CSV Auto-Mapping
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 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.