Portfolio updates — activity record template
Keep a dated record as you select work to show and check permission to display. Note the actual result and what changed so another person can pick up the work.
When this template is useful
Use this during the task to preserve what actually happened, including the outcome and next action.
- Use a specific entry such as “Select work to show” so someone picking up the record can understand what was checked.
- Keep the result of “Check permission to display” with its supporting reference. Separate work that is complete from anything still waiting for a reply.
- Record agreed owners and dates. When plans change, a short explanation beside the original entry preserves the useful history.
How to complete this record
Choose work samples that support the type of project you want to obtain.
- Start a dated row for the action actually performed. Keep planned actions in the preparation plan until they happen.
- Write the observed outcome and a reference that lets the next owner understand it. A reply, saved file or booking reference is more informative than simply writing done.
- Put unfinished work and its next contact or date in the handover space. Preserve the original record when a later action changes its status.
A mistake to avoid
A sample may contain client material that cannot be republished without permission.
What a useful finished record shows
Every public sample has a clear description of your contribution and an appropriate permission basis.
Keep supporting documents in the location approved for your task. Include an understandable reference in the record; do not paste confidential documents or access credentials into a broadly shared copy.
Choose the right record for this task
These are five different stages of the same workflow. Use the stage you need; you do not have to download all five.
| Record | Use it to |
|---|---|
| Preparation plan | Agree work, dependencies and dates before starting. |
| Resources checklist | Check that the inputs and access are ready. |
| Activity record · this page | Record work performed and its actual outcome. |
| Questions & responses | Track the information needed from another person. |
| Outcome review | Assess the result and choose improvements. |
What to fill in
Begin with the identifying details below. The examples show the level of detail to include; replace them with information that applies to your own task.
| Field | Example entry · fictional |
|---|---|
| Prepared date / period | 2026-11-05 |
| Prepared by / owner | Alex Morgan / Jamie Lee |
| Publication channel / update date | Personal website / 12 Nov |
| Work selection / permission | Three projects with permission to display |
Dated activity record
Use one row for each entry, keeping the same date, unit and naming conventions throughout. The columns are: Date · Work performed · Outcome / evidence · Owner · Next action / due date.
Open work and handover
Use the separate writing spaces to develop each part of the record. The prompts are: Open work / information for the next owner.
See a completed example
All names, activities and amounts below are fictional. The downloadable copy keeps the example separate from your blank writing pages.
Dated activity record
| Date | Work performed | Outcome / evidence | Owner | Next action / due date |
|---|---|---|---|---|
| 2026-11-05 | Select work to show | Scope recorded; one detail awaiting confirmation | Alex Morgan | Ask reviewer / 6 Nov |
| 2026-11-07 | Check permission to display | Updated record saved in shared folder | Jamie Lee | Confirm receipt / 8 Nov |
Open work and handover
Open work / information for the next owner
Follow up on unanswered items on 6 Nov and share revised dates with the owner.
Need help with the files? Read the download, editing and printing guide. How we prepare and maintain templates.
Choose the right download
| Format | Best for | Before sharing |
|---|---|---|
| Printing on US Letter and writing by hand. This is a printable document, not an interactive PDF form. | Print the blank form and any needed continuation; leave out the example and guide. | |
| Excel XLSX | Typing into a spreadsheet. Blank, continuation and example sheets are separate. | Check the print preview and any supplied formula ranges before sharing. |
| Editable HTML | Typing into the downloaded file in a modern browser; no account required. | Use Save edited copy before closing. Print / Save PDF uses your browser's print dialog. |
HTML entries are not uploaded to this site. Save the edited file somewhere you can find it, because closing or refreshing before saving can lose changes. PDF and HTML editions do not calculate totals.
Spreadsheet calculations
This spreadsheet is an editable record without built-in calculation formulas.
Where supplied, formula cells are marked separately from input cells. If you add rows or change the structure, check that the formulas still cover the records you intend to include.
Questions before you start
What should I double-check for this task?
A sample may contain client material that cannot be republished without permission.
What if I need more space for portfolio updates — activity record?
Use the continuation included with the download. Add the main document reference and sheet number so the extra entries remain connected to the original record. Keep the same date and unit conventions.
Should I include the filled example when sharing?
No. Share your completed blank form and the continuation pages you actually used. Keep the fictional example and guidance for your own reference.
Is this an official or jurisdiction-specific form?
This is a general-purpose organizer. If an employer, authority or receiving organization specifies a form, use its current requirements. This download does not establish legal, tax or professional compliance.