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)
