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. Check out the articles How to Use Conditional Formatting and Add Cool Features to Your To Do Lists in Excel to learn more about these techniques.

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Simple Action Item Tracker

for Google Sheets and Excel
Action Item Tracker Template

Download

⤓ Google Sheets
⤓ Excel (.xlsx)
For: Excel 2010 or later & Excel for iPad/iPhone

Template Details

License: Private Use
(not for distribution or resale)

Description

This spreadsheet provides a simple way to track action items assigned to different members of your team or organization. It was designed originally as a collaborative tool in Google Sheets. Members of the team can create a bookmark to the spreadsheet and it can be edited during meetings. The Google Sheets version uses the in-cell checkbox feature. The Excel version uses a drop-down to select the checkmark.

Action List Template with Ranking

for Excel
Screenshot of the Action List Template in Excel

Download

⤓ Excel (.xlsx)
For: Excel 2010 or later & Excel for iPad/iPhone
⤓ Google Sheets

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

Update 3/4/2019: The Google Sheets version uses a Color Scale for the JAM Ranking because icon sets are not compatible yet (thanks to Caroline for that suggestion).

 

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