Refine the presentation of your data

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Improve your Task Mining project's analysis before sharing the project to identify gaps in categorization.

    Before you begin

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

    Procedure

    1. Navigate to Workspaces > Task Mining Workspace.
    2. Select the name of the project you want to analyze.
    3. Select one of the analysis tabs that has charts; either Task activity or Overall activity.

      Screenshot showing a project with all analyses available.

    4. Identify uncategorized activities.
      1. Use the dates, categories, applications, users, and tasks drop-down selectors to evaluate different views of your charts.
      2. Select Apply.
      3. Make note of any large portion of activities that don’t use user-friendly categorization that might benefit from being categorized.

        Screenshot showing a categories drop-down selector.

    5. If you find any areas to modify, contact your Task Mining power user to refine categorization based on the data gaps in the charts you identified.

    What to do next

    Share the analysis with interested process owners by adding shared users to the project. For more information, see Share a Task Mining analysis.