You can quickly create new Taskade projects from Markdown (.md) files. The importer preserves your formatting — headings, lists, bold/italic text, links, and images — while AI cleans up spacing and line breaks without changing meaning.
| Step | Action |
|---|
| 1 | Navigate to your workspace or folder |
| 2 | Click the + Create new button |
| 3 | Select Import from the dropdown |
| 4 | Option A: Drag and drop .md files into the import box |
| 5 | Option B: Click Paste Text & Markdown to paste content directly |
| 6 | Click Import to finish |
| Format | Extension | Notes |
|---|
| Markdown | .md | Full Markdown syntax preserved |
| Plain text | .txt | Converted to task structure |
| PDF | .pdf | See Import PDF |
| Word | .docx | Structure preserved |
| PowerPoint | .pptx | Slides converted to sections |
| Excel | .xlsx, .xls | Tables preserved |
| CSV | .csv | Data converted to table view |
| EPUB | .epub | Chapters converted to sections |
When you paste .txt or .md content directly, Taskade AI automatically cleans it up:
| Action | Example |
|---|
| Adds spacing and line breaks | Proper paragraph separation |
| Preserves bullet points | - item stays as a bullet |
| Preserves numbered lists | 1. item stays numbered |
| Preserves headings | ## Title becomes H2 |
| Preserves bold/italic | **bold** stays bold |
| Preserves links and images | URLs and image references kept |
| Action | Guarantee |
|---|
| Summarize content | Original content unchanged |
| Translate text | Language preserved |
| Add/remove meaning | No content modification |
| Add intro/outro | No extra text added |
| Comment on text | No AI commentary |
Create .md files directly in Taskade and use them as project sources:
| Step | Action |
|---|
| 1 | Go to your workspace or folder |
| 2 | Click + Create new → AI Project |
| 3 | Click + Add source → Paste text |
| 4 | Paste Markdown-formatted text |
| 5 | The .md file is created and added to the Media Tab |
Created Markdown documents can be used as agent knowledge, project context, or Taskade Genesis app context.
| Input | Output |
|---|
## Task List | [H2] Task List |
- Buy milk | Bullet: Buy milk |
1. Launch by Friday | Numbered: Launch by Friday |
**Important** | Bold: Important |
_Note_ | Italic: Note |
[Link](url) | Clickable link |
| Location | How Markdown Is Used |
|---|
| Project editor | Format tasks, checklists, and paragraphs inline |
| Import/Export | Convert .md files to projects and vice versa |
| AI Project Studio | Add .md files as context for AI-generated projects |
| AI Agents | Fine-tune agents using Markdown knowledge sources |
| Chat & Comments | Format messages with Markdown syntax |
| Quick Add widget | Add formatted notes and tasks |
| Genesis Context | Upload .md files as app-building context |
Taskade supports PDF import in three powerful ways: convert PDFs to structured projects, use them as AI agent knowledge, or add them as context for AI-generated projects. PDFs can also be processed in automation flows using the pdf.convertToText action.
Genesis connection: Upload PDFs as Genesis context to create apps that match your existing documents, forms, and processes.
Turn any PDF into a structured Taskade project:
| Step | Action |
|---|
| 1 | Click + Create new in your workspace (top-right corner) |
| 2 | Choose Import from the dropdown |
| 3 | Select an import mode: |
| Mode | What It Does |
|---|
| Convert to Taskade | Converts the PDF into a structured project with headings, tasks, and sections |
| Summarize with AI | Creates a concise summary of the PDF in a new project |
| Step | Action |
|---|
| 4 | Drag files into the box or click to upload |
| 5 | Wait for the importer to process |
| 6 | Click + Create Project to create the new project |
Train your AI agents on PDF content:
| Step | Action |
|---|
| 1 | Go to your workspace → Agents tab |
| 2 | Click the three dots (⋯) next to your agent → Edit agent |
| 3 | Open the Knowledge tab |
| 4 | Enable agent knowledge (toggle on) |
| 5 | Option A: Drag PDF files into the box, or click to upload |
| 6 | Option B: Click Add Media to select files from your workspace |
Result: Your agent can now answer questions using information from the uploaded PDFs. References are cited in agent responses.
Use PDFs as seed data for AI-generated projects:
| Step | Action |
|---|
| 1 | Click + Create new → AI Project |
| 2 | Describe the project you want to generate |
| 3 | Click Upload Files and upload your .pdf files |
| 4 | Click Enter to generate the project |
What happens: AI reads the PDF content and uses it as context to generate a more relevant, customized project.
PDFs can be processed automatically within automation flows:
| Action | What It Does | Use Case |
|---|
| pdf.convertToText | Converts PDF content to plain text | Extract text for AI analysis, data processing |
| Upload File to Media | Saves PDF to workspace Media | Archive incoming attachments |
| Agent Knowledge Add | Adds PDF content to agent knowledge | Auto-train agents on new documents |
| Step | Action |
|---|
| Trigger | New Email with PDF attachment (Gmail) |
| Action 1 | Loop through attachments |
| Action 2 | Convert PDF to text (pdf.convertToText) |
| Action 3 | AI summarizes the text (ai.generate) |
| Action 4 | Create task with summary in project |
| Action 5 | Notify team on Slack |