{"id":65201,"date":"2021-05-20T20:16:58","date_gmt":"2021-05-20T20:16:58","guid":{"rendered":"https:\/\/staging-mondaycomblog.kinsta.cloud\/?post_type=pm&#038;p=65201"},"modified":"2024-10-02T10:46:12","modified_gmt":"2024-10-02T10:46:12","slug":"action-items","status":"publish","type":"post","link":"https:\/\/monday.com\/blog\/project-management\/action-items\/","title":{"rendered":"Seamlessly manage a project with an action items template"},"content":{"rendered":"<p>There are dozens of cliches for starting a massive project or endeavor, and for good reason. Staring up at the project mountain can feel daunting from the bottom and it&#8217;s sometimes hard to know where to start.<\/p>\n<p>The good news is, we don&#8217;t need to make the journey alone; we can use resources such as an action items template to help break up a big project into smaller, more manageable tasks.<\/p>\n<p>We&#8217;ll cover what an action items template is, its benefits, how to create them, and provide a template to get you on the right track. First up: learn what the term means.<\/p>\n<p style=\"text-align: center;\"><a class=\"cta-button blue-button\" aria-label=\"Get template\" href=\"http:\/\/auth.monday.com\/solutions\/add_solution?solution_id=10047231\" target=\"_self\">Get template<\/a><\/p>\n<h2>What is an action item?<\/h2>\n<p>Let&#8217;s review the meaning of action items:<\/p>\n<blockquote><p>In project management, an action item is a task or activity that needs to get done to complete the project.<\/p><\/blockquote>\n<p>It be something like setting up network access for a new hire, or creating a new graphic for the company website. You\u2019ve used action items without even realizing it if you\u2019ve ever\u00a0created a to-do list on paper or using a visually intuitive software such as the one below:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-23905 size-full\" title=\"weekly to-do list board\" src=\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2020\/11\/monday.com-Weekly-To-Do-list-template.png\" alt=\"monday.com Weekly To-Do list template\" width=\"1531\" height=\"615\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/11\/monday.com-Weekly-To-Do-list-template.png 1531w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/11\/monday.com-Weekly-To-Do-list-template-300x121.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/11\/monday.com-Weekly-To-Do-list-template-1024x411.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/11\/monday.com-Weekly-To-Do-list-template-768x309.png 768w\" sizes=\"(max-width: 1531px) 100vw, 1531px\" \/><\/p>\n<p>As shown above, action items can include tasks, but they can also be a lot more.<\/p>\n<p style=\"text-align: center;\"><div class=\"signup-form-wrapper\">\r\n      <div class=\"signup-form-inner\">\r\n      <div class=\"banner \">\r\n         <span class=\"b-left\">\r\n            <div class=\"h2\">One platform for better teamwork <\/div>\r\n            <div class=\"h3\">\r\n              with monday.com Work OS                          <\/div>\r\n              <img decoding=\"async\" class=\"banner-logo d-none d-md-block\" src=\"https:\/\/monday.com\/blog\/wp-content\/themes\/monday\/img\/logo-white.svg\" alt=\"logo\">\r\n         <\/span>\r\n         <span class=\"b-right\">\r\n            <svg class=\"banner-stars d-none d-md-block\" width=\"183\" height=\"85\" viewBox=\"0 0 183 85\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\r\n              <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M178.536 62.5357L179.322 60L180.109 62.5358L182.645 63.3223L180.109 64.1087L179.322 66.6449L178.536 64.1088L176 63.3223L178.536 62.5357Z\" fill=\"#FBFBFB\"\/>\r\n              <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M146.776 74.7722L148.566 69L150.357 74.7731L156.129 76.5634L150.357 78.3534L148.566 84.1284L146.775 78.3544L141 76.5634L146.776 74.7722Z\" fill=\"#FBFBFB\"\/>\r\n              <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M5.77592 5.77216L7.5661 0L9.35658 5.77313L15.1289 7.56336L9.35717 9.35341L7.5661 15.1284L5.77533 9.35438L0.000457764 7.56336L5.77592 5.77216Z\" fill=\"#FBFBFB\"\/>\r\n            <\/svg>\r\n            <svg class=\"banner-stars d-block d-md-none\" width=\"271\" height=\"103\" viewBox=\"0 0 271 103\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\r\n              <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M266.345 69.806L267.092 67.3984L267.838 69.8059L270.246 70.5527L267.838 71.2994L267.092 73.707L266.345 71.2993L263.937 70.5527L266.345 69.806Z\" fill=\"#FBFBFB\"\/>\r\n              <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M238.282 93.9891L239.982 88.5078L241.682 93.9899L247.162 95.6895L241.682 97.389L239.982 102.871L238.282 97.3899L232.799 95.6895L238.282 93.9891Z\" fill=\"#FBFBFB\"\/>\r\n              <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M5.48421 5.67949L7.18416 0.198242L8.88438 5.68035L14.3643 7.37988L8.88419 9.07947L7.18416 14.561L5.4844 9.08033L0.00154114 7.37988L5.48421 5.67949Z\" fill=\"#FBFBFB\"\/>\r\n            <\/svg>\r\n            <a class=\"button-t\" href=\"https:\/\/auth.monday.com\/users\/sign_up_new\" target=\"_blank\">Get started<\/a>\r\n         <\/span>\r\n      <\/div>\r\n      <div class=\"only-mobile\">\r\n        <img decoding=\"async\" class=\"banner-logo\" src=\"https:\/\/monday.com\/blog\/wp-content\/themes\/monday\/img\/logo-white.svg\" alt=\"logo\">\r\n      <\/div>\r\n   <\/div>\r\n<\/div>\r\n<\/p>\n<h2><strong>Here&#8217;s what an action item looks like <\/strong><\/h2>\n<p>As we mentioned above, these tasks look like a to-do. It&#8217;s typically an entry in the team&#8217;s workflow that contributes to the overall organization or team goals.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-98811\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/05\/Action-Items-board-View-1024x560.png\" alt=\"\" width=\"1024\" height=\"560\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/05\/Action-Items-board-View-1024x560.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/05\/Action-Items-board-View-300x164.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/05\/Action-Items-board-View-768x420.png 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/05\/Action-Items-board-View.png 1424w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>But along with the to-do item, companies add additional context around the assignment to boost organization and efficiency. With the added information below, team members can get started on items faster and feel more confident they&#8217;re on the right track.<\/p>\n<p>You may want to include any of the following when delegating project activities:<\/p>\n<ul>\n<li>A unique identifier number or code for each task<\/li>\n<li>An assignee or owner who is responsible for the item<\/li>\n<li>A short description of the task<\/li>\n<li>A priority or urgency level (usually tied to an item\u2019s impact on other parts of the project)<\/li>\n<li>A status (such as: open, in progress, completed)<\/li>\n<li>A date that the action item was created<\/li>\n<li>A deadline, or planned completion date<\/li>\n<li>Actual completion date (once the item is resolved)<\/li>\n<li>A section for additional comments or notes<\/li>\n<li>Attached documents<\/li>\n<\/ul>\n<p>We briefly touched a reason why teams need action items\u2014they&#8217;re the steps employees take to reach their goals\u2014but there are a lot more reasons to include them in your workflow!<\/p>\n<p style=\"text-align: center;\"><a class=\"cta-button blue-button\" aria-label=\"Get template\" href=\"http:\/\/auth.monday.com\/solutions\/add_solution?solution_id=10047231\" target=\"_self\">Get template<\/a><\/p>\n<h2><strong>Benefits of action items<\/strong><\/h2>\n<p>When working on projects with more than a couple of steps, action items represent all the smaller steps to complete along the way. This way, teams can take the project one step at a time, instead of viewing is as one large task, which could feel intimidating and slow progress.<\/p>\n<p>They\u2019re also useful to track project progress and identify any areas that might cause a delay. With this system, project managers can easily see what they need to follow up on, pivot, or step in if someone needs help.<\/p>\n<p>But wait, there are even more benefits, they&#8230;<\/p>\n<p><strong>Help keep meetings on track<\/strong><\/p>\n<p>Meetings can easily dissolve into idle chit-chat or get off-topic. Sometimes it can even feel like you\u2019re having a meeting to schedule more meetings.<\/p>\n<p>An ongoing list of action items can keep everyone on track and give team members a specific purpose. When you come into a meeting with action items, it\u2019s easier to discuss completed work and what still needs to be done. From there, the team can address any problems or concerns they\u2019re having with their work.<\/p>\n<p><strong>Make teammates more productive<\/strong><\/p>\n<p>Without a clearly laid-out list of items, teams may complete parts of the project out of order. This could not only interfere with the project&#8217;s results, but it could waste resources like time, especially if team members need to go back and redo an item.<\/p>\n<p>If you\u2019ve got an action list with ongoing tasks ranked by deadline or priority, it\u2019s easy to understand what to work on first. Sometimes, one part of the project may depend on another item being completed before someone can work on the next part. That&#8217;s the beauty of an action log\u2014it makes sure team members know what they&#8217;re doing and when so they can best utilize their time.<\/p>\n<p><strong>Assign responsibility<\/strong><\/p>\n<p>Typically, each action item on a project list will have a specific person who is responsible for getting it done on time. By clearly laying out a task owner for each item, you can avoid instances where two people complete the same task.<\/p>\n<p>Everyone working on the project has clear priorities and expectations set for them and know how they&#8217;re contributing to the project. You also don\u2019t run into a situation where all of the more tedious or difficult tasks are unclaimed. Everything is assigned to someone from the start:<\/p>\n<p style=\"text-align: center;\"><a class=\"cta-button blue-button\" aria-label=\"Get template\" href=\"http:\/\/auth.monday.com\/solutions\/add_solution?solution_id=10047231\" target=\"_self\">Get template<\/a><\/p>\n<p>Action items may include a a list of responsibilities, deadlines, and other details, but not all to-dos are created equal.<\/p>\n<h3><strong>Here&#8217;s how to write stronger action list items<\/strong><\/h3>\n<p>Read on for some tips on making sure that you\u2019re creating world-class action items.<\/p>\n<h3><strong>1. Make them specific<\/strong><\/h3>\n<p>If you make a short action item that\u2019s just a few words long, you might know exactly what you mean, but the assignee won&#8217;t. If someone misunderstands the task, they will waste time working on something unrelated and you could spend time trying to get them back on track.<\/p>\n<p>When someone looks at a meeting action item, they should know exactly what it\u2019s about. Rule of thumb: if someone on the team who wasn&#8217;t at the meeting reads it and understands what to, you&#8217;re on the right track.<\/p>\n<p>Though it takes a little more time to get specific, it will save you time later on.<\/p>\n<h3><strong>2. Break down items into sub-tasks<\/strong><\/h3>\n<p>Any action items that are abstract can be broken down into smaller steps. For example, if you ask Todd the intern to \u201cdevelop communication skills\u201d on his evaluation, it\u2019s not immediately clear how he should go about doing that.<\/p>\n<p>You\u2019ll need to add extra sub-tasks to your action item like:<\/p>\n<ul>\n<li>Read X book on communication<\/li>\n<li>Attend a Toastmaster\u2019s meeting<\/li>\n<li>Deliver a presentation to the marketing department<\/li>\n<\/ul>\n<p>As a general rule, it\u2019s best to avoid creating action items that are high-level concepts at all. But when you do, make sure to also provide concrete steps on how to achieve them.<\/p>\n<h3><strong>3. Assign ownership<\/strong><\/h3>\n<p>Assign every item an owner as soon as it comes up. This lessens the chance that it will fly under the radar. It&#8217;s best to immediately assign items because it&#8217;s easy to forget about them once the meeting ends.<\/p>\n<h3><strong>4. Utilize monday.com\u2019s advanced project management template<\/strong><\/h3>\n<p>To help you plan, track, and manage complex projects across multiple departments and teams, we created an <a href=\"https:\/\/monday.com\/template-center\/template\/122927\" target=\"_blank\" rel=\"noopener noreferrer\">advanced project management template<\/a>.<\/p>\n<p>You can streamline project requests and get a high-level overview of your entire portfolio. Plus, this template integrates with Excel, Google Drive, Slack, and more tools you already use so that all your activities stay in one place and communication is contextualized around the work.<\/p>\n<p>On the template, you can drag and drop 30+ column types to customize your workflow. You can include everything from due dates, people columns to assign owners and status columns. Not only do you have a place to write out your entire workflow from action items to a general description of the project and any goals, you can create and collaborate on documents right on the platform using <a href=\"https:\/\/monday.com\/lp\/docs?utm_source=adwordsbrand&amp;utm_campaign=eu1-s-brand-b-desk-monday&amp;aw_keyword=monday%20workdoc&amp;aw_match_type=p&amp;gclid=CjwKCAjwloCSBhAeEiwA3hVo_enTrun4MYVEN2T1zJUw6FJMqSBaI9JvD9uV4Aw1Uu4M0kUqIW6clRoC028QAvD_BwE\" target=\"_blank\" rel=\"noopener noreferrer\">monday workdocs<\/a>.<\/p>\n<p>This means that any documentation for the action items can appear right next to the item itself. What&#8217;s even more convenient is that you can attach files, notes, videos, and more so they appear next to your action items.<\/p>\n<p>Lastly, to really save your team time, monday.com\u2019s automations automate routine work. You can set up automations to send a reminder email for an approaching item due date, or get a real-time notifications when an action item is completed. That way, you can focus on the work that matters.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-65238 size-full\" title=\"action item - monday.com template\" src=\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2021\/05\/action-item-monday.com-template.png\" alt=\"A screenshot of a monday.com template showing action item tracking.\" width=\"1600\" height=\"1148\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/05\/action-item-monday.com-template.png 1600w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/05\/action-item-monday.com-template-300x215.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/05\/action-item-monday.com-template-1024x735.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/05\/action-item-monday.com-template-768x551.png 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/05\/action-item-monday.com-template-1536x1102.png 1536w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<h2><strong>Make it easier to create action items<\/strong><\/h2>\n<p>An action item is a task or activity that needs to get done in your project, but organizing and managing these by hand is cumbersome. Instead, try using\u00a0<a href=\"https:\/\/monday.com\/template-center\" target=\"_blank\" rel=\"noopener noreferrer\">monday.com\u2019s<\/a> action items template\u00a0to incorporate action items into your project management.<\/p>\n<p style=\"text-align: center;\"><a class=\"cta-button blue-button\" aria-label=\"Get template\" href=\"http:\/\/auth.monday.com\/solutions\/add_solution?solution_id=10047231\" target=\"_self\">Get template<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>There are dozens of cliches for starting a massive project or endeavor, and for good reason. Staring up at the project mountain can feel daunting from the bottom and it&#8217;s sometimes hard to know where to start. The good news is, we don&#8217;t need to make the journey alone; we &#8230;<\/p>\n","protected":false},"author":5,"featured_media":98806,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"Manage a project with an action items template%%page%% %%sep%% %%sitename%%","_yoast_wpseo_metadesc":"Learn what action items are, and the benefits of incorporating them into your projects, and get an action items template on us!","monday_item_id":18041550309,"monday_board_id":0,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[13904],"tags":[],"class_list":["post-65201","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-project-management"],"acf":{"lobby_image":{"ID":98806,"id":98806,"title":"Action Items 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13:19:37","menu_order":0,"mime_type":"image\/jpeg","type":"image","subtype":"jpeg","icon":"https:\/\/monday.com\/blog\/wp-includes\/images\/media\/default.png","width":2400,"height":1200,"sizes":{"thumbnail":"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/05\/Action-Items-thumbnail-150x150.jpg","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/05\/Action-Items-thumbnail-300x150.jpg","medium-width":300,"medium-height":150,"medium_large":"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/05\/Action-Items-thumbnail-768x384.jpg","medium_large-width":768,"medium_large-height":384,"large":"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/05\/Action-Items-thumbnail-1024x512.jpg","large-width":1024,"large-height":512,"1536x1536":"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/05\/Action-Items-thumbnail-1536x768.jpg","1536x1536-width":1536,"1536x1536-height":768,"2048x2048":"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/05\/Action-Items-thumbnail-2048x1024.jpg","2048x2048-width":2048,"2048x2048-height":1024}},"post_thumbnail_title":"","hide_post_info":false,"hide_bottom_cta":true,"hide_from_blog":false,"cluster":"","banner_url":"https:\/\/auth.monday.com\/users\/sign_up_new#soft_signup_from_step","main_text_banner":"Try monday.com","sub_title_banner":"Successfully manage any kind of project","sub_title_banner_second":"","banner_button_text":"","below_banner_line":"","display_dates":"updated","post_date":"20220327","custom_schema_code":"","use_customized_cta":true,"display_subscribe_widget":true,"landing_page_layout":false,"featured_image_link":"","cta_button":{"title":"Sign up for high quality content","url":"https:\/\/forms.monday.com\/forms\/3ce1811bf93765f24eaf8a119ac6436f?r=use1","target":""},"hide_time_to_read":false,"sidebar_color_banner":"","custom_tags":false,"disclaimer":"","cornerstone_hero_cta_override":{"label":"","url":""},"faqs":false,"activate_cta_banner":false},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.6 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Manage a project with an action items template | monday.com Blog<\/title>\n<meta name=\"description\" content=\"Learn what action items are, and the benefits of 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