Last updated: Action list name: Contact details: Owner:

23rd May 2013 Free sample action list from bernie.smith@madetomeasureKPIs.co.uk Bernie Smith
MadeToMeasureKPIs.com

Ref. Grouping Action Owner Due by Closed on Hold? Due? Notes

A1 A simple way to filter by project Describe your action here, free text Initials of action owner Date here Not due Leave the "Due?" column alone, it populates automatically
name etc. here depending on the status of "Due by", the "Closed" column and
whether column G says "Hold.
A2 Example Put your exciting action description here Bernie ### Overdue
A3 Example More action than the A team Bernie Friday, May 23, 2014 Overdue
A4 Example Actions speak louder than words Bernie ### ### Complete
A5 Example Lights, camera, action! Bernie ### Overdue
A6 Example Action: stop cheesy jokes in templates… Bernie Monday, May 23, 2011 Hold On Hold
These cells populate automatically
If you really need to edit column H
use "password" to unlock those
cells.
Put "closed" date
here to show it's Just type Hold
Choose your Validated based The print area and formulas go This is set to free text at the here to set the
own on the list on down to line 102. Don't forget to moment. Add a list and validation been closed. This
will automatically "Due by" to hold.
designator and "Dropdown lists" drag the formulas down further (like column B) if you need more Changes flag in H
drag to fill the tab you need to extend your list. rigor change the Due?
flag in column H to "Hold"
cells

To make changes to this sheet (including getting rid

of these notes) unlock the sheet using "password"
Grouping
Admin
Analysis
Project 1
Project 2
Example