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Import CSV Spreadsheets

Import CSV spreadsheets into Taskade.

Updated over 2 weeks ago

Import CSV

πŸ’‘ Note: Visit Convert to Taskade & Summarize with AI to learn more.

  • Click the βž• Create new button in your workspace/folder.
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  • Choose Import from the drop-down menu.

  • Click Or import from to see the available import options.
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  • 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

πŸ’‘ Note: Visit Agent Knowledge & Data to learn more.

  • Go to workspace/folder.
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  • Navigate to the AI Agents tab.
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  • Select the agent you want to fine-tune using your file.

  • Click the arrow next to the name of the agent.
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  • Click Edit agent.

  • Select the Knowledge tab from the menu on the left.
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  • Use the toggle to enable agent knowledge.
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    • 1) Drag your files into the box or click to upload.
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    • 2) Click Add Media to add attachments from your folders/workspace.


Use CSV as Project Context

πŸ’‘ Note: Visit AI Project Studio to learn more.

  • Go to your workspace/folder.
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  • Click βž• Create new (top-right corner).
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  • Choose AI Project from the drop-down list.

  • Describe the project you want to generate, or use one of the templates.
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  • Click πŸ“Ž Upload Files and upload your .csv files.​
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  • Click ➀ or press ⌨️ Enter to generate the project.


😊 Helpful Links

πŸ€– Taskade AI Essentials

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