FOLLOW UP ON ACTIONS

Meeting Action Tracker

Turn meeting follow-up actions into an owner workload, age report and overdue action list.

Local calculationsEditable projectsCSV & reports
  1. 1List your actions
  2. 2Read the answer as you type
  3. 3Download or print it

Loading the worked example…

Assumptions

Results update as you type. Example figures are illustrative.

Your working data

Edit cells directly or import a CSV. Download “Input CSV” for the required column names. Up to 200 rows; scroll the table sideways for additional fields.

What this model includes

Local tracker with no reminders or email delivery. Completed actions are excluded from outstanding workload; dates use whole calendar days.

Import and save safely

CSV imports use your current assumptions. Project files restore assumptions, rows and saved scenarios. No automatic saving: download a project before closing this page. Imports are limited to 10 MiB and 200 rows. Calculations run in your browser; the site’s advertising and analytics follow its privacy policy.

Using Meeting Action Tracker

Turn meeting follow-up actions into an owner workload, age report and overdue action list.

  1. Set the review date.
  2. List each action with owner, created date, due date, hours left, state and notes.
  3. See each owner’s open actions beside your table, then download the list.

Example

The worked example includes Share draft, Confirm venue, Send summary.
Change the first review date setting and compare the result with a saved baseline.

Questions & answers

What does Meeting Action Tracker calculate?

Turn meeting follow-up actions into an owner workload, age report and overdue action list.

What are the important limitations?

Local tracker with no reminders or email delivery. Completed actions are excluded from outstanding workload; dates use whole calendar days.

Can I continue my work later?

Yes. Save a project JSON file and reopen it with Import CSV / project. It contains the working data, assumptions and up to four scenarios. Nothing is saved automatically.

What CSV columns do I need?

action, owner, created, due, hours, state, dependency. Download Input CSV for a compatible example. CSV imports keep your current assumptions.

Are these example figures current industry benchmarks?

No. They are illustrative values to demonstrate the model. Replace them with figures appropriate to your situation.

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