Action Items List

The Action Item List is a template used to track activities that have been, are in the process of or are expected to be completed by its owner. It helps individuals take ownership of their actions while providing a historical view of their activities. This action items tool is expected to help individuals realize how much they have accomplished in a period, which allows them to leverage the information for career and personal growth.

Free Action Items List in Excel

Please note that the use of the free version for commercial/ corporate purposes violates our terms of use. This version of the tool is only intended for personal purposes. For corporate use of this tool, kindly refer to our commercial version.

To address individual needs and help them thrive throughout their lives, GPetrium built multiple solutions which includes the free action items list available above. Tool customization can be accomplished at any time since it has been built on excel. It comprises of 9 columns that are used to manage personal or career related activities.

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Action Items List - Definitions

If you have questions over the meaning of a column in the free action items list in excel, please refer to the following:

ID – A unique identifier that can be used to connect task dependencies. Numbers from 1 to 19 have been used for exemplification, however, users may define their own unique identifiers.
Project – Insert the name of the project related to the task you wish to input.
Category – Insert the umbrella term that defines the type of activity that related to the task. For example, work that involved the use of HYRION technology may be tagged as ‘Technology’ or ‘Hyrion’. By classifying the data, it is easier to do filters and searches in the future.
Task – Insert the activity you wish to track. It is preferable to limit it to 60 characters for graphical purposes.
Value – A drop-down list that relates to the value proposition of the task depicted between high, medium and low. Value of an activity can facilitate action item management.
Status – A drop-down list with to do, in progress and completed.
Start – Start date of the task. The excel format used is [Year-Month-Day].
End – End date of the task. It uses the same format as the ‘Start’ column.
Key Metrics – Insert key measurable data related to the task or project.
Dependencies – Insert other tasks’ ID or issues that may be necessary in order to complete the respective task. For example, the SQL P1 project exemplified in the tool has multiple dependencies that can be easily filtered to understand interdependencies.
Comments – Insert any additional information pertinent to the task.

Q&A

Q: I have updated the dataset, unfortunately the Dashboard did not update. What do I do?

A: To maximize cybersecurity, the team did not use VBA/ macros for the solution. Therefore, in order to update the dashboard, you will need to go to ‘Data->Refresh All’.

Q: I tried to add a new drop-down item to the [Title] Config tab, unfortunately, it does not appear on the Sales Data.

A: The drop-down system is based on the ‘Data Validation’ excel feature, it restricts the entries based on a subset of cells that have been chosen. To recalibrate, you will need to choose all cells in that respective column then on the access toolbar go to ‘Data->Data Validation->Settings’ and change the Source to cover all the items you expect to have on the drop-down.