Stay on top of Action Items list(s)?!

Change Management Communications Management Information Technology

Liana Underwood National Capital Region, Va, United States

How do you as Project and Program Managers stay on top of multiple projects action item lists. In some cases, many of the action items actually sit with other people. I've tried spreadsheets, One-note, Outlook tasks, and Trello, only spreadsheets or status reports seem to have really stuck for me. I'd love to hear what others have been successful with.

Posted: Mar 21, 2017 7:02 PM

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Ali Akbarnia Kalhoudashti PM III| MTN Tehran, Tehran, Iran (Islamic Republic of)

Mar 25, 2017 6:54 PM

Replying to Liana Underwood

...

Great points everyone, Andrew wish we had SharePoint, I do love the task list. Marcus, your combination of Excel and MS Project is great for juggling multiple projects. Justin, I had no idea OneNote had a task option, I'll check it out!

Certainly, these are just tools. Often though, I find that no one ever takes a class that explains how to handle email, filing, note taking, or keeping track of action items. We often just learn and grow as we go. A big part of it is determining what actually works for you. Thank you for all the ideas and input!

Great Discussions and good points shared. Thank you.

Posted: Jun 26, 2017 8:12 AM

Tiago Romao Project Manager - PfMP | PgMP | PMP | ACP | PBA | CBAP | CSM | MSc.| Altice Portugal | Meo Sobreda, Setubal/Almada, Portugal

Hi to all,
good question Liana,

i use MS Excel with sheets to track actions, issues, meeting minutes, milestones, risks, decisions. I got it from template site.
I also have a MS Project file.

My problem is in did to track and update both files anywhere, anytime. I've putted the excel file on google docs to get it even when i'm out of office.

Posted: Jun 26, 2017 9:55 AM

Sarah Swarthout Project Manager (IT)| Thryv St Clair Shores, Mi, United States

I use SharePoint with an MS Excel sheet. However, I have found that users prefer to simply report on their items in a meeting or when I reach out via email directly. They don't enjoy updating a shared Excel.

Posted: Nov 26, 2018 1:45 PM

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Stay on top of Action Items list(s)?!

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