Automated Tasks

Automated Tasks in User Manager allow you to schedule and execute user management operations automatically, saving time and ensuring consistent user administration across your Atlassian environment.

What Are Automated Tasks?

Automated Tasks let you automate routine user management actions using saved filters from the User Browser. Instead of doing everything manually, you can set up recurring or one-off tasks that handle the heavy lifting for you.

What You Can Do with Automated Tasks

Automated Tasks combine saved user filters with bulk operations. You can use them to:

• Schedule regular user cleanups or license reviews

• Automatically apply policies to user groups

• Reduce license costs by handling inactive users

• Enforce security policies through recurring checks

• Create both scheduled and on-demand task templates

• Keep track of changes in detailed audit logs

Actions You Can Automate

An Automated Task can perform one or more of the following actions:

• Add users to groups
  Example: Move inactive users into a dedicated group for follow-up

• Remove users from groups
  Example: Clean up access to project-specific groups after offboarding

• Suspend users
  Example: Temporarily disable inactive or non-compliant users

• Remove app access
  Example: Reclaim licenses from users who haven’t used a product in months

Automated Tasks help you stay on top of user management without needing to monitor every change manually.

Key Benefits

• Automation
  Remove manual steps from recurring user management work.

• Consistency
  Apply policies in a predictable and repeatable way.

• Scheduling Flexibility
  Run tasks daily, weekly, or manually when needed.

• Audit Trail
  Track what happened and when with full execution logs.

How It Works

1. Create a saved filter
   Define your user selection in the User Browser.

2. Create an automated task
   Link the saved filter to a new task.

3. Define the actions
   Choose what happens to the users e.g., remove access, assign group.

4. Set the schedule
   Run once, every day, or on specific weekdays.

5. Monitor execution
   Each run is logged, so you can review results anytime.

Common Use Cases

• Group assignment
  Add inactive users to a customer group to downgrade license usage.

• License optimization
  Remove product access from users who haven’t logged in recently.

• Security compliance
  Suspend accounts with no recent activity in line with your security rules.

• Onboarding
  Automatically assign new users to teams based on profile attributes or usage patterns.

Prerequisites

Before you can create tasks:

• At least one saved filter must exist in the User Browser

• You should know your organization’s user management rules

Getting Started

1. Go to Automated Tasks from the left navigation

2. Click Add New Task

3. Choose your saved filter

4. Set up the actions and schedule

Once saved, the task is active and will follow your defined run plan.