Refine the presentation of your data

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

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

    Antes de Iniciar

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

    Procedimento

    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.

    O que Fazer Depois

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