Free Rolling Action Item List Templates (Word, Excel & PDF)

Download these top-notch Free Rolling Action Item List Templates using MS Word and MS Excel to assist you in your day-to-day task management.

The Rolling Action Item List serves as an ever ready and effective management tool that allows employees to keep track of their activities at work. Rolling Action Item List stands to be the easiest way to function the task as it is supposed reason being, time is utilized efficiently. A manual to do task is actually possible even in a small business but when a company is very large, an action list is implemented to become part of everyone’s activity at work. The responsible individual uses the Rolling Action Item List in the team meetings. It is not a traditional manual record written on paper and pencil. It holds the data in a short form. An application in the computer saves the data as input and reminds the due date to the responsible individual as an alert. As the action list is digitalized, it comes in handy and it is easy to carry along all the meetings. The Rolling Action Item List can be operated and handled conveniently with a mobile phone, laptop, iPad, and other electronic accessories.

Table of Contents

Rolling Action Item List Format

An appropriate Rolling Action Items List includes the following components: action item(s), responsibility, detail of the action, date when a particular action was assigned, the completion date of the action, the progress of the particular action, as well as, any additional notes. Also, one can find an action item list either in alphabetical orders or numerical orders. Action description is generally a combination of descriptive and prescriptive actions such as what transpired in the past meetings as well as what actions should be taken in the future meetings. The owner or manager is the responsible person for the meeting. The owner assigns the job to an individual and also allocates the resources to perform the job. The owner checks for the job done within the assigned time frame. A specific date is committed during the meeting by all the employees who are assigned the job, and within the deadline, the task must be completed without any excuses. Status and notes are to update the status and reschedule the meetings if required.

Uses of Rolling Action Item List Templates

The rolling action item is user-friendly. Everyone with basic computer knowledge can access the action list. How to create an action list in MS Word is listed for reference. The first step involves opening a blank MS Word document. Update and list all the actions to be completed in the next few days. Then ensure that all the large portions are broken into small tasks. The next step assigns the due date or deadline to each task. Place the tasks or jobs as per the priority. Priority of a job is based on ‘urgent, important, not important or not urgent’ titles. Then the last step is the completion of the task and rearranging whenever the priority alters.

Many online free tools are available for the Rolling Action Item List Template. The template can be downloaded from the online market and used by the individual holding the meetings. One can use PowerPoint and Excel as well as Word in Microsoft Offices in order to obtain this list. They help in yielding quick results and collecting everybody in one place respectively. In case one is in a hurry and can’t make these templates by themselves, there are plenty of resources available on the internet where one can get templates which are already crafted.