The Scenario
You are a marketing director. The product launch is three weeks out. You have an Excel workbook with a campaign task template you have refined over a dozen launches — 45 tasks, 4 sections in the Template tab, with task names, due dates, sections, and notes.
You need to spin up a Todoist project from this template for the upcoming launch without retyping everything.
The bad version of this afternoon:
- You open Todoist and start creating sections and tasks manually from the workbook
- You realize Todoist's CSV import format does not match your workbook column layout
- You spend an hour reformatting the workbook into Todoist's expected columns
- You export and import the CSV — sections are scrambled and notes did not import
- You spend another hour fixing sections manually and the launch project still has no task descriptions.
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 Template tab, scaffolds the Todoist project with all four sections, and loads every task — including notes — in one operation.
Open the SheetXAI sidebar and type:
Take the task template in the Template tab of this workbook. Create a new Todoist project called 'Campaign Launch — May 2026'. Create sections for each unique value in the 'Section' column. Create all tasks in their correct sections using the 'Task' column for task name, 'Due Date' for due dates, and 'Notes' column as task description.
SheetXAI reads the Template tab, creates the project, scaffolds the four sections, and loads every task with its notes into Todoist.
What You Get
A fully populated Todoist launch project:
- 4 sections — built from the unique values in the Section column
- 45 tasks — each in its correct section
- Task descriptions — from the Notes column, so context travels with each task
- Due dates — applied from the template and ready to adjust if the launch date shifts
Notes make it into Todoist, which the native CSV import frequently drops or truncates.
What If the Data Is Not Quite Ready
Campaign templates accumulate stale tasks between launches.
When the template has optional tasks that should be skipped this time
Some rows have "Optional" in a Status column.
Filter to rows in the Template tab where the Status column is blank or 'Required'. Create the Todoist project 'Campaign Launch — May 2026' with sections and tasks from the filtered rows only. Skip optional rows.
When due dates in the template are relative to launch day
The template stores 'Launch - 14 days' instead of real dates.
The launch date is 2026-06-03. Convert all due dates in the 'Due Date' column: 'Launch - 14 days' = 2026-05-20, 'Launch - 7 days' = 2026-05-27, 'Launch Day' = 2026-06-03, 'Launch + 3 days' = 2026-06-06. Then create the Todoist project 'Campaign Launch — June 2026' with the converted dates.
When the template needs to be cloned for two simultaneous launches
You have two product launches running in parallel.
Duplicate the template for two projects. Create 'Campaign Launch — Product A' using tasks in the Template tab where the Campaign column is 'Product A', and 'Campaign Launch — Product B' for rows where it is 'Product B'. Both should have the same section structure.
When the template needs updating before import and you want the changes saved back
You are cleaning the template as you import it.
Before importing, replace the placeholder '[CHANNEL]' in the Notes column: use 'Email' for all rows in the Email section, 'Paid' for the Paid section, 'Social' for the Social section. Then create the Todoist project 'Campaign Launch — May 2026' with the updated tasks. Write the final notes back into the Notes column of the Template tab so the workbook is updated for next time.
The pattern: the template lives in the workbook. SheetXAI reads it, cleans it if needed, and imports it.
Try It
Get the 7-day free trial of SheetXAI and open any reusable task template workbook, then ask it to create the Todoist project from the template. The Todoist integration is included in every SheetXAI plan. For related workflows, see how to create a sectioned project from a structured Excel workbook or the Todoist in Excel overview.