Action Log – Excel Meeting Action Tracker with Overdue Alerts & Owner Dashboard

Description

See it in action

Stop actions falling through the cracks. Record every action from your meetings with who owns it, how urgent it is and when it’s due, and keep the status up to date. The Action Log flags anything overdue or due soon, shows how many days late each action is, measures how often actions are completed on time, and gives every owner a clear list to chase.

What it does

• Action dashboard – open, overdue, due soon, done, on hold and on-time completion rate
• Chase list – the 15 most urgent overdue and due-soon actions in date order
• Workload by owner – on track, due soon, overdue, done and on-time % for each person, with a chart
• Automatic flags – Overdue, Due soon, On track, On hold, Done or Cancelled, with days left or late
• Owner filter – focus the dashboard on one person
• Any meeting – tag actions with the meeting or source they came from
• Protected formulas – calculations are locked and hidden so nothing breaks by accident

Who it’s for

Managers, project teams, PAs and secretaries, committees and boards who need actions from meetings followed up.

What’s included

• 1 Excel workbook (.xlsx): How to Use, Dashboard, Action Log and Settings
• 35 sample actions from 6 meetings and 8 owners
• Built-in How to Use guide and sample data you can clear in one step

Requirements

Microsoft Excel 2010 or later, including Excel 2019, 2021 and Microsoft 365 (Windows or Mac). Not designed for Google Sheets.

This is a digital download. No physical item will be shipped. Your file is available to download immediately after purchase.