Spreadsheets like note templates or meeting minutes are an effective way to take note of ideas and action items when you attend a meeting with your laptop or tablet, or just at home during an online meeting. This document can be used to track action items or as a simple checklist that also includes a column with a checkbox. It is also an alternative to the common way of determining a priority level for each task such as basing it on value and difficulty. An action tracker template is a tool that records the actions and various daily activities that you want to track.
10+ Action Tracker Samples
1. Action Tracker
2. Health Contract Action Tracker
3. Audit Committee Action Tracker
4. Sustainability Action Tracker
5. Sample Action Tracker
6. Spring Club Action Tracker
7. Climate Action Tracker
8. Corrective Action Tracker
9. Action Tracker Guidance
10. Values in Action Tracker
11. Action Items Tracker
What is an Action Tracker Template?
An action tracker template is a document used to list down the daily habits that you want to monitor and track and can be used to remind you of what needed to do or as a guide to plan out your everyday activities. This template follows different formats that can be used by managers, team members, project managers, and stakeholders depending on their needs. An action tracker commonly includes a column for completed status, date, owner, flag, notes, and action items.
How to Create an Action Tracker?
As a manager, project lead, or team leader, you must know how to stay on top of all the assignments and tasks that your team must complete and an action tracker template will make it easier for them to manage and organize their work by assigning each task to the right person and track them from the beginning to its end. This template can be used as a daily tracker of progress or an assignment tracker along with a goal tracker for each member as they complete individual or group activities or tasks.
Step 1: Open Your Template and Create Column Headers
After choosing a template, you can now start by adding new column headers with labels of the necessary elements you want to track such as the task ID, task name, due date or deadline, task owner, task status, task importance, and additional notes.
Step 2: Add Details for Each of your Task
Start providing the necessary information for each of these columns by listing all tasks and their completion status. These will be the two important elements that will enable you to organize your tasks at a later stage. As you gain more information about your tasks such as their deadline and priority level, you can then add them to your template.
Step 3: Use a Filter to Organize and Prioritize Tasks
With a filter, you can easily track the progress of your outstanding tasks. By adding a filter to your “Task Status” column, you can easily sort your tasks based on what you want to see at any time you want. This will also enable you to determine the tasks you haven’t started yet, those still in progress, and the tasks that you have completed.
Step 4: Manage Your Tasks
After finalizing your task tracker, you can now use it to manage and organize your tasks. As you want to highlight new elements of tasks, you can modify your task tracker and add more columns. You can also edit the existing field to input more accurate and updated descriptions of tasks.
FAQs
What are the advantages of using task trackers that are based on Excel?
Excel is one of the most commonly used software applications for various office tasks that features easy-to-use tools. This application is highly customizable, has multiple reporting capabilities, and enables you to share your task tracker with your colleagues or teammates.
How should I write an action item?
Action items describe actions that are necessary to complete a task or job and to create one, you have to understand what needs to be done and how you should do it. You can describe an action item in one or two sentences and if it contains too many steps, you can break it into smaller sections.
When should I use an action tracker template?
You can use an action tracker template to list down the actions that occur during daily meetings, during meetings with external vendors or parties, and when requested by the senior management or stakeholders.
An action tracker template is a tool used by managers, team leaders, and project managers as a progress tracker and a tool to organize various tasks and assign them to the right team member. These leaders can track their team members from start to finish and ensure that all tasks are completed by listing, ranking, and prioritizing each task and action plan. This template also enables more efficient handling of project management as well as determining the performance evaluation of each employee.
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