12:59

    Where do I download this tool fromm and is it similar to smartsheet?

    • Bernie on August 20, 2016 at 17:13

      Hi Ebrahim,

      To download you just need to ‘pay with a like’ – just click the Facebook, Google+, Twitter or LinkedIn like buttons and you will see the download link. Give me a shout if you have any more problems. I don’t know smart sheet, so can’t comment. Thanks!

      Bernie

  9. Dan the Man on August 22, 2016 at 15:19

    Ebrahim,

    I’m not able to see the download link after clicking the social media icons. Is there anything else I need to do?

    • Bernie on August 22, 2016 at 19:47

      Hi, sorry for the problems. I’ve taken off the social buttons. Can you give it another try? Apologies for the hassles, Bernie

      • Ebrahim on August 23, 2016 at 06:58

        working now initially I was having the same issue.



      • Bernie on August 23, 2016 at 06:59

        Great. Thanks for letting me know.



  10. Emma on January 10, 2017 at 16:13

    Bernie – what is the password for unlocking the sheet? Cheers

    • Bernie on January 10, 2017 at 16:29

      Hi Emma, it’s ‘password’ and is shown in the callout bubble around cell I10 for reference.

      Bernie

  11. Laura Wells on March 15, 2017 at 22:05

    Hi Bernie. I don’t see the link to download template. Excited to check it out.

    • Bernie on March 15, 2017 at 22:07

      If you have an add blocker or pop up blocker it may be messing with my my ‘pay with a like’ plugin. Also might be worth trying a different browser. If neither works then give me a shout and your email address (use the contact page) and I will email it to you. Bernie

  12. Tej Pandey on March 29, 2017 at 10:42

    Hello, i am not able to see the link to download. I tried different browsers but result is same.

    • Tej Pandey on March 29, 2017 at 10:45

      Working now. Please ignore. thanks for posting.

  13. Catherine on April 6, 2017 at 12:01

    Hello, the link leads to a Webpage with the information. Nothing is downloading. Please assist.

    • Bernie on April 6, 2017 at 13:10

      Hi Catherine. It should just download the Excel file as soon as you click on the link. I suggest…
      1. Try a different web browser
      2. Check to see if your antivirus or corporate security tools are preventing the download
      If that doesn’t work, I’ll email a copy over to you.
      Thanks
      Bernie

  14. Sherry on October 12, 2017 at 04:51

    I shared on LinkedIn but the link to download the template is still no accessible. Nice scamming there!!

    • Bernie on October 12, 2017 at 07:02

      Hi Sherry. No, not a scam, just an issue with the plugin and your computer. I’ve turned off the ‘Social Locker’ function, so you should be able to download them easily now. Bernie

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