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Creating plans

When you have created your Job or pipeline tasks, schedule your operations using plans.

Before you begin

  • You must run a task at least once before you add it to a plan.
  • You must have Author permission to create plans.
  • You must have Execute permission to run plans.


  1. Open the Management page.
  2. Go to the Plans tab.
  3. Select the environment and workspace using the faceted search at the top of the page.
  4. Click Add plan.
  5. Select the workspace in which to create the plan.
  6. Enter the name of the plan.
  7. Optional: Add a description to your plan.
  8. Click Continue.
  9. Optional: Enter a step name.
    By default, a name is automatically entered in the Step name field.
  10. Select one or more tasks from the list.
    You can use the search box to filter the list.
  11. Click Save.


You are redirected to the plan edit view.

To configure the plan steps, see Configuring the plan steps in the plan edit view.

To schedule the plan runs, see Scheduling plans.

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