The Scenario
You are a marketing director. The product launch is three weeks out. You have a Google Sheet with a campaign template you have refined over a dozen launches — 45 tasks, 4 sections, with notes in a separate column for each task.
You need to spin up a new Todoist project from this template for the upcoming launch without retyping everything.
The bad version of this afternoon:
- You open Todoist and create a new project
- You look up Todoist's CSV import format, realize it is different from how your sheet is structured
- You spend an hour reformatting the sheet to match Todoist's import columns
- You import it, check Todoist, realize the section assignments got scrambled
- You spend another hour fixing sections and then realize the notes did not import at all.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your spreadsheet that reads your template sheet, formats it correctly for Todoist, and imports the entire structure in one operation.
Open the SheetXAI sidebar and type:
Take the task template in this sheet. 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 content, 'Due Date' for due dates, and 'Notes' column as task description. Import everything in one pass.
SheetXAI reads the template, creates the project, scaffolds the four sections, and loads every task with its notes into Todoist. The launch project is live.
What You Get
A fully populated Todoist launch project:
- 4 sections — built from the unique values in your Section column
- 45 tasks — each in its correct section
- Task descriptions — populated from your Notes column so context travels with each task
- Due dates — applied from the template, ready to shift if the launch date moves
Notes make it into Todoist, which the native CSV import often mangles. The task descriptions are what makes a template useful versus just a list of task names.
What If the Data Is Not Quite Ready
Campaign templates accumulate cruft between launches. SheetXAI handles cleanup before import.
When the template has tasks marked as optional that should be excluded
Some rows have "Optional" in a Status column — you only want the required tasks this time.
Filter to rows 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 tasks.
When due dates in the template are relative to launch day
The template stores "Launch - 14 days," "Launch - 7 days," etc. 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 import the template into a new Todoist project called 'Campaign Launch — June 2026'.
When the template needs to be cloned for two simultaneous launches
You have two product launches running in parallel this quarter.
Duplicate the template in this sheet for two projects. Create 'Campaign Launch — Product A' using the tasks with 'Product A' in the Campaign column, and 'Campaign Launch — Product B' using the tasks with 'Product B'. Both should have the same section structure.
When the template needs updating before import and you want the updated version saved back
You are cleaning the template as you import it.
Before importing, do the following: in the Notes column, replace the placeholder '[CHANNEL]' with 'Email' for all rows in the Email section, with 'Paid' for the Paid section, and 'Social' for the Social section. Then import the updated tasks into a new Todoist project called 'Campaign Launch — May 2026'. Write the final notes back into the Notes column of my sheet so the template is updated for next time.
The pattern: the template lives in the sheet. SheetXAI reads it, cleans it if needed, and imports it so you never manually reformat for Todoist again.
Try It
Get the 7-day free trial of SheetXAI and open any reusable task template sheet, 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 sheet or the Todoist in Google Sheets overview.