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 📑


Keep it simple with a standard table 👍

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

Screenshot 2023-07-10 173913

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.