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Plans Page

The Plans page lets you create, review, and manage your plans. A planis a sequence of tasks and the triggers that execute them.

In the Plans page, select New to create a new plan. The Plans page is displayed.


  • The maximum number of plan tasks may vary depending on the plan that you have licensed. For more information, please contact your Alteryx representative.

  • Workspace admins can access all plans in the workspace.

  • To import plans, click Import.


You can import multiple plans (ZIP files) through the file browser or through drag-and-drop. Press CTRL/COMMAND + click or SHIFT + click to select multiple files for import.

  • Search: To search plan names, enter a string in the search bar. Results are highlighted immediately in the Plans page.

  • Sort: Some column headers can be selected to sort the display by the column's entries.


Figure: Plans page


  • Name: Name of the plan. Click the plan name to review the plan. See Plan View Page.

  • Owner: Owner of the plan.

  • Last Updated: Timestamp for the last updated.

  • Last Run: Timestamp for when the plan was last run.

    • The displayed icon indicates whether the plan executed successfully or not. Click the link to review the details of the plan run.

Plan options:

Select the 3-dot menu next to your plan to view these options...

  • Rename: Change the name and description of the plan.

  • Email notifications: Send email notifications on the plan runs. See Manage Plan Notifications Dialog.

  • Export: Export the plan from the Alteryx Analytics Cloud. See Export Plan.

  • Transfer ownership: (Available to owner or admin only) Transfer ownership of this asset to another user. See Transfer Asset Ownership.

  • Delete: Delete the plan.


Deleting a plan removes all objects contained in the plan. Flows referenced in the tasks of the plan are not touched.