This Action Items Template helps YouTubers, podcasters, and TikTokers transform unorganized brainstorming and long-form content into clear, actionable steps. Easily track tasks for content repurposing, video captions, and script development, ensuring no great idea is lost.
Content Session Details
Episode 34: Mastering YouTube Shorts
Enter the title or working title of your content piece.2023-10-27
Specify the date the content was recorded or is planned for.Podcast Episode / YouTube Video / TikTok Series
Indicate the primary format of the content.Strategies for increasing short-form video engagement and growth.
Summarize the central theme or objective of the content.Key Takeaways & Decisions
Shorts are not just snippets; they're a growth engine.
Note the most important message or a potential hook for the content.Learn how to repurpose long-form content into viral Shorts.
Describe the key benefit your audience will gain from this content.Will launch a 5-part Shorts series next month.
Record any significant creative or strategic decisions made during the session.Content Repurposing Actions
TikTok / Instagram Reels / YouTube Shorts
Identify the target platform for the repurposed content.Edit 3 key soundbites from podcast into vertical video clips.
Detail the specific task required for repurposing.Editor / Self
Assign responsibility for completing this repurposing task.2023-11-03
Set a deadline for the completion of the action item.To Do / In Progress / Done
Track the current progress of the repurposing task.Scripting & Planning
Intro / Main Point 1 / Call to Action
Specify which part of the script this action pertains to.Don't just upload, strategize your Shorts!
Jot down compelling phrases or hook ideas for your script.Show analytics graph of Shorts performance.
Note any specific visual or audio elements to include.Need full transcript of discussion on hook ideas for blog post.
Indicate if a specific part of the transcript is needed for scripting.Team & Collaboration
Sarah (Video Editor)
Identify the team member responsible for a specific task.Review raw footage for b-roll opportunities for Shorts.
Clearly describe the task assigned to the team member.Slack / Email
Specify the preferred method of communication for this task.2023-11-01
Set a clear deadline for the team task.Next Steps & Follow-up
Schedule brainstorming session for next month's content calendar.
List any subsequent actions or follow-ups required.High / Medium / Low
Assign a priority level to the next step.2023-11-10
Note the target date for completing this follow-up action.Focus on holiday content ideas.
Add any additional remarks or context for the follow-up.How to Use This Template
- Open the Action Items Template in CraftNote after your recording session or brainstorming call.
- Fill in the "Content Session Details" to contextualize your tasks, including topic and content type.
- Transcribe key discussions and insights into the "Key Takeaways & Decisions" section, noting important creative choices.
- Break down content into specific repurposing tasks under "Content Repurposing Actions," assigning platforms and due dates.
- Use "Scripting & Planning" and "Team & Collaboration" to detail future content outlines and delegate tasks effectively.
Customization Tips
- Add platform-specific fields: Include fields like "TikTok sound trend" or "YouTube community post idea" to tailor actions for different channels.
- Integrate project management: Add a "Project ID" or "Sprint Week" field to connect action items directly to your broader content calendar.
- Create sub-templates: Duplicate and modify this template for specific content types, e.g., a "Podcast Show Notes Action Template" or a "YouTube Thumbnail Brainstorm Template."