Import & Export Tasks
Learn about Import & Export Tasks in WaymakerOS.
Import & Export Tasks
Taskboards can export their tasks to a CSV file. There is no built-in task importer yet, including no importer for Trello, Asana, Jira, Linear, Monday.com or ClickUp. This page shows what you can do today.
Export Tasks to CSV
- Open the taskboard.
- Click Export Tasks (the download icon) in the board's top bar.
- Your browser downloads a file named
<board name>_export_<date>.csv.
The export includes these columns:
| Column | Contains |
|---|---|
| Task ID | The task's unique ID |
| Title | The task title |
| Description | The task description |
| Status | The name of the column the task is in |
| Priority | The task's priority (medium if none is set) |
| Assignee | The assignee's name |
| Due Date | The due date, if set |
| Created | When the task was created |
| Updated | When the task was last changed |
| Completed | Yes or No |
If the board has no tasks, you'll see No tasks to export and nothing is downloaded.
Bringing Tasks In From Another Tool
There's no one-click importer, but you have three ways to bring work in.
Use Your AI Agent
Connect an AI agent such as Claude Code, Codex or Cursor to Commander with the Waymaker MCP server. The agent creates tasks on your boards as you, with your permissions.
- Export your tasks from the other tool. Most tools offer a CSV or JSON export.
- Give the file to your agent and ask it to create the tasks on a Waymaker taskboard, for example: "Create a task on the Website board for each row in this file. Put each one in the column that matches its status."
- Check the board, then ask the agent to fix anything that landed in the wrong place.
Connect a GitHub Repository
If your plan lives as product requirements docs and prompt briefs in a GitHub repository, connect the board to the repo instead. The PRDs become layers and the briefs become task cards, read-only. See Connect a Taskboard to a GitHub Repository.
Import Data Into a Table
If what you're bringing in is a list of records rather than a set of tasks (contacts, inventory, a backlog spreadsheet), import it into a Waymaker Table. Tables import CSV and Excel files (.csv, .xlsx, .xls) and let you choose how rows are added:
| Import mode | What it does |
|---|---|
| Append rows | Adds the file's rows to the existing data. Nothing is removed. |
| Update or insert | Matches rows on an ID column you choose, updates the ones that exist and adds the rest. |
| Replace all data | Deletes every row in the table and replaces them with the file's rows. |
Open the table and click Import in its toolbar. For details, see Tables Import & Export.
Sheets also import spreadsheets: open a sheet and click Import Excel or CSV.