What is the best way to record Action Items for a project?

Jane W

I have created separate Sheets for each of my projects, and need to record the detailed action items that relate to each of the project tasks. These are too detailed to show on the Project Plan, but need to be recorded, allocated to a responsible person and a due date.

What is the best way practice to do this?

Andrée Starå

Hi @Jane W

I hope you're well and safe!

• You could have a separate Action List sheet for each project
• You could also have a master Action List where you select which project it is

Would any of those options work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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