These initiatives are called Projects and are process discovery instances, done in a limited environment with a certain number of users and a specific time-frame.

The Home page of the service enables you, the Company Admin to create multiple discovery initiatives by clicking the Add Project option.

Create New Projects

1. Click Add Project. The Add Project page is displayed allowing you to set up a new data capturing project. Add a suitable name for your project and as many details as possible and click Save.

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Note:

Project names can contain only English characters, numbers, whitespaces and underscores. Names starting with whitespace or numbers are invalid.

As soon as you created a new project this is made available in the Projects list. Click it to open the configuration and management modules. These allow you to configure your project by setting up the recording requirements and assigning the Team members that will be involved in the recording process.

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Note:

The following setup steps need to be completed for each new project you add in Task Mining.

Configure the Project Settings

Access the Project Settings module in order 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 - Mandatory settings
• Recorded Apps - Mandatory settings
• Data Collection Policies

Invite Users

Access the Team module in order to configure the project's team of users who will be completing the recording requirements. Check out the Managing access and roles page for step by step details.

Start the recording process

After the invited users have successfully installed the Recorder Client, access the Team tab and Start the data recording process.