Action/Task Tracker Template (Excel XLSM)

BENEFITS OF DOCUMENT

1. 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.
2. 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.
3. 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,

DESCRIPTION

This product (Action/Task Tracker Template) is an Excel template (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.

This template streamlines your action and task management processes, ensuring nothing falls through the cracks. With its user-friendly interface and customizable features, you can effortlessly adapt it to your team's specific workflow needs, enhancing accountability and visibility across all tasks.

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