- Release notes
- Getting started
- Setup and configuration
- Unassisted Task Mining
- Additional resources
Project setup
The Task Mining home portal now provides access to Task Mining for customers. Users can complete the following actions:
- Browse through your existing projects of Task Mining and search according to your needs.
- Add project.
From now on, this is a place for you to get started with a new project as well as a storage space for the existing work!
These initiatives are called Projects. Projects are process discovery instances done in a limited environment with a certain number of users and a specific time frame.
The service's Home page enables you, as the Company Admin, to create multiple discovery initiatives by clicking the Add project option.
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In the project dashboard, select Add Project. The new project page is displayed allowing you to set up a new data capturing project.
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Add a suitable name for your project in the Project name box and enter as many details as possible in the description box. Select Save to continue.
Note: Project names can contain only English characters, numbers, whitespaces and underscores. Names starting with whitespace or numbers are invalid.
As soon as you create a new project, it's made available in the Projects list. Select it to open the project from where you can access the Overview, Team, Configure the project settings, and Discovery results tabs.
Follow the below steps to invite a user to record data and send an invitation email containing the Recorder Installer Link to the selected user(s):
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From the Project page, in the Team tab, click Send installer & invite.
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The Invitation form view is displayed.
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Select the user(s) by using the dropdown menu.
Note: No more than 10 users can be invited to a project. 2-5 users recommended. - Select the Recorder type. You can choose to send the EXE installer link, MSI installer link, or don't send an installer at all if the invited user already has the Client App installed.
- Click Assign. By default, the user will be assigned a Recording User role.
- A confirmation message shows up and an email containing the link to download the Client App is sent to the selected user(s).
In the Team module you can also configure the project's team of users and assign specific roles. Check out the Managing access and roles pagepage for more information.
Before starting the recording process, access the Settings module to configure the project's output, recorded apps, goals, and data collection policies. Check out the following pages for details about each option:
An Administrator or Project Administrator can Start, Stop or Pause a recording user, using the button available in the Details column. To Start recording for multiple uses, select using the checkmark the users needed to start recording and select Start near the Delete button in the upper right side of the screen.
