The Scenario
You are a project operations manager. A senior consultant is leaving at the end of the month. She has eighty tasks currently assigned to her across seven active projects. Every one needs to be reassigned to a new hire before she transitions out.
Your workbook has the task IDs in column A of the Reassignment List tab. The departing consultant's Rocketlane user ID is in cell C1. The new hire's user ID is in cell C2.
The slow version:
- Open Rocketlane, find project one
- Click into each task, remove the old assignee, add the new one
- Navigate to project two, repeat
- Lose track of which tasks you have touched
- You do not know if you got all eighty. You go back through to check.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads the task IDs from the workbook and handles the reassignment in one pass.
Open the SheetXAI sidebar and type:
For all 80 task IDs in the Reassignment List tab (column A), remove old assignee ID from cell C1 and add new assignee ID from cell C2 to each task.
SheetXAI reads all eighty task IDs, calls Rocketlane once per task, adds the new assignee, and removes the old one. Every task is covered.
What You Get
Eighty tasks reassigned, in one prompt:
- New assignee added — the user ID from cell C2 is added to each task
- Old assignee removed — the user ID from cell C1 is removed from each task
- No missed tasks — SheetXAI works through every row in column A
After the prompt runs, write the result status back to column B so you have confirmation.
What If the Data Is Not Quite Ready
Reassignment lists are rarely clean.
When task IDs are not in the workbook and you need to find them first
You do not have a list of task IDs. You only know the departing consultant's name and which projects she owns.
Get all Rocketlane tasks assigned to the user with the email in cell A1 of the Reassignment List tab. Write the task ID, task name, project name, and due date to columns A through D of the same tab.
Then run the reassignment prompt on the resulting list.
When some tasks should stay with the departing consultant through handoff
Ten tasks are in final review and should not transfer until they are closed.
For each task ID in column A of the Reassignment List tab, check the task status. If the status is "Review" or "Done," skip the reassignment and write "SKIPPED" in column B. For all other tasks, add the new assignee from cell C2, remove the old assignee from cell C1, and write "REASSIGNED" in column B.
When the eighty tasks are splitting between two new hires
Thirty go to one person and fifty to another. The routing is in column B of the Reassignment List tab.
For each task ID in column A of the Reassignment List tab, assign it to the user ID in column B of the same row, and remove the old assignee in cell C1. Write "DONE" in column C when each reassignment completes.
When you need a handoff summary for the new hire
After the reassignment, you want a grouped task list the new hire can use to get oriented.
After reassigning all tasks from column A to the user in cell C2, list the assigned tasks grouped by project and write them to the New Hire Handoff tab — project name in column A, task name in column B, due date in column C, sorted by project and then by due date.
Try It
Get the 7-day free trial of SheetXAI and open a workbook with your task IDs, then ask it to reassign every task in one pass. The Rocketlane integration is included in every plan. For related workflows, see how to export all open tasks for a team health check or the Rocketlane in Excel overview.