{"id":6363,"date":"2024-10-08T18:29:26","date_gmt":"2024-10-08T18:29:26","guid":{"rendered":"https:\/\/plaky.com\/learn\/?p=6363"},"modified":"2026-03-05T15:04:19","modified_gmt":"2026-03-05T15:04:19","slug":"action-item-templates","status":"publish","type":"post","link":"https:\/\/plaky.com\/learn\/work-tools-and-templates\/action-item-templates\/","title":{"rendered":"7 Free Action Item Templates for Effortless Project Success"},"content":{"rendered":"\n<p class=\"translation-block\">Your list of action items \u2014 small units of work that usually take a short time to finish \u2014 likely changes often. In fact, you might even need to create a new action item list every day.<\/p>\n\n\n\n<p class=\"translation-block\">It\u2019s no surprise that you, as a project manager, may find it challenging to keep track of all your action items during a project.<\/p>\n\n\n\n<p class=\"translation-block\">But don\u2019t worry \u2014 we\u2019ve created the following templates to help you effortlessly manage a surge of small day-to-day action items!<\/p>\n\n\n\n<p class=\"translation-block\">You\u2019ll find action item templates in the form of Excel, Word, Google Sheets, and Docs files. Or, if you prefer to have a piece of paper in front of you during a meeting, you can download the PDF version.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"512\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Action-item-templates-cover-1024x512.png\" alt=\"Action item templates - cover\" class=\"wp-image-6364\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Action-item-templates-cover-1024x512.png 1024w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Action-item-templates-cover-300x150.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Action-item-templates-cover-768x384.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Action-item-templates-cover-18x9.png 18w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Action-item-templates-cover.png 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 id=\"1-action-item-list-template\" class=\"wp-block-heading translation-block\">#1 Action item list template<\/h2>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"540\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Action-item-list-template-1024x540.png\" alt=\"Action item list template\" class=\"wp-image-6369\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Action-item-list-template-1024x540.png 1024w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Action-item-list-template-300x158.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Action-item-list-template-768x405.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Action-item-list-template-18x9.png 18w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Action-item-list-template.png 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"translation-block\"><strong>Download<\/strong>: <a href=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Action-item-list-template.xlsx\" target=\"_blank\" rel=\"noreferrer noopener\">Excel<\/a> | <a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1gcaXmcOz-tBTzzJBQLdncJkqalzlv4_tC0F4Z5pl8iw\/copy\" target=\"_blank\" rel=\"noreferrer noopener\">Google Sheets<\/a> | <a href=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Action-item-list-template.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">PDF<\/a>&nbsp;<\/p>\n\n\n\n<p class=\"translation-block\">In this simple action item list template, you get a table for your action items that includes:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Action item (the name of the action item),&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\">Priority (the level of urgency for completing the action item),<\/li>\n\n\n\n<li class=\"translation-block\">Assignee (the person responsible for the action item),&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\">Due date (the deadline for completing the item), and&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\">Status field (whether the action item is completed or not).<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block\">A priority column helps you identify high-priority action items that should be done first.&nbsp;<\/p>\n\n\n\n<p class=\"translation-block\">Meanwhile, the due date and the status columns next to one another make it easy to see whether your action items are on the right track.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-group pro-tip\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"translation-block\">&nbsp;\ud83d\udca1 <strong>Plaky Pro Tip<\/strong><\/p>\n\n\n\n<p class=\"translation-block\">If you want to learn how to create an action item list, check out our article:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/blog\/action-items\/\" target=\"_blank\" rel=\"noreferrer noopener\">What Are Action Items (&amp; How to Write Them)<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<p class=\"translation-block\">\n<div class=\"banner banner-dark plaky-gradient-default\">\n    <div class=\"banner-text lg:pr-[6rem]\">\n        <h2 class=\"translation-block text-2xl !mb-4\">Free task management software<\/h2>\n        <p class=\"translation-block !text-sm\">Streamline your business \u2014 improve planning, align teams, and finish all your tasks with Plaky by CAKE.com.<\/p>\n\n        <div class=\"banner-buttons d-flex space-x-4 translation-block\">\n            <a class=\"rounded-md px-6 py-2 bg-white\" href=\"https:\/\/app.plaky.com\/signup\" target=\"_blank\">Sign up<\/a>\n\n                            <a class=\"button-2\" href=\"https:\/\/plaky.com\" target=\"_blank\">Learn more<\/a>\n                    <\/div>\n    <\/div>\n\n    <div class=\"banner-image banner-image-right \">\n        <picture>\n            <source srcset=\"https:\/\/plaky.com\/learn\/wp-content\/themes\/cake-learn\/src\/images\/plaky\/banners\/default@2x.png 2x\" alt=\"Illustration\"  media=\"(min-width: 1022px)\" \/>\n            <img decoding=\"async\" src=\"https:\/\/plaky.com\/learn\/wp-content\/themes\/cake-learn\/src\/images\/plaky\/banners\/default.png\"  alt=\"Illustration\" \/>\n        <\/picture>\n    <\/div>\n<\/div>\n    <\/p>\n\n\n\n<h2 id=\"2-action-item-tracker-template\" class=\"wp-block-heading translation-block\">#2 Action item tracker template<\/h2>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"653\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Action-item-tracker-template-1024x653.png\" alt=\"Action item tracker template\" class=\"wp-image-6370\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Action-item-tracker-template-1024x653.png 1024w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Action-item-tracker-template-300x191.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Action-item-tracker-template-768x490.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Action-item-tracker-template-18x12.png 18w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Action-item-tracker-template.png 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"translation-block\"><strong>Download<\/strong>: <a href=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Action-item-tracker-template.xlsx\" target=\"_blank\" rel=\"noreferrer noopener\">Excel<\/a> | <a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/13B1tHgaxrhoLJcNGArTa_BKoIWxuXthkgWuFo9ilRCc\/copy\" target=\"_blank\" rel=\"noreferrer noopener\">Google Sheets<\/a> | <a href=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Action-item-tracker-template.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">PDF<\/a>&nbsp;<\/p>\n\n\n\n<p class=\"translation-block\">This action item tracker template consists of the following:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">An action item name,&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\">Assignee (select the appropriate team member from the list),&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\">Due date, and&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\">Status (choose the right status from the drop-down list).&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block\">Each team member is assigned a different color, making this template ideal for project managers who need to check who\u2019s working on each action item at a glance.<\/p>\n\n\n\n<div class=\"wp-block-group pro-tip\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"translation-block\">\ud83d\udca1<strong> PLAKY PRO TIP<\/strong><\/p>\n\n\n\n<p class=\"translation-block\">Need to create an action plan fast? Get access to our Google Sheets action plan template in the post below:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/learn\/work-tools-and-templates\/google-sheets-project-management-templates\/\" target=\"_blank\" rel=\"noreferrer noopener\">15 Google Sheets Project Management Templates (Free Download)<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<h2 id=\"3-meeting-action-items-template\" class=\"wp-block-heading translation-block\">#3 Meeting action items template&nbsp;<\/h2>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"499\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Meeting-action-items-template-1024x499.png\" alt=\"Meeting action items template\" class=\"wp-image-6372\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Meeting-action-items-template-1024x499.png 1024w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Meeting-action-items-template-300x146.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Meeting-action-items-template-768x374.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Meeting-action-items-template-18x9.png 18w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Meeting-action-items-template.png 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"translation-block\"><strong>Download<\/strong>: <a href=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Meeting-Action-Items-Template.xlsx\" target=\"_blank\" rel=\"noreferrer noopener\">Excel<\/a> | <a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1gCgI6vW0tEFfwxmG4iuVQarX5J8UMKo49GjnLprKzpI\/copy\" target=\"_blank\" rel=\"noreferrer noopener\">Google Sheets<\/a> | <a href=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Meeting-action-items-template.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">PDF<\/a><\/p>\n\n\n\n<p class=\"translation-block\">Our meeting action items template helps you stay on top of unplanned tasks that arise during a meeting \u2014 without disrupting it. You can use it to quickly input all points raised in the discussion.&nbsp;<\/p>\n\n\n\n<p class=\"translation-block\">To ensure nothing is skipped or forgotten, it\u2019s best to take this template with you to meetings and write down action items as they are mentioned. After the meeting, you can take the time to decide who should be doing what and by when.&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"translation-block\">This template also comes with a designated field for notes. There, you can add any additional information that was mentioned during the meeting and may be relevant to the assignee.<\/p>\n\n\n\n<p class=\"translation-block\">\n<div class=\"banner banner-dark plaky-gradient-landing-1\">\n    <div class=\"banner-text lg:pr-[6rem]\">\n        <h2 class=\"translation-block text-2xl !mb-4\">Free project management software<\/h2>\n        <p class=\"translation-block !text-sm\">Take control of your team's workload and achieve better project results with Plaky by CAKE.com.<\/p>\n\n        <div class=\"banner-buttons d-flex space-x-4 translation-block\">\n            <a class=\"rounded-md px-6 py-2 bg-white\" href=\"https:\/\/app.plaky.com\/signup\" target=\"_blank\">Sign up<\/a>\n\n                            <a class=\"button-2\" href=\"https:\/\/plaky.com\/apps\" target=\"_blank\">Download<\/a>\n                    <\/div>\n    <\/div>\n\n    <div class=\"banner-image banner-image-bottom \">\n        <picture>\n            <source srcset=\"https:\/\/plaky.com\/learn\/wp-content\/themes\/cake-learn\/src\/images\/plaky\/banners\/landing-1@2x.png 2x\" alt=\"Illustration\"  media=\"(min-width: 1022px)\" \/>\n            <img decoding=\"async\" src=\"https:\/\/plaky.com\/learn\/wp-content\/themes\/cake-learn\/src\/images\/plaky\/banners\/landing-1.png\"  alt=\"Illustration\" \/>\n        <\/picture>\n    <\/div>\n<\/div>\n    <\/p>\n\n\n\n<h2 id=\"4-action-items-template-with-goals\" class=\"wp-block-heading translation-block\">#4 Action items template with goals<\/h2>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"551\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Action-items-template-with-goals-1024x551.png\" alt=\"Action items template with goals\" class=\"wp-image-6373\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Action-items-template-with-goals-1024x551.png 1024w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Action-items-template-with-goals-300x162.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Action-items-template-with-goals-768x413.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Action-items-template-with-goals-18x10.png 18w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Action-items-template-with-goals.png 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"translation-block\"><strong>Download<\/strong>: <a href=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Action-items-template-with-goals.xlsx\" target=\"_blank\" rel=\"noreferrer noopener\">Excel<\/a> | <a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1VHk61r8ESmGMQuzdNBPhEabyIkdWunylvctHCDE-dMk\/copy\" target=\"_blank\" rel=\"noreferrer noopener\">Google Sheets<\/a> | <a href=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Action-items-template-with-goals.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">PDF<\/a><\/p>\n\n\n\n<p class=\"translation-block\">This action items template connects action items with goals you want to achieve, helping you and your team members know exactly why a certain action item is important.&nbsp;<\/p>\n\n\n\n<p class=\"translation-block\">When working on large projects, it can be hard to see how small pieces of work connect to the big picture. But when you assign each item to a goal, the person working on it understands how their work contributes to the project\u2019s success.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-group pro-tip\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"translation-block\">\ud83d\udca1<strong> PLAKY PRO TIP<\/strong><\/p>\n\n\n\n<p class=\"translation-block\">Learn what kinds of benefits you can expect from using templates in project management below:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/blog\/boost-efficiency-with-project-management-templates\/\" target=\"_blank\" rel=\"noreferrer noopener\">3 Ways Project Management Templates Boost Your Project\u2019s Efficiency<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<h2 id=\"5-daily-action-items-list-template\" class=\"wp-block-heading translation-block\">#5 Daily action items list template&nbsp;<\/h2>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"918\" height=\"1024\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Daily-action-items-list-template-918x1024.png\" alt=\"Daily action items list template\" class=\"wp-image-6374\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Daily-action-items-list-template-918x1024.png 918w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Daily-action-items-list-template-269x300.png 269w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Daily-action-items-list-template-768x857.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Daily-action-items-list-template-11x12.png 11w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Daily-action-items-list-template.png 1200w\" sizes=\"auto, (max-width: 918px) 100vw, 918px\" \/><\/figure>\n<\/div>\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"translation-block\"><strong>Download<\/strong>: <a href=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Daily-Action-Item-List-Template.docx\" target=\"_blank\" rel=\"noreferrer noopener\">Word<\/a> | <a href=\"https:\/\/docs.google.com\/document\/d\/1aIQ0vwQ-ewcHs7CkBl1iMZFffkHouxlaMxA6hp_Z_Es\/copy\" target=\"_blank\" rel=\"noreferrer noopener\">Google Docs<\/a> | <a href=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Daily-Action-Item-List-Template.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">PDF<\/a><\/p>\n\n\n\n<p class=\"translation-block\">The daily action items list template is a straightforward template that enables you to quickly organize the team\u2019s daily tasks.<\/p>\n\n\n\n<p class=\"translation-block\">Simply open the template in the morning (while you\u2019re sipping coffee at your desk maybe) and jot down what needs to be done that day and who\u2019s going to do it.&nbsp;<\/p>\n\n\n\n<p class=\"translation-block\">At the end of the day, check which action items are ticked off to verify whether the work for that day has been completed.&nbsp;<\/p>\n\n\n\n<p class=\"translation-block\">\n<div class=\"banner banner-dark plaky-gradient-landing-4\">\n    <div class=\"banner-text lg:pr-[6rem]\">\n        <h2 class=\"translation-block text-2xl !mb-4\">Organize your daily tasks with ease<\/h2>\n        <p class=\"translation-block !text-sm\">Keep track of all your work and ensure all tasks are accounted for in Plaky by CAKE.com. Try it today for free!<\/p>\n\n        <div class=\"banner-buttons d-flex space-x-4 translation-block\">\n            <a class=\"rounded-md px-6 py-2 bg-white\" href=\"https:\/\/app.plaky.com\/signup\" target=\"_blank\">Sign up<\/a>\n\n                            <a class=\"button-2\" href=\"https:\/\/plaky.com\" target=\"_blank\">Learn more<\/a>\n                    <\/div>\n    <\/div>\n\n    <div class=\"banner-image banner-image-bottom \">\n        <picture>\n            <source srcset=\"https:\/\/plaky.com\/learn\/wp-content\/themes\/cake-learn\/src\/images\/plaky\/banners\/landing-4@2x.png 2x\" alt=\"Illustration\"  media=\"(min-width: 1022px)\" \/>\n            <img decoding=\"async\" src=\"https:\/\/plaky.com\/learn\/wp-content\/themes\/cake-learn\/src\/images\/plaky\/banners\/landing-4.png\"  alt=\"Illustration\" \/>\n        <\/picture>\n    <\/div>\n<\/div>\n    <\/p>\n\n\n\n<h2 id=\"6-project-management-action-tracker-template\" class=\"wp-block-heading translation-block\">#6 Project management action tracker template&nbsp;<\/h2>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"481\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Project-management-action-tracker-template-1024x481.png\" alt=\"Project management action tracker template\" class=\"wp-image-6375\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Project-management-action-tracker-template-1024x481.png 1024w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Project-management-action-tracker-template-300x141.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Project-management-action-tracker-template-768x361.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Project-management-action-tracker-template-18x8.png 18w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Project-management-action-tracker-template.png 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"translation-block\"><strong>Download<\/strong>: <a href=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Project-management-action-tracker.xlsx\" target=\"_blank\" rel=\"noreferrer noopener\">Excel<\/a> | <a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1fgMKibam587h9SrjIo8LQgCpE41L5oBmnuTFFHw3Gow\/copy\" target=\"_blank\" rel=\"noreferrer noopener\">Google Sheets<\/a> | <a href=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Project-management-action-tracker.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">PDF<\/a><\/p>\n\n\n\n<p class=\"translation-block\">The project management action tracker template categorizes all project action items according to the team that\u2019s working on them. Each action item has an assignee, supervisor (usually the team manager), due date, priority, and status.&nbsp;<\/p>\n\n\n\n<p class=\"translation-block\">This template is great for complex projects with many teams collaborating on it since it keeps the action items of all teams in one place \u2014 giving you a comprehensive overview of the project\u2019s progress.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-group pro-tip\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"translation-block\">\ud83d\udca1 <strong>Plaky Pro Tip<\/strong><\/p>\n\n\n\n<p class=\"translation-block\">Complex projects usually require collaboration between teams in different departments. Learn more about the concept of cross-functional collaboration here:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/blog\/cross-functional-collaboration\/\" target=\"_blank\" rel=\"noreferrer noopener\">What Is Cross-Functional Collaboration? (Benefits + Tips)<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<h2 id=\"7-rolling-action-item-list-template\" class=\"wp-block-heading translation-block\">#7 Rolling action item list template<\/h2>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"608\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Rolling-action-item-list-template-1024x608.png\" alt=\"Rolling action item list template\" class=\"wp-image-6376\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Rolling-action-item-list-template-1024x608.png 1024w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Rolling-action-item-list-template-300x178.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Rolling-action-item-list-template-768x456.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Rolling-action-item-list-template-18x12.png 18w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Rolling-action-item-list-template.png 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"translation-block\"><strong>Download<\/strong>: <a href=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Rolling-action-item-list.xlsx\" target=\"_blank\" rel=\"noreferrer noopener\">Excel<\/a> | <a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1lI1TocsffMBv8uMJZXYqnI-ttvjZoMAr3ewEJz_nlZM\/copy\" target=\"_blank\" rel=\"noreferrer noopener\">Google Sheets<\/a> | <a href=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Rolling-action-item-list.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">PDF<\/a>&nbsp;<\/p>\n\n\n\n<p class=\"translation-block\">The rolling action item list template helps you differentiate between finalized action items and those that are yet to be completed.&nbsp;<\/p>\n\n\n\n<p class=\"translation-block\">It consists of 2 tables:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">\u201cTo do list\u201d, and&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\">\u201cDone\u201d.<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block\">All action items are initially added to the \u201cTo do\u201d list. Once they are finished, they\u2019re transferred to the \u201cDone\u201d table.<\/p>\n\n\n\n<p class=\"translation-block\">To move an action item, click on the number of the column where the action item is located, and drag and drop it in the \u201cDone\u201d table.<\/p>\n\n\n\n<p class=\"translation-block\">\n<div class=\"banner banner-dark plaky-gradient-landing-2\">\n    <div class=\"banner-text lg:pr-[6rem]\">\n        <h2 class=\"translation-block text-2xl !mb-4\">Start your 14-day trial now<\/h2>\n        <p class=\"translation-block !text-sm\">Not sure if Plaky by CAKE.com is the right choice for you? See for yourself \u2014 sign up for a free account today!<\/p>\n\n        <div class=\"banner-buttons d-flex space-x-4 translation-block\">\n            <a class=\"rounded-md px-6 py-2 bg-white\" href=\"https:\/\/app.plaky.com\/signup\" target=\"_blank\">Try for free<\/a>\n\n                            <a class=\"button-2\" href=\"https:\/\/plaky.com\/apps\" target=\"_blank\">Download<\/a>\n                    <\/div>\n    <\/div>\n\n    <div class=\"banner-image banner-image-middle \">\n        <picture>\n            <source srcset=\"https:\/\/plaky.com\/learn\/wp-content\/themes\/cake-learn\/src\/images\/plaky\/banners\/landing-2@2x.png 2x\" alt=\"Illustration\"  media=\"(min-width: 1022px)\" \/>\n            <img decoding=\"async\" src=\"https:\/\/plaky.com\/learn\/wp-content\/themes\/cake-learn\/src\/images\/plaky\/banners\/landing-2.png\"  alt=\"Illustration\" \/>\n        <\/picture>\n    <\/div>\n<\/div>\n    <\/p>\n\n\n\n<h2 id=\"templates-are-great-but-for-advanced-tracking-you-need-plaky-by-cake-com\" class=\"wp-block-heading translation-block\">Templates are great \u2014 but for advanced tracking, you need Plaky\u00a0by CAKE.com<\/h2>\n\n\n\n<p class=\"translation-block\">Word or Excel templates help you cover the basics of action item management. But, for a more elaborate and scalable action item log, you should use <a href=\"https:\/\/plaky.com\/project-management-software\" target=\"_blank\" rel=\"noreferrer noopener\">project management software<\/a> like Plaky.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Getting Started With Plaky\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/IYQCi9y-lNU?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"translation-block\">Picture this \u2014 you have a separate board for each of your action item lists, but they\u2019re all located in one place. Each action item list is a colorful table with a great variety of fields:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Priority level,&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\">Status,&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\">Completion date,&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\">Assignee, and&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\">Any other information you want (teams, timelines, reviewers, etc.)&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block\">No more searching for information, having it scattered across multiple docs, or wondering where you\u2019ve saved the list from last week\u2019s meeting. It\u2019s all safely stored in <a href=\"https:\/\/plaky.com\/\" type=\"link\" id=\"https:\/\/plaky.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Plaky<\/a> by <a href=\"https:\/\/cake.com\/\" type=\"link\" id=\"https:\/\/cake.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">CAKE.com<\/a>.\u00a0<\/p>\n\n\n\n<p class=\"translation-block\">Moreover, every board you\u2019ve created can be turned into a template you can use to create new action item logs. This eliminates repetitive work <em>and<\/em> saves you precious time!<\/p>\n\n\n\n<p class=\"custom-btn translation-block\"><a href=\"https:\/\/app.plaky.com\/signup\" target=\"_blank\" rel=\"noreferrer noopener\">Try Plaky by CAKE.com for free<\/a><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"631\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Organize-your-action-item-lists-into-boards-in-Plakys-workspace-1024x631.png\" alt=\"Action item board in Plaky\" class=\"wp-image-10371\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Organize-your-action-item-lists-into-boards-in-Plakys-workspace-1024x631.png 1024w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Organize-your-action-item-lists-into-boards-in-Plakys-workspace-300x185.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Organize-your-action-item-lists-into-boards-in-Plakys-workspace-768x474.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Organize-your-action-item-lists-into-boards-in-Plakys-workspace-18x12.png 18w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Organize-your-action-item-lists-into-boards-in-Plakys-workspace.png 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Organize your action item lists into boards in Plaky\u2019s workspace<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\">All your team members can be subscribed to this board, so whenever you assign an item to someone, they\u2019ll receive a notification. And, in turn, you\u2019ll be notified when someone changes the status of the action item \u2014 and know <em>exactly<\/em> how the work is progressing.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"996\" height=\"1014\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Notifications-in-Plaky.png\" alt=\"Notifications log in Plaky project management software\" class=\"wp-image-6409\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Notifications-in-Plaky.png 996w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Notifications-in-Plaky-295x300.png 295w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Notifications-in-Plaky-768x782.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Notifications-in-Plaky-12x12.png 12w\" sizes=\"auto, (max-width: 996px) 100vw, 996px\" \/><figcaption class=\"wp-element-caption\">Stay informed with Plaky\u2019s notifications<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\">In short \u2014 everyone easily stays in the loop with custom notifications. But in case you ever need a chat, you can do that too.<\/p>\n\n\n\n<p class=\"translation-block\">Every item on Plaky\u2019s board has a comment section where you can ask questions or offer further instructions. This enables you to keep all communication about a specific item in one place and not scattered across various DMs.&nbsp;<\/p>\n\n\n\n<p class=\"translation-block\">That said, you can still direct a comment to a specific person or a team by @mentioning them \u2014 and avoid any confusion among your team members!&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"928\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Comments-in-Plaky-1024x928.png\" alt=\"Comments in Plaky\" class=\"wp-image-10373\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Comments-in-Plaky-1024x928.png 1024w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Comments-in-Plaky-300x272.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Comments-in-Plaky-768x696.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Comments-in-Plaky-13x12.png 13w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/10\/Comments-in-Plaky.png 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Leave comments directly in items in Plaky<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\"><em>Interested in more elaborate action item management? Sign up for Plaky now!<\/em><\/p>\n\n\n\n<p class=\"custom-btn translation-block\"><a href=\"https:\/\/app.plaky.com\/signup\" target=\"_blank\" rel=\"noreferrer noopener\">Get started with Plaky by CAKE.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Download free action item templates to track their priority, status, and due dates. Available in the form of Excel, Word, Google Sheets, Docs, and PDF files.<\/p>\n","protected":false},"author":18,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[32,31],"tags":[],"class_list":["post-6363","post","type-post","status-publish","format-standard","hentry","category-templates","category-work-tools-and-templates"],"acf":[],"_links":{"self":[{"href":"https:\/\/plaky.com\/learn\/wp-json\/wp\/v2\/posts\/6363","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/plaky.com\/learn\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/plaky.com\/learn\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/plaky.com\/learn\/wp-json\/wp\/v2\/users\/18"}],"replies":[{"embeddable":true,"href":"https:\/\/plaky.com\/learn\/wp-json\/wp\/v2\/comments?post=6363"}],"version-history":[{"count":26,"href":"https:\/\/plaky.com\/learn\/wp-json\/wp\/v2\/posts\/6363\/revisions"}],"predecessor-version":[{"id":11959,"href":"https:\/\/plaky.com\/learn\/wp-json\/wp\/v2\/posts\/6363\/revisions\/11959"}],"wp:attachment":[{"href":"https:\/\/plaky.com\/learn\/wp-json\/wp\/v2\/media?parent=6363"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/plaky.com\/learn\/wp-json\/wp\/v2\/categories?post=6363"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/plaky.com\/learn\/wp-json\/wp\/v2\/tags?post=6363"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}