Task Mining

Select workstation users you want to collect activity data from and create data requests.

Configuration records manage the behavior of the workstation agent and Task Mining environment.

Approve data requests from Task Mining analysts to enable workstation user data collection.

Prepare to delete an unused project according to your data retention policy.

Assign roles to control access to features, capabilities, and data in the Task Mining application.

Organize and add context to your data by grouping similar workstation activities with user-friendly category names. Categorization rules have a fixed order value that determines how information from apps and windows is shown on an analysis.

Categorization rules organize and add context to your data by grouping similar workstation activities with user-friendly category names.

Plan and configure your Task Mining implementation so that Task Mining analysts and power users can access the Task Mining Workspace and create and manage projects.

Create a Task Mining project to analyze data for a specific purpose, and define how long project data is collected for.

Task Mining collects and processes workstation data to provide insights into workstation user activities and interactions.

Task Mining collects workstation and user categories of data.

Replace personally identifiable information with alias data to protect sensitive user information.

Modify the default retention configuration rules to delete data automatically.

Organize and add context to your data by grouping similar workstation activities with user-friendly category names.

Use Task Mining notifications to notify workstation users that their work is being monitored, request consent, and inform them if they have any actions to take.

Change the project settings, project tasks, or workstation users assigned to a project.

Use Task Mining to identify inefficiencies in work tasks.

Initiate an automation request from a Task Mining task timeline analysis.

The Task Mining agent is a service installed on workstations that logs certain events from desktop applications.

Run the Task Mining agent from a portable archive without installing it on the system. The portable agent does not modify the Windows registry or write files outside its extracted folder.

You can install the Task Mining Core application (sn_tm_core) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they aren’t already installed.

Install the Task Mining desktop agent on macOS workstations and deploy the Task Mining agent to managed macOS devices using JAMF. This procedure creates the package, scripts, policies, and configuration profile required for enterprise deployment.

Install the Task Mining desktop agent on Windows workstations using the installation wizard. Convert the agent installer to .intunewin format and deploy it to managed Windows devices through the Microsoft Intune admin center.

Several types of components are installed with the Task Mining application, including tables, user roles, and scheduled jobs.

Create automation requests for your tasks directly from Task Mining. Capture both steps and desktop actions automation properties in a single recording session, instead of recording the same process twice. When a Task Mining analyst submits an automation request, the recording is delivered to the automation team with all UI properties needed to build desktop actions.

Streamline task analysis workflows by initiating a Task Mining project directly from your Process Mining workspace.

Make Task Mining a part of your ServiceNow workflow.

Monitor data requests to confirm approvals are completed before Task Mining projects begin.

Create a Task Mining project to specify what activities you want to analyze, from which workstation users, and over what period.

Group workstation user actions as a task that can be logged to provide data for a Task activity analysis.

Run a mining job on a Task Mining project to generate an analysis of your project data according to your categorization rules so you can make data-driven decisions.

Generate an analysis of your project data according to your categorization rules, then refine and share the analysis so you can make data-driven decisions.

Improve your Task Mining project's analysis before sharing the project to identify gaps in categorization.

Reference topics provide additional information about the terms, forms, and concepts that you use for Task Mining.

Set up event filters before starting a Task Mining project to capture specific application activity or exclude sensitive data. If no filters are active, all activity is captured.

Enable data collection for workstation users for a specific time range by completing a data request from the Employee Center.

Requesting workstation user data enables you to collect and store data for future analysis.

Modify system-level Task Mining agent records.

Determine which process owners have access to the project's analysis.

Modify configuration records to set up Task Mining. Configuration records can be modified but cannot be added.

The Task Mining agent is a service installed on a user's workstation that captures workstation logs for active windows only. Task Mining agent user-initiated recording supports mouse actions, hotkeys, and authentication integrations.

Project analyses enable you to gain insights into user activities from your categorized data.

Key terms used in Task Mining.

Explore the Task Mining interface to understand how to identify inefficiencies and make data-driven decisions by collecting and analyzing workstation activities.

Task Mining helps process owners collect and analyze workstation activities to understand how tasks are performed, identify inefficiencies, and make data-driven decisions.

Collect and analyze workstation activities to understand how tasks are performed, identify inefficiencies, and make data-driven decisions.