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Success Plan Template
Action Items
Create an easy-to-use action items table that keeps everyone accountable on next steps
The following are two views of the same table. The first shows action items with the status 'On Hold', 'In Progress', and 'Not Started.' The second is a filtered view for only action items with the status 'Completed.'
Try modifying the status of each action item to see what happens.
Action Items
Task Name
Owners
Status
Due Date
Complete SSO configuration
On Hold
4/24/2020
Send out invites for company-wide training
In Progress
4/18/2020
Add new items here...
No results from filter
3
Count
Completed Action Items
Task Name
Owners
Status
Due Date
Hold Quarterly Business Review
Completed
1/14/2020
No results from filter
1
Count
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