Scheduled Jobs

View, search, filter, edit, and remove scheduled automation in one place.

Automation managementSearch & filterEdit schedules
Scheduled Jobs page
Scheduled Jobs: Manage what runs, when it runs, and what each automation does.
Licence Required
Automated / scheduled documentation requires the Professional or Enterprise plan. See License Management.

What You See on the Scheduled Jobs Page

  • Job name and description (based on your selections)
  • Next run time and recurrence
  • Source scope (server folder or Tableau selection)
  • Output type and destination

Creating a Scheduled Job

Scheduled jobs are created from the Processing & Scheduling page — not from the Scheduled Jobs page itself.

  1. Go to Processing & Scheduling.
  2. Configure your source, workbook selection, and output type.
  3. Enable the Schedule for later toggle.
  4. Enter a Job Title, set the Schedule Timing (date and time), and choose a Schedule Frequency.
  5. Click Execute to create the scheduled job.
Local Files Restriction
Scheduling is not available for the Local Files source option because the scheduler requires files to be hosted on the server and cannot access files stored on your local machine. Only Rapid BI Catalog server files and Tableau Server/Cloud sources can be scheduled.
Time Zone Handling
Scheduled jobs run in the time zone configured by the Admin in Settings — not the local time zone of the user who created the job.

How Scheduled Jobs Authenticate

Scheduled jobs run unattended, so they do not use your personal sign-in. Jobs that source from Tableau Server or Tableau Cloud authenticate with the site's Service Account — a dedicated Tableau token. A Service Account must therefore be configured for a site before you can schedule Tableau jobs against it. Jobs that process files already stored on the Rapid BI Catalog server do not require one.

Job Ownership & Control

Every scheduled job has an owner — the user who created it — and what you can do depends on your role:

  • Power Users see and manage only their own jobs: create, edit, retry a failed run, and clear a job's error state.
  • Administrators can view all jobs across users, reassign a job to another owner (see Transfer Scheduled Jobs), and remove any job.

Live Progress & Status

While a job runs, its progress and final result update automatically on the Scheduled Jobs and Logs pages — there is no need to reload. A manual Refresh control is also available if you want to update the view on demand.

Managing Existing Jobs

Search and Filter

Use search to locate jobs by name or scope (site/project/workbook or folder).

Edit a Job

  1. Click on the job you want to modify.
  2. Update the schedule parameters (timing, frequency) or inputs (source selection, output type).
  3. Save changes and confirm the next run time updates correctly.

Remove a Job

When a job is no longer needed, remove it to reduce noise and avoid unnecessary consumption of your usage quota.

Next Steps