What is Conversation Export in Task Manager?
Conversation Export lets you save an entire Thread or an individual Message from Task Manager as a PDF, Word, Excel, CSV or HTML file. It is useful when decisions need to be included with a proposal, case file or project documentation - without taking screenshots.
How does it work?
- 01
Open a Thread or select a specific Message.
- 02
Choose a format: PDF, Word, Excel, CSV or HTML.
- 03
The file retains the conversation layout, dates and authors.
- 04
Save the result to your company drive or send it on.
What do you gain?
A document instead of a screenshot: decisions in a format accepted by clients and courts.
Choice of format: from PDF to a spreadsheet, depending on the recipient.
Full context: dates and authors remain in the document.
An everyday example
A law firm adds correspondence with a client to the case file. Instead of compiling screenshots, it exports the Thread to PDF with dates and senders - in seconds.
Frequently asked questions
Which formats are available?
PDF, Word, Excel, CSV and HTML.
Can I export a single Message?
Yes, you do not have to save the entire Thread.
Does the export include attachments?
You can collect attachments separately in a folder with one click.