Introduction

Task Mining captures traces and variations of a task automatically with a recording client or via user input to build the trace manually. With Task Mining, you capture the multiple variations of your task and find similarities and differences between them by merging traces together.

Use cases

Task Mining is used when you know your task and want to learn more about its bottlenecks and variations to drive actionability.

Tip:

It is recommended to capture different traces (variations) of the same task that can be recorded by the same or different users (up to 10).

A Task Mining project can have up to 100 traces. Each trace can have up to 500 actions.

After the collecting of the traces is finished, the project owner/CoE lead/Business Analyst /Automation Champion can review the collected results and merge them to find the similarities and differences. They can annotate and edit the merged trace and export to a xaml UiPath ®Studio file or documentation like a process design diagram.

Task Mining can be leveraged for many types of tasks that leverage multiple applications and steps with variations for completion. Task Mining can be used for capturing and reviewing of, for example,

• Invoice Processing steps such as manual data entry of line items.
• Purchase Order creation steps in various systems.
• Account Reconciliation activities across applications.
• Customer Service Ticket creation and completion tasks.
• New Hire Approval in Human Resources.

Benefits

• Improved performance and user experience (UX) of diagram building because of the core capabilities of Task Capture, which has been merged with Task Mining.
• The Task Mining portal serves as the common storage space to easily access all Task Mining projects.
• Easy to collect recordings from multiple users, easy to share projects with colleagues. Now, with one single space for all Task Mining projects, multiple users can collaborate at the same time.
• Automatic and guided approaches for merging multiple traces of the same task, reduced manual efforts in combining multiple recordings to get a full view of the process.

• Accelerate automation and documentation by exporting the generated task skeleton to Studio, Process description document in Word format, or exporting diagram as image file.