Open the task, click the More menu, then choose Download summary. Imploy will generate a PDF file and download it to your device.
The summary PDF includes the main task information, including:
Participant (client)
Date, duration, completion status, and whether it’s billable
Primary charge (if one is set)
Participant details (when available)
Finance charges (including claim type and totals)
Notes (included in the PDF, including formatted/rich text)
Document list (shows the names of documents attached to the task)
This is useful for sharing task records, printing, or saving a copy to your internal files.
Demo PDF: