• You can disable protection of the spreadsheet so you can sort, filter, or otherwise manipulate the display for viewing or printing. To disable protection, go to the Tools menu and select Protection > Unprotect Sheet. However, if you want to make edits and import the data to Windchill PDMLink, you must protect the spreadsheet again using the Tools > Protection > Protect Sheet with no password. If you import an unprotected spreadsheet, all action items are treated as new upon import and may result in the creation of duplicate action items. Even if you protect the spreadsheet again, if you have made updates, such as changing the column order, the import fails. We have all had those moments where we have a thousand things going on, but how many times have you actually taken the time to put together an action register for them? In Project Management, you are hopefully using some form of this to keep track of all your todo’s, or other peoples tasks. We don’t always have to put together an elaborate to show our projects. ![]() Sometimes it is something just as simple as an action register. You know, something that just keeps track of all those little things going on. Excel Action Register Template. Check out this template, and all my others on my page. ![]() Availability: Tested in Microsoft Excel 2007, 2010, 2013 Features: Action Item Register, Multiple Projects, Dynamic Charting, Actions At-A-Glance Functionality: This Excel action register template will allow you to keep track of your current actions, who you are doing them for, and when they are due. Whether it is a couple items on a small project or a 1,000 items against multiple projects, you can put together a simple register to help you keep track of everything you have going on. ![]() Creating the Action Register Well, I really tried to keep this one simple but also have enough information in it to keep it meaningful and useful. The ability to scale to meet a single project or multiple projects was a must. Whether or not I wanted to track actions just for myself or my team was another areas I wanted to ensure I captured in the action register. Other than that, I kept it very straight forward in the sense of what is going on, who owns it, what is the status, and when should it be completed. Some simple calculations were also added to the action register so that I can see at a glance where everything is. This allows for flexibility so that I can see how far along I am with a particular initiative. So in short, you can use this for a single project, multiple projects, single users, or multiple users. It is really how you see fit in using the template. How ever you use the template though, I hope it comes in handy and solves for whatever needs you are looking for. If not, feel free to drop me a note and I’ll see what I can do to get some improvements made to it. Try Microsoft Edge A fast and secure browser. Favorites by app Excel PowerPoint Word Category. Featured Excel Templates.
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March 2018
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