Definition: Import & Export in Taskade enables bidirectional data portability - bring existing content into your workspace from files and other platforms, and export your Taskade projects to standard formats for backup, sharing, or migration.
Import Capabilities
File Formats:
- Markdown (.md): Import structured documents that convert to Taskade's hierarchical project format with headings mapped to task levels
- PDF: Extract text content from PDF documents into project nodes using OCR and text extraction
- CSV: Import structured data rows as project nodes, useful for migrating spreadsheets into Database Projects
- Plain Text (.txt): Import simple text files with line-based conversion to tasks
Platform Migration:
- Import from other project management tools through compatible export formats
- Preserve task hierarchies, descriptions, and basic metadata during migration
How Import Works:
- Navigate to your workspace or project
- Select Import from the menu
- Choose your file or paste content
- Review the conversion preview
- Confirm to create the project structure
Export Capabilities
Available Formats:
- Markdown: Clean markdown export preserving hierarchy and formatting
- PDF: Professional document export for sharing and printing
- Plain Text: Simple text export for universal compatibility
- Image: Visual exports of Mind Map and Org Chart views
Export Use Cases:
- Backup: Regular exports for data safety
- Sharing: Send project content to stakeholders who don't use Taskade
- Documentation: Convert projects into formatted documents
- Migration: Move data to other platforms if needed
AI-Powered Import
Taskade's AI agents can assist with imports:
Content Processing: AI helps structure unstructured imports, suggesting task hierarchies and organization
OCR for PDFs: Extract text from scanned documents and images
Format Detection: Automatic recognition of import file structure and content type
Smart Mapping: AI suggests how imported fields should map to Taskade Custom Fields
Best Practices
Before Importing:
- Clean up source data - remove duplicates and fix formatting
- Plan your target project structure
- Test with a small sample before bulk import
For Exports:
- Use Markdown for maximum compatibility
- Export regularly as part of your backup strategy
- Choose the right format for your audience (PDF for clients, Markdown for developers)
Related Concepts: Data Converters, Database Projects, Project Templates