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Task Mining user guide

Last updated May 20, 2026

Glossary

Find below the definitions for the most common terms encountered in Task Mining.

TermDefinition
Task MiningEmpower your employees to capture variations of a known task and easily merge these into a comprehensive picture of the existing process.
RecorderA lightweight installation on the desktops of employees participating in Task Mining projects. It captures screenshots and metadata for every keyboard input and mouse click, applies PII masking, and prepares the data for AI analysis.
TraceTask Mining: A single unique instance of completing the known task from start to finish
Task GraphA visualization that depicts the actions and steps completed by a user and all of their variations.
TaskTask Mining: A set of repeated discrete steps identified as a culmination of multiple traces visualized in the task graph.
ActionInteractions a recording user takes with their applications and systems within a task. For example, keyboard inputs and mouse clicks into an application.
StepA group of actions that share something in common (ex. applications, same screen, etc.) populated in the task graph together. Steps are not unique to a task/trace, and they can span tasks/traces.
ProjectAn undertaking that aims to identify process optimization or automation candidates in a specific area of business. For Task Mining - Recording variations of a specific task to get an end-to-end understanding of how it's performed in real life.
Hierarchy of Primary TermsProject → Task → Trace → Step-> Actions

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