What is Word export in Task Manager?
Exporting to Word in Task Manager turns content created as part of your work into a DOCX file. You can start with a task message, an assistant response, a note or a message from Mail. Use the downloaded document instead of copying agreements into a new file.
You have two options. You can ask the assistant, for example: “prepare a Word document with a summary of this thread”. A “Download …” button will appear in the conversation. Or you can export an individual message, email or note. In that case, you can choose PDF, DOCX or TXT.
The assistant writes the content, and Task Manager turns it into a document. This means the file is created even if the model doesn't provide its response in the right format.
Where does the file content come from?
The file contains the content you see on screen. If you're reading a thread in Polish, Summarise or Expert mode, the export contains that version, not the original from the database. The header then includes the line “Content: version prepared by AI (mode …)”. When the mode is off, you export the original.
When exporting a single message, Task Manager adds a header stating which task or chat it came from, who wrote it, and when. For an email this is the subject, sender, recipients and date, and for a note it's the title and the date of the last change. This makes it possible to identify the file's origin without going back to the app. A message from Mail can only be exported by the inbox owner - not even an administrator can do this.
When exporting a single message, email or note to Word, headings and lists are kept, while bold and italics turn into plain text. When exporting an AI-organised version, the content limit sent from the browser is 60,000 characters. The download link is valid for 24 hours by default, after which the file is deleted. Only a logged-in person with access to the related task, chat, note or mailbox - depending on the export source - can download it.
What do you gain?
After a meeting, you don't have to start with a blank page. Instead of copying agreements from a series of messages, you can edit a ready-made text for its intended reader.
Your client, solicitor or accountant gets a file they can comment on without creating an account in a new tool. You don't have to explain how to access the system just to read a page of text.
If you're working from a shortened version of a long thread, you don't have to reconstruct it again before sending it. You can pass on the content you've just read.
An everyday example
A client implementation is under way. Agreements from the past two weeks are in one task: messages, attachments and scope changes agreed along the way. The client asks for a report.
A project manager opens the thread and turns on Summarise mode. First they see the 8 most recent messages, then pull in further batches with the "Organise older messages (N)" button. Next they ask the assistant for a Word summary and download the file using the "Download Word" button. The manager adds two paragraphs about deadlines, removes a fragment of internal discussion, and sends the document off for approval.
The client's solicitor adds comments using Track Changes in their own Word document, without signing in to Task Manager.
Frequently asked questions
Is the formatting preserved?
Partly. Headings and lists are kept in the Word file, while bold and italics turn into plain text. Highlighting is kept in the PDF export. The document is compiled by Task Manager based on the exported content.
Can I export just a note or a single message?
Yes. You can export an individual note, a message from a task or chat, or a message from Mail. The available formats are DOCX, PDF and TXT.
Will the file contain the version edited by AI or the original?
The file contains the content shown on screen. In Polish, Summarise or Expert mode, this is the version prepared by AI, as indicated in the document header. When the mode is off, the export contains the original.
Who can download an exported file?
The file can only be downloaded by someone who is signed in and has access to the related task, chat, note or mailbox, depending on the export source. Only the mailbox owner can export a message from Mail, not the administrator. By default, the link expires after 24 hours, when the file is deleted.