Action Tracker Template Excel (Task Tracker) FREE

Published by LakesProjects on

action tracker with chart filter

This action tracker template can be used as both action tracker and task tracker. Log and track actions and tasks easily with automatic status and priorities – give it a go!

Alternatively, check out my Premium Action Tracker which comes with all passwords to unlock the template as well as the most frequently requested modifications: new options to add additional fields, set sheet zoom and row autofit, change status text and setup PDF records and emailing.

If you want to modify this template or view, edit and re-use the code in this template, can purchase the passwords here.

Main Features:

Push button adding of new actions, automatically formatting and updating the tracking list and charts – works great as a project status tracking template;

Automatically gives a status to an action based on the information you enter;

Can setup Administrators to help with doc control, controlling updates to dropdown menus and deleting erroneous actions;

Free FAQ guide linked in the action tracker template.

This action tracker template was originally created to help a design team with logging and tracking design tasks for multiple projects with different team member responsible for completing each task. The team needed a simple and clean way to list tasks, showing the necessary information for each task and automatically adding a status to each task to help with prioritisation based on dates. This worked great for team and project action and task tracking. Excel is a great application for this template as everyone has access to it and very little training is required to get team members up to speed.

Alternatively if you’re looking for something with a little less functionality and formatting, try the To Do List Excel template. This template works great if you need a low maintenance check list.

Please note:

This is a macro enabled workbook (.xlsm) and will require content and macros to be enabled on first opening. This is done easily by clicking the prompts at the top of Excel.  This is an Excel file template and must be opened with your own copy of the Microsoft Excel application.  Lakes Projects are in no way responsible for any loss of data or IT issues that result from using this template – By downloading this template you accept these terms of use.