Refine the presentation of your data

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 the Analysis tab.
4. Identify uncategorized activities.
   1. Select the name of the analysis that you want to preview.
      The analysis opens in a new tab. For more information about reading the analysis, see Task Mining analysis.
   2. Use the time, categories, activities, and users drop-down selectors to evaluate different views of your charts.
   3. Make note of any large portion of activities that don’t use user-friendly categorization that might benefit from being categorized.
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.