# AI Personas, Prompt Templates, CSV Importer, Manage Projects in Bulk

> Hi Taskaders, We're thrilled to share some exciting updates with you, all aimed at supercharging your productivity with new AI capabilities. Enjoy! ## AI Pe...

- Source: https://www.taskade.com/blog/ai-personas-prompt-templates
- Published: 2023-08-03
- Updated: 2026-04-06
- Author: John Xie

Hi Taskaders,

We're thrilled to share some exciting updates with you, all aimed at supercharging your productivity with new AI capabilities. Enjoy!

> **TL;DR:** AI Personas, Prompt Templates, and the CSV Importer shipped in 2023 were early steps toward today’s Taskade — now with multiple project views, frontier AI models from top AI labs, and 100+ [integrations](https://www.taskade.com/integrations). [Taskade Genesis](https://www.taskade.com/create) turns any prompt into a living app powered by your workspace.

> **Then → Now:** AI personas and prompt templates evolved into today’s [AI Agents v2 with custom tools and persistent memory](https://www.taskade.com/agents), and the CSV importer is now part of the broader [import center](https://www.taskade.com/learn/import) on Learn Taskade. Pair them with [Automations](https://www.taskade.com/automate) and [community templates](https://www.taskade.com/templates) to ship in minutes.

| Dimension | 2023 H2 (v4.104-era) | Today (2026) |
| --- | --- | --- |
| AI customization | AI Personas + prompt templates | [AI Agents v2: custom tools, built-in tools, persistent memory, public embedding](https://www.taskade.com/agents) |
| Persona depth | Tone + role prompt | Memory, tools, knowledge sources, multi-agent collaboration |
| Bulk ops | CSV-to-Project, bulk copy projects | Bulk imports + [Automations](https://www.taskade.com/automate) + agent-driven flows |
| Reuse | Prompt template library | [Prompt library](https://www.taskade.com/learn/agents/prompt-library) + [community templates](https://www.taskade.com/templates) |

```mermaid
classDiagram
  class AIPersona2023 {
    +prompt
    +tone
    +promptTemplate
  }
  class AgentV2_2026 {
    +persona
    +customTools
    +builtInTools
    +persistentMemory
    +knowledgeSources
    +publicEmbedding
    +multiAgent
  }
  AIPersona2023 --|> AgentV2_2026 : evolved
```

## 🎭 Personas → Agents: The Capability Stack

In August 2023 a "persona" was a prompt and a tone. In 2026 that same role has memory, tools, knowledge, and the ability to be embedded anywhere on the web.

```
  ┌──────────── 2023 AI Persona ────────────┐
  │                                         │
  │   role prompt + tone + template         │
  │          │                              │
  │          ▼                              │
  │   one chat, one reply, forgotten        │
  └─────────────────────────────────────────┘
                    │
                    ▼  (grew into)
  ┌──────────── 2026 Custom Agent ──────────────────────┐
  │                                                     │
  │   ┌─ persona ──────────────────────────────┐        │
  │   │    name · voice · system prompt        │        │
  │   ├─ knowledge ────────────────────────────┤        │
  │   │    PDFs · web · YouTube · workspace    │        │
  │   ├─ tools ────────────────────────────────┤        │
  │   │    33 built-in · custom HTTP + APIs   │        │
  │   ├─ memory ───────────────────────────────┤        │
  │   │    persistent across sessions          │        │
  │   └─ embedding ─────────────────────────────┤       │
  │        public URL · iframe · share link    │        │
  │                                                     │
  └─────────────────────────────────────────────────────┘
```

Forward links: [AI Agents v2](https://www.taskade.com/agents) • [prompt library](https://www.taskade.com/learn/agents/prompt-library) • [custom agents](https://www.taskade.com/learn/agents/custom-agents) • [agent tools](https://www.taskade.com/learn/agents/agent-tools) • [Import Center](https://www.taskade.com/learn/import) (CSV, PDF, DOCX) • [Automations](https://www.taskade.com/automate) • [Templates](https://www.taskade.com/templates) • [Taskade Genesis](https://www.taskade.com/create) • [Community Gallery](https://www.taskade.com/apps) • [Integrations](https://www.taskade.com/integrations).

![AI personas and tones — 2026.](https://www.taskade.com/static_images/ai-personas-and-tones-v2.gif)

![Prompt library v2.](https://www.taskade.com/static_images/prompt-library-v2.gif)

## **AI Personas and Tones**

Chat with marketing experts, life coaches, and more. Set personas and tones to give Taskade AI specialized roles and expertise. Take your [workflow](https://www.taskade.com/wiki/agile/workflow) to the next level! 🚀 [Learn more](https://www.taskade.com/learn/agents/chat-personas)

![Taskade AI Personas and Tones in AI Chat](https://www.taskade.com/static_images/blog/persona-tone-1080p.gif)

Taskade AI Personas and Tones in AI Chat

## **AI Prompt Templates**

We've introduced AI prompt templates in chats to make your start with Taskade AI even smoother. Find the best set of prompts for any workflow. [Learn more](https://www.taskade.com/learn/agents/prompt-templates)

![AI Prompt Templates Library](https://www.taskade.com/static_images/blog/browse-templates-1080p-2.gif)

AI Prompt Templates Library

## **Import CSV with AI**

Transforming a CSV file into a project is just a click away. Upload and import your documents & spreadsheets to turn them into projects in an instant. [Learn more](https://www.taskade.com/learn/import/csv-import)

![Import CSV and Spreadsheete with AI](https://www.taskade.com/static_images/blog/csv-import-1080p-1.gif)

Import CSV and Spreadsheete with AI

## **Manage Projects in Bulk**

Select multiple projects and right-click for more options. You can now copy, move, and delete multiple projects in bulk within any workspace. [Learn more](https://www.taskade.com/learn/projects/copy-move)

![Manage Projects in Bulk (Copy, Move, Delete)](https://www.taskade.com/static_images/blog/move-project-1080p-1.gif)

Manage Projects in Bulk (Copy, Move, Delete)

## **Fix Spelling and Grammar with AI**

Improve the structure and flow of your tasks, notes, and projects. Just type /fix or select multiple items and AI will enhance your content. [Learn more](https://www.taskade.com/learn/agents/agent-tools).

![Fix Spelling and Grammar with AI](https://www.taskade.com/static_images/blog/fix-grammar-1080p-1.gif)

Fix Spelling and Grammar with AI

## Other Improvements:

- New: [AI Personas](https://www.taskade.com/learn/agents/chat-personas) and [Tones](https://www.taskade.com/learn/agents/chat-personas) are now available in AI Chat.

- New: AI Assistant is now available in text selection hover menu. 

- New: [Multi-Factor Authentication](https://www.taskade.com/learn/account/mfa-setup) (MFA) is now available for improved security.

- New: Fix Spelling and Grammar with AI to improve the structure and flow of your tasks, notes, and projects. Simply type /fix or select multiple items.

- New: Our system now supports 10 [new languages](https://www.taskade.com/learn), including Arabic, Finnish, Hebrew, Norwegian, Persian, Romanian, Tamil, Thai, and Ukrainian.

- New: AI prompt templates have been added to the AI chat and profile menu.

- New: You can now toggle between Team Project Chat and AI Chat.

- New: Import any CSV spreadsheet using AI to create a new project.

- New: We've added a new AI command that can correct spelling and grammar.

- New: You can now move, copy, and delete multiple projects in bulk.

- Improved: AI Chat history is now recorded to give you better results.

- Improved: We've enhanced the performance and accuracy of due dates, reminders, and notifications for tasks that are due and for recurring tasks.

- Fixed: Assignee and assigner were not required when a project was assigned.

- Fixed: AI Chat unexpectedly taking focus in a project / document.

- Fixed: Workspace member invite role wasn't being updated as expected.

- Fixed: Language setting for workflow generator wasn't being set correctly.

- Fixed: An issue where pagination of global search results was broken.

- Various bug fixes and performance improvements.

Thank you for being part of our journey. Stay tuned for more exciting updates! 

Do you have any questions? Visit our [Help Center](https://www.taskade.com/learn) or [let us know](https://www.taskade.com/contact). 😊

— Team Taskade 🐑

## Frequently Asked Questions

### What are AI Personas and Tones in Taskade?

AI Personas let you assign specialized roles to Taskade AI — like Marketing Expert, Life Coach, or SEO Consultant — so it delivers domain-specific advice. Tones control the communication style (creative, professional, casual) of the AI's responses. Set both in the AI Chat settings.

### What are AI Prompt Templates in Taskade?

AI Prompt Templates are pre-built conversation starters organized by workflow category. Browse the template library in AI Chat to find prompts for brainstorming, content creation, project planning, and more — then customize them to fit your specific use case.

### Can I import CSV spreadsheets into Taskade?

Yes. Taskade's CSV Import with AI converts spreadsheet data into a structured project. Upload a CSV file and the AI automatically maps rows and columns into tasks, sub-tasks, and notes, transforming raw data into an organized workflow.

### How does Taskade AI fix spelling and grammar?

Type /fix in the project editor or select multiple items and choose the fix command. Taskade AI reviews the selected text, corrects spelling and grammar errors, and improves sentence structure and flow — all without changing the original meaning.