An Action Item List is a simple tool for tracking tasks, owners of tasks, and the time frame that tasks need to be completed during a project.
What are Action Item Lists, and what are best practices, tools and templates for teams and organizations?
Definition of Action Item List
Description of Action Item List
Action Item Lists are usually created during a meeting to document the tasks that a group will complete as part of a larger project. The list is best written in complete sentences so that details are not left out or forgotten. It is important to include details such as the person responsible, the deadline for completion, and any next steps that will occur as a result of the list item’s completion. The best Action Item Lists are written as though writing to someone else, eliminating the use of shorthand that could be forgotten or misconstrued by the time the person responsible actually sits down to compete the task. A clear, detailed Action Item List helps teams or individuals complete projects in a more effective and timely manner.
Tools & Templates
Specific tools used in creating Action Item Lists vary widely, but can be as simple as using a spreadsheet with a row for each item and a columns across the top identifying who is responsible, the date of the deadline for the task, any next steps, and a way to identify when the action item is completed. For teams to most effectively collaborate, action item lists should ideally be accessible in the cloud online through any web based or mobile device.
upBOARD's Online Action Item List Tools & Templates
upBOARD’s online Action Item List collaboration tools allow any team or organization to instantly begin working with our web templates and input forms to create their Action Items and define tasks. Our digital platform goes far beyond other software tools by including progress dashboards, data integration from existing documents or other SaaS software, elegant intuitive designs, and full access on any desktop or mobile device.