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Action/Task Tracker Template (Excel XLSM)

$20.00

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HIGHLIGHTS

Author: ktharry87

Immediate, digital download

File Type: Excel workbook (XLSM)

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 product (Action/Task Tracker Template) is an Excel workbook (XLSM), which you can download immediately upon purchase.

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 "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in Progress Report Excel: Action/Task Tracker Template Excel (XLSM) Spreadsheet, ktharry87

AUTHOR: KTHARRY87

ktharry87 has published 2 additional documents on Flevy.

DETAILS

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

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