Create an improvement initiative from Process Mining

task australia Updated Sep 10, 2026 1 min read create-improvement-initiative.md

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Create an improvement initiative associated with the project you're analyzing in Process Mining.

Before you begin

Role required: sn_process_mining_analyst, sn_process_mining_power_user, or sn_process_mining_admin

Procedure

Open the project view.
Open a new Improvement Initiative from one of the following ways:
- Select the overview panel menu [Omitted image "workbench-project-menu-icon.png"] Alt text: Project overview panel menu and select New Improvement Initiative.
- From the Notes and initiatives panel:
1. Select the Initiatives icon ([Omitted image "improve-initiative-icon.png"] Alt text: improve initiative icon).
2. Select Create > New Initiative
A new Improvement Initiative form displays in a separate tab.
Fill in the form fields.

All mandatory fields in the form are prefilled for ease of use.

[Omitted image "imp-initiative.png"] Alt text: Prefilled improvement initiative page

For more information the fields, see: Create an improvement initiative.
If you want to attach a supporting document, select Browse and select the file.
Select Save.
From the project view, select the Initiatives icon to refresh the list.

Result

You can view the improvement initiative created for the project.

What to do next

To change a record, from the CIM record:

Update a record: Make a change on the record, then select Save.
Delete an initiative: From the record, select the menu icon and select Delete.

Parent Topic:Creating and tracking improvement initiatives

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---
title: Create an improvement initiative from Process Mining
description: Create an improvement initiative associated with the project you're analyzing in Process Mining.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/application-development/process-mining/create-improvement-initiative.html
release: australia
product: Process Mining
classification: process-mining
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Creating and tracking improvement initiatives, Use, Process Mining, Discover, AI Workflow Factory Prime, Agentic app development, Building applications]
---

# Create an improvement initiative from Process Mining

Create an improvement initiative associated with the project you're analyzing in Process Mining.

## Before you begin

Role required: sn\_process\_mining\_analyst, sn\_process\_mining\_power\_user, or sn\_process\_mining\_admin

## Procedure

1. Open the project view.

2. Open a new Improvement Initiative from one of the following ways:

- Select the overview panel menu \[Omitted image "workbench-project-menu-icon.png"\] Alt text: Project overview panel menu and select **New Improvement Initiative**.
- From the Notes and initiatives panel:
1. Select the Initiatives icon \(\[Omitted image "improve-initiative-icon.png"\] Alt text: improve initiative icon\).

2. Select **Create** &gt; **New Initiative**

A new Improvement Initiative form displays in a separate tab.

3. Fill in the form fields.

All mandatory fields in the form are prefilled for ease of use.

\[Omitted image "imp-initiative.png"\] Alt text: Prefilled improvement initiative page

For more information the fields, see: [Create an improvement initiative](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/it-service-management/create-cim-request.md).

4. If you want to attach a supporting document, select **Browse** and select the file.

5. Select **Save**.

6. From the project view, select the Initiatives icon to refresh the list.

## Result

You can view the improvement initiative created for the project.

## What to do next

To change a record, from the CIM record:

- Update a record: Make a change on the record, then select **Save**.
- Delete an initiative: From the record, select the menu icon and select **Delete**.

**Parent Topic:**[Creating and tracking improvement initiatives](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/application-development/process-mining/initiatives-from-process-optimization.md)