The Scenario
You are a project operations manager. A senior consultant is leaving the company at the end of the month. She has eighty tasks currently assigned to her across seven active projects. Every one of those tasks needs to be reassigned to a new hire before she transitions out.
Your sheet has the task IDs in column A. The departing consultant's Rocketlane user ID is in cell B2. The new hire's user ID is in cell B1. All eighty rows, all correct.
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 and which you have not
- Finish six projects, realize you forgot two tasks in project four
- You do not know if you got all eighty. You go back through project four again to check.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads the task IDs from the sheet and handles the reassignment in one pass.
Open the SheetXAI sidebar and type:
Add the user ID in cell B1 as an assignee to every task listed by ID in column A of the 'Reassignment' sheet, then remove the old assignee ID in cell B2 from 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. The sheet is the audit trail.
What You Get
Eighty tasks reassigned, in one prompt:
- New assignee added — the user ID from cell B1 is added to each task
- Old assignee removed — the user ID from cell B2 is removed from each task
- No missed tasks — SheetXAI works through every row in column A
The sheet stays as the record. After the prompt runs, write the result status back to column C so you have confirmation of what changed.
What If the Data Is Not Quite Ready
Reassignment lists are rarely clean.
When task IDs are not in the sheet 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. Write the task ID, task name, project name, and due date to the 'Reassignment' sheet in columns A through D.
Then run the reassignment prompt on the resulting list.
When some tasks should stay with the departing consultant through a handoff period
Ten tasks are in their final review stage and should not transfer until they are closed.
For each task ID in column A of the 'Reassignment' sheet, check the task status. If the status is "Review" or "Done," skip the reassignment and write "SKIPPED — in review" in column C. For all other tasks, add the new assignee from cell B1, remove the old assignee from cell B2, and write "REASSIGNED" in column C.
When the new hire is only taking a subset of the tasks and others go to a different person
The eighty tasks are splitting between two new hires: thirty go to one person and fifty to another. The routing is in column B.
For each task ID in column A of the 'Reassignment' sheet, assign it to the user ID in column B of the same row, and remove the old assignee in cell B2 from each task. Write "DONE" in column C when each reassignment completes.
When you need to notify the new hire about their tasks after the reassignment
After the reassignment is done, you want a summary the new hire can use to get oriented.
After reassigning all tasks from column A to the user in cell B1, list the assigned tasks grouped by project and write them to the 'New Hire Handoff' sheet — 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 sheet 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 Google Sheets overview.