Timeline provides a powerful tool for quick task defining. The Discover task allows you to choose the forms you want to include and instantly create a task with them. You can experiment with multiple tasks without thoroughly configuring each of them.
Each time you launch one task wizard, you can create a definition for 1 task. Use this tool to identify tasks quickly and proceed with analysis. Create several slightly varied definitions for the same task to see which will be easier to automate. For example, a user places orders. One of the task definitions may include Outlook forms, where the user gets order details. The other task definition may not include these forms, considering this step as optional for the process. Compare the resulting tasks to see how the presence or absence of forms influences the process complexity.
How to discover task
- Click Discover task in the top right corner of Task definition editor.
- Select forms that relate to the task definition. You can select all forms within 1 application by choosing it.
- Enter the task name.
- Click Create task.
The detected task instances appear in Task definition editor. You can additionally adjust task properties.
Using steps 1-4, define as many tasks as you need.
- Once you finished defining tasks, click Apply and cut logs in Task definition editor.
On the project overview page, you see updated information about tasks.
Create multiple definitions for the process to investigate which fits the most.
Use the Discover task feature to easily create as many task variations as you need. For example, a user submits orders after customer confirmation. Create task definitions with and without correspondence with a client, a definition that includes checking stock forms, etc. You can try 2 options for the same scenarios: set additional task properties or use automatically extracted definitions. After cutting logs, compare task samples using the Automation Candidates table or built-in analysis tools to choose the best possible task variation.
Check how the application's and forms' presence or absence affects the task.
While defining a task, you may want to check how the presence or absence of exact forms or applications affects a task. For example, a user may check products in stock in Excel. Create task samples with and without this application to see how it affects the task.
5/25/2023 10:12:06 AM