# Project setup

> The Task Mining home portal now provides access to Task Mining for customers. Users can complete the following actions:

## Task Mining home portal

The Task Mining home portal now provides access to Task Mining for customers. Users can complete the following actions:

1. **Browse** through your **existing projects** of Task Mining and **search** according to your needs.
2. **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!

   ![Task Mining Projects page](https://dev-assets.cms.uipath.com/assets/images/task-mining/task-mining-task-mining-projects-page-290975-944ed4fd-447a372a.webp)

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.

## Start a new project

1. In the project dashboard, select **Add Project**. The new project page is displayed allowing you to set up a new data capturing project.
2. 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.

   ![Start a new project wizard](https://dev-assets.cms.uipath.com/assets/images/task-mining/task-mining-start-a-new-project-wizard-131705-ba5e758f-38853f76.webp)

   :::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](https://docs.uipath.com/task-mining/automation-suite/2023.10/user-guide/team#team), [Configure the project settings](https://docs.uipath.com/task-mining/automation-suite/2023.10/user-guide/project-setup-as#configure-the-project-settings), and Discovery results tabs.

## Invite users

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):

1. From the **Project** page, in the **Team** tab, select **Send installer and invite**.

   ![Send installer and invite](https://dev-assets.cms.uipath.com/assets/images/task-mining/task-mining-send-installer-and-invite-291004-bb74fdc3-2f57abba.webp)
2. The Invitation form view is displayed.

   ![Invitation form view](https://dev-assets.cms.uipath.com/assets/images/task-mining/task-mining-invitation-form-view-247726-6e0c8e66-f540c59a.webp)
3. 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.
   :::
4. Select the **Recorder type**. You can choose to send the [EXE installer link, MSI installer link](https://docs.uipath.com/task-mining/automation-suite/2023.10/user-guide/installing-the-recorder-utm#installation-process), or don't send an installer at all if the invited user already has the Client App installed.
5. Click **Assign**. By default, the user will be assigned a **Recording User** role.
6. 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](https://docs.uipath.com/task-mining/automation-suite/2023.10/user-guide/managing-access#roles-in-projects) page for more information.

## Configure the project settings

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:

* [Output Configuration](https://docs.uipath.com/task-mining/automation-suite/2023.10/user-guide/settings#output-configuration)
* [Recorded Apps](https://docs.uipath.com/task-mining/automation-suite/2023.10/user-guide/settings#recorded-apps)
* [Data Collection Policies](https://docs.uipath.com/task-mining/automation-suite/2023.10/user-guide/settings#data-collection-policies-(optional))

## Start the recording process

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.

  ![Team page](https://dev-assets.cms.uipath.com/assets/images/task-mining/task-mining-team-page-265251-49ba3b23-6ff2a72a.webp)
