PPaT Wiki
DocumentationPathwayKnowledge baseForumBlogContact
Week streakFOUNDATION0 badges
Language: English
  • English
  • Nederlands
  • Karen (S'gaw)
  • Français
  • Deutsch
  • Lea faka-Tonga
  • Te reo Māori
Ask the community

Your PaT Pathway

0/46
Foundation
0/43
Practitioner
0/37
Advanced
0/20
Super User

Practitioner

  • ○Pop-Out Chat Feature (not passed yet)
  • ○Chat reminder (not passed yet)
  • ○Chat to SD (not passed yet)
  • ○Chat to email to chat (not passed yet)
  • ○Email to chat to email – non PaT users (not passed yet)
  • ○C2E Attachments (not passed yet)
  • ○Email to BFF (not passed yet)
  • ○How SD chats work with SD Members and External Users (not passed yet)
  • ○Docked Chats (not passed yet)
  • ○Inline chats (not passed yet)
  • ○Multi-Tasks (not passed yet)
  • ●Task Integrity: what it is and why it drops (this page)
  • ○Chat to task to project (not passed yet)
  • ○SD Task wall view (not passed yet)
  • ○Using SDs as a report or meeting minutes app (not passed yet)
  • ○Running Meetings with SDs (not passed yet)
  • ○Invite Attendees (not passed yet)
  • ○Recurring tasks: create and edit (not passed yet)
  • ○Info Icons (not passed yet)
  • ○Moving Section Headers (not passed yet)
  • ○SD Element Categorisation (not passed yet)
  • ○Add any Image as a Section Header Icon (not passed yet)
  • ○Embedding SDs in SDs (not passed yet)
  • ○Assigning an SD to a new parent (not passed yet)
  • ○Filing and retrieving SDs (not passed yet)
  • ○SD Owner Functions (not passed yet)
  • ○Docking SDs and Updating Images (not passed yet)
  • ○Embedding live data in an SD (graphs and spreadsheets) (not passed yet)
  • ○PaT AI (not passed yet)
  • ○Track Engagement (not passed yet)
  • ○Share and record your screen (not passed yet)
  • ○Different Form Uses (not passed yet)
  • ○Form Wall (not passed yet)
  • ○SD Form Responses: finding and exporting form responses (not passed yet)
  • ○Video rooms: guests joining and asking to record (not passed yet)
  • ○Comprehension Audits (not passed yet)
  • ○Evidential audits: completing one (not passed yet)
  • ○LMS Architecture (not passed yet)
  • ○Safe Walks (not passed yet)
  • ○Customer-specific training: how it works (not passed yet)
  • ○How PaT Manages Inactive Users (not passed yet)
  • ○How to unlock a module for a staff member (not passed yet)
  • ○Health and safety templates (not passed yet)
  • Company Structure: adding a new user
  • Company Structure: customer companies
  • Company Structure: departments, job titles and roles
  • Company Structure: modules for a site or a country
  • Company Structure: process categories
  • Connections: linking PaT to Microsoft 365
  • Forms - API Integration
  • How to create a campaign for the PaT Lite training portal
  • How to edit an existing Bulletin Board Post
  • How to set up your SD Map
  • LMS Feedback: learner ratings and comments
  • LMS Metrics - If you can't measure it, you can't manage it
  • Manage users
  • Pacing recertifications and escalations
  • PaT Business Unit Template Overview
  • SD Workflows - Multi Submit
  • SD Workflows - Workflow Settings
  • System Activity: escalations, logins, emails and more
  • System Config: company settings
  • The org chart
  • Add any Image as a Section Header Icon
  • Assigning an SD to a new parent
  • C2E Attachments
  • Chat reminder
  • Chat to email to chat
  • Chat to SD
  • Chat to task to project
  • Comprehension Audits
  • Customer-specific training: how it works
  • Different Form Uses
  • Docked Chats
  • Docking SDs and Updating Images
  • Email to BFF
  • Email to chat to email – non PaT users
  • Embedding live data in an SD (graphs and spreadsheets)
  • Embedding SDs in SDs
  • Evidential audits: completing one
  • Filing and retrieving SDs
  • Form Wall
  • Health and safety templates
  • How PaT Manages Inactive Users
  • How SD chats work with SD Members and External Users
  • How to unlock a module for a staff member
  • Info Icons
  • Inline chats
  • Invite Attendees
  • LMS Architecture
  • Moving Section Headers
  • Multi-Tasks
  • PaT AI
  • Pop-Out Chat Feature
  • Recurring tasks: create and edit
  • Running Meetings with SDs
  • Safe Walks
  • SD Element Categorisation
  • SD Form Responses: finding and exporting form responses
  • SD Owner Functions
  • SD Task wall view
  • Share and record your screen
  • Task Integrity: what it is and why it drops
  • Track Engagement
  • Using SDs as a report or meeting minutes app
  • Video rooms: guests joining and asking to record
  • Activity Notifications
  • Add members and set permissions
  • AI Summary: a quick summary of an SD
  • Capture and Manage Accidents
  • Capture and Manage Hazards
  • Chat to task
  • Chat Wall
  • Contextual Communication
  • Convert a Note to a Task
  • Create a new SD
  • Create a Task
  • Critical Chrome Extensions
  • Document Store: shared links, your folders and favourites
  • Fast Notes
  • Getting help: the PaT Helpdesk
  • Global Search
  • Group Chats
  • How to embed Outlook onto your PaT
  • How to resize your browser to best view PaT
  • How to use the PaT Lite training portal
  • Insert links
  • Module Learning - Desktop
  • Module Learning - Mobile
  • My Profile
  • Newbie PaT Intro – Chats and SDs
  • Notes
  • Out Of Office: turning it on, and the calendar on your Task Wall
  • Outlook 2FA Issue
  • PaT Chat Overview
  • PaT Mobile App – Overview
  • Preview, download and share files
  • Publish a Bulletin Board Post
  • Reading an SD in another language
  • SD Elements
  • SD Main page useful features
  • SD Overview
  • Section Headers
  • Security measures for multiple users on a device
  • Share Feedback
  • Signing in to PaT and resetting your password
  • Task Management
  • Task Management System
  • Task Wall
  • Traffic light progress
  • Upload file attachments
  • Video calls on the mobile app
  • Auto Escalation
  • Build a reporting system
  • Chat Management - Pro Tips
  • Conditional Formatting
  • Configuring a UDF: columns and calculated columns
  • Configuring a UDF: filters, grouping and endpoint details
  • Customer-specific training: setting it up
  • Endpoint Manager: finding endpoints and building your own UDF
  • Form builder: field types
  • Form Test Mode
  • Forms - Extract Data (the AI form builder)
  • How managers can turn on OOF for their staff
  • How to build modules in the Module publisher
  • How to create module comprehension audits
  • How to create module evidential audits
  • How to create module quizzes
  • How to embed an SD into the LMS
  • How to make form templates live for everyone to use
  • How to upload form elements to an SD
  • How to use the PAR SD
  • Live H&S Reporting
  • Mastering the Business Strategy Template
  • Module Admin: finding and managing modules
  • Module Completion Notification Setup
  • Module Publisher Content Options
  • PaT SD Map Overview
  • PaT SD Map Presentation
  • PaT SD Templates Overview
  • Pure Forms
  • SD Dashboard: building a dashboard
  • SD Forms
  • SD Security Settings
  • SD Template Helper Functions
  • Strategy System
  • Throttling
  • Using Chat to SD to go from being a good manager to a great one
  • Using SDs as the LMS Document
  • PaT Lite: Key aspects of PaT you need to understand
  • What is PaT and why it matters
  • PaT Lite: Chat to Task
  • PaT Lite: Introducing Strategy Documents
  • PaT Lite: Core Philosophy - Standards and Tactical Execution
  • PaT Lite: Intelligent tools that think with you
  • PaT Lite: The Future of business is Culture
  • Welcome to the PaT wiki
  • Setting up your workspace
  • Your first week
  • Strategy Documents
  • Tasks and assignments
  • Permissions model
  • Chat and discussion
  • Forms and submissions
  • Dashboards and reporting
  • Managing users
  • Workspace settings
  • Connecting an accounting system
  • Single sign-on
  • API overview
  • Access tokens
  • Webhooks
0/46
Foundation
0/43
Practitioner
0/37
Advanced
0/20
Super User
Practitioner quizzes: 0 of 43 passed
  • ○Pop-Out Chat Feature (not passed yet)
  • ○Chat reminder (not passed yet)
  • ○Chat to SD (not passed yet)
  • ○Chat to email to chat (not passed yet)
  • ○Email to chat to email – non PaT users (not passed yet)
  • ○C2E Attachments (not passed yet)
  • ○Email to BFF (not passed yet)
  • ○How SD chats work with SD Members and External Users (not passed yet)
  • ○Docked Chats (not passed yet)
  • ○Inline chats (not passed yet)
  • ○Multi-Tasks (not passed yet)
  • ●Task Integrity: what it is and why it drops (this page)
  • ○Chat to task to project (not passed yet)
  • ○SD Task wall view (not passed yet)
  • ○Using SDs as a report or meeting minutes app (not passed yet)
  • ○Running Meetings with SDs (not passed yet)
  • ○Invite Attendees (not passed yet)
  • ○Recurring tasks: create and edit (not passed yet)
  • ○Info Icons (not passed yet)
  • ○Moving Section Headers (not passed yet)
  • ○SD Element Categorisation (not passed yet)
  • ○Add any Image as a Section Header Icon (not passed yet)
  • ○Embedding SDs in SDs (not passed yet)
  • ○Assigning an SD to a new parent (not passed yet)
  • ○Filing and retrieving SDs (not passed yet)
  • ○SD Owner Functions (not passed yet)
  • ○Docking SDs and Updating Images (not passed yet)
  • ○Embedding live data in an SD (graphs and spreadsheets) (not passed yet)
  • ○PaT AI (not passed yet)
  • ○Track Engagement (not passed yet)
  • ○Share and record your screen (not passed yet)
  • ○Different Form Uses (not passed yet)
  • ○Form Wall (not passed yet)
  • ○SD Form Responses: finding and exporting form responses (not passed yet)
  • ○Video rooms: guests joining and asking to record (not passed yet)
  • ○Comprehension Audits (not passed yet)
  • ○Evidential audits: completing one (not passed yet)
  • ○LMS Architecture (not passed yet)
  • ○Safe Walks (not passed yet)
  • ○Customer-specific training: how it works (not passed yet)
  • ○How PaT Manages Inactive Users (not passed yet)
  • ○How to unlock a module for a staff member (not passed yet)
  • ○Health and safety templates (not passed yet)
  1. Documentation
  2. Practitioner
  3. Task Integrity: what it is and why it drops

Task Integrity: what it is and why it drops

Summary Your Task Integrity score shows how reliably you complete tasks on time. It is measured over a rolling 90-day period: the share of the tasks you completed in that period that were finished…

On this page
  • Steps
  • Step 1
  • Step 2
  • Completing a task after its deadline
  • Step 3
  • Step 4
  • Step 5
  • Keeping your score at 100%
  • Step 6
  • Step 7
  • Step 8
  • Step 9
  • Step 10
  • Step 11
  • Step 12
  • Step 13
  • Step 14
  • Step 15
  • Step 16
  • Step 17
  • Step 18
  • Seeing what changed your score
  • Step 19
  • Step 20
  • Step 21
  • Step 22
  • Step 23
  • Step 24
  • Step 25
  • Step 26

Summary Your Task Integrity score shows how reliably you complete tasks on time. It is measured over a rolling 90-day period: the share of the tasks you completed in that period that were finished on or before their due date. Completing a task after its deadline lowers the score. Postponing a task before its due date (a Deadline Negotiation, or DN), or rejecting a task that isn't meant for you, keeps it at 100%. You can see your score at the top of the screen, and track what has affected it in the Activity tab.

Steps

Why Task Integrity matters. Measuring task integrity in the workplace is essential for ensuring quality, accountability and compliance. It helps maintain standards, promotes employee responsibility and facilitates performance evaluation, so it is crucial for effective task management and organisational success. The steps below cover how the score works (the calculation and its rolling 90-day period), how PaT tracks it in the Activity tab, how to trace what has affected your score, and how to keep it at 100% all the time by rejecting a task or postponing it (DN).

Step 1

Your Integrity Score is shown as a percentage at the top of the screen, just right of your photo, above the word Integrity.

Step 2

A score of 100% means all the tasks you have completed in the last 90 days were finished on or before their due dates. It shows the business that you are reliable and good at managing your time and commitments: staff with high Task Integrity scores are seen as more trustworthy and better planners than those with lower scores. That is why the score matters. Keeping it high is not about rushing tasks, but about good planning and communication.

Completing a task after its deadline

Step 3

On your Task Wall, your tasks sit in columns by when they are due, such as Overdue and Today. Click a task in the Overdue column. The task's panel opens on the right of the screen.

Step 4

Suppose you have now completed the task, but after its deadline. In the row of icons in the panel, click the green tick to request to close it (RTC).

Step 5

In the Confirm box, click OK to complete the task. Note: Completing a task after its due date lowers your Integrity Score. The last part of this module shows by how much.

Keeping your score at 100%

Step 6

Click a task in the Today column. It is due today, so there is still time to act on it.

Step 7

If you need more time to complete the task, click the question mark in the panel's row of icons to postpone it. This is called a DN (Deadline Negotiation). The PLEASE DETAIL WHY YOU WISH TO POSTPONE box opens. Note: Postponing tasks before their due date is normal and expected: professionals typically negotiate 20–30% of their tasks. The key is to DN as early as possible. This gives the Assignor time to adjust plans, manage stakeholders and stay on track. Staff who communicate deadline risks early are invaluable: they help the team handle life's challenges while still getting results.

Note. Minimise last-minute DNs. When you regularly DN at the last minute, PaT records this in the background. This behaviour often stems from poor planning and time management, and it disappoints Task Assignors. Take all deadlines seriously: low Task Integrity reflects on your reliability. If you are struggling, seek planning and time management training through PaT's tools to avoid missed deadlines.

Step 8

To postpone a task you need to give further details. In the text box under PLEASE DETAIL WHY YOU WISH TO POSTPONE, type why you need more time.

Step 9

Below the box, click please select a new deadline date. A date selector opens.

Step 10

Click the new date, such as tomorrow's date if you need one more day, then click OK at the bottom of the date selector. To change the time as well, use the time selector above the dates.

Step 11

Click PRESS TO POSTPONE.

Step 12

Your postponement request is sent, and now needs approval. If you set the task for yourself, refresh the page and the task is postponed automatically. Note: On your Task Wall, the task turns purple. PaT uses colours to show task status: purple means the task is under DN, waiting for the Assignor to approve or decline it. While a task is under DN, PaT pauses measuring task compliance, so your score is safe.

Step 13

Open another task from your Task Wall. If you don't think the task is meant for you, can't do it, or don't have enough information, click the reject button (a cross in a circle) in the panel's row of icons. You'll be asked to give a reason. Rejecting removes the task from your PaT and won't affect your score.

Step 14

If instead you have completed the task, click the green tick. Because it is done before the due date, your Integrity Score will stay at 100%, or improve if it was lower.

Step 15

In the Confirm box, click OK.

Step 16

Back on your Task Wall, the task you postponed shows its new due date. When you have completed it, click the task to open it.

Step 17

Click the green tick. Because the task is completed on time, your Integrity Score will stay at 100%, or improve if it was lower.

Step 18

In the Confirm box, click OK to complete the task.

Seeing what changed your score

Step 19

Refresh the PaT page in your browser, to see how the tasks you have just completed have affected your Integrity Score.

Step 20

After the refresh, the score at the top of the screen has changed: for example, it may drop from 100% to 98.85%. The next steps show how to find out why.

Step 21

Click the Activity tab on the left edge of the screen. The my Task Integrity panel opens, with your score and rankings at the top.

Step 22

Click Completed in last 90 days, below the score. The tasks you have completed in the last 90 days are listed below it.

Step 23

Scroll to the very end of the list. Each task is numbered (count: 1, count: 2 and so on), so the count on the last task is the number of tasks you have completed in the last 90 days, for example 87.

Step 24

Click Overdue in last 90 days, next to Completed in last 90 days.

Step 25

The list shows the tasks you completed after their due date in the last 90 days, such as the overdue task you have just completed. These are what make your Integrity Score drop.

Step 26

The calculation is: (Total tasks completed in the last 90 days - Tasks completed not on time) / Total tasks completed in the last 90 days For example, with 87 tasks completed and 1 of them late: (87 - 1) / 87 = 0.9885, an Integrity Score of 98.85%. If you then received a new task and completed it on time, your Task Integrity score would increase to 98.96%. After 3 months, an overdue task is removed from the calculation.

Tip. Complete your tasks on time. If you can't complete a task on time, request to postpone it to another date as soon as possible: this simple act keeps your Task Integrity at 100%. If you complete a task after its due date, it will lower your Integrity Score, based on the tasks you have completed in the last 90 days.

Check yourself

Checking your PaT sign-in…

PreviousShare and record your screenNext Track Engagement

On this page

  • Steps
  • Step 1
  • Step 2
  • Completing a task after its deadline
  • Step 3
  • Step 4
  • Step 5
  • Keeping your score at 100%
  • Step 6
  • Step 7
  • Step 8
  • Step 9
  • Step 10
  • Step 11
  • Step 12
  • Step 13
  • Step 14
  • Step 15
  • Step 16
  • Step 17
  • Step 18
  • Seeing what changed your score
  • Step 19
  • Step 20
  • Step 21
  • Step 22
  • Step 23
  • Step 24
  • Step 25
  • Step 26
PPaT Wiki

Documentation, knowledge base and community support for People and Tasks.

Documentation

  • Getting started
  • Core concepts
  • Integrations
  • API reference

Support

  • Knowledge base
  • Community forum
  • Contact us
  • Service status

Company

  • PaT
  • Blog
  • Terms
  • Privacy

© People and Tasks. All rights reserved.