# 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

## Steps

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

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

- Click Convert to Tasks. The document loads, is read, and a draft plan appears within a few seconds.

## Correcting and saving the draft

- Labels extracted from the document appear at the top with their colours. 3. Main stages are shown as coloured bands, with tasks indented beneath them in a list. 4.

- Change the title, label, priority and duration (in working days) for each row 5; delete unnecessary rows using the trash icon. The 'Before' column indicates which tasks must be completed first; ◆ denotes a milestone.

- Read the 'Uncertainties in the document' note at the bottom; the AI writes its assumptions here.

- Correct the name and colour for the new project and click 'Create Project'; if on the open board, optionally select a start date and click 'Add to Board'.

> The result becomes a Stage card and takes its colour as the cover; tasks become sub-cards. Labels are created with their colours (if a label with the same name exists on the board, that one is used); checklists are added to cards. Dates are set based on working days and dependencies; you can drag to change them in Gantt.

> Tip: Word (docx), PDF, Excel (xlsx), CSV, TXT and MD files are supported, up to 20 MB. Scanned PDFs (without text) cannot be read. For very long documents, only the first section is read and a message appears. The document is uploaded solely for reading and is deleted immediately after processing; it is not added to the board.

> Attention: Drafts are generated by AI; durations are estimates if not stated in the document. Check before saving. Each document deducts from your organisation’s monthly AI allowance.

## Related pages

- Creating a project plan by describing it

- Chatting with the AI assistant

- Setting up dependencies