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Configuring Task Augmentation

Task Augmentation connects Celonis data incidents directly to business users, providing them with a clear call to action and a proposed next best action. By linking Task data directly to your data model via PQL, you can track resolution efficiency and operational impact in real-time.

Before configuring Task Augmentation, ensure your Data Model meets the following criteria:

  • Row limit: The source table must have fewer than 150 million rows.

  • Scale: Support for up to 100 different Record types per Data Model.

  • Capacity: Maximum of 200,000 tasks per Record type.

When you use the Create Task action in Studio, you define how the user interacts with the incident.

Tasks have the following components:

  • Task Name: The title displayed in the user’s Task List.

  • Assignee: The specific user or group responsible for the task.

  • Description: Additional context (visible via tooltip) to help the user understand the "Why."

  • Task Attributes: Specific data points (e.g., Invoice Amount, Vendor Name) that characterize the record.

  • Actions: Buttons (e.g., "Remove Topping," "Approve Invoice") that trigger Skills directly from the Task List.

Task data is autogenerated in your Knowledge Model (KM) as <record_name>_CEL_TASK.

To use this data:

  1. Enable Visibility: In the KM View, go to View - Autogenerated Data Model definitions.

  2. Add KPI Columns: You can create PQL-based KPIs (like "Open Task Count") and add them as columns in your Action Views.

  3. Filter by Attribute: Use the autogenerated ASSIGNEE_NAME or STATUS to create dropdown filters for managers.

Tasks move through a specific status workflow to ensure nothing falls through the cracks:

Status

Behavior

Open

Default state for new tasks; highlighted in Action Tables.

In Progress

Set manually or via Skill action when a user begins work.

Snoozed

Temporarily hidden; will automatically re-open on a specified date.

Resolved

Automatically triggered when the source data no longer meets the sensor criteria (e.g., the error was fixed in the ERP).

Archiving tasks

To keep the Inbox clean, Resolved tasks are archived nightly. These are moved to a _CEL_TASK_ARCHIVED table in your Data Pool, where they can be used for long-term performance analytics.

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