What is Word export in Task Manager?
It lets you save content from Task Manager as an editable Word file. It is useful when content from a conversation or summary needs to be added to a proposal, report or document that someone else will continue working on.
How does it work?
- 01
Select a Thread, summary or note.
- 02
Export it to Word format.
- 03
Open the file in a word processor and finish the document.
- 04
Return the finished version to the project folder on the company drive.
What do you gain?
Editable content: the document is not locked into a finished PDF.
A quicker route to a proposal: decisions from a conversation become a draft document.
Fits your company's workflow: Word is often the format required by the other party.
An everyday example
After a client meeting, the summary from the AI Assistant is exported to Word and becomes a draft report. A lawyer adds comments in the same file.
Frequently asked questions
Is the formatting preserved?
Yes, to the extent supported by the Word format.
Can I export a note?
Yes, just like a conversation Thread.
Can the file be saved to the company drive?
You can save it there in the Files module.