# Tasks

### 👥 **Who It Applies To**

| Role           | Capabilities                                                                                |
| -------------- | ------------------------------------------------------------------------------------------- |
| **Users**      | Complete tasks assigned to them (e.g., approving requests if they're part of a user group). |
| **Managers**   | Approve/deny access for their team, handle offboarding tasks, review requests.              |
| **App Owners** | Approve/deny requests for apps they own.                                                    |
| **Admins**     | Oversee all tasks, reassign tasks, complete tasks directly, manage escalations.             |

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### 📖 Key Concepts

* **Tasks**: Represent the specific steps required to complete a request. They are automatically generated by policies when input is needed from an assignee.
* **Task Types**:
  * **Review Tasks** → Require approval or denial (e.g., approve access requests).
  * **Action Tasks** → Require a concrete change (e.g., grant/revoke access, update permissions, archive apps).
  * **Standalone Tasks** → System-created outside of request flows (e.g., install the browser extension, review onboarding/offboarding).
* **Policies & Requests**: Tasks are always generated from an underlying request and the policy assigned to it *(See* [Policy, Request and Task Data Model](/concepts/data-models/policy-request-and-task-data-model.md))

:bulb:***Why this matters***: Tasks operationalize governance, embedding compliance into daily workflows without requiring admins to chase people.

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### 🛠 Task Workflows

#### Approve / Decline Requests

* **Definition**: Review tasks generated when an employee requests access, a permission change, or an app removal.
* **Steps**:
  1. Open the task in Slack or the Cakewalk dashboard.
  2. Review details (requester, app, justification, last activity).
  3. Select *Approve* or *Deny* (optional justification required).
* All decisions are logged for auditability.
* **Why this matters**: Ensures app access is governed and auditable, while keeping approval workflows fast and efficient.

***

#### Complete Action Tasks

* **Definition**: Action tasks generated when workflows require concrete changes (e.g., granting/removing access, updating permissions, archiving apps).
* **Steps**:
  1. Open the task from Slack or Cakewalk dashboard.
  2. Perform the required action in the third-party app (e.g., provision a user, change permission, archive app).
  3. Mark the task as completed.
* **Why this matters**: Turns governance workflows into concrete outcomes, ensuring accountability and visibility.

***

#### Complete Standalone Tasks

* **Definition**: System-created tasks not tied to a user request.
* **Examples**:
  * Install the Cakewalk browser extension.
  * Confirm onboarding/offboarding steps.
* **Why this matters**: Embeds security and compliance steps into daily workflows.

***

#### Reassign Tasks

* **Definition**: Admins can reassign tasks if the original approver is unavailable or a workflow is blocked.
* **Steps**:
  1. Navigate to *Request log* in Cakewalk.
  2. Locate the task within the corresponding request.
  3. Select *Reassign* → choose a new assignee.Task is routed to the new assignee.
* **Why this matters**: Prevents bottlenecks and ensures workflows don’t stall when someone is unavailable.

***

### 📋 Task Actions at a Glance

| Action                   | Who performs it | What happens                                                                        | Why it matters                                                |
| ------------------------ | --------------- | ----------------------------------------------------------------------------------- | ------------------------------------------------------------- |
| **Approve / Deny**       | Assignees       | Review and decide on requests (access, permissions, removal).                       | Ensures governed, auditable access workflows.                 |
| **Complete Action Task** | Assignees       | Perform required changes (provision, deprovision, update permissions, archive app). | Turns governance workflows into concrete, trackable outcomes. |
| **Complete Standalone**  | Depends on task | Fulfill system tasks (install extension, confirm onboarding/offboarding).           | Embeds compliance/security steps directly in user workflows.  |
| **Reassign Task**        | Admins          | Redirect task to a new approver.                                                    | Keeps workflows moving and avoids bottlenecks.                |


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