Import and Create Tasks

1. Import Documentation

Auto-generate tasks from your project documentation or specifications in Markdown format.

1. Click on the "Create task" button on your dashboard

2. Select "Import Documentation" in the import box that will appear

3. (Optional) Download Template - Get our markdown template for inspiration on how to structure your documentation

4. Upload your project documentation (.md file)

5. CodeRide analyzes your documentation and automatically:

   • Identifies task sections and categories

   • Extracts task details including titles, descriptions, and priorities

   • Creates a structured task list from your specs

6. Review and adjust the generated tasks in the kamban or jump straight into Optimization

You can take a look at the structure of our .md template here below:

# Project Name

## Project Overview
Brief description of the project goals and objectives

## Task Categories

### Infrastructure Setup

#### TASK-1: Setup environment configuration- **Description**: Setup new environment variables for API communication- **Priority**: High
- **Due Date**: 2025-05-01
- **Application**: This task establishes the foundation for...

#### TASK-2: Create database schema- **Description**: Design and implement the database structure- **Priority**: High
- **Due Date**: 2025-05-03
- **Dependencies**: TASK-1
- **Application**: Creates the necessary tables and relationships...

### Feature Implementation

#### TASK-3: User authentication- **Description**: Implement login and registration functionality- **Priority**: Medium
- **Due Date**: 2025-05-10
- **Dependencies**: TASK-1, TASK-2
- **Application**: Allows users to securely access the system...

2. Import from CSV

Upload a spreadsheet to quickly import multiple tasks at once.

1. Click "Import from .csv"

2. (Optional) Download Template - Get our .csv template with the correct column structure

3. Upload your filled .csv file

4. Review and adjust the generated tasks in the kamban or jump straight into Optimization

CSV Template columns:

• assignee_email - Email of the person assigned to the task

• title - Task title (required)

• description - Detailed task description

• position - Order/priority position in your task list

Example CSV format:

assignee_email,title,description,position
[email protected],Setup Authentication,Implement user login and registration with JWT,1
[email protected],Create API Endpoints,Build RESTful API for user management,2
[email protected],Add Input Validation,Validate all user inputs on backend,3

3. Create Task Manually

For precise control over individual tasks.

1. Click "Create task manually"

2. Fill in comprehensive task details

3. Set task properties and dependencies

4. Save and add to your project board

🎯 Pro tip: Use documentation or .csv import for comprehensive project setup with detailed task breakdowns or manual creation for one-off additions. Remember, AI optimization happens in the next step!

4. Optimize Tasks

Task optimization is where CodeRide transforms your standard tasks into AI-ready formats. This process is completely automated and ensures each task has the perfect context and instructions for your AI agent.

a. Right after import

1. After importing tasks, you'll see an "Optimize Tasks" button

2. Click it to optimize all imported tasks at once

b. From your dashboard

1. Navigate to your project dashboard

2. Click the "Optimize Tasks" button

3. Select which tasks to optimize (or choose "Select All")