Action Item Templates
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.
Action Items Templatefor Excel
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.
Action List Template with Rankingfor Excel
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.