Automation

Export Project to Markdown or Text

Updated 2026-08-26·3 min read

Overview

The Project Export action takes any Taskade project and renders it as a Markdown file or a plain-text file. Use it to back up projects, hand them off to clients, or feed their content into another system like an AI model or a wiki. Need spreadsheet-ready rows instead of a document? You can also export any Project View to CSV, covered further down.

TL;DR: One action, two formats (Markdown or plain text). Full project structure preserved: tasks, subtasks, notes, and custom field values. See Automations execution for how to chain this action into a scheduled flow.

Inputs

Field Type Notes
Project ID String The project to export
Format markdown / text Markdown preserves headings and checkboxes
Include completed Boolean Defaults to true
Include comments Boolean Appends each task's comments as a block

Outputs

Field Type Notes
file File The generated file, usable by any downstream action
content String The full export as a plain string
word_count Number Convenience count for length-aware flows

Export a project view as CSV

Need spreadsheet-ready rows instead of a document? Open any project, pick a view, and export it straight to CSV. This is a view-level export, separate from the automation action above, and it is the fastest way to move structured data into Excel, Google Sheets, or a billing tool.

CSV export works from six Project Views. Each view decides how the rows are shaped:

View What lands in the CSV
Table Every column, one row per task
List Tasks and subtasks with their fields
Board Cards with the column they sit in
Calendar Tasks with their start and due dates
Mind Map Each node with its parent
Org Chart Each role with who it reports to

Reach for Markdown or plain text when you want a readable document. Reach for CSV when the next tool expects rows and columns.

Example: nightly backup to Drive

  1. Trigger: Schedule → Every Day at 02:00 UTC.
  2. Action: Project Export for each project in a folder.
  3. Action: Google Drive → Upload File to a backups/<date>/ folder.

Example: hand off to an AI model

  1. Trigger: button on a Taskade Genesis app.
  2. Action: Project Export in Markdown.
  3. Action: AI Action with a prompt that uses the exported content as context.
  4. Action: post the AI's summary back into the project as a comment.

Tips

  • Markdown exports are safe to paste into GitHub issues, Notion, or Obsidian.
  • Plain text is the right choice when downstream tools strip Markdown anyway.
  • Large projects can take a few seconds. If your next step is time-sensitive, chain a Delay action.
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