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 at different stages, with different assignees, different due dates, and no consolidated view. You cannot pull a cross-portfolio task list from the UI without clicking into each project individually.
The slow version:
- Open project one, screenshot the task list
- Open project two, note the overdue items
- Work through all fifteen
- Open Sheets, build a manual table from your notes
- Realize you forgot to check two projects
- You walk into the standup with an incomplete picture. Someone asks about a task you do not have data on.
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 you need.
Open the SheetXAI sidebar and type:
List all open Rocketlane tasks and write task name, project name, assignee, due date, and status into the 'Open Tasks' sheet — highlight rows where due date is before today in red.
SheetXAI queries Rocketlane for all open tasks across every project, writes the full list to the Open Tasks sheet, and flags overdue rows. You have a live, sortable task view thirty seconds before the standup starts.
What You Get
Every open task across all active projects, in one sheet:
- Task name — so you know what the work is
- Project name — so you know which customer it belongs to
- Assignee — so you know who is responsible
- Due date — sortable for urgency
- Status — open, in progress, blocked
- Overdue flag — rows where the due date has passed are highlighted
The sheet is sortable. Sort by due date to see what is burning. Sort by assignee 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 tasks from tasks 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' sheet with task name, project, assignee, and how many days overdue. Write tasks due in the next 5 days into the 'Due This Week' sheet. Leave the 'Open Tasks' sheet with everything.
When you want to see task counts by assignee for a capacity check
Before the standup you want to know who has how many open tasks, not just the task list itself.
List all open Rocketlane tasks. Group them by assignee and write a summary to the 'Capacity Summary' sheet: assignee name in column A, total open task count in column B, overdue task count in column C. Then write the full task list to the 'Open Tasks' sheet below.
When you only want tasks from a specific set of projects
Not all fifteen projects are in the same delivery phase. You only want to review the ones in active delivery.
Get all Rocketlane tasks with status "in_progress" from the projects listed in column A of the 'Active Projects' sheet. Write task name, assigned user, project, and due date into the 'Team Health' sheet, sorted by due date ascending.
When you want to compare this week's open task 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' sheet, next to last week's counts in column B. In column D, calculate the change and write "UP," "DOWN," or "FLAT" for each project.
The pattern: the cross-portfolio view you were building manually from fifteen browser tabs is one prompt.
Try It
Get the 7-day free trial of SheetXAI and open any sheet, 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 Google Sheets overview.