PPaT Wiki
DocumentationPathwayBase de connaissancesForumBlogContact
Week streakFOUNDATION0 badge
Langue: Français
  • English
  • Nederlands
  • Karen (S'gaw)
  • Français
  • Deutsch
  • Lea faka-Tonga
  • Te reo Māori
Poser une question à la communauté

Your PaT Pathway

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

Foundation

  • ○Create a Task (not passed yet)
  • ○Task Wall (not passed yet)
  • ○Task Management (not passed yet)
  • ○Task Management System (not passed yet)
  • ○Traffic light progress (not passed yet)
  • ○Convert a Note to a Task (not passed yet)
  • ○Out Of Office: turning it on, and the calendar on your Task Wall (not passed yet)
  • ○PaT Chat Overview (not passed yet)
  • ○Group Chats (not passed yet)
  • ○Chat to task (not passed yet)
  • ○Contextual Communication (not passed yet)
  • ○Publish a Bulletin Board Post (not passed yet)
  • ○Share Feedback (not passed yet)
  • ○Activity Notifications (not passed yet)
  • ○Video calls on the mobile app (not passed yet)
  • ○Newbie PaT Intro – Chats and SDs (not passed yet)
  • ○Chat Wall (not passed yet)
  • ○SD Elements (not passed yet)
  • ○Section Headers (not passed yet)
  • ○Notes (not passed yet)
  • ○Fast Notes (not passed yet)
  • ○Insert links (not passed yet)
  • ○Upload file attachments (not passed yet)
  • ○Preview, download and share files (not passed yet)
  • ○Add members and set permissions (not passed yet)
  • ○SD Main page useful features (not passed yet)
  • ○Create a new SD (not passed yet)
  • ○Reading an SD in another language (not passed yet)
  • ○AI Summary: a quick summary of an SD (not passed yet)
  • ○SD Overview (not passed yet)
  • ○Global Search (not passed yet)
  • ○How to resize your browser to best view PaT (not passed yet)
  • ○How to embed Outlook onto your PaT (not passed yet)
  • ○My Profile (not passed yet)
  • ○Security measures for multiple users on a device (not passed yet)
  • ●Critical Chrome Extensions (this page)
  • ○Outlook 2FA Issue (not passed yet)
  • ○PaT Mobile App – Overview (not passed yet)
  • ○Document Store: shared links, your folders and favourites (not passed yet)
  • ○Getting help: the PaT Helpdesk (not passed yet)
  • ○Signing in to PaT and resetting your password (not passed yet)
  • ○Module Learning - Desktop (not passed yet)
  • ○Module Learning - Mobile (not passed yet)
  • ○Capture and Manage Hazards (not passed yet)
  • ○Capture and Manage Accidents (not passed yet)
  • ○How to use the PaT Lite training portal (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
  • Intégrité dans l’exécution des tâches : ce que c’est et pourquoi elle diminue
  • Invite Attendees
  • LMS Architecture
  • Moving Section Headers
  • 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
  • Tâches multiples
  • 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
  • Créer une tâche
  • Critical Chrome Extensions
  • Document Store: shared links, your folders and favourites
  • Fast Notes
  • Gestion des tâches
  • 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
  • Mur des tâches
  • 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 Mobile App – Overview
  • Présentation du chat PaT
  • 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
  • Système de gestion des tâches
  • Traffic light progress
  • Upload file attachments
  • Video calls on the mobile app
  • Build a reporting system
  • Chat Management - Pro Tips
  • Comment les responsables peuvent activer l’absence du bureau (OOF) pour les membres de leur équipe
  • 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
  • Escalade automatique
  • Form builder: field types
  • Forms - Extract Data (the AI form builder)
  • 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
  • Mode test du formulaire
  • 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 : les principaux aspects de PaT que vous devez comprendre
  • Qu’est-ce que PaT et pourquoi est-ce important ?
  • PaT Lite : de la discussion à la tâche
  • PaT Lite : présentation des Strategy Documents
  • PaT Lite : philosophie fondamentale — normes et exécution tactique
  • PaT Lite : des outils intelligents qui réfléchissent avec vous
  • PaT Lite : L’avenir des entreprises, c’est la culture
  • Bienvenue sur le wiki PaT
  • Configurer votre espace de travail
  • Votre première semaine
  • Strategy Documents
  • Tâches et affectations
  • Modèle d’autorisations
  • Chat et discussions
  • Formulaires et soumissions
  • Tableaux de bord et rapports
  • Gestion des utilisateurs
  • Paramètres de l’espace de travail
  • Connexion à un système comptable
  • Authentification unique
  • Présentation de l’API
  • Jetons d’accès
  • Webhooks
0/46
Foundation
0/43
Practitioner
0/37
Advanced
0/20
Super User
Foundation quizzes: 0 of 46 passed
  • ○Create a Task (not passed yet)
  • ○Task Wall (not passed yet)
  • ○Task Management (not passed yet)
  • ○Task Management System (not passed yet)
  • ○Traffic light progress (not passed yet)
  • ○Convert a Note to a Task (not passed yet)
  • ○Out Of Office: turning it on, and the calendar on your Task Wall (not passed yet)
  • ○PaT Chat Overview (not passed yet)
  • ○Group Chats (not passed yet)
  • ○Chat to task (not passed yet)
  • ○Contextual Communication (not passed yet)
  • ○Publish a Bulletin Board Post (not passed yet)
  • ○Share Feedback (not passed yet)
  • ○Activity Notifications (not passed yet)
  • ○Video calls on the mobile app (not passed yet)
  • ○Newbie PaT Intro – Chats and SDs (not passed yet)
  • ○Chat Wall (not passed yet)
  • ○SD Elements (not passed yet)
  • ○Section Headers (not passed yet)
  • ○Notes (not passed yet)
  • ○Fast Notes (not passed yet)
  • ○Insert links (not passed yet)
  • ○Upload file attachments (not passed yet)
  • ○Preview, download and share files (not passed yet)
  • ○Add members and set permissions (not passed yet)
  • ○SD Main page useful features (not passed yet)
  • ○Create a new SD (not passed yet)
  • ○Reading an SD in another language (not passed yet)
  • ○AI Summary: a quick summary of an SD (not passed yet)
  • ○SD Overview (not passed yet)
  • ○Global Search (not passed yet)
  • ○How to resize your browser to best view PaT (not passed yet)
  • ○How to embed Outlook onto your PaT (not passed yet)
  • ○My Profile (not passed yet)
  • ○Security measures for multiple users on a device (not passed yet)
  • ●Critical Chrome Extensions (this page)
  • ○Outlook 2FA Issue (not passed yet)
  • ○PaT Mobile App – Overview (not passed yet)
  • ○Document Store: shared links, your folders and favourites (not passed yet)
  • ○Getting help: the PaT Helpdesk (not passed yet)
  • ○Signing in to PaT and resetting your password (not passed yet)
  • ○Module Learning - Desktop (not passed yet)
  • ○Module Learning - Mobile (not passed yet)
  • ○Capture and Manage Hazards (not passed yet)
  • ○Capture and Manage Accidents (not passed yet)
  • ○How to use the PaT Lite training portal (not passed yet)
  1. Documentation
  2. Foundation
  3. Critical Chrome Extensions

Cette page n’a pas encore été traduite et s’affiche donc en anglais.

Critical Chrome Extensions

Summary Five Chrome extensions make PaT work best. Ignore X-Frame headers lets apps such as Outlook open inside PaT, Lightshot takes and annotates screenshots, Loom records short screen videos, and…

Sur cette page
  • Steps
  • Step 1
  • Adding an extension to Chrome
  • Step 2
  • Step 3
  • Step 4
  • Step 5
  • Step 6
  • Using Lightshot and Loom
  • Step 7
  • Step 8
  • Step 9
  • Step 10

Summary Five Chrome extensions make PaT work best. Ignore X-Frame headers lets apps such as Outlook open inside PaT, Lightshot takes and annotates screenshots, Loom records short screen videos, and Message Viewer and PDF Viewer open emails and PDFs in the browser. Each one is added from its page in the Chrome Web Store with Add to Chrome, then pinned to the toolbar.

Steps

Introduction. Adding a few essential extensions to your Chrome browser enhances your PaT experience. There are five key extensions you'll need.

Step 1

The five extensions to add are: - Ignore X-Frame headers: lets you view iframes directly in PaT's main workspace, which is essential for integrating apps like Outlook, Google Drive and more. - Lightshot: a powerful screenshot tool that lets you capture any webpage and annotate it with arrows, boxes, circles and text. It is perfect for bug reports, training materials or explanations. - Loom: a free screen recording app (up to 20 videos, 5 minutes each). Use it to quickly explain issues like PaT bugs, user flow problems or training guides, showing exactly where to find or do something in any web-based app. - Message Viewer: opens and reads email files such as .msg or .eml directly in your browser, so you can view exported messages, client correspondence or email-based approvals without installing Outlook. - PDF Viewer: lets you open, view and scroll through PDF files directly in your browser. It is perfect for quickly reviewing contracts, policies, SOPs and training documents without downloading them or switching apps.

Adding an extension to Chrome

Step 2

Each extension is added from its own page in the Chrome Web Store. Open the store page for each of these in turn: Ignore X-Frame headers, Lightshot, Loom, Message Viewer Pro and PDF Viewer.

Step 3

The setup is the same for all five extensions. On the extension's page, click Add to Chrome, the blue button at the top right, level with the extension's name.

Step 4

A box pops up asking whether to add the extension, and listing what it can do. Click Add extension, at the bottom right of the box.

Step 5

When the download is complete, a message confirms that the extension has been added to Chrome.

Step 6

Open your Extensions list in Chrome and find the newly added extension. Click the pin icon to the right of its name to pin it to your Chrome toolbar, for quick and easy access.

Using Lightshot and Loom

Step 7

To use Lightshot, first capture a selected area: click and drag to select the part of the screen you want to screenshot. You can then draw on the screenshot, add lines and arrows, insert text, highlight areas, and use rectangles and other shapes. Save or copy the screenshot, or share it instantly.

Step 8

To use Loom, click the Loom icon in your Chrome toolbar to open the recording options. Select your recording mode, and choose a tab, a window or the full screen. Click Start Recording; you can pause or resume at any time. Click the Loom icon or the stop button to finish. Your video is automatically uploaded to Loom's cloud for editing, commenting and sharing. After recording, you can trim unnecessary sections, blur sensitive details, or delete the video if needed.

Step 9

The other three extensions, Ignore X-Frame headers, Message Viewer and PDF Viewer, run automatically in the background, and need no setup or adjustments.

Step 10

With all five extensions added and set up, you can integrate web apps into PaT, view all kinds of files, capture and annotate screenshots, and record quick explainer videos, all within your workflow.

Check yourself

Checking your PaT sign-in…

PrécédentCréer une tâcheSuivant Document Store: shared links, your folders and favourites

Sur cette page

  • Steps
  • Step 1
  • Adding an extension to Chrome
  • Step 2
  • Step 3
  • Step 4
  • Step 5
  • Step 6
  • Using Lightshot and Loom
  • Step 7
  • Step 8
  • Step 9
  • Step 10
PPaT Wiki

Documentation, base de connaissances et assistance communautaire pour People and Tasks.

Documentation

  • Premiers pas
  • Concepts fondamentaux
  • Intégrations
  • Référence de l’API

Assistance

  • Base de connaissances
  • Forum communautaire
  • Nous contacter
  • État du service

Entreprise

  • PaT
  • Blogue
  • Conditions d’utilisation
  • Confidentialité

© People and Tasks. Tous droits réservés.