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Nozbe Teams · Excel Guide

Turn a Sprint Planning Workbook Into a Full Nozbe Teams Project With Sections and Tasks

The Scenario

You are a scrum master. A new sprint starts Monday. It is Friday afternoon and you have an Excel workbook with the full sprint plan: some rows are section headers, indented rows are tasks under each section.

You need to recreate this hierarchy in Nozbe as a new project — sections and tasks all at once — before people start working Monday morning.

The slow version of this weekend:

  • You create the new Nozbe project
  • You click "Add Section," type the first section name, save
  • You click "Add Task" under that section, type the first task, save
  • You repeat this for every task and section
  • The workbook has 12 sections and 48 tasks
  • You get through 8 sections and 30 tasks before you realize you have been putting some tasks in the wrong section
  • You delete half the structure and start over, and it is Sunday night.

The fast version is one prompt.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent inside your Excel workbook that reads the full sprint plan structure and builds the entire Nozbe project, sections and tasks, in one operation.

Open the SheetXAI sidebar and type:

Convert my Excel sprint workbook into a Nozbe Teams project: one project section per phase column header and one task per row under each phase.

SheetXAI reads the workbook, identifies the section headers and their child tasks, creates the Nozbe project, creates all 12 sections in order, and creates all 48 tasks under the correct sections. One prompt, fully structured project.

What You Get

A complete Nozbe project created from the workbook:

  • 12 sections — one per section header row, in the order they appear
  • 48 tasks — each placed under the correct section
  • Task names — pulled from the workbook exactly as written
  • No structural errors — SheetXAI reads the indentation or flag column to determine hierarchy

You do not have to create the project first. SheetXAI creates a new project, names it, and builds the full structure in one operation.

What If the Data Is Not Quite Ready

Sprint planning workbooks come out of planning sessions in various states. SheetXAI handles cleanup and project creation in the same prompt.

When tasks also have due dates and assignees in the workbook

Columns D and E have due dates and responsible users for each task row.

Convert my Excel sprint workbook into a Nozbe Teams project. For each section header row, create a section. For each task row, create a task under the correct section with the task name from column A, due date from column D, and responsible user email from column E.

When the section names need to be renamed before creation

The planning session used shorthand section names. You want them expanded in Nozbe.

Before creating the Nozbe project, expand the section names in the workbook: "BE" → "Backend," "FE" → "Frontend," "Infra" → "Infrastructure." Then create the project with the expanded names and all child tasks.

When some task rows are just notes and should be skipped

Column B has a Type column. Some rows say "Note" and should not become Nozbe tasks.

Create a new Nozbe project from this sprint workbook. Skip any row where column B says "Note." Create sections from the section header rows and tasks from all other non-note rows, placed under the correct section.

When you want to create the same sprint structure in two different Nozbe projects

The same plan applies to two client accounts. You need the structure duplicated in both.

Read this sprint workbook and create the full section and task hierarchy in the Nozbe project with ID in cell B1. Then create the same structure in the Nozbe project with ID in cell B2.

The pattern: describe the structure once and SheetXAI builds it, however deep or complex, from a single read of the workbook.

Try It

Get the 7-day free trial of SheetXAI and open any sprint or project planning workbook, then ask it to create the full Nozbe project structure. The Nozbe Teams integration is included in every SheetXAI plan. For a related workflow, see how to bulk-create project sections from a template in Excel or the Nozbe Teams in Excel overview.

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