Plankwork
Chapters ← All chapters

How to use this manual

Start here

Foundation

The board

Views

People and delegation

Time and money

Reports

AI

Your account and organisation

Service Desk

Administration and company IT

Reference

Importing and exporting tasks

You are moving to Plankwork from a spreadsheet or another tool, or you want a board’s tasks in a spreadsheet to share or archive. Plankwork reads and writes one file shape, the Plankwork CSV, so an export can be read back exactly.

  • Import builds a board’s groups, threads and tasks from a CSV file.
  • Export writes a board’s tasks to a CSV file.
  • Conversion help turns a file from another tool into the Plankwork shape with your own AI.

The full chapter, with every step and setting, is in the app: open your account menu and select User manual.