4 Free Action Item Templates for Effortless Project Success

Do you, as a project manager, struggle with keeping track of all your action items??

These small pieces of work, which pop up daily and usually take a short time to finish, are notoriously tricky to track.?

Still, there’s a simple solution — action item templates!

We’ve created a few different templates to help you manage a surge of small day-to-day action items. Just pick the one that works for you and enjoy effortless tracking!?

*This article is the abridged and adapted version of the blog post originally published on the Plaky blog. Find more action item templates here: https://plaky.com/learn/work-tools-and-templates/action-item-templates/?

Action item list template

Download: Google Sheets | PDF?

Use this simple action item list template to track key action items throughout your project.

The template is in the form of a table that includes the following columns:

• Action item name,
• Priority,
• Assignee,
• Due date, and?
• Status.?

Meeting action items template?

Download: Google Sheets | PDF

Our meeting action items template helps you stay on top of unplanned tasks that arise during a meeting — without disrupting it. In fact, you can take this template to the meeting and fill it out on the spot to ensure nothing is skipped or forgotten.?

The template also includes a notes section where you can add any additional information mentioned during the meeting if you think it may be relevant to the assignee.?

Action items template with goals

Download: Google Sheets | PDF

This template enables you to connect action items with goals you want to achieve, helping you and your team members see how your daily work connects to the big picture.?

Project management action tracker template

Download: Google Sheets | PDF

If you want to organize action items according to the teams working on them, this is the template for you!

It keeps the action items of all teams in one place, giving you a comprehensive overview of the project’s progress. So, it’s a godsend for complex projects with many teams collaborating on them!

Templates are great — but for advanced tracking, you need Plaky?

Google Sheets and PDF templates are OK for basic action item management. But, it’s 2024, so it’s high time you went digital!

Try project management software like Plaky to connect with your teammates — and save precious time.

With Plaky, you can:?

• Have a separate board for each of your action item lists, but keep them all in 1 centralized hub. No more lists scattered across multiple docs!
• Turn every board you’ve created into a template you can use to generate new action item logs. This eliminates repetitive work and saves you precious time!
• Receive notifications for all updates on an action item you’ve subscribed to. This way, you and your teammates will be in the loop at all times.

Successfully manage all your action items with Plaky. Sign up for a free account today!