The Scenario
The client status call starts in 45 minutes. Your team lead just pinged: can you pull the full task list from the Apex Redesign project and have something shareable on screen? The project has over 80 tasks in a mix of kanban stages — backlog, in progress, review, blocked — and you need title, due date, priority, and stage for each one.
You open TickTick and navigate to the Apex Redesign project. You start copying.
The bad version:
- You switch to the kanban view, click through each column, copy task names into a new worksheet, then realize you missed the due dates because they're only visible in list view.
- You switch to list view, find the due dates, and realize you now have to re-associate each task with its kanban stage because list view doesn't show column names.
- You end up with a workbook that has tasks and dates in one pass and stages in a second pass, and now you're doing a manual VLOOKUP twelve minutes before the call.
You're presenting this data, not compiling it. But right now you're compiling.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to TickTick, fetches every incomplete task from the specified project — with all the fields you need — and writes it into your workbook in one operation.
Fetch all incomplete tasks from TickTick project ID in cell B1 and write task title, due date, priority, and kanban column name into the 'Project Tasks' worksheet starting at row 2.
What You Get
- Every incomplete task from the Apex Redesign project appears in the 'Project Tasks' worksheet.
- Column A: task title. Column B: due date. Column C: priority level. Column D: kanban stage name.
- Tasks are listed in the order they appear in TickTick.
- Completed tasks are excluded — only open items.
- If the project ID in cell B1 doesn't resolve to a project, an error message appears in cell A2 explaining why.
What If the Data Is Not Quite Ready
You want tasks filtered to a specific kanban stage only
The client only cares about what's in "Blocked" — they want to unblock their team on the call.
Fetch all incomplete tasks from the TickTick project ID in cell B1 that are in the 'Blocked' kanban column, and write task title, due date, and priority into columns A, B, and C of the 'Project Tasks' worksheet.
You want overdue tasks sorted to the top
The most urgent thing to discuss is what's late.
Fetch all incomplete tasks from the TickTick project ID in cell B1 and write them to the 'Project Tasks' worksheet with title in A, due date in B, priority in C, and kanban stage in D. Sort by due date ascending and flag any task with a past due date with 'OVERDUE' in column E.
You need tasks from multiple projects merged into one view
The status call covers two active projects, not one.
Fetch all incomplete tasks from the TickTick project IDs in cells B1 and B2. Write all tasks into the 'Project Tasks' worksheet with title in A, project name in B, due date in C, priority in D, and kanban stage in E. Sort by due date ascending.
Full kill chain: fetch, flag, and format for a presentation-ready workbook in one shot
Fetch all incomplete tasks from the TickTick project ID in cell B1. Write to the 'Project Tasks' worksheet: task title (A), due date formatted as Month D YYYY (B), priority (C), kanban stage (D), status flag (E — 'OVERDUE' if past due, 'DUE THIS WEEK' if due within 7 days, blank otherwise). Sort by kanban stage then due date. Add a header row first. Clear existing content before writing.
A presentation-ready workbook in one instruction — no reformatting before the call.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, paste a TickTick project ID into cell B1, then ask it to pull every open task with its kanban stage before your next status call. Also see: exporting open tasks across all projects or bulk-completing finished tasks from a checklist — or return to the TickTick integration overview.