Help center
How to use shadow-planner — getting started, connecting an AI provider, planning with the AI agent, scenarios and snapshots, resources and utilisation, import/export, undo and the audit log, and licensing.
Everything you need to get productive with shadow-planner, from first install to steering a full portfolio by chat. The same topics are also available inside the app under Help & FAQ.
First steps
- Getting started — install the app, run the setup wizard, create your first project and find your way around.
- Connect an AI provider — run the assistant on a local model with Ollama, or bring your own Anthropic Claude, OpenAI or OpenRouter key.
Planning with AI
- Plan a project with AI — turn a written brief into a full draft plan, review it, and materialise it in one step.
- The chat assistant — reschedule, query and rebalance your plan in plain language, with approval gates before anything risky happens.
Core features
- Scenarios, snapshots & templates — what-if planning in isolated copies, point-in-time backups, and reusable blueprints.
- Tasks, epics & milestones — the work hierarchy, dependencies, and how milestones behave.
- Resources & utilisation — people, weekly capacity, overload highlighting and saved filters.
Data and trust
- Import & export — CSV import, and export to JSON, Excel, CSV or Microsoft Project XML.
- Undo, history & the audit log — undo anything you or the AI changed, and see a full record of every write.
- License & upgrades — the free tier, the €4,99 one-time purchase, restoring your license, and promo codes.
Can't find an answer? Check the FAQ or use the Contact button on the homepage to reach us.