Microsoft action item tracker

Categorize tasks by type, manage users, and store documents associated with the different tasks. Assigning tasks to human resources is made easy due to the ability to group connected tasks together and have them assigned to one person.

Moreover, if you have made a work breakdown structure using Microsoft Excel or another spreadsheet creation program , you can then import the spreadsheet into ActionHero, thus saving you a significant amount of time. ActionHero comes with a day free trial. Should you determine that you wish to continue using the program after the trial period has expired, subscription rates are:. As you can see from the pricing, ActionHero is an outstanding program for large companies since it offers such a discount, but for smaller companies, you may wish to consider whether the program truly meets your needs.

Pocket Plan by Twiddlebit is a program where you can track your action items. What makes this program unique is that it was specifically created for use on Palm Pilots and other mobile devices. The program works both by itself as a stand alone action item tracker that also allows you to create Gantt charts and schedule for holidays, and it can be used with Microsoft Project as a companion program.

You can use this program to access all your MS Project files on your mobile device. Select a task title to view task details, and assign it by selecting the Assign to icon and then selecting a name. For published lists, you can edit any of the detail fields except for the task title and notes.

You can't delete published tasks. You can assign up to 11 people to a task. They will all see the task in their Assigned to you list when they open Tasks.

Select a task to view or edit the details. To switch a task from one bucket to another, simply drag it to the new bucket. Do you want to see only the tasks due next week on the schedule calendar? Or just menswear and womenswear department tasks on the board? Filters offer a handy way to see exactly what you want to, on any of the available views. Select Filter in the top right of the page and select as many options as you need.

Or type a keyword. Or do both! The options remain selected when you switch from List to Charts to Board and back again. To de-select a filter, select the option again. Or select Clear to start over. Microsoft Teams. Apps and services. Assign and track tasks in Teams. The Google Sheets version uses the in-cell checkbox feature. The Excel version uses a drop-down to select the checkmark. Watch how to Insert a Check Mark in Excel on youtube! 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. The numeric rank ends up being a number between and a custom conditional formatting icon set is used to display the symbols.

Action Items Template for Excel.