Before you analyze data within your Task Mining project, you need to define tasks. To do it, specify its start and end forms and additional settings. The program will use task definitions to mark up the log and identify tasks instances. Logs will be cut based on task definitions to create timelines for future analysis.
Note. Before defining tasks, it is recommended to check forms in Form editor. You may want to move screenshots and connected controls to another form to improve task definition.
How to define a task
- Open Task definition editor by clicking Let's start (if you work with a new project) or Task definition (if you are using an existing project with logs uploaded earlier).
Task definition editor will display forms detected in a log. Use the arrows to switch between logs.
- Drag and drop a form from the log to a New task column. This form will be the start one for the task.
- Click on forms in log. On the Form properties pane, you will be able to review associated screenshots. You can move user actions between forms in Form editor if necessary. See Review forms for details.
Note. You can resize the right pane in Task definition editor by dragging the gray boundary.
- Drag and drop an end form from the log to the same task column. In the appeared window select Mark as End for Task.
Note. You can add multiple start and end forms for the same task. While dropping select Mark as End for Task or Mark as Start for Task correspondingly.
- You can also apply additional settings to the task definition on the Task properties pane. For example, set cutting mode for start and end forms, add ignored elements, create a single form task or specify required or removed forms. To open the Task properties pane click on a task name in the Task definition editor window.
For details, see:
Task definition settings
- When finished, click Apply and cut logs. The program will search and extract all task instances in logs that correspond to task definition. Each task instance will be treated as a timeline.
Examples for defining tasks
1. Start or end task with controls
Your log can consist of a single repeated task, that can begin with a certain user action. Drag and drop the start form to a New task column. To start a task with specific control within a form:
- Double-click the form in the task column, select control(s), and click Save.
- Open the Task properties pane. Click next to the form name, select control(s), and click Save.
- Right-click the form and select View form controls.
The program now finds not only the form, but also this specific control which the task should begin with.
Then drag and drop the end form to the task column. You can specify the control for it that will end the task in the above-mentioned way.
2. Concurrent and overlapping tasks
One of the distinctive features for Task Mining 5.3 is the ability to set concurrent and parallel tasks. For example, the log contains 2 concurrent tasks. To set the correct task definition, drag and drop the start and end forms for the first and second tasks to different New task columns. You can also use Manually mode to specify all forms within task by yourself.
For example, to define the first task, use Auto mode for the Include forms option (Task 22), when all forms between start and end will be included into a task instance. For the second task, you can use manual mode and drag and drop all forms between start and end related to the task definition (Task 16).
See Include forms Auto/Manually for details.
3. Defining a single form task
Some tasks may include only 1 form. It means that a user needs only 1 application and 1 form within it to perform a task. To configure it, drag and drop the needed form to a New task column, open the Task properties pane by clicking on the task name and toggle on the Single form task option.
See Single form task for details.
11/30/2022 4:35:57 AM