Schedule Missions
Create a Schedule
A schedule is a way to receive scheduled updates of a Mission via email at a fixed reporting frequency (for example, 1st Monday of each month). Mission Viewers, Editors, and Owners can create a schedule. It's also a great way to share your Mission.
To create a schedule...
Go to your Mission and select Schedule > + New Schedule.
Enter a name.
Enter a Delivery time. There can only be a single day and time selection for each schedule. If you want to have email updates 2 times a week, set up 2 schedules. The default timezone is based on your location.
You are automatically subscribed as the creator.
Optional: Select the Recipients tab to search for a name or email address to add other users to the schedule.
Select Manage to manage dependency sharing.
There are 2 tabs: Alteryx One data and Auto Insights data. The number of dependencies is in parentheses.
The banner is red if the dependency will not be shared. Request access to share.
The banner is blue if the dependency will be shared. Clear the checkbox Share All Cloud Dependencies to stop sharing.
Select Schedule.
Delete or Edit a Schedule
Mission Editors and Owners can delete or edit a schedule. Before you delete it, make sure no users are subscribed to it.
To delete a schedule, select Schedule, then select the vertical ellipsis > Delete.
Frequently Asked Questions
Who can subscribe?
Users who have an Auto Insights account in the same Organisation. Everyone can subscribe to and unsubscribe from an existing schedule. The person who created the schedule is the owner of the schedule and can add or delete subscribers.
How do I unsubscribe?
Select the unsubscribe link at the bottom of your summary email. The link takes you to the Mission Summary page. To unsubscribe, select Schedule > vertical ellipsis icon > Unsubscribe me.
Why can't I add my colleague to the schedule I created?
Ensure that your colleagues have an Auto Insights account.
Can a Mission have more than 1 schedule?
Yes, you can have multiple schedules for different stakeholder groups at different frequencies.
What happens if I delete a Mission?
Auto Insights deletes all schedules tagged to that Mission as well.
What are the supported email clients?
Outlook Desktop 2016 and newer, Outlook 365, Outlook Browser, and Gmail.
Can you send a schedule on the same day you create it?
Yes, you must set the schedule for later the same day and do so before the scheduled time. For example, if it’s 3 PM and you set the schedule for 4 PM, the system will send it as expected. But if it’s 5 PM and you try to set the schedule for 4 PM, the system will wait and trigger it at 4 PM the next day.