Create an Action Log

Action logs are essential for tracking project progress 🚀 Explore this helpful guide, and you'll be creating your own in no time!

On this Page 📑

• What are we building? 
• How to build this
• The steps to success
• Further reading

Keep it simple with a standard table 👍

A standard table is used to create a simple, clear approach:

No need for many views here, the Action Log just needs to be simple, clear and fast to fill out.

How to build this 🔨

We used a Standard Table, kept the View Settings simple and used the following Fields:

1. Title- Text field. Avoid Rich Text, here, to avoid any lengthy titles
2. Owner- People and Groups. No harm in having a Multiple People and Groups Field here, just depends how you want Action ownership to work
3. Date- I have used a Date and Time Field here, perfect for logging meetings but adds a little layer of complexity you may wish to avoid.
4. RAG- Single Choice Field used here to allow a clear and decisive choice of status to be used.

How this could be improved 🔍

1. Add a Description Field to add more detail to the Action
2. Add more clarity around Action status- possibly a RAG status doesn't suit and you need more clarity? Maybe a Yes/No Field will allow more clarity.
3. Add an Update field- I would use a Text Field here... always encourage users to keep information brief and concise

The steps to success 🏆

The things you need to take to build an Action Log like this:

1. Configure your Fields
   1. Administration
   2. Fields tile
   3. Create 
   4. Save
2. Build your table
   1. Administration
   2. Table tile
   3. Create
   4. Select your fields- reorder as necessary
   5. Create View in View Settings
   6. Save
3. Add to your Form
4. Add Form to Workflow
5. Done

Further reading 📚

To learn even more about how to create a Risk Table that works for you, please refer to our Admin Guides.