Schedule and monitor automation
Automation operations
Choose the identity automation you need, schedule it deliberately, and keep every run observable.
Choose a task typeDirect link to Choose a task type
| Task | Use it when you need to |
|---|---|
| Sync tasks | Collect systems, preview changes, and execute jobs in one process. |
| Export tasks | Write one filter result to a CSV file. |
| Multi-export tasks | Deliver several exports together or upload them using SFTP. |
| License Evaluation Tasks | Monitor license status and notify administrators. |
| Mail tasks | Send a recurring report as a single email. |
| Table notification tasks | Send one notification per result row. |
| Retention tasks | Apply data-retention policy to old operational data. |
| Role Generator tasks | Apply role-generator results to selected role models. |
Schedule a taskDirect link to Schedule a task
Choose the automation outcomeDirect link to Choose the automation outcome
Go to Scheduler > Overview, select Add, choose a task type, enter a clear operational name, and select Save. Then open the matching guide above to complete its configuration.
Preview scheduled instancesDirect link to Preview scheduled instances
Open Schedule, enable scheduling, configure when it should run, and select Calculate Instances before saving to confirm the next scheduled executions.
Validate before production useDirect link to Validate before production use
Run the task manually when practical. Review its log and output before relying on the recurring schedule.
Run, stop, and review tasksDirect link to Run, stop, and review tasks
Start a task on demandDirect link to Start a task on demand
From Scheduler > Overview, select Manual Run for the task. Use this for validation or when work must happen before the next scheduled instance.
Stop in-progress workDirect link to Stop in-progress work
For a running task, select Abort Task. Confirm the final state in its log before rerunning it or changing its configuration.
Inspect current and historical runsDirect link to Inspect current and historical runs
Select View Task Run from Scheduler overview to inspect the latest result. For earlier work, edit the task, open History, and select View Task Run for the relevant entry.
Edit or remove a taskDirect link to Edit or remove a task
Select Edit Task to update its configuration or schedule. Select Remove Task only after confirming no operational process depends on it.
Removing a task deletes its schedule. Review its ownership and operational dependencies first.