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Extracting tasks from Word, PDF, or Excel documents

Drag and drop a document such as a quote, specification, survey report, or work list; AI drafts it into phased, timed, linked, and colour-coded cards. You correct the draft and add it to a new project or an open board.

  • Project manager
  • Project Member

How to extract tasks from Word, PDF, or Excel documents?

Drag and drop a document such as a quote, specification, survey report, or work list; the AI drafts the work inside as phased, timed, interconnected cards with colored labels. Who can do this: Project manager; Project member. Phases become top-level cards and take their color as the cover; tasks become sub-cards.

Steps

  1. To add to an open board, click From Document in the project title; for a new project, go to New Project › Plan from Document in the left menu. Dropping the document into the assistant panel on the right opens the same window.

  2. Drag and drop the document into the area in the center of the window, or click to select it 1. Optionally, add a note (e.g., “Must be completed by mid-November”).

  3. Click Convert to Tasks 2. The document uploads, is read, and a draft plan appears within a few seconds.

demo screen (with demo data)
  1. 1Drag and drop
  2. 2Convert to Tasks

Correcting and saving the draft

  1. At the top, labels extracted from the document appear with their colors 3. Main stages are shown with colored bands, with tasks indented underneath 4.

  2. On each row, change the title, label, priority and the duration in working days 5; delete unneeded rows with the trash icon. The “Before” column shows which tasks must finish first; ◆ is a milestone.

  3. Read the Ambiguities in Document note at the bottom; here the AI writes its assumptions.

  4. Correct the name and color in the new project and click Create Project; if on an open board, optionally select a start date and click Add to Board.

demo screen (with demo data)
  1. 3Colored labels
  2. 4Stage
  3. 5Duration
Result Stages become parent cards and take on the cover color; tasks become child cards. Labels are created with their colors (if a label with the same name exists on the board, that one is used), and checklists are added to cards. Dates are set based on working days and dependencies; you can adjust them by dragging in the Gantt chart.
Tip Word (docx), PDF, Excel (xlsx), CSV, TXT, and MD files are supported; up to 20 MB. Scanned (textless) PDFs cannot be read. For very long documents, only the first section is read, and the window indicates this. The document is uploaded solely for reading and is deleted immediately after processing; it is not added to the board.
Note Drafts are generated by AI; if durations are not specified in the document, they are estimates. Check before saving. Each document deducts from your organization's monthly AI allowance.

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