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

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
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
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
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
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