Understanding linked and standalone projects

Understanding linked processes

You can link an IBM Task Mining project to an existing parent IBM Process Mining process to analyze the business activities that are present in it. IBM Task Mining is used to collect user actions. In the IBM Task Mining project settings, you can associate each action to a business activity from the linked IBM Process Mining project. If you select multiple business activities, IBM Task Mining generates a IBM Process Mining project for each business activity with the naming convention: Task Mining: <business_activity_name>. You can then navigate from the parent IBM Process Mining project to each IBM Process Mining project by selecting the business activity and clicking the Launch Task Mining project button.

Important: Ensure that both the Task Mining project and the Process Mining process are owned by the same user. If the process is owned by a different user, use the Administration tab in IBM Process Mining to change the ownership of the process. For more information about changing ownership, see Projects and components tab.

After the first recording with the Agent, you can see the Tasks in the Task classification tab. In the Project Configuration Tab, you can assign each task to a IBM Process Mining business activity that is collected from the linked process.

In the following example, Ticketing contains these activities:

  • Open ticket
  • Wait user information
  • Manage GitHub Issue
  • Resolve call
  • Update CRM

Each IBM Task Mining task in Ticketing is assigned to one or several of these business activities as shown in the following diagram.

Task Mining Project example 1

  • Task Mining project name: Ticketing
  • Organization: Task Mining Org
  • Linked process: Ticketing
  • Standalone: No
  • Enable Obfuscation & Anonymization: if required

Table 1. Each IBM Task Mining task in Ticketing is assigned to one or several business activities

Task Business Activity
Open Issue Manage Github Issue
Add Label Manage Github Issue
Add Assignee Manage Github Issue
Close Issue Manage Github Issue
Create client Update CRM
Update client Update CRM
Create action Update CRM

IBM Task Mining automatically creates the following IBM Process Mining projects:

Table 2. Automatically created process mining projects

Type Name
Process Mining Project Task Mining: Mange Github Issue
Process Mining Project Task Mining: Update CRM
Note: Ticketing was not created, as it already exists with events from logs.

From Ticketing IBM Process Mining project, you can select these two activities and drill-down into the linked IBM Task Mining projects by using the Task-mining button.

Understanding a stand-alone project

You can create a project in IBM Task Mining without associating it with any IBM Process Mining process. In this case, an additional process is created in IBM Process Mining in Standalone Task Mining:

  • The process has the IBM Task Mining project name.
  • The process contains all the related business activities as events.
  • The Process ID is used to define cases (all the business activities need to share the process ID).

In the following example, there is no pre-existing Ticketing IBM Process Mining project. Therefore, IBM Task Mining does not have any logs that are collected from IT systems.

Task Mining Project example 2

  • Task Mining project name: Ticketing
  • Organization: Task Mining Org
  • Linked process:
  • Standalone: Yes
  • Enable Obfuscation & Anonymization: if required

Table 3. Tasks assigned to business activities

Task Business Activity
Open Issue Manage Github Issue
Add Label Manage Github Issue
Add Assignee Manage Github Issue
Close Issue Manage Github Issue
Create client Update CRM
Update client Update CRM
Create action Update CRM

IBM Task Mining creates the following IBM Process Mining projects:

Table 4. Automatically created process mining projects

Type Name
Process Mining Project Ticketing
Process Mining Project Task Mining: Mange Github Issue
Process Mining Project Task Mining: Update CRM
Note: You can link multiple IBM Task Mining projects to the same organization. You cannot create an organization in IBM Task Mining. You can select only an existing organization. If you need a new organization, go to IBM Process Mining and create a new process within the organization you need.

Apart from the recorded tasks and the contextual data, the processes on IBM Process Mining generated from IBM Task Mining contain the following information:

CASEPRODUCTIVE
The time that is spent by the user on the pages and windows that are associated with the case during the execution of the case (for example, by pressing keys or mouse buttons).
CASEIDLE
The time in which the user is not active on the pages and windows that are associated with the case during the execution of the case.
APPLICATION
Indicates the application on which the task is run.
COUNTCOPY
The number of copy actions performed within the case.
COUNTPASTE
The number of paste actions performed within the case.
Note: You can use the RPA Candidates feature on the business process when both the business process and task mined business activities in IBM Process Mining are present. For more information, see Dashboard.