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Advanced Planning Features

Discover advanced features to simplify and optimize your project planning workflow with intelligent automation and powerful customization options.

Table of Contents

1. Custom Templates & Reusable Workflows

Pro Tip

Create templates for recurring project types to save time and ensure consistency across your organization's project management approach.

Custom templates allow you to standardize project structures and workflows across your organization. Once created, these templates can be reused for similar projects, ensuring consistency and saving valuable setup time.

Creating Custom Templates

Step 1

Template Setup

Navigate to Settings → Templates → Create New Template. Define the template name, description, and category for easy organization.

Step 2

Structure Definition

Define project phases, standard tasks, milestones, and dependencies. Set default durations and resource requirements.

Step 3

Customization Options

Configure which elements can be modified when using the template and set up variable fields for project-specific information.

2. Automation Rules & Intelligent Triggers

Automation rules help streamline your workflow by automatically performing actions based on specific triggers and conditions. This reduces manual work and ensures consistency in project management.

Trigger Types
  • Task completion
  • Date/time based
  • Status changes
  • Resource allocation
Action Types
  • Send notifications
  • Create tasks
  • Update statuses
  • Assign resources

Example Automation Rule

Trigger: When a task is marked as "Complete"

Action: Automatically start the next dependent task and notify the assigned team member

3. Advanced Analytics & Custom Reporting

Gain deep insights into your project performance with advanced analytics and create custom reports tailored to your stakeholders' needs.

Available Analytics

Performance Metrics

Track completion rates, velocity, and efficiency across projects and teams.

Resource Utilization

Monitor team workload, capacity planning, and resource allocation effectiveness.

Predictive Insights

AI-powered predictions for project completion, risk assessment, and bottlenecks.

4. External Tool Integrations

Connect Raydian.ai with your existing tools and workflows to create a seamless project management ecosystem.

Popular Integrations
  • SL
    Slack
  • JR
    Jira
  • GH
    GitHub
  • TR
    Trello
Integration Benefits
  • Centralized project data
  • Automated data sync
  • Reduced manual entry
  • Enhanced collaboration
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