Overview
Turn any spreadsheet into a working project. Upload a CSV exported from Asana, Trello, Monday, ClickUp, or your own sheet, and Taskade rebuilds the rows into tasks you can assign, filter, and automate. It is the fastest way to bring a client list, inventory, or booking tracker into your workspace.
TL;DR: Upload any CSV to Taskade and AI reads the header row, maps columns to fields, and opens a structured project in Table view. The same file also works as agent knowledge or as a seed for an AI project. Exports from Asana, Trello, Monday, and ClickUp all import this way.
CSV Auto-Mapping
| CSV Concept | Taskade Equivalent |
|---|---|
| Header row | Custom field names |
| Row | Task |
| Cell value | Field value |
| Date column | Due date |
| User column | Assignee |
For background on CSV-to-project AI conversion (shipped v4.91, July 2023), see AI Personas & CSV-to-Project.
Import CSV
Note: Visit Convert to Taskade & Summarize with AI to learn more.
- Click the ➕ Create new button in your workspace/folder.
- Choose Import from the drop-down menu.
- Switch to the Import CSV tab.
- Drag your CSV file into the box or click Browse Files to upload.
- Click Import to finish the process.
- Taskade will open a new project set to the Table view.
Add CSV as AI Agent Knowledge
Note: Visit Agent Knowledge & Data to learn more.
- Go to workspace/folder.
- Navigate to the AI Agents tab.
- Select the agent you want to fine-tune using your file.
- Click the arrow next to the name of the agent.
- Click Edit agent.
Select the Knowledge tab from the menu on the left.
Use the toggle to enable agent knowledge.
- Drag your files into the box or click to upload.
- Click Add Media to add attachments from your folders/workspace.
Use CSV as Project Context
Note: Visit AI Project Studio to learn more.
- Go to your workspace/ folder.
- Click ➕ Create new (top-right corner).
- Choose AI Project from the drop-down list.
- Describe the project you want to generate, or use one of the templates.
- Click 📎 Upload Files and upload your .csv files.
- Click ➤ or press ⌨️ Enter to generate the project.
Tips
- CSV files exported from tools like Asana, Trello, Monday, and ClickUp can all be imported using the methods above.
- For best results, make sure your CSV file has a clear header row with column names.
- Large CSV files with many rows may take a moment to process. Taskade AI handles the conversion automatically.
- You can also use Summarize with AI if your spreadsheet data needs to be condensed into a narrative summary.
- Need to go the other way? Export any Taskade project back to CSV from Table, List, Board, Calendar, Mind Map, and Org Chart views. See Export & Print Projects.