The Scenario
You are a team lead. It is Thursday afternoon and your standup is tomorrow at 9 AM. Your manager wants a pivot table of all open tasks in the 'Engineering Sprint' Todoist project — sections, owners, due dates, priorities — ready before the call.
The sprint has 120 active tasks spread across six sections.
The bad version of the next hour:
- You open Todoist, navigate to the project, switch to list view
- You try the CSV export — it does not include section names
- You search for a workaround and find a third-party tool that partially works
- You paste tasks manually from the Todoist web UI into Excel, section by section
- Section names are not in the data. Due dates come back as strings Excel treats as text
- You go home at 7 PM with seventy-eight rows in the workbook and no pivot table.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that pulls every task directly from Todoist with all its metadata — including section names that the native CSV export drops.
Open the SheetXAI sidebar and type:
Fetch all active tasks from my 'Engineering Sprint' Todoist project and write them into the Data tab of this workbook with columns for task name, due date, priority, assignee, and section name. One row per task.
SheetXAI calls the Todoist API, pulls every task with full metadata, and writes it into Excel in a format the pivot table can use immediately.
What You Get
A clean data tab with one row per active task:
- Task name — the full task content
- Due date — as a real date value Excel recognizes, not a text string
- Priority — as a sortable p1–p4 value
- Assignee — the display name of the task's owner
- Section name — the section the task lives in
Section names are included, which the native Todoist CSV export does not provide. That field alone is usually the reason the manual route takes an hour.
What If the Data Is Not Quite Ready
Real sprint data usually spans more than one clean project.
When the export needs to cover two Todoist projects
The sprint spans 'Engineering Sprint' and 'Design Sprint'.
Fetch all active tasks from the 'Engineering Sprint' and 'Design Sprint' Todoist projects. Combine them into the Data tab with a 'Project' column showing which project each task came from. Include task name, due date, priority, assignee, and section name.
When you only want tasks for one assignee
The manager wants to review a specific direct report's tasks before the 1:1.
Fetch all active tasks from the 'Engineering Sprint' Todoist project. Filter to tasks assigned to 'Jordan Chen'. Write them into the Data tab with task name, section, due date, and priority.
When tasks without due dates should be separated
Undated tasks in a sprint represent risk you want visible.
Pull all active tasks from my 'Engineering Sprint' Todoist project. Write tasks with due dates into the 'Tasks' tab. Write tasks with no due date into a separate 'Undated' tab with their section name and assignee.
When you also need a section summary alongside the raw data
The pivot table is useful, but the manager also wants a quick counts view.
Fetch all active tasks from my 'Engineering Sprint' Todoist project. Write all tasks into the 'Raw' tab with task name, due date, priority, assignee, and section name. Then in the 'Summary' tab, write one row per section showing the section name, total task count, number of tasks with no due date, and distinct assignees in that section.
The pattern: instead of wrestling with a CSV that drops half the fields, describe the output you need and SheetXAI builds it directly into your workbook.
Try It
Get the 7-day free trial of SheetXAI and open a fresh workbook, then ask it to pull your Todoist project into Excel with exactly the columns and filters you need. The Todoist integration is included in every SheetXAI plan. For the create direction, see how to bulk-create Todoist tasks from an Excel workbook or the Todoist in Excel overview.