The Scenario
New quarter, new performance review format. The operations manager at a fifteen-person agency needs every open task across all twenty active projects — with assignee, due date, and status — in a single place so she can identify who is overloaded and which deadlines are quietly slipping. She was told the data is in Agiled. She knows that means at least twenty project views, twenty exports, and then some kind of manual merge.
The bad version:
- Open Agiled, navigate to project one, go to the task view, export or copy the tasks, switch to a new worksheet in the workbook, paste them in.
- Repeat nineteen more times, once per project, keeping track of which worksheet belongs to which project and hoping you don't skip one.
- Realize that the task status values aren't consistent across projects — some say "In Progress," others say "active," and a few have a custom status that doesn't exist in the others. Your COUNTIF formula now undercounts.
Twenty projects at fifteen minutes each is five hours of data assembly for a report that should take five minutes to read.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, understands what you're looking at, and through its built-in Agiled integration it can pull tasks from every project in Agiled and write them all into a single flat list.
Pull all tasks from Agiled across every project and write task title, project name, assignee, due date, and status into this sheet one row per task
What You Get
- Every task from every active project written into the worksheet, one row per task.
- Task title in column A, project name in column B, assignee in column C, due date in column D, status in column E.
- A flat list with consistent column order regardless of which project the task came from.
- The full cross-project dataset ready for filtering, pivoting, or highlighting overdue items.
What If the Data Is Not Quite Ready
Highlight overdue tasks immediately after pulling
You want the overdue items visible the moment the data lands — no manual filtering.
After exporting all tasks, highlight rows in red where the due date in column D is before today and status in column E is not 'completed'
Filter to a specific assignee
You want to review all tasks assigned to a particular team member across every project.
Pull all Agiled tasks, write them into this sheet with task title, project, assignee, due date, and status, then filter the sheet to show only rows where column C contains 'Jordan'
Group by project with subtotals
You need the task count and overdue count per project, not just the flat list.
Pull all tasks from Agiled into Sheet1 with task title, project, assignee, due date, and status — then add a summary table in Sheet2 showing total tasks and overdue tasks grouped by project name
Full kill-chain: pull all tasks, flag overdue, summarize by assignee, and add a capacity table
One prompt for a complete quarterly status report.
Pull every task from Agiled across all projects into Sheet1 with columns task title, project, assignee, due date, and status — highlight rows in red where the due date is past and status is not completed, add a summary in Sheet2 showing total tasks per assignee and overdue tasks per assignee, and add a second table in Sheet2 listing every project with its total task count and overdue task count
A cross-project status review that used to take a morning now takes a prompt.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook, then ask it to pull every task from every Agiled project into a single master tracker. For related tasks see bulk-creating projects from a planning workbook or the full Agiled integration overview.