What Is the Spreadsheet Converter?
The Spreadsheet Converter turns any .csv file into a structured Taskade project in seconds. Upload the file, the AI parses columns, rows, and relationships, and you get a live project with tasks, sections, and 7 project views — no manual data entry.
TL;DR: Drop a CSV in. Get a working project out — tasks, sections, and 7 views (List, Board, Table, Calendar, Mind Map, Gantt, Org Chart). Pair with a custom agent to summarize, prioritize, or extend the data.
How to Convert a Spreadsheet
- Click the ➕ New project button in your workspace or folder.
- Choose Import and then Convert Spreadsheet with AI.
- Drag your
.csvfile into the pop-up menu or click to select files. - Click ➕ Create Project to generate the project from your data.
💡 Tip: The converter works best with structured data — make sure your CSV has clear column headers.
What Happens After Conversion
- Each row becomes a task or subtask in your new project.
- Column headers are used as task properties or section labels.
- You can switch between any of the 7 project views (List, Board, Table, etc.) to visualize the imported data.
- The original CSV structure is preserved — you can always re-export or modify the project.
Supported Formats
| Format | Support |
|---|---|
| CSV (.csv) | ✅ Full support |
| XLSX (.xlsx) | Use AI Import for Excel files |
| Google Sheets | Export as CSV first, then import |
Tips
- Clean up your CSV before importing — remove empty rows and ensure consistent column naming.
- After conversion, use Custom Fields to add metadata that wasn't in the original spreadsheet.
- Combine with AI Agents to analyze or summarize the imported data.
- For very large spreadsheets, split the CSV into smaller files (under 5,000 rows each) for more accurate conversion results.
Common Use Cases
| Source CSV | What you get |
|---|---|
| Sales pipeline export | Board view with deal stages |
| Inventory list | Table view with custom fields |
| Event RSVPs | Calendar view + assignees |
| Survey results | Mind map for theme grouping |
| Bug tracker export | List view with priority tags |
Mini FAQ
How big a CSV can I import? Best results under 5,000 rows. Split larger files.
What about Excel? Use AI Import for .xlsx, or export Sheets/Excel as CSV first.
Can an agent run on the imported data? Yes — combine with custom agents to summarize, prioritize, or transform the rows.
Related guides
- AI Import & Document Conversion
- Project Views
- Custom Fields
- Bulk AI Commands — Run AI on many rows at once
- Custom AI Agents — Add an agent to your imported data