Import

📥Import

Import from Notion, Obsidian, Todoist, Trello, Asana, ClickUp, Monday, web pages, and more. Export as PDF, Markdown, image, CSV.

What is a Taskade import?

Bring your whole business into one workspace. Import your projects, notes, and boards from Notion, Obsidian, Todoist, Trello, Asana, ClickUp, Monday, Roam, Logseq, and more. Imported content becomes part of your Workspace DNA, so projects feed AI agents and trigger automations across 100+ integrations.

TL;DR: Bring projects, notes, and boards into Taskade from Notion, Trello, Asana, and more. Export from your old app, then import a CSV, Markdown, or PDF and let AI structure it. Paste a web page or YouTube link to save its text. Imported content becomes Workspace DNA your agents and automations can act on. To leave later, export at any time.

What can you bring into Taskade?

Coming from Import as Guide
Notion, Obsidian, Roam, Logseq Markdown Import Markdown
Trello, Asana, ClickUp, Monday, Todoist CSV Import CSV
Google Docs, iA Writer, Bear Markdown Google Docs
Reports, manuals, whitepapers PDF Import PDF
Web pages, YouTube videos Link Import a Web Page or Video Link
On this page (12)

Overview

Bring your documents, projects, and data from other tools into Taskade. This article covers all the available options so you can choose the best method for your needs.

TL;DR: Move documents, web pages, YouTube videos, and files from other tools into Taskade three ways. Convert them into structured projects, seed a new AI project, or add them as agent knowledge. Start fast at /create, or use the Import tool in any workspace.

Get Started in 3 Steps

You can bring your projects into Taskade in three steps:

  • Go to /create.

  • Choose one of the import options (scroll down for detailed instructions):

  • (1) Upload data as Agent Knowledge.

  • (2) Import data as a context for new project.

  • (3) Convert data into new projects.

Choosing an import option on the /create page

That covers the basics. The sections that follow describe every import option.

Use the Import Tool

With the converter you can turn popular document formats (.pdf, .docx, .txt, .md, .pptx, .xlsx, .xls, .epub, .csv) and web resources into structured projects.

Note: Visit Import & Export to explore other import methods.

  • (method 1): Visit /create to start (see the previous section)
  • (method 2): Click ➕ Create new in your workspace / folder (top-right corner).
  • Choose Import from the drop-down list.

Selecting Import from the Create new menu in a workspace

  • Go to the Import with AI tab (or choose Summarize with AI or Import CSV).
  • Choose one of the available options (scroll down for step-by-step instructions).

Switching between the Import with AI, Summarize with AI, and Import CSV tabs

File Size Limits

The dropzone prints the file types it accepts and the largest file you can upload. Read that line before you drag a big document in.

  • CSV files: 5 MB and 5,000 data rows. The same limits apply on every plan, including Free. See Import CSV Spreadsheets.
  • Every other document: your workspace upload limit, shown in the dropzone. A paid plan raises it.

If a file is too large, Taskade names the limit and refuses the upload before it spends your credits. Split the document, or export a smaller section. Then upload it again.

Import Files & Docs

Import files and documents into Taskade. Upload your presentations, notes, and lists of tasks stored in .pdf, .docx, .txt, .md, .pptx, .xlsx, .xls, .epub, and .csv to get started. Uploading a PDF or other document is available on paid plans.

  • (method 1): Visit /create to start (see the first section)

  • (method 2): Click ➕ Create new in your workspace / folder (top-right corner).

  • Choose Import from the drop-down list.

  • Drag & drop files into the pop-up or click to upload from your device.

Dragging a document into the Import dropzone

Import Webpages

Import content from any webpage into Taskade. Capture articles, blog posts, and other web resources, then turn them into projects you can act on. To save a link in Media Files instead, see Import a Web Page or Video Link.

  • (method 1): Visit /create to start (see the first section)

  • (method 2): Click ➕ Create new in your workspace / folder (top-right corner).

  • Choose Import from the drop-down list.

  • Click Webpage and paste a URL.

Pasting a web page URL into the Webpage import option

Import from YouTube

Turn YouTube videos into projects that hold the key points from tutorials and lectures. You can then work on the video content with your team.

  • (method 1): Visit /create to start (see the first section)

  • (method 2): Click ➕ Create new in your workspace / folder (top-right corner).

  • Choose Import from the drop-down list.

  • Click YouTube and paste the URL of the video you want to import.

Pasting a YouTube video URL into the YouTube import option

Import Text & Markdown

Paste text and Markdown documents into Taskade to turn them into collaborative resources. Your notes and ideas become structured projects.

Note: Read Markdown Support to learn more.

  • (method 1): Visit /create to start (see the first section)

  • (method 2): Click ➕ Create new in your workspace / folder (top-right corner).

  • Choose Import from the drop-down list.

  • Click Paste Text & Markdown and paste the contents of your document.

Pasting text into the Paste Text & Markdown import option

Import from Other Tools

Transfer notes, tasks, and projects from platforms like Notion, Evernote, Asana, and Trello into Taskade. Keep all of your work in one place.

Note: Visit Import to explore compatible platforms.

  • (method 1): Visit /create to start (see the first section)

  • (method 2): Click ➕ Create new in your workspace / folder (top-right corner).

  • Choose Import from the drop-down list.

  • Click Or import from at the bottom of the Import Tool.

  • Choose a tool from the list and follow the instructions.

Picking a source tool from the Or import from list

Import as Project Context

Use your existing knowledge as a seed in the Project Generator. Taskade combines new and existing data into the context for new projects.

Note: Visit AI Project Studio to learn more.

  • (method 1): Visit /create to start (see the first section)

  • (method 2): Click ➕ Create new in your workspace / folder (top-right corner).

  • Choose AI Project from the drop-down list.

  • Use the Upload Files dropdown to import files and documents.

Uploading files as context for a new AI project

Import as Agent Knowledge

Use your imported resources to fine-tune your custom AI agents. Better knowledge gives you more accurate, context-aware answers.

Note: Visit Agent Knowledge & Data to learn more.

  • (method 1): Visit /create to start (see the first section)

  • (method 2): Go to the 🤖 AI Agents tab in your workspace / folder.

  • Choose an existing agent or create a new one.

  • Go to the Knowledge tab.

  • Enable knowledge and import resources to fine-tune the agent.

Adding imported resources in the agent Knowledge tab

Import Pipeline

For background on CSV-to-project imports, see AI Personas & CSV-to-Project and Import Markdown, Sort & Add Notes.

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Import a Web Page or Video Link

Save a web page or YouTube link in Taskade, turn its text into a project, train an AI agent on it, or paste your website URL to start a Taskade Genesis app.

Import from Notion

Import Notion pages and databases into Taskade in 3 steps. Export your content as Markdown and CSV, upload it, and keep notes, wikis, and tables organized.

Import from Trello

Import your Trello boards into Taskade in 3 steps. Export each board as CSV, map your columns, and keep cards, lists, and labels organized in one workspace.

Import from Asana

Import your Asana projects into Taskade in 3 steps. Export as CSV, map your columns, and keep tasks, assignees, and due dates organized in one workspace.

Import from ClickUp

Import your ClickUp workspace into Taskade in 3 steps. Export as CSV, map your columns, and keep tasks, statuses, and priorities organized in one workspace.

Import from Monday

Import your Monday.com data into Taskade in 3 steps. Export it as Excel, convert it to CSV, and upload. Keep your tasks, statuses, and boards organized.

Import from Todoist

Import your Todoist tasks into Taskade in 3 steps. Export as CSV and use the dedicated import option. Keep your tasks, priorities, and labels organized.

Import from Obsidian

Import your Obsidian vault into Taskade in 3 steps. Locate your local .md files and upload directly. Keep your notes, links, and folder structure organized.

Import from Evernote

Import your Evernote notes into Taskade in a few steps. Copy and paste them, or use a bulk converter tool. Keep your notebooks and note content organized.

Import from OneNote

Import your OneNote notebooks into Taskade in a few steps. Export and use AI-powered summarization to convert. Keep your notes and sections organized.

Import from Roam

Import your Roam Research notes into Taskade in 3 steps. Export them as Markdown and upload directly. Keep your linked notes and daily pages organized.

Import from Logseq

Import your Logseq graph into Taskade in 3 steps. Export your pages as Markdown files and upload directly. Keep your notes and knowledge base organized.

Import from Bear

Import your Bear notes into Taskade in 3 steps. Export them as Markdown and upload directly. Keep your headings, lists, and text formatting organized.

Import from Dynalist

Import your Dynalist outlines into Taskade in 3 steps. Export as OPML or plain text and upload directly. Keep your nested lists and hierarchy organized.

Import from Workflowy

Import your Workflowy outlines into Taskade in 3 steps. Export as OPML and use the dedicated import option. Keep your nested lists and hierarchy organized.

Import from Miro

Import your Miro boards into Taskade in 3 steps. Export sticky notes as CSV or the full layout as PDF, then upload. Keep your cards and notes organized.

Import from Whimsical

Import your Whimsical boards into Taskade in 3 steps. Export each board as PDF and use AI summarization. Keep your flowcharts and wireframes organized.

Import from Google Docs

Import your Google Docs into Taskade in 3 steps. Convert to Markdown with a free plugin and paste or upload. Keep your headings, lists, and links organized.

Import from iA Writer

Import your iA Writer notes into Taskade in 3 steps. Export them as Markdown and upload directly. Keep your writing, headings, and formatting organized.

Import Markdown

Import your Markdown files into Taskade in a few steps. Drag and drop .md files to create new projects. Keep your headings, lists, and formatting organized.

Import PDF

Import your PDF files into Taskade and turn them into structured projects. Use AI summarization to pull the key content out of long documents quickly.

Import CSV Spreadsheets

Import your CSV spreadsheets into Taskade in a few steps. Map each column to a field type and turn rows into a structured project you can assign and automate.

Convert to Taskade

Import your documents, projects, and data into Taskade from any tool. Choose a Markdown upload, a CSV import, copy and paste, or AI-powered conversion.

Summarize with AI

Import and summarize PDF, DOCX, PPTX, and other files with Taskade AI. Turn long documents and web pages into concise, editable project summaries fast.

Export & Print Projects

Export and print your Taskade projects as Image, PDF, Markdown, CSV, or plain text. Back up your work or share it outside your workspace in one click.

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