Overview
Monday.com is a work management platform with boards, timelines, and dashboards. Monday exports data as Excel files, which you can convert to CSV and import into Taskade using AI-powered spreadsheet conversion. This guide covers exporting from Monday at the group, item, and account levels.
Export Data from Monday
- To export a group:
- Click ··· on the left.
Click Export to Excel.
To export individual items:
Select items and click Export in the toolbar at the bottom.
To export your entire account:
- Click your profile picture in the top-right corner.
- Choose Administration from the list.
- In the General settings go to the Account tab.
- Scroll down to Export account data and click Export.
Monday exports data in Excel (.xlsx) format. You need to convert these files to CSV before importing into Taskade.
Convert Excel Files to CSV
Unzip the downloaded archive.
Open any of the Excel files in Excel or Google Sheets.
In Google Sheets:
- Click File ➡ Download ➡ Comma Separated Values (.csv).
In Microsoft Excel:
- Go to File ➡ Save As.
- Click Browse.
- Under Save as type box, select CSV (Comma delimited).
Save your converted CSV file.
Import to Taskade
- Click the ➕ New project button in your workspace / folder.
- Choose Import ➡ switch to the Import CSV tab.
- Drag & drop your CSV file into the pop-up menu or click to select files.
- Click ➕ Create Project to create a new project.
Taskade AI reads the CSV columns and maps them to a structured project with tasks, statuses, and metadata.
After Import
Once your Monday.com data is in Taskade, you can enhance your workflow:
- Choose your view: Switch between Board, Table, Gantt, Calendar, and other views to match how you worked in Monday.
- Set up automations: Create automation workflows to handle status changes, notifications, and task assignments.
- Use AI agents: Ask Taskade AI to prioritize tasks, generate subtasks, or create project summaries from your imported data.
- Collaborate: Invite your team and work together with real-time collaboration.
Tips
- Convert each Monday board to a separate CSV file for cleaner imports.
- Use folders in Taskade to replicate your Monday workspace structure.
- If your Monday boards have complex column types (formulas, mirror columns), review the exported data to ensure key information transferred correctly.
Monday → Taskade Field Mapping
| Monday Column | Taskade Equivalent |
|---|---|
| Item | Task |
| Status | Custom field / Tag |
| Person | Assignee |
| Date | Due date |
| Numbers | Custom field |
See AI Personas & CSV-to-Project.