Create a Task Mining project
Create a Task Mining project to analyze data for a specific purpose, and define how long project data is collected for.
Vorbereitungen
Role required: sn_tm_core.analyst, sn_tm_core.power_user, sn_tm_core.admin
Prozedur
| Field | Description |
|---|---|
| Name | Name for the project. |
| Description | Description of the project. |
| Start date | Date to start collecting workstation user data. |
| End date | Date to stop collecting workstation user data. |
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Select the analysis you want to use for this project to determine how the Task Mining project aggregates your workstation data.
The available options are:
- Task activity
- View the time spent and frequency of activities and applications workstation users use during tasks you grouped, such as resolving incidents. Workstation user actions are grouped as tasks to provide the data. For more information about defining tasks, see Define user actions for task logging.
- Overall activity
- Creates a layered overview of all categorized applications workstation users use. Use the Overall activity analysis to see how workstation users use applications in your organization.
- Task timeline
- Provides a detailed view of collected task activities. These tasks are the bases for taking task improvement actions, that is opening automation requests or sharing details of the task. Workstation user actions must be grouped as a task that can be logged to provide data for a Task timeline analysis. For more information about defining tasks, see Define user actions for task logging.
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Select the activity collection cadence to use for this project.
The available options are:
- Continuous
- Continuously collects workstation user activity over a specified period.
- Targeted
- Allows workstation users to start and stop activity collection by following instructions. Targeted activity collection uses only user-initiated tasks scopes, and at least one task must be defined.
Nächste Maßnahme
Group actions as a task for a Task activity or Task timeline analysis. For more information, see Define user actions for task logging.
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.