UiPath Task Capture

The Task Capture Guide

The User Interface

Task Capture contains the following panels:

Diagram Builder

You can build a diagram in two ways:

  1. Automatically (Capture Process).
  2. Manually (Simple Template).

Use this diagram editor to create the structure of your process and define the specific steps to perform it.
The diagram begins with a Start node which is followed by Sequences or Decisions. The diagram leads to the End Action.
The steps are linked with arrows to improve the process visualization.

After creating the workflow diagram, choose the specific sequence and define its actions by clicking Capture Actions Now. The tool creates a screenshot with every mouse click and gets the smart metadata for each particular action.

You can also Capture Sequence directly from the Sequence Editor. To do this, click on the corresponding button in the menu that appears as you hover over the Plus sign.

At the bottom of the Diagram Builder window, you can:

  1. Zoom in and out of your diagram.
  2. Scale to 100% / Fit (your diagram) to screen.
  3. Drag the diagram by pressing Alt + clicking on Image.

Sequence Editor

If you click a sequence, the Sequence Editor panel is displayed on the right-hand side of the window.

The name of the selected sequence along with details such as the number of steps and execution time are displayed. Below, a sequence of actions is displayed.
For each action, you have the following options:

  1. Edit it in the Image Editor.
  2. Duplicate.
  3. Remove.
  4. Save as an image.

To change the order of the actions simply drag and drop the action's icon.

To give more information about the steps you want to document add a Step Title and Step Description.

To add missing steps, click the Add button between any two actions to be able to:

  1. Capture more actions.
  2. Add an empty step. This action is described only by text (without a screenshot).

Image Editor

Each screenshot can be modified in the Image Editor. To open it, double click a screenshot in the Sequence Editor or hover over it and click the Edit Image button.

The interface of Image Editor consists of three panels:

Inbuilt Sequence Editor

The Sequence Editor panel is located on the left side of the window. Its properties are described above.

Image Editor

Image Editor has the following features:

1. Select

Choose any element on a screenshot and make changes to it.

Depending on the element you select, different editing options will be added to the panel.

2. Rectangle / Rounded Rectangle / Ellipse

Draw a Rectangle, a Rounded Rectangle, or an Ellipse.

Editing options:
2.1. Shadow – add/remove shadows.
2.2. Fill Сolor – choose the background color.
2.3. Outline Сolor - choose the color of the frame of a Rectangle/Rounded Rectangle/Ellipse.
2.4. Outline Width – choose the width of the frame of a Rectangle/Rounded Rectangle/Ellipse.
2.5. Bring to Front - bring this annotation to the front.
2.6. Move to Back – move this annotation to back.

3. Arrow / Line

Underline important information with a Line or an Arrow.

Editing options:
3.1. Outline Сolor - choose the color of the frame of a Rectangle/Rounded Rectangle/Ellipse.
3.2. Outline Width – choose the width of the frame of a Rectangle/Rounded Rectangle/Ellipse.
3.3. Shadow – add/remove shadows.
3.4. Bring to Front - bring this annotation to the front.
3.5. Move to Back – move this annotation to back.

4. Sequence

Number your steps with Sequences.

Editing options:
4.1. Shadow – add/remove shadows.
4.2. Fill Сolor – choose the background color.
4.3. Outline Сolor - choose the color of the frame of a Rectangle/Rounded Rectangle/Ellipse.
4.4. Outline Width – choose the width of the frame of a Rectangle/Rounded Rectangle/Ellipse.
4.5. Bring to Front - bring this annotation to the front.
4.6. Move to Back – move this annotation to back.

5. Highlight

Emphasize important parts by highlighting.

Editing options:
5.1. Fill Сolor – choose the background color.
5.2. Bring to Front - bring this annotation to the front.
5.3. Move to Back – move this annotation to back.

6. Text

Add text boxes with further possibilities for high-quality screenshot editing.

Editing options:
6.1. Text Tools – choose Font Name and Font-size, make your text Bold / Italic / Underlined.
6.2. Font Color
6.3. Shadow – add/remove shadows.
6.4. Fill Сolor – choose the background color.
6.5. Outline Сolor - choose the color of the frame of a Rectangle/Rounded Rectangle/Ellipse.
6.6. Outline Width – choose the width of the frame of a Rectangle/Rounded Rectangle/Ellipse.
6.7. Bring to Front - bring this annotation to the front.
6.8. Move to Back – move this annotation to back.

7. Grab Text

Extract text from an image and paste it where needed tanks to OCR image technology.

Select the text from a screenshot. Click Recognize to extract it from the image.
A message stating that the text has been copied and can be pasted wherever needed is displayed.

8. Blur

Blur parts of a screenshot that contain confidential information.

9. Crop

Remove unnecessary parts of a screenshot, by following the below steps:
Click the image.
Select the part that can be removed.
Click Crop.

You can always reset screenshots you’ve just cropped.

Note:

Annotation's settings (for Shapes, Lines, Sequences, Highlight, Text) can be set as default in My Branding menu. Find more information here.

Step Title / Step Description

The StepTitle and/or Step Description can be added by using the panel located on the right.

Updated 4 days ago


The User Interface


Suggested Edits are limited on API Reference Pages

You can only suggest edits to Markdown body content, but not to the API spec.