Moving from Another Tool

Switching from another task tool? Good. PrimeTask has a built-in import wizard that walks you through bringing your work across in one go. You don't need to rebuild your projects by hand. Export from your current tool, hand the file to the wizard, and your tasks land in PrimeTask with structure, dates, priorities, and tags intact.

The wizard guides you through every step. You'll preview what's about to come in, map a few things to your PrimeTask setup, and review before anything is saved.

What you can do

Import tasks

from Todoist, ClickUp, or any CSV file

Preserve project structure

, your existing lists become PrimeTask projects automatically

Keep subtask hierarchy

, nested work lands exactly where it was

Carry across tags, dates, priorities, descriptions, and checklists

, they all come with the tasks

Map statuses

in the wizard so imported tasks land in the right columns of your own setup

Run multiple imports

, bring data in from more than one tool, or run the same source again, without losing what's already in PrimeTask

How to open Import

Sidebar (default): Open Settings → Data Management, then click Import.
Settings search: Open Settings and type import.
Command palette: Press ⌘+K (or Ctrl+K), type import, and pick the entry.

Create a backup first

Before any large import, take a quick manual backup from Data Management → Create Backup. Imports add a lot of records to your Space, and a backup gives you a clean rollback if the result isn't what you expected.

Supported sources

PrimeTask currently supports three sources:

Todoist

Export your Todoist data from Todoist Settings → Backups → Download. You'll get a ZIP file containing one CSV per project. Pick the project CSV you want to bring across and hand it to the wizard. Repeat for each project you want imported.

ClickUp

Two ways to export from ClickUp:

Full workspace (recommended): in ClickUp, click your workspace avatar and go to Settings → Imports / Exports → Export Items. Pick the Spaces, Folders, or Lists you want, choose CSV, then click Start Export. ClickUp generates the file and emails you a download link.
Single List: open the List, click Customize → Export, choose CSV with All columns selected, then Download.

Each unique ClickUp List in the file becomes its own PrimeTask project.

Any CSV

If your current tool isn't in the list but can export to CSV, use the generic CSV path. The wizard hands you a template you can download, copy your data into the matching columns, and import. You can also point the wizard at a CSV you already have and map its columns to PrimeTask fields by hand.

Your data stays on this computer

Imports run entirely locally. The file you pick is read on your machine, parsed, and written into your local PrimeTask storage. Nothing leaves your computer during an import.

What carries across

When you import, the wizard brings across:

Task names and descriptions
Subtask hierarchy (parent and child tasks stay linked)
Statuses (mapped to your PrimeTask statuses in the wizard)
Priorities (Urgent, High, Normal, Low map cleanly to PrimeTask)
Start dates and due dates
Tags
Checklists inside tasks
Project structure (each list in the source becomes one project)

A summary at the end of the import names exactly what came across and flags anything that stayed behind in the source tool.

The wizard at a glance

The import runs through a handful of steps:

Step 1

Pick your source. Todoist, ClickUp, or generic CSV. You'll see step-by-step export instructions for the source you choose.

Step 2

Upload the file. Pick the CSV from your computer.

Step 3

Preview. The wizard parses the file and shows what it found (number of projects, tasks, subtasks, plus any warnings).

Step 4

Configure. Choose the destination Space, decide whether to create a new project or merge into an existing one, and map source statuses and priorities to your PrimeTask ones.

Step 5

Review. Final summary of what's about to be created. Click Import and the wizard does the work.

Map statuses as you go

When the wizard asks you to map source statuses, you can also create new PrimeTask statuses on the fly. If your source tool used "In Review" and your Space doesn't have that yet, the wizard offers to add it.

Things worth knowing

Run multiple imports without losing what's there

The wizard is additive by default. Running an import doesn't touch any existing tasks or projects. You can bring data in from one tool, then later import from another, and both sets live side by side. If two imports happen to share a project name, the wizard lets you merge them or create separate projects.

Status names are mapped, not invented

PrimeTask doesn't know what your source tool's statuses mean. The wizard asks you to point each one at a PrimeTask status, or create a new one. This is a one-time step per import. The same source statuses get the same target in future imports of the same source.

Subtask hierarchy is preserved

Tasks that were nested under parents in the source tool come across nested in PrimeTask. The wizard reads the parent/child relationships from the file and rebuilds them inside your Space.

Multiple projects in one import

If your source export contains multiple projects (or Lists, in ClickUp's language), each one becomes its own PrimeTask project. You don't need to run the import several times. One file can populate many projects in one go.

Don't delete the source file until you're sure

Once you're happy with the import, you can delete the original CSV. Until then, keep it around. If something looks off, the easiest fix is to start from the file again with different mapping choices.

Common questions

"I have hundreds of tasks. Will the wizard handle that?"

Yes. The wizard processes large imports in batches and shows a progress bar so you can see how far through it is. Imports of a thousand tasks or more are routine.

"Can I import the same file twice by accident?"

The wizard detects duplicate records by name and source ID. If you re-run the same file into the same Space, it offers to skip records it has seen before so you don't end up with two copies of every task.

"Where do my imported tasks end up?"

In whichever Space you picked during the wizard's Configure step. Each source project becomes its own PrimeTask project inside that Space. From there, you can move tasks between projects, edit them, link them to anything else, or carry on as if they had always been in PrimeTask.

"I imported the wrong file. Can I undo it?"

Imports are one-way. There's no built-in undo. If you took a backup before the import (see the Tip above), restore it from Data Management → Restore Backup. Otherwise you'll need to bulk-delete the imported tasks from the affected project.

"My current tool isn't Todoist or ClickUp. How do I move my data?"

Export your data from the other tool as CSV. Most task managers and spreadsheets can do this. Then pick Generic CSV in the wizard and map your columns to PrimeTask fields. You'll see a column-mapping step that lets you say which CSV column is the task name, which is the status, and so on.

"Can I keep using my other tool alongside PrimeTask?"

Yes. Imports are a one-time copy. They don't keep the two tools in sync. You can import once to get a starting point, then carry on adding new tasks in PrimeTask. If you want bidirectional connections later, PrimeTask integrates with Obsidian and exposes its data to your own AI agents through the built-in MCP server.

Where to go next

If you want to…	Read this
Back up your work before the import	Data Management
Set up custom statuses or priorities to map onto	Category Management Settings
Get a tour of where things live in PrimeTask	Quick Start Guide
Manage your Space layout once your tasks land	Spaces Overview
See everything you can do with imported tasks	Tasks Overview