Create a Task Mining project

task australia Updated Sep 10, 2026 2 min read create-task-mining-projects.md
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Create a Task Mining project to analyze data for a specific purpose, and define how long project data is collected for.

Before you begin

Role required: sn_tm_core.analyst, sn_tm_core.power_user, sn_tm_core.admin

Procedure

  1. Navigate to Workspaces > Task Mining Workspace.

  2. Select New project.

  3. On the form, fill in the fields.

  4. |Field|Description| |-----|-----------| |Name|Name for the project.| |Description|Description of the project.| |Start date|Date to start collecting workstation user data.| |End date|Date to stop collecting workstation user data.|

    [Omitted image "tm-project-details.png"] Alt text: Screenshot showing project details interface

  5. Select the analysis you want to use for this project to determine how the Task Mining project aggregates your workstation data.

    The available options are:

    • Task activity

      View the time spent and frequency of activities and applications workstation users use during tasks you grouped, such as resolving incidents. Workstation user actions are grouped as tasks to provide the data. For more information about defining tasks, see Define user actions for task logging.

    • Overall activity

      Creates a layered overview of all categorized applications workstation users use. Use the Overall activity analysis to see how workstation users use applications in your organization.

    • Task timeline

      Provides a detailed view of collected task activities. These tasks are the bases for taking task improvement actions, that is opening automation requests or sharing details of the task. Workstation user actions must be grouped as a task that can be logged to provide data for a Task timeline analysis. For more information about defining tasks, see Define user actions for task logging.

    [Omitted image "tm-project-goal.png"] Alt text: Screenshot showing Task Mining goal options.

  6. Select the activity collection cadence to use for this project.

    The available options are:

    • Continuous

      Continuously collects workstation user activity over a specified period.

    • Targeted

      Allows workstation users to start and stop activity collection by following instructions. Targeted activity collection uses only user-initiated tasks scopes, and at least one task must be defined.

    [Omitted image "tm-project-collection.png"] Alt text: Screenshot showing activity collection options.

  7. Select Save and continue.

What to do next

Group actions as a task for a Task activity or Task timeline analysis. For more information, see Define user actions for task logging.

Select workstation users you want to collect activity data from and create data requests. For more information, see Add workstation users to a Task Mining project.

Parent Topic:Defining the scope of Task Mining projects

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