Task Capture vs Task Mining for Process Documentation

Distinguish recording one task from analyzing task variations before selecting discovery tooling for your SOP.

Distinguish recording one task from analyzing task variations before selecting discovery tooling for your SOP.

The short version

  • Choose the output before choosing the platform.
  • A recorded task still needs review of roles, exceptions and business rules.
  • QueryChart documents workflows; it does not run robots or record desktop tasks.

Continue with process documentation

Explore an editable process documentation example

Inspect the roles and decision paths, then open the example to adapt it to your own process. This is a process map, not a task recording.

  1. Define the work

    The example starts with “Discovery scope agreed”. Add “Identify participants and evidence sources” as a concrete action rather than a screen interaction.

  2. Connect outcomes and exceptions

    At “Evidence covers exceptions?”, inspect the outcome destinations and preserve the rejection or missing-evidence route alongside the normal path.

  3. Check decisions and handoffs

    Inspect every route in the complete map, then confirm that “Publish validated discovery map” is the intended finished outcome and the responsible owner is clear.

Match the tool to the process deliverable

Task Capture provides desktop task recording and process documentation. UiPath Task Mining supports collecting and comparing task traces; consult its current documentation for the particular mode and delivery model.

If your objective is a team SOP, first ask which evidence is missing. A walkthrough may be enough to document a known process; multiple observed variants may justify a mining study.

QueryChart can maintain the resulting business-level map after people validate the steps. It does not collect background task traces or discover variants automatically.

How it works

  1. Define the process boundary

    Name the trigger, finished outcome and owner. Separate business steps from individual clicks so the map stays useful after a screen changes.

  2. Map steps, decisions and roles

    Write one action per row, label each decision outcome and assign an owner lane. Include rejection, rework and escalation paths.

  3. Review against real work

    Ask a person who performs the task to walk the normal path and one exception. Add instructions and evidence references where the chart alone is insufficient.

  4. Approve and maintain the artifact

    Use chart versions and your configured review/approval workflow. Share the agreed version and assign a next review date. Verify plan availability before relying on a team feature.

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Related guides

Sources

Frequently asked questions

Does QueryChart record user actions like Task Capture?

No. Create or import process information and review the editable workflow. QueryChart does not capture clicks or screenshots as you work.

Can QueryChart replace UiPath automation?

No. Keep an automation platform when you need RPA, automation deployment, orchestration, process mining or task mining.

How should a team check the map before using it as an SOP?

Walk through a real case and an exception with the process owner. Verify the roles, branch destinations and supporting instructions, then retain and share the reviewed chart version.

The template behind this guide

Business Process Discovery Template — Editable business process discovery template with role lanes, evidence checks, decision branches and explicit outcomes. Adapt the workflow to your team.