Regardless of your company’s line of business, you need an expedient way to organize tasks that must be completed to meet the expectations of your team, stakeholders, and clients. You need a tool to queue up the list of action items, keep tabs on them, and see them to completion for successful project delivery.
But what’s the best way to log and track these action items? Your organization needs assurance that if you log these action items thoroughly — with a priority ranking, an assigned owner, and a due date — these items can be resolved within a reasonable period of time. That’s why you need the right action item template: to ensure that you consistently deliver quality products and services on time and keep your clients happy.
Once you’ve downloaded an action item template in your preferred format, fill in the following fields so you can track progress:
Action Item #: Enter a unique number for each item for future reference.Rank: Enter a ranking number that denotes the task’s importance. Priority: Select a priority for the action item (low, medium, high), so you can see high-priority items at a glance. Owner: Assign each action item to a particular owner, so everyone knows who is accountable for completing the item. Assigned Date: Enter a date for each action item assigned. Due Date: Enter a date that the team must complete each action item. Completed: Mark each action item as completed to quickly get an idea of outstanding items. Status: Select a status to indicate each task’s level of completion. Notes: Enter additional remarks as needed.