Overview

Task Templates are powerful components of YeshID that allows you to automate your on and off-boarding by tying together your tasks, users and applications.

• A Task Template consists of one or more tasks can be scheduled for a user on a given start date (for an onboarding template) or end date (for an off-boarding template).
• YeshID will then execute those tasks at the time specified in the task details.
• Tasks are individual units of work that can be managed (automated or assisted in some way by YeshID) or manual and can be assigned to a Task Owner.
• Tasks are tracked and completed on the “Tasks” page, and notify (via Email /Slack) the corresponding Task and Template Owner on (1) pending tasks/template, or (2) errors.
• The information used in this process (i.e. recording the granting / removal of access) is then captured for use in other parts of YeshID, such as the Access Grid and User History.

Before you Begin

1. You will want to make sure that your applications are added into YeshID before you begin, as they will be referenced from onboarding templates. How Do I Add Applications to YeshID
2. Task Templates come in two flavours: Onboarding or Offboarding.
3. Onboarding or Offboarding a user with YeshID is done by executing an Task Template on a user.

<aside> 🏗️ Documentation on how to schedule a task template, coming soon!

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1. Once a Task Template is scheduled, its tasks are continuously evaluated by YeshID until (1) the conditions (i.e. timing) are met for a task to be executed (timing) or (2) all tasks are completed.

How

1. Navigate to Tasks Templates