Action item template excel

Whether it’s for a meeting or for team task management, you need documentation to know what work needs to be done, who is tasked with executing it, when it’s due and so much more. Download our free action items template for Excel to make it fast and easy to identify and execute tasks after meetings or whenever work needs to be done.

What Is an Action Item?

An action item is a task that needs to be completed.

Like any task, an action item is limited in scope and takes, at most, a couple of weeks to complete. Action items often arise from a meeting where small jobs come up over the course of discussion.

An action item at its most basic is broken down into three components: who, what and when.

• Who: the person responsible for executing the action item
• What: a short description of what’s to be done
• When: the deadline

The action items template is similar to the to-do list or a calendar of tasks: the difference is that the action item list can go into greater detail and also