Welcome to Shortcut! ๐Ÿ™Œ

Simple, smart, scalable project management tool that you'll actually love using! Shortcut provides a number of views into your teamโ€™s work. To get started it takes less than a minute, watch this video for a quick tour.

Setting Up Your Profile and Workspace ๐Ÿ‘ค 

If you are new to Shortcut, the first thing you should do is set up your profile and your Workspace (if you are the Workspace administrator or owner). You can do this by clicking on your User Icon in the lower left corner.

We encourage you to set up Two Factor Authentication (2FA) and to encourage all your teammates to do the same. You can see which users have it disabled by going to Settings > User Directory. The alert symbol indicates that 2FA has not yet been activated.

Here's information on how to login after you've enabled 2FA.

Shortcut Building Blocks ๐Ÿ“š

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Learn more about the core features and how they fit together here

Stories are the standard unit of work in Shortcut and represent individual features, bugs, and chores. You can click the large green Create Story button on the Dashboard, Teams, or Stories page to create a new story. More on adding Stories here.

An Epic is a collection of Stories that together make up a larger initiative that your organization is working on. Oftentimes an Epic can be a place for multiple Project teams to work together toward a shared goal. Learn how to create an Epic here.

On the Stories page, Stories are displayed in columns. You can change the priority and state of Stories by dragging them around. The background color denotes the type of Story. You can control the scope of what youโ€™re looking at by selecting filters, Projects, Epics, and workflow state columns. These combinations can be saved as Spaces that you can quickly come back to later. More on Spaces here.

Shortcut University ๐ŸŽ“

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Access our educational platform right within Shortcut to learn and see how the building blocks help you track your work and collaborate together, all at your own pace! This can be accessed at any time by clicking on the Graduation hat icon on the upper right side of the dashboard.

See the Concepts in Action in our Sample Workspace ๐Ÿ‘€Sample_Workspace.gif

They say seeing is believing! Access our Sample workspace, complete with prefilled data, which will allow you to see how Dotlab, an imaginary company, does its best work by putting all the aforementioned building blocks together. When you first log in to the sample workspace, we will walk you through each Shortcut component and offer some tips along the way.

Want to learn more?โšก๏ธ 

Check out the Quickstart Guide: New Users or if you are an owner or an admin get started with the Shortcut Setup Guide.

Work with other tools ๐Ÿค

Now that you've got yourself all set up, you'll want to integrate your favorite tools. Shortcut works best when itโ€™s integrated with the other services you use every day. Check out the Integrations section of the Shortcut Help Center for detailed instructions.