Defining the scope of Task Mining projects

concept brazil Updated Sep 10, 2026 2 min read managing-projects.md
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Create a Task Mining project to specify what activities you want to analyze, from which workstation users, and over what period.

The process to define the scope of a Task Mining project is as follows:

  1. Create a Task Mining project to analyze data for a specific purpose and define how long project data is collected for. Determine how the Task Mining project aggregates your workstation data, and select the cadence of workstation user activity collection.

    For more information, see Create a Task Mining project.

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

    For more information, see Define user actions for task logging.

  3. Select the 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.

Other procedures in the life-cycle of a Task Mining project are:

  1. Create a Task Mining project
    Create a Task Mining project to analyze data for a specific purpose, and define how long project data is collected for.
  2. Define user actions for task logging
    Group workstation user actions as a task that can be logged to provide data for a Task activity analysis.
  3. Add workstation users to a Task Mining project
    Select workstation users you want to collect activity data from and create data requests.
  4. Edit a Task Mining project
    Change the project settings, project tasks, or workstation users assigned to a project.
  5. Archive or reopen a Task Mining project
    Prepare to delete an unused project according to your data retention policy.

Parent Topic:Using Task Mining

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