What is PDF export in Task Manager?
It lets you save content from the application - a conversation Thread, a summary prepared by the AI Assistant or a table - as a PDF while preserving the layout, dates and authors. The format is suitable for sending to clients and for project documentation.
How does it work?
- 01
Open a Thread, summary or overview.
- 02
Select PDF export.
- 03
The file is created with the conversation layout, dates and senders preserved.
- 04
Save it to your company drive or send it on.
What do you gain?
A document instead of a screenshot: a format accepted by clients and courts.
Complete context: dates and authors are preserved in the file.
Speed: a few seconds instead of compiling a document manually.
An everyday example
A law firm adds correspondence with a client to a case file. PDF export preserves the dates and senders, making the document complete without any additional work.
Frequently asked questions
Does the PDF include attachments?
No - you can collect attachments separately in a folder with one click.
Can I export a single message?
Yes.
What other formats are available?
Word, Excel, CSV and HTML.