Task Mining
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Task Mining
Last updated 30 avr. 2024

Editing a project

Editing an Assisted Task Mining project

Follow the steps below to edit the details of an existing Assisted Task Mining project.

  1. In the Task Mining Projects portal, locate the Assisted Task Mining project you want to edit.

  2. Select the icon on the project card, and select Edit from the menu. The Edit Project panel is displayed.

    Tip:

    You can also edit a project when viewing a trace. Select Edit project from the header bar to open the Edit project panel.

  3. Rename your project in the Project name box.

  4. If needed, edit the context description to inform the recording users about the goal of the recording. For example, you can describe the scenario you want the user to record and add notes for the user to pay attention to when recording.

  5. If desired, change the project status.

  6. Check the privacy settings for the project.

    Option

    Description

    Mask personally identifiable information on all recorded screenshots

    Enables you to specify that all specific data that could be used to identify, contact, or locate an individual is concealed in the screenshots and step titles. This can include information such as phone numbers, home addresses, email addresses, locations, etc.

    The Mask personally identifiable information on all recorded screenshots option is selected by default.

    Anonymize the display names of recording users

    Enables you to specify that the display names and the avatars of the recording users are replaced with a generic label to maintain privacy and confidentiality.

    Note:

    Changing the Privacy settings will only apply to newly recorded data. The data that has been collected previously will remain unchanged.

Editing an Unassisted Task Mining project

Follow the steps below to edit the details of an existing Unassisted Task Mining project.

  1. In the Task Mining Projects portal, locate the Unassisted Task Mining project you want to edit.

  2. Select the icon on the project card, and select Edit from the menu. The Project details page is displayed.

  3. Rename your project in the Project name box.

  4. If needed, edit the context description to inform the recording users about the goal of the recording. For example, you can describe the scenario you want the user to record and add notes for the user to pay attention to when recording.

  5. If desired, change the project status.

  6. Select Save.

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