- Release notes
- Task Mining overview
- Setup and configuration
- Notifications
- Task Mining
- Additional resources
Starting a new project
To start a new project, you need to have the Administrator or Project Creator role assigned.
You can also add later recording users by asking a colleague to record. Refer to Traces for details.
Now you can start buidling a trace or capturing with the recorder. Refer to Build trace or Capturing with the recorder for details.
By default, the recording language for a Task Mining project is set to English. If desired, you can select to use Japanese as the recording language when creating a new Task Mining project.
Follow these steps to select Japanese as the recording language.
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Select Advanced options.
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Select Japanese from the Language drop-down menu.
English and Japanese are the supported languages for recording in Task Mining.
If Unassisted Task Mining is not available while there are AI Units in your account, try the steps described in the Troubleshooting section.
Refer to Unassisted Task Mining not available for details.
Follow these steps to create an Unassisted Task Mining project.
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In the project dashboard, select Start a new project.
Note:You need to have the Administrator or Project Creator role assigned.
- In the Project name box, add a name for your project.
Note: Project names can contain only English characters, numbers, white spaces and underscores. Names starting with white space or numbers are invalid.
- Provide a 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 start recording.
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Select Advanced options.
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Select the Enable Unassisted Task Mining option.Note:
Carefully read the recommendations for starting an Unassisted Task Mining project before you continue. You are strongly recommended to take the Guided Self-Assessment from the linked assessment spreadsheet to evaluate suitability before starting your Unassisted Task Mining project.
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Select Next to continue.
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Add recording users by typing the username, group name, or email and select the desired result from the drop-down list. Users will receive an email invitation to the project and also a link to download the recorder. Refer to Recording client overview for details.
If you skip this step, you can invite users in a project. Refer to Inviting recording users for details.
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The Recorder needs to have a set of allowed and denied applications. Add them to the list and select Done.
As soon as you create a new project, it is 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.
