Identify task improvement actions

Initiate an automation request from a Task Mining task timeline analysis or share the details of the analysis.

Avant de commencer

The project requires a task timeline analysis to take task improvement actions. A task timeline analysis contains tasks with sequential task time steps of user interactions. Use these task steps as the basis of your improvement opportunities. For more information, see Task Mining analyses.

Automation Center must be installed to initiate an automation request. To use the Now Assist feature in the integration, you must install Now Assist for Platform and activate the User Task Step Summarization skill. For more information, see Integration with Automation Center.

Role required: sn_tm_core.analyst, sn_tm_core.power_user, sn_tm_core.admin

Procédure

1. Navigate to Workspaces > Task Mining Workspace.
2. Select the project with a task timeline analysis that you want to identify task improvement actions for and select the Task timeline tab.
3. Select the task that you want to act on.
   
4. Create a copy to make any edits and to take task improvement actions.
   1. Select Edit to create a copy that you use for automation without affecting the original.
   2. Enter a descriptive name in the Task name field.
   3. Select Duplicate to edit.
      
   The new task is created with the task name appended with Editable.
5. Facultatif : Edit any of these steps if you want to change task details.
   1. Select the Duplicate step icon () in the left column to make a copy of the step.
      The new task step is created. The Interaction column of the duplicated step is empty.
   2. Select the Delete step icon () in the left column to remove a step from the task.
   3. Select the Reorder step icon () in the left column to drag the step to a different order.
   4. Double-click a task field (or use the keyboard shortcut) to edit details, enter the new text, and select Apply.
      You can’t edit the Source and Datetime fields.
   
6. SelectTake action.
7. Select the task improvement action that you want to take, and select Continue.

   The available options are:

   Request automation

   Open an Automation Center request based on the improvement opportunity. For more information, see step 8.

   Remarque :

   If an automation request has already been made for this task, a message with a link to the existing automation request is provided.

   Share link

   Share details of the task to initiate further action. A link is copied to the task steps. You can choose who to send the improvement initiative to.

   

8. Select Generate details to populate the Description and Detailed sequence of steps fields with data from the tasks.

   Review all auto-generated instructions and correct any inaccuracies. The detailed sequence of steps is the basis of the automation.

   A maximum of 250 steps can be generated. If your task has more than 250 steps, try selecting a more appropriate task. If you want to continue with the task, you can simplify the steps to reduce their number. Alternatively, you can manually populate the Description field with step details and complete the automation request form.

   Remarque :

   The generate details option is available only if Now Assist for Platform is installed and the User Task Step Summarization skill is activated.

   

9. Facultatif : Add a value in the Frequency field to specify in minutes how often the process should be executed.
10. Facultatif : Add business applications associated with the process in the Applications used field.
11. Select Save.
    The automation request is created and associated with the task that it was based on. A link to the automation request record is available under the Automation request column of the projects Task timeline analysis.

Concepts associés

• Integration with Automation Center
• Task Mining analyses