Defining the scope of Task Mining projects

Create a Task Mining project to specify what activities you want to analyze, from which workstation users, and over what period.

The process to request workstation user data is as follows:

1. Create a Task Mining project to analyze data for a specific purpose and define how long project data is collected for.

   For more information, see Create a Task Mining project.

2. Select the 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.

3. Group workstation user actions as a task that can be logged to provide data for a Task activity analysis.

   For more information, see Define user actions for task logging.

4. Determine how the Task Mining project aggregates your workstation data.

   For more information, see Define how your data is analyzed and visualized.

5. Run a mining job on a Task Mining project to generate an analysis of your project data according to your categorization rules so you can make data-driven decisions.

   For more information, see Generate a project data analysis.

6. Improve your Task Mining project's analysis before sharing the project to identify gaps in categorization. If you request modifications, you can then run the mining job again to check the result.

   For more information, see Refine the presentation of your data.

7. Determine which process owners have access to the project's analysis.

   For more information, see Share a Task Mining analysis.