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UiPath Task Capture

The Task Capture Guide

Automation Hub

Automation Hub is a collaborative process identification, automation pipeline management, and process repository tool that accelerates the adoption of RPA across an organization, by building an RPA Community of Interest that puts the employees in the driver seats of automation initiatives.

If you're not working with Automation Hub yet and want to learn more about it, check out this presentation page and start your Automation Hub Trial.

Launch Task Capture from Automation Hub

If you have an Automation Hub tenant you can create and export your workflow diagram and document your automation ideas.

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Note:

In case the language set up in Automation Hub is different from the one in Task Capture, a message is displayed in Task Capture allowing you to switch the Task Capture language to the one set up in Automation Hub.

Create and export the PDD by accessing your Automation Hub tenant and opening one of the below locations:

  • The page displayed after an Employee-driven Assessment was submitted.

    1. Submit an Employee-driven Assessment and add the idea's details.
    2. After submitting it, the Automation Score page is displayed.
  • Automation profile page Documentation.

    1. Under Automation Files click Create New Process Document with Task Capture.
    2. Click open the app hyperlink.

:white-check-mark: To directly export a PDD to Automation Hub, please launch Task Capture from Automation Hub first and then attempt using the Publish to Automation Hub option. Otherwise, the Publish to Automation Hub option will not be available.
:white-check-mark: If you created a .SSP document using Task Capture you can import it in an Automation Hub idea by accessing its Documentation area and importing the file as a Task Capture file. For details please check this page.
:white-check-mark: The documentation created in Task Capture is exported to the Automation Hub location you select when initiating the process.

Create New Process Document with Task Capture

In both of these locations, the Create New Process Document with Task Capture card is displayed. To create your document follow the below steps:

  1. Click the Create option under the Create New Process Document with Task Capture card.
  2. Click Open Task Capture.

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Note:

If your Task Capture version is lower than 20.4 first upgrade it by using the Download drop-down list. Otherwise, Task Capture will not be displayed when clicking open the app hyperlink.

  1. Select the type of process you want to record.
  2. Start recording your process.

By default, documents captured using the Create New Process Document with Task Capture option have the same name as the idea from where the tool was launched. To change the name of the process click the Edit icon displayed as a pencil. This is available on the upper part of the screen in the middle of the application top panel. Once the Rename Process Document pop-up is displayed type in the new name for your process and click Submit.

:bookmark-tabs: Details about the PDD document:

To make the generated PDD more valuable some of the data saved for the documented idea is automatically added to the document. Please find below a list of such data:

  • Process Area > is automatically filled in with the information from the idea's Automation Area;
  • Department > is automatically filled in with the submitter's dept assigned in their Automation Hub account;
  • Short Description (operation, activity, outcome) > is automatically filled in with the Description entered in Automation Hub for the idea;
  • Schedule > is automatically filled in with the Task/Process Frequency entered in Automation Hub for the idea;
  • Number of runs > is automatically filled in with the Activity Volume Average (per Selected Frequency) entered in Automation Hub for the idea;
  • Peak Period > is automatically filled in with the Process Peaks entered in Automation Hub for the idea;
  • Number of performers > is automatically filled in with the Number of Employees Performing the Task entered in Automation Hub for the idea;
  • Apps[{application_name, application_version, application_language, application_thin_client, application_comments}] > is automatically filled in with the information from the Applications Used table entered in Automation Hub for the idea.

Export the Created Documentation to Automation Hub

Once you created the workflow diagram, follow the below steps in order to export it to the selected Automation Hub location:

  1. In Task Capture access File and from Export select Publish to Automation Hub.
  1. The Uploading pop up page is displayed. The recorded .ssp, .docx, .xaml and .jpg files are compressed into a ZIP archive and uploaded to Automation Hub > automation profile page > Documentation.
  2. A confirmation message is displayed once the ZIP archive is uploaded. You have the following options:
    • Copy link - copy the Automation Hub location path of the .ZIP archive.
    • Open in browser - open the Automation hub page where the process doc file is stored.

Exporting via sync button

Another way you can export the created workflow diagram is by using the sync button from the header pannel.

After clicking the icon, the project is exported to your Automation Hub location and a Completed message is displayed to confirm.

Updated 24 days ago


Automation Hub


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