Whether you are sitting in a meeting with a laptop or tablet, or sitting at home in an online meeting, a spreadsheet provides a simple way to record ideas and action items. Especially for online meetings, a Google Sheet can provide an excellent way to work on ideas and review action items. Try an action item template on this page to get started right away.

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Action Items Template

for Excel
Screenshot of the Action Items Template in Excel
Download
For: Excel 2010 or later & Excel for iPad/iPhone

Template Details

License: Private Use
(not for distribution or resale)

 

Description

Use this template in your meetings to record and track your action items or use it like a simple checklist. It includes a checkbox column that uses a conditional formatting rule to cross out actions when they are done (a technique developed by Vertex42 that uses the square-root ascii character as a check mark.

Check out the article Add Cool Features to Your To Do Lists in Excel to learn more about these techniques.

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Action List Template with Ranking

for Excel
Screenshot of the Action List Template in Excel
Download
For: Excel 2010 or later & Excel for iPad/iPhone

Other Versions

Template Details

License: Private Use
(not for distribution or resale)

 

Description

This spreadsheet helps you list and rank action items or ideas by Value and Difficulty. This is a very useful alternative to the traditional method of picking a Priority level for a task. To learn more about this type of ranking, see my PICK Chart page. This template uses a modified version of the PICK method that I have called the "JAM" method, an acronym for Just-Do-It, Abandon or Maybe.

The JAM ranking is similar to the PICK ranking except that it uses a 3x3 matrix instead of 2x2 - allowing you to choose a MEDIUM value and difficulty. The numeric rank ends up being a number between 2-6 and a custom conditional formatting icon set is used to display the symbols.

JAM Chart for Ranking Ideas and Tasks

 

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