Editing a project

Editing a Task Mining project

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

1. In the Task Mining Projects portal, locate the 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 Recording 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. If desired, change the Language setting for the recording.

   Note:

   English and Japanese are the supported languages for recording in Task Mining.

   Important:

   Only new traces will be recorded in the newly selected language.

   Note that you can merge traces with different recording languages, but this might not produce meaningful or accurate results due to differences in processing algorithms for the different languages.

7. 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. Refer toPII data masking for details.
   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:

   The Privacy settings also apply to raw data exports to .csv.

   Note:

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