Project Setup
Action Summary
Action / Responsibility Log
| No. | Action Ref No. | Category | Action / Description | Responsible Person | Assigned By | Date Raised | Priority | Due Date | Completion Date | % Complete | Status | Remarks |
|---|
About this action tracker tool
This tool builds an action / responsibility matrix directly in the browser, for project managers, document controllers and site engineers who need a clear log of every action raised in meetings, inspections or correspondence, and who is responsible for closing it.
Assigning actions by category and priority
Each entry records a reference number, category, action description, who raised it, who is responsible for it, and the date it was raised. Tagging the category routes the action to the right function, while a priority level makes it easy to see which actions are blocking progress and need urgent attention.
Tracking progress and overdue actions
Set a due date on any action that requires closure, and update the percent complete as work proceeds. Once a completion date is recorded the action is marked completed; if the due date passes with no completion it is automatically flagged overdue, so nothing agreed in a meeting or inspection gets lost.
What the summary reports
- Total actions logged
- Open — not yet started, not yet due
- In progress — underway with a percent complete recorded
- Overdue — past the due date with no completion recorded
- Completed — completion date recorded
- Completion rate — the share of actions closed so far
Getting data in and out
The matrix saves as a project file to reopen later, exports to CSV for further analysis or a handover file, prints directly as a PDF, and can generate a full detail report with every action and remark written out in full for a progress meeting or close-out file. For tracking technical clarifications rather than action items, see the RFI / technical query tracker.
Frequently asked questions
What is an action / responsibility matrix?
An action / responsibility matrix is a log of every open action item on a project, who raised it, who is responsible for closing it, and when it is due. It turns verbal commitments and meeting decisions into tracked items with an owner and a deadline, so nothing agreed gets forgotten.
How is this different from a RACI matrix?
A RACI matrix maps roles (Responsible, Accountable, Consulted, Informed) against project activities in general. This tool is narrower and more operational: it tracks specific, individually dated action items assigned to a named person, with a percent complete and an automatically calculated status, rather than mapping roles against a whole scope of work.
How is an overdue action identified?
Each action can carry a due date. If that date has passed and no completion date has been recorded, the action is automatically flagged as overdue, so responsible persons and reviewers can see at a glance which commitments have slipped.
Why track percent complete alongside status?
A percent-complete figure lets an action be marked as in progress before it is fully closed, giving a more honest picture of workload than a simple open/closed flag, while the automatic status still flags anything overdue regardless of how much progress has been logged.
Can the action matrix be exported for a project report?
Yes. The matrix can be exported to CSV for further analysis, saved as a project file to reopen later, printed directly to PDF, or turned into a full detail report listing every action with its complete description and remarks for a progress meeting or close-out file.
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