Create a Task Mining project

  • Release version: Yokohama
  • Updated August 28, 2024
  • 1 minute to read
  • Create a Task Mining project to analyze data for a specific purpose, and define how long project data is collected for.

    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 New project.
    3. On the form, fill in the fields.
    Table 1. Task Mining Project details form
    Field Description
    Name Name for the project.
    Anonymization level How users are identified for the project. Available options are determined by the Minimum level of anonymization configuration record. The available options are:
    • Login Name: Identified by name.
    • Initial: Identified by initial.
    • Anonymized Code: Identified by a string of random characters.
    Start date Date to start collecting workstation user data.
    End date Date to stop collecting workstation user data.
    Description Optional description of the project.
    1. Select Save.

    What to do next

    Select workstation users you want to collect activity data from and create data requests. For more information, see Add workstation users to a Task Mining project.