Embedded Files
You can print any page in OCC by using your browser's native print dialogue.
For Chrome and Edge browsers - right click on the page and select print from the menu. In the pop up print dialogue make sure that the destination is set to PDF.
However for tasks we have a special export which allows you to generate a "clean" version of any task page.
Task Export
Task Export
Export Task button can be found in the top right of all tasks.
This automatically strips away system interface elements (like navigation bars and buttons) and allows you to customise the view to filter out other elements and content to ensure the recipient sees only the information they need.
Customisation options
Customisation options
Date Filtering: Hide comments or messages written after a specific date by using this filter.
Note - you can find the exact date a comment was created by hovering over the relative time (e.g., "3mo ago").
Display Toggles: Choose whether to show or hide task labels, task state, or task status messages.
Granular Exclusions: Manually tick the "Exclude" checkbox on individual comments to remove them from view.
How it Works
How it Works
Locate the Export Button: Navigate to any task page and click the Export (printer icon) button located in the top right corner.
Configure Your View: Choose your filtering and exclusions.
Apply Changes: Click 'Apply options & excludes' to save your changes.
Select 'Print this page': This will trigger your browser's native print dialogue, where you can select your physical printer or choose 'Save as PDF' to generate a digital file for emailing etc.
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