Meeting Action Items Tracker Template

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Meeting Action Items Tracker

Meeting Action Items Tracker
 

Use this simple sheet to structure your regular staff meetings around key deliverables. Display the sheet on your meeting room screen and update in real time from your laptop or tablet.

Template design and key features

 

Customizable Columns

 
Priority
Indicate priority tasks with the symbol dropdown
 
Task Name
Enter a task name in the Primary Column (used for Smartsheet automated emails)
 
Assigned To
Pick task owners from your Smartsheet contacts
 
Due Date
Enter the due date for each task using the date picker
 
Status
Show task status visually using RYG balls
 
% Complete
Track completion progress for each task with Harvey Balls
 
Next Steps
Enter next steps for each task
 
Notes
Add status details or other brief notes about each task

Collaborative Features

 
File Attachments
Store documents & links
 
Alerts & Reminders
Set alerts for due dates & sheet changes
 
Comments
Log task details, comments, & notes
 
Gantt Chart
Enable Gantt view to see a timeline
 
Calendar View
View & edit tasks in a calendar
 
Row Hierarchy
Organize tasks into collapsible sections
 
Sharing
Collaborate in real-time with your team
 
Update Requests
Request updates on task status
 
Web Forms
Collect new rows & take action
 
Mobile App
View & update your tracker on the go

Sharing with different access levels

 

Collaborating on the tracker with your team

 

Getting task updates from your team

 

Connecting with your apps

 

Learning resources