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May 2021

English (English)

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Project Overview

Before you begin

Make sure that you have the Administrator or Data manager role in the project to be able to upload data.
Make sure that Task Mining - Recording Service version 5.2 and earlier is selected as the data source in Project > Details > Data sources. You won't be able to use any other data source for your Task Mining project.
Record user actions and upload the logs into your project. Now you should be able to group events into tasks and start analyzing your processes. Logs can be imported from ABBYY Recording Service automatically or uploaded manually.
For details, see:
Data Upload
Data Requirements
Project Homepage

How user actions are logged

Logs contain actions performed by a user to complete a particular task. For example, a user filling out a technical support form will typically follow these steps:

1. Open a company's website and navigate to its technical support section.

2. Fill out the support form and type in their question.

3. Submit the completed form.

Each step will be logged as a sequence of actions (e.g. clicking a button, opening a new browser tab, keying text, etc.). These actions will become events in your Task Mining project. By way of illustration, the table below shows log events corresponding to each step of a form filling task.

Task Steps	Logged Events
Open site and navigate to technical support section.	Invoke GET STARTED OpenWindow Support form
Fill out support form and type your question.	Invoke FirstName ChangeElement FirstName Invoke LastName ChangeElement LastName Invoke Email ChangeElement Email OpenWindow Booking.com : Hotels in New York. Invoke Moxy NYC Chelsea Invoke Description ChangeElement Description
Submit form.	InvokeMenuItem UI_element_12 Invoke SEND REQUEST

Task Steps

Logged Events

Open site and navigate to technical support section.

Invoke GET STARTED

OpenWindow Support form

Fill out support form and type your question.

Invoke FirstName

ChangeElement FirstName

Invoke LastName

ChangeElement LastName

Invoke Email

ChangeElement Email

OpenWindow Booking.com : Hotels in New York.

Invoke Moxy NYC Chelsea

Invoke Description

ChangeElement Description

Submit form.

InvokeMenuItem UI_element_12

Invoke SEND REQUEST

Note. In this example, the user visited a third-party website in order to fill out a technical support form. The associated events are displayed in italics in the table above. Events like these can be safely ignored, as they are not part of the task. For details, see Ignoring Unrelated Events.

Avoiding unrelated events

Users may perform actions outside tasks required by their jobs. For instance, a user might decide to watch a YouTube video while waiting for a long download to complete. This may dilute the logs with unrelated data. To prevent unrelated activity from being logged, we recommend limiting recording to task-related actions only.

Users may also perform multiple tasks at the same time, with events relating to different tasks recorded all in the same log. To analyze such concurrent tasks, you need to upload the log consecutively into your different Task Mining projects, keeping the events relating to the desired task and ignoring the rest.

An example of analyzing a log containing events from concurrent tasks

Suppose a user needs to register a new customer and also fill out a report form. If both tasks are performed concurrently, the actions related to both will be recorded indiscriminately in the same log. To analyze each task, you will have to upload the log into two different projects, marking the start and end events of each task in its respective project and ignoring any unrelated events.

In the table below, regular font is used for actions related to the first task 1, while bold font is used for actions related to the second. You will need to upload the log first into Project 1 and then into Project 2, open the Task Definition Editor, and select ignored events (shown in italics). Now you can analyze each task separately.

Log	Task in Log Pane	Identified Task Instance
Invoke Company Name ChangeElement Company Name Invoke Email 1 ChangeElement Email 1 Invoke Company Name ChangeElement Company Name Invoke First Name ChangeElement First Name Invoke Email 2 ChangeElement Email 2 InvokeMenuItem form_2 Invoke Submit	Project 1: Invoke Company Name ChangeElement Company Name Invoke Email 1 ChangeElement Email 1 Invoke Company Name ChangeElement Company Name Invoke First Name ChangeElement First Name Invoke Email 2 ChangeElement Email 2 InvokeMenuItem form_2 Invoke Submit	Project 1: Invoke Company Name ChangeElement Company Name Invoke Email 1 ChangeElement Email 1 Invoke First Name ChangeElement First Name InvokeMenuItem form_2 Invoke Submit
Project 2: Invoke Company Name ChangeElement Company Name Invoke Email 2 ChangeElement Email 2 Invoke Company Name ChangeElement Company Name Invoke First Name ChangeElement First Name Invoke Email 2 ChangeElement Email 2 InvokeMenuItem form_2 Invoke Submit	Project 2: Invoke Company Name ChangeElement Company Name Invoke Email 2 ChangeElement Email 2

Log

Task in Log Pane

Identified Task Instance

Invoke Company Name

ChangeElement Company Name

Invoke Email 1

ChangeElement Email 1

Invoke Company Name

ChangeElement Company Name

Invoke First Name

ChangeElement First Name

Invoke Email 2

ChangeElement Email 2

InvokeMenuItem form_2

Invoke Submit

Project 1:

Invoke Company Name

ChangeElement Company Name

Invoke Email 1

ChangeElement Email 1

Invoke Company Name

ChangeElement Company Name

Invoke First Name

ChangeElement First Name

Invoke Email 2

ChangeElement Email 2

InvokeMenuItem form_2

Invoke Submit

Project 1:

Invoke Company Name

ChangeElement Company Name

Invoke Email 1

ChangeElement Email 1

Invoke First Name

ChangeElement First Name

InvokeMenuItem form_2

Invoke Submit

Project 2:

Invoke Company Name

ChangeElement Company Name

Invoke Email 2

ChangeElement Email 2

Invoke Company Name

ChangeElement Company Name

Invoke First Name

ChangeElement First Name

Invoke Email 2

ChangeElement Email 2

InvokeMenuItem form_2

Invoke Submit

Project 2:

Invoke Company Name

ChangeElement Company Name

Invoke Email 2

ChangeElement Email 2

Identifying tasks and cutting logs

Once the data has been uploaded into ABBYY Timeline, you will need to cut the log to create timelines. To define a task, mark its start and end event, and select a cutting mode. Tasks can also be identified automatically, provided certain conditions are met. For details, see Defining Tasks.

Cut the log to create task instances, automation candidates, and project details. This will also create timelines required to analyzed the uploaded data.