Get Started in 3 Steps
New to Taskade? You can instantly birng your projects into Taskade in three steps:
Go to https://www.taskade.com/create.
Choose one of the import options (scroll down for detailed instructions):
(1) Upload data as Agent Knowledge.
(2) Import data as a context for new project.
(3) Convert data into new projects.
Now that you know the basics, let's break down all import options.
Use the Import Tool
The converter allows you to turn popular document formats (.pdf, .docx, .txt, .md, .pptx, .xlsx, .xls, .epub, .csv) and web resources into structured projects.
💡 Note: Visit Import & Export to explore other import methods.
(method 1): Visit /create to start instantly (see the previous section)
(method 2): Click ➕ Create new in your workspace / folder (top-right corner).
Choose Import from the drop-down list.
Go to the Convert to Taskade tab.
Choose one of the available options (scroll down for step-by-step instructions).
Import Files & Docs
Import files and documents into Taskade. Upload your presentations, notes, and lists of tasks stored in .pdf, .docx, .txt, .md, .pptx, .xlsx, .xls, .epub, and .csv to get started.
(method 1): Visit /create to start instantly (see the first section)
(method 2): Click ➕ Create new in your workspace / folder (top-right corner).
Choose Import from the drop-down list.
Drag & drop files into the pop-up or click to upload from your device.
Import Webpages
Import content from any webpage directly into Taskade. Capture articles, blog posts, and other web resources, and turn them into actionable projects.
(method 1): Visit /create to start instantly (see the first section)
(method 2): Click ➕ Create new in your workspace / folder (top-right corner).
Choose Import from the drop-down list.
Click Webpage and paste a URL.
Import from YouTube
Transform YouTube videos into insightful projects by capturing key points from tutorials and lectures. Collaborate on video content with your team and brainstorm ideas.
(method 1): Visit /create to start instantly (see the first section)
(method 2): Click ➕ Create new in your workspace / folder (top-right corner).
Choose Import from the drop-down list.
Click YouTube and paste the URL of the video you want to import.
Import Text & Markdown
Paste text and Markdown document into Taskade to convert them into collaborative resources. Watch as your notes and ideas transform into structured projects.
💡 Note: Read Markdown Support to learn more.
(method 1): Visit /create to start instantly (see the first section)
(method 2): Click ➕ Create new in your workspace / folder (top-right corner).
Choose Import from the drop-down list.
Click Paste Text & Markdown and paste the contents of your document.
Import from Other Tools
Transfer notes, tasks, and projects from platforms like Notion, Evernote, Asana, and Trello into Taskade. Organize your entire digital workflow in one place.
💡 Note: Visit Import to explore compatible platforms.
(method 1): Visit /create to start instantly (see the first section)
(method 2): Click ➕ Create new in your workspace / folder (top-right corner).
Choose Import from the drop-down list.
Click Or import from at the bottom of the Import Tool.
Choose a tool from the list and follow the instructions.
Import as Project Context
Use your hard-earned nuggets of knowledge as "seeds" in the Project Generator. Taskade will combine new and existing data to create a rich context for new projects.
💡 Note: Visit AI Project Studio to learn more.
(method 1): Visit /create to start instantly (see the first section)
(method 2): Click ➕ Create new in your workspace / folder (top-right corner).
Choose AI Project from the drop-down list.
Use the Upload Files dropdown to import files and documents.
Import as Agent Knowledge
Use your imported resources to fine-tune your Custom AI Agents. Enhance agent's capabilities to receive more accurate and context-aware assistance.
💡 Note: Visit Agent Knowledge & Data to learn more.
(method 1): Visit /create to start instantly (see the first section)
(method 2): Go to the 🤖 AI Agents tab in your workspace / folder.
Choose an existing agent or create a new one.
Go to the Knowledge tab.
Enable knowledge and import resources to fine-tune the agent.
Import Use Cases
Not sure how what to use the Import Tool effectively? Start with these ideas:
✨ Use Case | 💬 Description |
Convert documents | Convert files (.pdf, .docx, .txt, .md, .pptx, .xlsx, .xls, .epub, .csv ) into structured and actionable projects. |
Curate content | Import articles or web links (URLs) and structure insights for team reference. |
Kick off projects | Instantly convert meeting notes or project requirements (uploaded or pasted as regular files) into tasks. |
Build a knowledge base | Turn research papers, articles, or videos (from YouTube or URLs) into knowledge inside your workspace or folder. |
😊 Helpful Links
Download our apps: taskade.com/downloads
Leave feedback: taskade.com/feedback
Changelog: taskade.com/blog/updates
Watch tutorials: youtube.com/taskade
Contact us: taskade.com/contact