PPaT Wiki
DocumentatiePathwayKennisbankForumBlogContact
Week streakFOUNDATION0 badges
Taal: Nederlands
  • English
  • Nederlands
  • Karen (S'gaw)
  • Français
  • Deutsch
  • Lea faka-Tonga
  • Te reo Māori
Stel uw vraag aan de community

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 (this page)
  • ○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 (not passed yet)
  • ○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
  • Invite Attendees
  • LMS Architecture
  • Meervoudige taken
  • 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
  • Taakintegriteit: wat het is en waarom uw score daalt
  • 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
  • Critical Chrome Extensions
  • Document Store: shared links, your folders and favourites
  • Een taak aanmaken
  • 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-overzicht
  • 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
  • Taakbeheer
  • Taakbeheersysteem
  • Takenmuur
  • Traffic light progress
  • Upload file attachments
  • Video calls on the mobile app
  • Automatische escalatie
  • 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
  • Forms - Extract Data (the AI form builder)
  • Formuliertestmodus
  • Hoe managers OOF kunnen inschakelen voor hun medewerkers
  • 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: Belangrijke aspecten van PaT die u moet begrijpen
  • Wat is PaT en waarom is het belangrijk
  • PaT Lite: Van chat naar taak
  • PaT Lite: Introductie van Strategy Documents
  • PaT Lite: Kernfilosofie – normen en tactische uitvoering
  • PaT Lite: Intelligente tools die met u meedenken
  • PaT Lite: De toekomst van zakendoen is cultuur
  • Welkom bij de PaT-wiki
  • Uw werkruimte instellen
  • Uw eerste week
  • Strategy Documents
  • Taken en opdrachten
  • Rechtenmodel
  • Chat en discussie
  • Formulieren en inzendingen
  • Dashboards en rapportages
  • Gebruikers beheren
  • Werkruimte-instellingen
  • Een boekhoudsysteem koppelen
  • Eenmalige aanmelding
  • API-overzicht
  • Toegangstokens
  • 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 (this page)
  • ○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 (not passed yet)
  • ○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. Documentatie
  2. Foundation
  3. Traffic light progress

Deze pagina is nog niet vertaald en wordt daarom in het Engels weergegeven.

Traffic light progress

Summary Traffic light progress is a simple way to show the status of a task in an SD. A coloured circle on the task's row shows where it is up to: green means done, orange means almost done and red…

Op deze pagina
  • Steps
  • Step 1
  • Step 2
  • Step 3
  • Step 4
  • Step 5

Summary Traffic light progress is a simple way to show the status of a task in an SD. A coloured circle on the task's row shows where it is up to: green means done, orange means almost done and red means not yet started. To change the status, click the circle and choose a new colour.

Steps

Step 1

Open the SD that holds the task. The task's traffic light is the coloured circle at the left of its row, just to the right of the date under Date Raised.

Step 2

The colour of the circle shows the task's status: - Green: done. - Orange: almost done. - Red: not yet started.

Step 3

To change the status, click the circle on the task's row. The SD Status colour update box opens over the SD.

Step 4

The box shows the current colour as a large circle on the left, and the three colours as bars on the right: green at the top, orange in the middle and red at the bottom. Click the bar for the new status, for example orange when the task is almost done.

Step 5

The box closes, and the circle on the task's row changes to the new colour. You can click the circle to change it again at any time.

Check yourself

Checking your PaT sign-in…

VorigeTakenmuurVolgende Upload file attachments

Op deze pagina

  • Steps
  • Step 1
  • Step 2
  • Step 3
  • Step 4
  • Step 5
PPaT Wiki

Documentatie, kennisbank en communityondersteuning voor People and Tasks.

Documentatie

  • Aan de slag
  • Kernconcepten
  • Integraties
  • API-referentie

Ondersteuning

  • Kennisbank
  • Communityforum
  • Contact opnemen
  • Servicestatus

Bedrijf

  • PaT
  • Blog
  • Voorwaarden
  • Privacy

© People and Tasks. Alle rechten voorbehouden.