Everything runs in your browser — nothing is uploaded. If you are new to the tool, follow these steps in order.
1
See what the tool can do
Press Load Sample Data to fill the tool with six example actions. Then scroll down the page:
- Project Setup — project name, client, status date and who prepared the matrix.
- Action Summary — counts of open, overdue and completed actions.
- Action / Responsibility Log — the table of actions. Status is worked out from the due date, completion date and % complete.
The first time you open the tool (when there is no data of yours in this browser) the sample is loaded for you, so you can see how it works straight away. Replace it with your own entries, press + New Project / Clear All to start empty, or load your saved project.
Load Sample Data replaces the data in the tool. Save your own work first.
2
See how the data file looks
Press ⬇ Export Table (.csv). It downloads the log as a CSV file that opens in Excel, with these 13 columns in this order:
| Column | What to enter | Example |
|---|
| No. | Row number; sub-numbers are fine | 3.1 |
| Action Ref No. | Your reference | ACT-001 |
| Category | Design, Procurement, Construction, HSE, QA/QC, Commercial or Other | Design |
| Action / Description | What has to be done | Revise foundation drawing |
| Responsible Person | Who does it | Site Engineer |
| Assigned By | Who asked for it | Project Manager |
| Date Raised | YYYY-MM-DD | 2026-09-01 |
| Priority | Low, Medium, High or Critical | High |
| Due Date | YYYY-MM-DD | 2026-09-20 |
| Completion Date | YYYY-MM-DD; blank until done | 2026-09-18 |
| % Complete | 0 to 100 | 60 |
| Status | Worked out by the tool; ignored on import | Open |
| Remarks | Any note | Awaiting survey |
3
Enter your own data and import it
Replace the sample rows in the exported file with your own actions. Save it in Excel as CSV (Comma delimited). Then press ⬆ Import Table (.csv) and choose the file.
- Columns are read by position, so keep the heading row and don't add, remove or reorder columns.
- Enter dates as YYYY-MM-DD.
- The Status column is ignored; the tool works it out again.
- Import replaces all rows in the table. The project setup is kept.
Excel often changes dates to your local format when it opens a CSV. Before saving, set the date columns to the custom format yyyy-mm-dd, or those dates may be left blank on import.
4
Add, edit and delete rows
You can also work straight in the table on the page at any time, with or without a CSV:
- + Add Action (below the table) adds a blank row. Click any cell to fill it in or change it.
- The ✕ at the end of a row deletes that action straight away. There is no undo, so save your project first.
5
Save your project and open it later
💾 Save Project (.json) saves the project setup and all actions in one .json project file. 📂 Load Project opens that file again, on any computer.
The note beside the Save button tells you whether you have unsaved changes or when you last saved. If you try to close or leave the page with unsaved changes, the browser asks you to confirm first (not needed when Autosave is ticked, because your work is kept in this browser).
Use the project file for backups and for sharing with colleagues. Don't edit it by hand.
6
Print, PDF and report
- 🖶 Print / Save as PDF prints the page as you see it, in print-friendly colours. To get a PDF, choose Save as PDF as the printer in the print dialog.
- 📄 Generate Report opens a formatted report in a new tab, with its own Print / Save as PDF button. If nothing opens, allow pop-ups for this site.
7
Other buttons and options
- Autosave in this browser (tick box) — while ticked, your work is kept automatically in this browser and comes back the next time you open the page. It stays only on this computer and browser. It is not a backup; use Save Project for that.
- 👁 View Current Data jumps to the main table so you can check what is entered.
- + New Project clears the project details and all actions (it asks first).
- Clear All removes all actions but keeps the project details (it asks first).
8
Choose the date format
Press 📅 Date format in the toolbar and choose how dates are shown and typed in every date box: DD/MM/YYYY, MM/DD/YYYY, YYYY-MM-DD, DD-MM-YYYY, DD.MM.YYYY or DD-Mon-YYYY. Type a date in that format, or click the 📅 in a date box to pick it from a calendar. A date that doesn't fit the format is outlined in red and not accepted.
The same format is used in the printout and in the generated report and its PDF. It changes only how dates look — your saved project and CSV files are not affected. Your choice is remembered in this browser for every tool on this site.
9
Explore the other tools
Press ☰ All Tools at the top of the page to see every engineering, project management and AI tool on this site, in the same order as the homepage. Type in the search box to find one quickly, then click it to open it. The tool you are using is marked you are here.
The Related tools links at the bottom of this page lead to tools that are often used together with this one.