Please register (it's free!) or login to view the remaining preview.

If you are logged in, your referral link [?] is automatically included below.

EMBED CODE (Copy and Paste)

BENEFITS OF DOCUMENT

PDF Records & Outlook Emailing ? communicating your teams activity is made very easy, just click and a PDF of the tracker is recorded and attached to an Outlook email ready to send.
Automatic Status & KANBAN Filters ? with a little information the tracker works out a status. Your team can then prioritise and focus their effort using the clickable KANBAN filters.
Configurable ? change fields? status terminology? set an administrator? You can do all of this plus more from the Admin Tab. Most importantly, all of the passwords are provided for you to customise as you wish with the added benefit of being able to view,

DOCUMENT DESCRIPTION

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! It's an intuitive template that has been programmed in visual basic to make logging, prioritising and reporting actions as efficient as possible.

Key Features of this action tracker template :

-Comes with worksheet and VBA passwords visible on the Admin Tab for you to unprotect.
-Status text can be edited from the Admin Tab.
-Interactive Kanban style chart filters.
-Two drop down fields that can be edited, enabled and disabled on the Admin Tab.
• An additional free text field that can be edited, enabled and disabled on the Admin Tab.
-Setting on Admin Tab to change worksheet zoom % across all sheets.
-PDF & Email (Outlook) functionality ? setup in the Admin Tab with a built-in Windows browser create a save directory and then activated each time from a button on the Tracker. This functionality can be used to PDF your tracker, save as a record and issue out to your team as a regular update.
-Tested using Windows 10 and Microsoft Excel 2016.
-Programmed in Microsoft Excel and Visual Basic for Applications.
-Integrates with Microsoft Outlook.

Please note these terms and conditions:

-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 template has only been tested using Windows 10 and Microsoft Excel 2016.
-This is an Excel file template and must be opened with your own copy of the Microsoft Excel application.
-We are in no way responsible for any loss of data or IT issues that result from using this template.
-As this is a downloadable product you waiver the 14 day right to cancel.
-This is an instant download.

By continuing with this purchase you accept these terms and conditions.

Got a question about the product? Email us at [email protected] or ask the author directly by using the form to the right. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Action/Task Tracker Template Excel document

Action/Task Tracker Template

Sold by ktharry87 (this author has 3 documents)

$20.00

ALL FEES INCLUDED

Add to Cart

This business document is categorized under the function(s):

Team Management

It applies to All

File Type: Excel (xlsm)

File Size: 841.4 KB

Related Topic(s): Progress Report

Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.

Initial upload date (first version): Jul 7, 2021
Most recent version published: Jul 9, 2021

Ask the Author a Question

Must be logged in Click here to log in

CUSTOMER TESTIMONIALS

"FlevyPro provides business frameworks from many of the global giants in management consulting that allow you to provide best in class solutions for your clients."

– David Harris, Managing Director at Futures Strategy

"As a young consulting firm, requests for input from clients vary and it's sometimes impossible to provide expert solutions across a broad spectrum of requirements. That was before I discovered Flevy.com.

Through subscription to this invaluable site of a plethora of topics that are key and crucial to consulting, I have been able to exceed expectations and deliver quality advice and solutions to my clients. The quality and expertise of the authors are exemplary and gives me great confidence to use as part of my service offerings.

I highly recommend this company for any consultant wanting to apply international best practice standards in their service offerings. "

– Nishi Singh, Strategist and MD at NSP Consultants

"My FlevyPro subscription provides me with the most popular frameworks and decks in demand in today’s market. They not only augment my existing consulting and coaching offerings and delivery, but also keep me abreast of the latest trends, inspire new products and service offerings for my practice, and educate me in a fraction of the time and money of other solutions. I strongly recommend FlevyPro to any consultant serious about success."

– Bill Branson, Founder at Strategic Business Architects

"[Flevy] produces some great work that has been/continues to be of immense help not only to myself, but as I seek to provide professional services to my clients, it give me a large "tool box" of resources that are critical to provide them with the quality of service and outcomes they are expecting."

– Royston Knowles, Executive with 50+ Years of Board Level Experience

"As a niche strategic consulting firm, Flevy and FlevyPro frameworks and documents are an on-going reference to help us structure our findings and recommendations to our clients as well as improve their clarity, strength, and visual power. For us, it is an invaluable resource to increase our impact and value."

– David Coloma, Consulting Area Manager at Cynertia Consulting

"Flevy is our 'go to' resource for management material, at an affordable cost. The Flevy library is comprehensive and the content deep, and typically provides a great foundation for us to further develop and tailor our own service offer."

– Chris McCann, Founder at Resilient.World

"As a consultant requiring up to date and professional material that will be of value and use to my clients, I find Flevy a very reliable resource.

The variety and quality of material available through Flevy offers a very useful and commanding source for information. Using Flevy saves me time, enhances my expertise and ends up being a good decision."

– Dennis Gershowitz, Principal at DG Associates

"I have used FlevyPro for several business applications. It is a great complement to working with expensive consultants. The quality and effectiveness of the tools are of the highest standards."

– Moritz Bernhoerster, Global Sourcing Director at Fortune 500

"I have found Flevy to be an amazing resource and library of useful presentations for lean sigma, change management and so many other topics. This has reduced the time I need to spend on preparing for my performance consultation. The library is easily accessible and updates are regularly provided. A wealth of great information."

– Cynthia Howard RN, PhD, Executive Coach at Ei Leadership

"The wide selection of frameworks is very useful to me as an independent consultant. In fact, it rivals what I had at my disposal at Big 4 Consulting firms in terms of efficacy and organization."

– Julia T., Consulting Firm Owner (Former Manager at Deloitte and Capgemini)

SELECT CUSTOMERS

Since 2012, we have provided best practices to over 5,000 businesses and organizations of all sizes across the world—in over 130 countries. Below is just a very small sample of our customer base.

Did you know?

The average daily rate of a McKinsey consultant is $6,625 (not including expenses). The average price of a Flevy document is $65.

CUSTOMERS ALSO BOUGHT THESE DOCUMENTS

Progress Report Primer 31-slide PowerPoint deck $59.00 Author: Clarity First Communications Strategy Progress Report	PowerPoint Template for Updates 20-slide PowerPoint deck $20.00 Author: Clarity First Specialized PowerPoint Te ... Progress Report	PowerPoint Template for Action Plan 16-slide PowerPoint deck $20.00 Author: Clarity First Specialized PowerPoint Te ... Progress Report	PMO Status Report Excel workbook $25.00 Author: Daniel M. Progress Report
Progress Monthly Status Report 4-page Word document This is a FlevyPro [?] document. Subscribe and save with FlevyPro! Progress Report	Monthly Status Report Template 6-page Word document $20.00 Author: Daniel M. Progress Report	Progress Report Template 1-page Word document This is a FlevyPro [?] document. Subscribe and save with FlevyPro! Progress Report	Project Progress Report Example and Template 19-page Word document $20.00 Author: Navigate Change Consulting Progress Report
Simple Portfolio Status Report Excel workbook This is a FlevyPro [?] document. Subscribe and save with FlevyPro! Progress Report	Project Status Report 4-page Word document $25.00 This is a FlevyPro [?] document. Subscribe and save with FlevyPro! Progress Report	Weekly PMO Status Report Excel workbook This is a FlevyPro [?] document. Subscribe and save with FlevyPro! Progress Report	PC03 - Project Progress Report 6-page Word document $20.00 Author: p3mg Consulting Progress Report