Tasks Guide

Tasks Section

After AI Training has been preformed then an organization tasks will be revealed in the Dashboard's Task section.   Tasks are composed of user event data as well as data from systems of record.

- Tasks Navigation Logo

• Tasks

1. Summary

ID: All tasks are given an ID based on their order of detection.

Score: Automation score of the task (potential + Cost)

Name: Names are automatically generated by the AI.

Department: The department of the users that preformed this task.

Type: BPMN Node Type

First Detected: Date that the task was first detected by the AI

Most Recent: Date that the task was last detected by the AI

Volume:

Users: How many users are involved in performing the task.

Variants: How many variations of the same task were detected by the AI.

Steps: The average amount of steps taken to complete the task.

Average Time: Average amount of time between the variations to complete the task.

Total Time:  Total time of all the detected variations of this task.  Average time multiplied by the frequency.

Frequency: How often this task is performed.  

Automation Potential:  Any task that has a score of 40 or above is a good automation candidate.  

Total Cost: The average cost multiplied by the number of times this task has been preformed.  

Average Cost: Average cost of the most common variation.  It is a function of the amount of time it takes a user to perform the task and what that user's salary is.

ROI: Expected Return on investment from automating this task.

• Merging Tasks Together 

If a Business Analyst determines that the AI created two different tasks that should have been one task, they may decided to merge those two tasks together.  The Business Analyst will have to perform a extensive review of the Task Details for each task to make the determination that two tasks are similar enough to merge.  This function can be performed in the Task-Summary Tab.  When the tasks are merged the AI will perform a new AI Training on just those task events and one task will become a variant of the major workflow of the other task.   

How to merge tasks together:

• • • To select multiple different tasks, use “Ctrl + clicks”. 
    • To select a row of tasks together, use “ Shift + clicks.
    • When the right tasks are select, click the merge button on the far right of the Task Summary. 

*Merge Button

2. Scorecard

An overview of where the tasks rank in terms of automation potential.

3. Task Information

Click on any task in the Task Summary and you will open an individual task's detailed information.  On the right-hand side of this screen are four secondary sections of the Task Tab: Information, Table, Analytics and Map.  

The Task Information panel shows you the task name, category, source, destination, type, departments and users.  Included is a task description and intent of the task which automatically filed by an AI but can be edited by a Business Analysts.  The Task Info Panel allows you to further refine changes to the task flow if some of the information and events are incorrect.

At the bottom of the Task Information panel is the export options.

Exports Guide

For more information on understanding and navigating the Dashboard's exports please visit the Exports Guide.

- Table

The table is a step by step composition of the task.  This is to help Business Analysts with manual mapping the task if necessary or making adjustments before exporting the maps.  Each step comes with screenshot to help the BA with understanding the context of the task.  

- Task Analytics: Applications 

These are analytics for the specific task selected from the summary panel.  Applications is a pie chart of the applications involved in the task.

- Task Analytics: Connections

This visualization is a flow of work between applications from task start to competition. 

- Task Analytics: Steps, Throughput, Probabilities, People, People Time, Applications, and Users.

The other analytics that compose a single task's analytics page are Steps, Throughput, Probabilities, People, People Time, Applications and Users.  These analytics are important for understanding how complicated a task is.  

- Map

The task map is visualization tool to assess a task's viability for automation as well as give understanding to how the task would be performed from start to finish.  OfficeAutomata is unique in that we do not just show the happy path but all the variations for how a task is performed by all the users.  This is very important for creating efficient, flexible and persistent automations.  

Task Details Guide

For more information on understanding and editing the Dashboard's Task Details please visit the Task Details Guide.

For more information about the Tasks Section of the Dashboard please contact us or visit the other training guides. 

Thank you.

Non-Disclosure Disclaimer: This document and the information contained herein is confidential; This document is provided for information purposes only for the exclusive use of the recipients to whom it is addressed and the contents hereof are subject to change without notice. Whilst the information contained herein has been prepared in good faith, it is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. Office Automata specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document. Any reproduction, retransmission, republication, translation, or other use of, all or part of this document is expressly prohibited, unless prior written permission has been granted by Office Automata. Office Automata, the Office Automata logo and other all other Office Automata trademarks, logos and service marks used in this document are the trademarks or service marks of Office Automata and its affiliates. All other marks contained herein are the property of their respective owners. Office Automata has intellectual property rights relating to technology that is described in this document.