Managing Identity Governance Tasks

The Task Manager is designed to help you manage identity governance tasks assigned to you. These can include creating new accounts, making changes to existing accounts, or even removing entitlements or accounts that were revoked during a certification.

See the following sections for more information:



The My Tasks widget on your dashboard shows your pending tasks. Click it to view your Task Manager.

IMPORTANT: Task Manager is being moved out of the top navigation soon, so familiarize yourself with accessing it from the dashboard.

Tasks represent manual actions you need to take to ensure that users at your company have the right access to data and applications.

For detailed information about each component of your Task Manager, see Take a tour of IdentityNow's user pages: Task Manager .



Task Types

The following tasks represent work that must be done outside of IdentityNow:

Task Definition
Add an Attribute Add the displayed value to a multi-valued attribute without removing other values.
Create an Account Create a new account on the source.
Certification Items Revoked by <Name>

Remove all entitlements listed in the task; this task is generated when an access reviewer revokes items in an access review or certification

Delete an Account Permanently delete the account from the source.
Disable an Account Temporarily disable an account on the source so the user cannot access it.
Enable an Account Re-enable a user's access to an account that was disabled.
Remove an Attribute Remove the displayed value from the attribute.
Set an Attribute Change the current value of an attribute to the value displayed.
Unlock an Account Re-enable a user's access to an account that was locked.


Completing a Task

If you have a task assigned to you, the work it represents is always something you'll do in an external system. For example, you might create an account in SAP HR or remove someone's entitlements in another source.

In IdentityNow, you can use the Task Manager as a to-do list for yourself. It includes all the details you need to finish the task. Most importantly, you can create a record that you did the work by clicking Complete on the task itself. This ensures the task is removed from both your Task Manager and your IdentityNow administrator's Tasks list.

Best Practice: Be conscientious about clicking Complete Task when you've finished the work so that your company's records and governance policies are up to date and easy to manage.

Complete the following steps:

1. Click the My Tasks widget in your Dashboard.

2. Click the task you want to complete.

A menu appears that allows you to review the details of the task and identity in question Details of the task.

For example, if you are adding an attribute, you'll see a list of attributes and values to define for the account. See Task Types for more information about the types of actions you might need to take.

4. Complete the task as described in the user interface.


5. Click Mark Complete within the details menu to mark a task complete.

You can also use the check mark icon to the right of the task where it appears in your list of pending tasks to mark it complete.

To reassign a task, click the Reassign arrow. You will be prompted to enter details about the reassignment. Be as specific as possible.



Problems with Tasks

You might see the following issues associated with one or more of the tasks in your Task Manager:

  • An error message
  • A Create an Account task that has an incomplete set of attributes

These problems usually occur if your administrator has not completed the provisioning configuration for the source associated with an app your user requested access to.

Report this problem to your system administrator. You can either:

  • Ask for a list of attributes to use when creating a new account
  • Wait for the administrator to re-create the task
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