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Free tool Excel Action Tracking Template

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Seven must-have efficiency KPIs for manufacturers

BlinkReporting: Practical report and dashboard design book

Seven must-have efficiency KPIs for manufacturers

Free tool: Excel Action Tracking Template

Simple to use, code-free, Action Tracker Template

On most projects I end up putting together this Excel action tracking template. Its a minor job, but a bit fiddly. I had a look on Google recently and couldnt find a simple tracker template that worked well, so I designed one. Its a little off-theme for this site, but very useful I think. Most KPI implementation work involves tracking lots of actions, so thats my excuse for putting it here.

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This template covers the basics for a good action list:

I hope its self-explanatory, but dont be shy about giving feedback or ideas for improvement. Ive stayed away from VB or macros as I know the hassles this will bring in a corporate environment, but it does include some logic and conditional formatting to make it easier to assess how things are going.

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Free tool: Excel Action Tracking Template

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This Awsome Buddy, PPl who use this only can say how good this is. I really appreaciate your effort. This made my life so easy.

That is a nice sheet that you got there, I have been also using an excel document I created similar to what you have created. Would be happy to share it

Looks interesting, but I cant see the link!?

Hi Alf, I think your browser may have been blocking the link due to a plugin I was using. It should be fixed now. Sorry for the hassle! Bernie

This log is great, I noticed the sheet is protected , Can you kindly advise if you can resend it without a password I wanted to make some changes , I need to create a Log that will be easily pivoted , to later make graphs for it.

The password is password, from memory and should be clearly shown on the sheet somewhere. I added very light protection to prevent users accidentally over-writing formulas. I hope this helps.

This template is very helpful and a great tool!! I have one question, however. I am having a hard time with the conditional formatting for the due date and closed on columns. I want to have a column that says In Progress for action items that are in progress. Can you please help me with the conditional formatting or let me know how you went about setting these up?

Where do I download this tool fromm and is it similar to smartsheet?

To download you just need to pay with a like just click the Facebook, Google+, Twitter or LinkedIn like buttons and you will see the download link. Give me a shout if you have any more problems. I dont know smart sheet, so cant comment. Thanks!

Im not able to see the download link after clicking the social media icons. Is there anything else I need to do?

Hi, sorry for the problems. Ive taken off the social buttons. Can you give it another try? Apologies for the hassles, Bernie

working now initially I was having the same issue.

Bernie what is the password for unlocking the sheet? Cheers

Hi Emma, its password and is shown in the callout bubble around cell I10 for reference.

Hi Bernie. I dont see the link to download template. Excited to check it out.

If you have an add blocker or pop up blocker it may be messing with my my pay with a like plugin. Also might be worth trying a different browser. If neither works then give me a shout and your email address (use the contact page) and I will email it to you. Bernie

Hello, i am not able to see the link to download. I tried different browsers but result is same.

Working now. Please ignore. thanks for posting.

Hello, the link leads to a Webpage with the information. Nothing is downloading. Please assist.

Hi Catherine. It should just download the Excel file as soon as you click on the link. I suggest

2. Check to see if your antivirus or corporate security tools are preventing the download

If that doesnt work, Ill email a copy over to you.

I shared on LinkedIn but the link to download the template is still no accessible. Nice scamming there!!

How can I change Not due to In progress or to a different string I would like?

You will find the phrase Not due in column K. Its hidden, so just select column j, drag your selection across column k, right mouse click, and select Unhide. Then you just change the label to whatever you like.

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