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Complete your tasks

ConductorOne tasks are assigned to you when your expertise is needed to review and approve, deny, provision, or certify access to applications and specific entitlement for members of your team.

Step 1: Receive a notification

ConductorOne will send you notifications by email and Slack (if enabled) whenever a task is assigned to you. To ensure that notification emails are delivered to your primary inbox, add to your email contacts list.

Go to Interact with ConductorOne via Slack for instructions on setting up our Slack app.

Step 2: Go to ConductorOne

Log into ConductorOne by clicking the link in your email or Slack notification.

Step 3: Review the task and take action

  1. If the link in your notification does not direct you to the specific task page automatically, locate it by clicking on Certifications, Approvals, or Revocations, as appropriate, in the My work section of the navigation panel. The badges next to each of these menu items show the number of tasks of each type currently awaiting your attention.
  2. Certification (review) tasks are grouped by access review campaign. Approval tasks are grouped by application. Select a campaign or app to see the related tasks assigned to you.
  3. Click View to open a task.
  4. Review the information in the task and use it to make your decision or take action, as appropriate.
    • The Task summary shows the access under review and provides your options:
      • For approval and certification tasks, click Approve or Deny.
      • For provisioning tasks, complete the provisioning process in the requested app and click to Mark completed or Mark errored.
      • For revocation tasks, complete the deprovisioning process in the requested app and click to Mark completed or Mark errored.
    • The Context & analysis section (present on Certifications and Approvals) gives details on how many other users in the organization have this access, the risk level of the access (if known), and other details.
    • The Comments section shows any notes other members of your organization have made about this task.
    • The Task Details section shows the task’s workflow, highlighting the role you play, and the access review policy being applied to this task. In this section you’ll also find controls to reassign the task to another reviewer or provisioner, if reassignment is allowed.

Step 4: If necessary, reassign the task

In some cases, such as when an employee has moved to a new position in the company or when a colleague is out of the office on an extended vacation or leave, the task cannot be completed by its assigned reviewer and must be reassigned.

  1. In the impacted task, click Reassign in the Assigned to area.
  2. Enter the new assignee and provide a reason for the change.

The newly assigned reviewer will receive email and Slack (if enabled) notifications about their new task assignment.

Step 5: Repeat the process

Repeat these steps to review and take action on each task assigned to you. You can view your completed tasks in each task category (Certifications, Approvals, and Revocations) by clicking My completed tasks.