The Scenario
You are a delivery manager. It is Thursday morning, thirty minutes before a weekly team standup. You need to know where every open task stands across fifteen active projects before you walk into the room.
Rocketlane has the data. Three hundred open tasks scattered across projects, with different assignees, different due dates, and no consolidated workbook view. You cannot pull a cross-portfolio task list from the UI without clicking into each project.
The slow version:
- Open each project in Rocketlane, note the open tasks
- Build a manual table in Excel from your notes
- Realize you missed two projects and go back
- You walk into the standup with an incomplete picture.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads Rocketlane's full task data across all projects and writes the cross-portfolio view to your workbook.
Open the SheetXAI sidebar and type:
Get all Rocketlane tasks with status 'in_progress' from across all projects and write task name, assigned user, project, and due date into the Team Health tab, sorted by due date ascending.
SheetXAI queries Rocketlane for all in-progress tasks across every project, writes the full list to the Team Health tab, and sorts by due date. You have a live, sortable task view before the standup starts.
What You Get
Every in-progress task across all active projects, in the Team Health tab:
- Task name — so you know what the work is
- Assigned user — so you know who is responsible
- Project name — so you know which customer it belongs to
- Due date — sorted ascending so the most urgent tasks are at the top
The tab is sortable. Sort by assigned user to see who is overloaded. Sort by project to see which customers are behind.
What If the Data Is Not Quite Ready
A cross-portfolio task export rarely ends at a simple list.
When you need to separate overdue from due-this-week
You want two views: what is already late, and what is coming due in the next five days.
List all open Rocketlane tasks. Write tasks with a due date before today into the Overdue Tasks tab with task name, project, assignee, and days overdue. Write tasks due in the next 5 days into the Due This Week tab.
When you want task counts by assignee for a capacity check
Before the standup you want to know who has how many open tasks.
List all open Rocketlane tasks. Group them by assignee and write a summary to the Capacity Summary tab: assignee in column A, total open task count in column B, overdue count in column C.
When you only want tasks from a specific set of projects
Not all fifteen projects are in the same delivery phase. You only want the ones in active delivery.
Get all Rocketlane tasks with status "in_progress" from the projects listed in column A of the Active Projects tab. Write task name, assigned user, project, and due date into the Team Health tab, sorted by due date.
When you want to compare this week's open count to last week's
You are tracking whether the team is closing tasks faster than they are opening them.
List all open Rocketlane tasks and write the count by project into column C of the Weekly Trend tab, next to last week's counts in column B. In column D, calculate the change and write "UP," "DOWN," or "FLAT" for each project.
Try It
Get the 7-day free trial of SheetXAI and open any workbook, then ask it to pull all open Rocketlane tasks across your portfolio. The Rocketlane integration is included in every plan. For related workflows, see how to bulk-reassign tasks after a team restructure or the Rocketlane in Excel overview.